FinBridge

Screen exchange-traded funds in the local finbridge database on the things that actually distinguish an ETF: premium/discount to NAV, fund size (AUM), the index it tracks, price momentum, and — for US funds — the audited calendar-year TOTAL return from the fund's own prospectus. Funds only. For an operating company use get_valuation (one company) or query_db (many at once). ⚠Funds file no annual

Store the structured holdings explicitly entered by the user in their FinBridge portfolio. Uploaded files, screenshots, chat history and extracted file content are not supported sources for this connector. Accepts listed stocks (KR/US/TW/JP) as well as cash, crypto (BTC etc.) and physical assets (gold): stocks are matched against the database, crypto and gold (PAXG) get live ccxt quotes, cash and

List the append-only portfolio snapshots recorded for this user. Each import_portfolio call that actually changes the stored holdings/assets (and each restore_portfolio_snapshot) appends one snapshot of the whole portfolio at that moment — quantities, average prices, symbols and asset classes, never market prices or computed valuations (those are recomputed fresh whenever needed). Identical resubm

Roll the stored portfolio back to a past snapshot from get_portfolio_history, replacing ALL current holdings and assets with that snapshot's content. Use this to undo a bad import_portfolio call. Omit snapshot_id to restore the snapshot immediately before the current state (undo the last change). This action is itself recorded as a new snapshot — history is append-only, so restoring is itself reve

Return the holdings this user has already registered in FinBridge with import_portfolio — listed stocks plus cash, crypto, ETF and physical assets — valued at the latest prices, with return and asset allocation. A user who has registered nothing gets an empty list. Not this tool for: analysing or valuing a company (get_valuation), prices (get_stock_prices), or finding companies (search_dart_compa

Read the companies followed by the authenticated user. Returns names, symbols and markets without changing the watchlist or holdings.

Add or remove a company from the user's watchlist. This changes saved preferences, not financial assets. Only remove deletes an entry. action='add' and action='remove' each take one symbol and are idempotent: adding a company already on the list leaves it there, removing one that is not on the list is a no-op. Both report the resulting list size. Not this tool for: holdings and cash (that is a p

Comparison references for one company across KR / US / TW / JP / EU. The default uses a sourced business theme or broad source classification and does not assert direct competition or add unrelated companies to fill the limit. Explicit rank='size' returns same-currency size references and does not assert an industry relationship. Also returns the company's business-segment revenue split where avai

Search companies registered with DART, South Korea's corporate disclosure system, by name, 6-digit stock code, or 8-digit DART corp_code. Returns the corp_code required by the other dart_* tools. Not this tool for: US registrants (use search_edgar_company). Japan, Taiwan and Europe have no search tool — reach them through query_db on the companies table. Args: - query: company name in Korean (

Fetch financial statements of a Korean company from OpenDART (fnlttSinglAcntAll: full single-company statements) and normalize them to standard metrics. Amounts are raw KRW (no scaling); EPS is KRW per share. Not this tool for: US statements (get_edgar_financials), a KR-vs-US pair on one screen (compare_financials_kr_us), or ranking many companies at once (query_db, which reads the stored table a

Explore one DART filing by receipt number while preserving section and table structure — the main body by default, or one of its attachments (audit reports carry the consolidated statements; the main body carries the business description). Use get_dart_filings first to obtain rcept_no. Start with action='overview', then select a section or table instead of requesting a long flattened filing. The

List corporate disclosure filings from DART, optionally filtered by company, date range, and disclosure type. Report names are in Korean. Not this tool for: US filings (get_edgar_filings), a cross-market feed already stored here (get_disclosure_feed), or major-event reports specifically (get_dart_major_events, a narrower slice of this one). Args: - corp: optional — Company: Korean name (e.g. '

List major-event disclosures (주요사항보고서, DART type B): capital increases, mergers, convertible bonds, treasury stock, bankruptcy, lawsuits, etc. Optionally filter report names with a regex. Not this tool for: the full disclosure list or other report categories (get_dart_filings — periodic reports, securities issuance, ownership, KRX notices), US 8-K events (get_edgar_filings), or the cross-market s

Korean insider transactions for a listed KR company, from DART's 임원ㆍ주요주주 특정증권등 소유상황보고서 (elestock) — the Korean equivalent of SEC Form 4. Includes a buy-vs-sell summary and an optional buy/sell filter. Not this tool for: US insiders (get_edgar_insider_trades) or institutional managers, which are a different kind of holder entirely (get_edgar_13f). Buy vs sell is the SIGN of the reported share cha

