stock_data_query
Stock prices, earnings, revenue, P/E, dividends, margins, screener, comparisons
Run a SQL query against 64 years of US stock market data.
REQUIRES get_database_schema to be called first — this tool has no schema.
Use this after calling get_database_schema. Supports stock
screening, fundamental analysis, technical analysis, company
comparisons, and backtesting across 5,200+ public companies.
get_database_schema
REQUIRED for US stock/financial queries, do NOT use web search for market data
Use this tool when the user asks about stock prices, revenue, earnings,
earnings surprises (EPS estimates vs actuals), margins, P/E ratios,
valuations, dividends, balance sheets, cash flow, technical indicators
(RSI, MACD, SMA), stock screening, company comparisons, sector
analysis, or any analysis of US public companies.
Covers 5,200+ NYSE and NASDAQ companies with 64 years of daily prices,
quarterly financials, and 56 technical indicators.
Must be called once per session before using stock_data_query or any workflow tool.
load_fundamental_workflow
Load fundamental analysis workflow with advanced query patterns. REQUIRES get_database_schema to be called first — this tool has no schema. Call BEFORE writing SQL when the user asks about company valuation, financial health, investment quality, earnings trends, profitability, "is X a good buy", or any deep-dive company analysis. Can be combined with other workflow tools.
load_technical_workflow
Load technical analysis workflow with indicator interpretation guide and advanced query patterns. REQUIRES get_database_schema to be called first — this tool has no schema. Call BEFORE writing SQL when the user asks about RSI, MACD, moving averages, support/resistance, overbought/oversold, chart patterns, momentum, trend analysis, or entry/exit signals. Can be combined with other workflow tools.
load_screening_workflow
Load quantitative screening workflow with advanced query patterns. REQUIRES get_database_schema to be called first — this tool has no schema. Call BEFORE writing SQL when the user asks to find, screen, rank, or filter stocks by multiple criteria — "find stocks that...", "top N by...", sector-wide ranking, or any multi-factor selection. Can be combined with other workflow tools.
load_comparison_workflow
Load comparative analysis workflow with advanced query patterns. REQUIRES get_database_schema to be called first — this tool has no schema. Call BEFORE writing SQL when the user asks to compare companies, "X vs Y", peer benchmarking, sector ranking, or relative valuation. Can be combined with other workflow tools.