HoldingsIntel

Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades. WHEN TO USE: User asks about an individual stock's institutional positioning, smart money sentiment, hedge fund activity, insider buying/selling, or recent moves. Examples: - "Is smart money buying NVDA?

Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE: User asks about a specific hedge fund's profile, performance, investing style, or recent disclosed moves. Examples: - "How is Renaissance Technologies performing?" - "What's Berkshire Hathaway's investing archetype?" - "What did Bridgewater buy last quar

Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for a screen, list, or "what's interesting right now". Types: - convergence: stocks with institutional coverage where 2+ available filing-source signals align - conviction: highest-conviction recent moves - double_downs: positions increased while price fel

Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and common holdings. WHEN TO USE: User wants to compare hedge funds head-to-head. Examples: - "Compare Berkshire and Pershing Square" - "How similar are Renaissance and Two Sigma?" - "How do these funds' current disclosed holdings and research

Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead. WHEN TO USE: User wants to know how a fund-cloning strategy would have performed. Examples: - "Backtest cloning Renaissance's top 10 since 2023" - "What's the return on copying Pershing Square's portfolio?" - "How would I have done following Buffett's top 5?" PARAMETERS: - top_

Searches funds by name and returns canonical CIKs for discovery or disambiguation. WHEN TO USE: The user asks to find funds, a partial name may match several funds, or a workflow specifically needs a canonical CIK. Examples: - "Find funds with Pershing in the name" - "Which Renaissance filer did you mean?" WHEN NOT TO USE: - Call analyze_fund or clone_fund directly for an ordinary fund nam

Searches stocks by ticker or company name and returns canonical security identities. WHEN TO USE: The user asks to find stocks, a company name is ambiguous, or a workflow specifically needs the canonical CUSIP. WHEN NOT TO USE: - Call analyze_stock directly for an ordinary ticker or CUSIP - Use find_signals when screening across stocks rather than resolving a single name RETURNS: Up to the

Returns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the current caller can access that quarter. It never labels a quarter complete. latest is the newest default-ready quarter; latest_reported is the newest quarter with any processed filing. If the index cannot be loaded, returns source_unavailable rather than a successf

Returns official financial disclosures from Congress and the OGE executive-branch feed. It defaults to Congress; branch selects Congress, executive, or both. Optionally filter by one stock or one official filer. WHEN TO USE: User asks what Congress, a senator, a representative, or an executive-branch official disclosed buying or selling. Examples: - "What stocks did Nancy Pelosi trade?" - "Wh

Returns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures. WHEN TO USE: User asks how a specific member of Congress has performed as a trader, or wants their profile and recent activity. Examples: - "How good a trader is Nancy Pelosi?" - "What's Dan Crenshaw's track record?" - "Show me Tommy Tuberville's profile and recent

Returns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one insider. WHEN TO USE: User asks whether insiders are buying or selling a stock, or wants a specific executive's trades. Examples: - "Are insiders buying NVDA?" - "Did any executives sel

Returns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one filer. WHEN TO USE: User asks who has taken a big stake in a company, or whether an activist investor is involved. Examples: - "Who has a 5%+ stake in Tesla?" - "Is there an activist investor in NVDA?" - "Show recent active 13D/13G stake

Returns all disclosed positions currently processed for a hedge fund and quarter, paginated. WHEN TO USE: User wants every currently processed disclosed position for a fund, not just the headline moves or rating. Examples: - "List everything Berkshire Hathaway holds" - "Show me Pershing Square's full portfolio" - "What are all of Bridgewater's positions?" PARAMETERS: - cik_or_name: a CIK

Returns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination. WHEN TO USE: The user asks who owns a stock, which institutions hold it, how large each disclosed position is, or wants all currently processed holders for a quarter. PARAMETERS: - ticker_or_cusip: one ticker or exact CUSIP - quarter: required YYYY-QN filing quarter - curs

Returns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination. WHEN TO USE: The user asks what a fund bought, added to, trimmed, or exited; or which institutions changed a named stock position. PARAMETERS: - provide exactly one of cik_or_name or ticker_or_cusip - quarter: required YYYY-QN filing quarter - change_types: any unique sub

Lists the authenticated user's protected default Watchlist and named saved lists, including each list's allowed item types and current count.

Returns one authenticated user's saved list with type-discriminated items. The protected default Watchlist supports stocks, funds and Congress members (politicians); named lists also support insiders.

Creates an authenticated user's named saved list. Names cannot have leading or trailing whitespace, are case-insensitively unique, Watchlist is reserved, and retrying the same name returns the existing list.

Renames an authenticated user's named saved list. Names cannot have leading or trailing whitespace; the protected default Watchlist cannot be renamed, and no named list can be renamed to the reserved name Watchlist.

Deletes an authenticated user's named saved list and its items. The protected default Watchlist cannot be deleted.

Adds one type-discriminated entity to a saved list. Repeating an existing membership is idempotent; omitted notes are preserved and null clears them.

Updates notes on one authenticated user's saved-list item. Null clears notes.

Removes one item from an authenticated user's saved list without deleting the list.

Returns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage. This read-only status check does not consume daily quota. Anonymous callers receive quota=null; it never exposes keys, billing data, or another user's account.