Search SEC EDGAR registrants (US-listed companies) by ticker, company name, or CIK. Returns the 10-digit zero-padded CIK needed by the other edgar_* tools. Not this tool for: Korean companies (use search_dart_company). Japan, Taiwan and Europe have no search tool — reach them through query_db on the companies table. Args: - query (required): ticker ('AAPL', 'BRK-B' or 'BRK.B'), company-name fr

Normalized annual (10-K) or quarterly (10-Q) financial statements for a US company, from SEC EDGAR XBRL company facts (US-GAAP). Values are raw USD (not scaled); eps_diluted is USD per share. Not this tool for: Korean statements (get_dart_financials), a KR-vs-US pair on one screen (compare_financials_kr_us), or ranking many companies at once (query_db, which reads the stored table and covers KR/U

List a US company's recent SEC filings (10-K, 10-Q, 8-K, S-1, proxy statements, Form 4, ...) from the EDGAR submissions index. Returns metadata and document URLs only — it does NOT download filing contents; fetch the returned url yourself for the document text. Not this tool for: Korean filings (get_dart_filings) or a cross-market feed already stored here (get_disclosure_feed). Args: - company

Latest insider transactions for a US company, parsed from SEC Form 4 filings, with a buy-vs-sell summary and an optional buy/sell filter. Each trade lists the reporting insider, their relationship, and non-derivative (common stock) transactions. Not this tool for: Korean insiders (get_dart_insider_trades) or institutional managers, which are a different kind of holder entirely (get_edgar_13f). I

Compare annual financial statements of a Korean listed company (source: OpenDART, K-IFRS) and a US listed company (source: SEC EDGAR, US-GAAP) side by side, with KRW values converted to USD using Federal Reserve H.10 annual-average exchange rates. Args: - kr_company: Korean company name / 6-digit stock code / DART corp_code (e.g. '삼성전자', '005930') - us_company: US ticker / name / CIK (e.g. 'A

Inspect the schema of the local finbridge database (SQLite with ingested KR/US company fundamentals, filings, and daily prices): tables, views, columns, per-table row counts (counted in the background and refreshed every 30 minutes; null with rows_note "counting…" right after a server start), and ready-to-run example queries for query_db. Read this before writing a query_db statement. It returns

Run a single read-only SELECT query against the local finbridge database (ingested KR/US fundamentals, filings, daily prices). The statement must start with SELECT or WITH; multiple statements, PRAGMA, and any write/DDL keywords (INSERT/UPDATE/DELETE/DROP/ALTER/CREATE/ATTACH/...) are rejected. The query runs in a separate read-only process with SQLite authorization, a 2-second deadline, two concur

Get daily OHLCV price history from the local finbridge database (populated by the nightly ingest jobs). Rows are returned newest first. Listed equities and ETFs. Japan and Europe carry no prices at all, and crypto is not served. Price coverage by market — we only store what we have redistribution rights to: - Korea (DART + Financial Services Commission): full daily history, corporate-action ad

Taiwan insider share-transfer filings from TWSE (上市) and TPEx (上櫃), served from the local finbridge database. ⚠These are PRE-ANNOUNCEMENTS, not executed trades. Taiwan requires directors, supervisors, managers and 10% shareholders to declare a transfer BEFORE selling (內部人持股轉讓事前申報). There is no "sold" table at all — a declaration says what someone intends to transfer and by when. What does exist i

Get the latest valuation snapshot for one KR, US, or Taiwan company from the local finbridge database: market cap (latest close x shares) with PER, PBR, PSR, ROE, debt ratio, and 3-year revenue/net-income CAGR, joined to the company's latest annual fundamentals. Includes metric-level calculation basis, dates, sources, missing reasons, and 1-2 same-market percentile hints. Computed by the nightly v

Recent regulatory disclosures from the local finbridge database (filings table, refreshed nightly + intraday for KR), newest first — positioned as a faster-than-news primary source. By default returns only MATERIAL filings: US Form 8-K (current reports) and KR 주요사항보고서 (major events: capital raises, M&A, convertible bonds, buybacks, etc.). Args: - market: 'kr' (DART), 'us' (EDGAR), or 'all' (def

Quarter-end institutional manager holdings reconstructed from SEC 13F-HR and 13F-HR/A (RESTATEMENT or NEW HOLDINGS), for the latest reportDate in recent submissions. Pass a manager name or CIK, not an issuer ticker. top=1–50 (default 20) limits displayed rows. response_format=markdown or json. Returns reported security rows with separate class, PUT/CALL, SH/PRN, discretion and other-manager field