Calculate intrinsic value per share using DCF, EPV, and/or Graham models. Returns fair value estimates, margin of safety vs current price, and the inputs used in each model. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
},
"method": {
"type": "string",
"enum": [
"dcf",
"epv",
"graham",
"all"
],
"description": "Valuation method to use (default: all)"
}
},
"required": [
"ticker"
]
}
Compare key metrics (P/E, EV/EBITDA, margins, growth, ROE, dividend yield, beta) across 2-5 stocks side by side.
Input schema
{
"type": "object",
"properties": {
"tickers": {
"type": "string",
"description": "Comma-separated ticker symbols (e.g. AAPL,MSFT,GOOG)"
}
},
"required": [
"tickers"
]
}
Get top institutional holdings from a fund's latest SEC 13F filing. Accepts a CIK number or fund ticker. Returns fund name, filing date, top holdings with share counts and market values. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"fund": {
"type": "string",
"description": "Fund CIK number (e.g. 1067983 for Berkshire Hathaway) or fund ticker symbol"
},
"max_holdings": {
"type": "number",
"description": "Maximum number of holdings to return (default 50)"
}
},
"required": [
"fund"
]
}
Get analyst recommendations (buy/hold/sell counts), price targets (mean, high, low), and recommendation key for a stock.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
}
},
"required": [
"ticker"
]
}
Run 15 automated anomaly checks on a stock: short interest, Altman Z-Score, leverage, negative FCF, extreme P/E, insider selling, and more. Returns severity, label, and detail for each flag. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
}
},
"required": [
"ticker"
]
}
Get balance sheet data: total assets, liabilities, equity, debt, cash, current assets, and current liabilities for the last 4 years.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
}
},
"required": [
"ticker"
]
}
List all BDC tickers tracked by Oxford Ledge with their names, AUM (total fair value), holding counts, and latest filing dates. [Requires API mode]
Input schema
{
"type": "object",
"properties": {}
}
Look up a specific bond by CUSIP identifier. Returns issuer, coupon rate, maturity date, last trade price, yield to maturity, and trading volume from FINRA TRACE.
Input schema
{
"type": "object",
"properties": {
"cusip": {
"type": "string",
"description": "9-character CUSIP identifier (e.g. 037833AK6 for Apple)"
}
},
"required": [
"cusip"
]
}
Get 10-year capital allocation scorecard from SEC EDGAR XBRL: buybacks, dividends, debt issuance/repayment, acquisitions, stock compensation, and shares outstanding history. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
}
},
"required": [
"ticker"
]
}
Get cash flow statement: operating, investing, financing cash flows and free cash flow for the last 4 years.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
}
},
"required": [
"ticker"
]
}
Get key financials, valuation multiples, and current price for a stock ticker. Returns price, P/E, EV/EBITDA, market cap, dividend yield, 52-week range, and more. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL, MSFT)"
}
},
"required": [
"ticker"
]
}
Get company profile: name, sector, industry, employee count, website, headquarters location, and business description.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
}
},
"required": [
"ticker"
]
}
Get company profile including business description, CEO, founding year, headquarters, employee count, sector, and industry classification. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
}
},
"required": [
"ticker"
]
}
Get corporate events for a ticker: M&A activity, executive changes, restructurings, dividend changes, and other material events. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
},
"event_type": {
"type": "string",
"description": "Optional filter: acquisition, divestiture, executive_change, restructuring, dividend, or ALL"
}
},
"required": [
"ticker"
]
}
Get the debt maturity schedule from SEC EDGAR 10-K footnotes. Returns year-by-year maturity amounts in millions and a confidence level (high/medium/low/none). [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
}
},
"required": [
"ticker"
]
}
Get upcoming economic events and data releases including FOMC meetings, jobs reports, CPI releases, and GDP prints. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"description": "Number of days to look ahead (default 90)"
}
}
}
Get income statement data: revenue, net income, EBITDA, operating income, and gross profit for the last 4 years.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
}
},
"required": [
"ticker"
]
}
Get economic data from FRED (Federal Reserve Economic Data). Supports any FRED series ID (e.g. GDP, UNRATE, CPIAUCSL, DFF, T10Y2Y, FEDFUNDS).
Input schema
{
"type": "object",
"properties": {
"series": {
"type": "string",
"description": "FRED series ID (e.g. GDP, UNRATE, CPIAUCSL, DFF)"
},
"days": {
"type": "integer",
"description": "Number of days of history (default 365)"
}
},
"required": [
"series"
]
}
Get XBRL-parsed financial statements from SEC EDGAR for a ticker. Returns up to 10 years of revenue, net income, EPS, operating cash flow, total assets, total debt, and other key line items.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
}
},
"required": [
"ticker"
]
}
Get top 10 institutional shareholders for a stock with share counts and values.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
}
},
"required": [
"ticker"
]
}
Get recent insider buy/sell transactions for a company from Form 4 filings.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
}
},
"required": [
"ticker"
]
}
Get current market indicators: S&P 500, Dow Jones, NASDAQ, VIX, 10-Year Treasury yield, gold, oil, bitcoin, and other key benchmarks with daily change, YTD, and year-over-year performance. [Requires API mode]
Input schema
{
"type": "object",
"properties": {}
}
Search the Oxford Ledge news archive for headlines with sentiment scores. Supports full-text search, ticker filtering, and pagination. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search query (e.g. 'tariff', 'earnings beat')"
},
"ticker": {
"type": "string",
"description": "Filter to a specific ticker (e.g. AAPL)"
},
"limit": {
"type": "number",
"description": "Max results to return (default 25, max 100)"
}
}
}
Get options chain (calls and puts) for a stock with nearest expiry date.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
},
"expiration": {
"type": "string",
"description": "Expiration date filter (YYYY-MM-DD format, optional)"
}
},
"required": [
"ticker"
]
}
Get comparative valuation and financial metrics for a stock vs its peers. Returns P/E, EV/EBITDA, margins, growth, and other key metrics side-by-side. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
},
"peers": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional list of peer tickers to compare against"
}
},
"required": [
"ticker"
]
}
Get OHLCV price history for a ticker from the Oxford Ledge database. Returns date, open, high, low, close, and volume. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
},
"days": {
"type": "number",
"description": "Number of days of history (default 365)"
}
},
"required": [
"ticker"
]
}
Get recent SEC EDGAR filings (10-K, 10-Q, 8-K, DEF 14A) for a company with filing dates and direct links.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
},
"filing_type": {
"type": "string",
"description": "Filing type filter (10-K, 10-Q, 8-K, etc). Optional."
}
},
"required": [
"ticker"
]
}
Get short interest data for a ticker including short percent of float, short ratio (days to cover), and shares short.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
}
},
"required": [
"ticker"
]
}
Get current stock price, change, volume, market cap, P/E, EV/EBITDA, dividend yield, beta, and 52-week range for a ticker.
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL, MSFT)"
}
},
"required": [
"ticker"
]
}
Get historical valuation multiples (P/E, EV/EBITDA, P/B, P/S) for a ticker over time. Identifies if a stock is historically cheap or expensive. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL)"
},
"period": {
"type": "string",
"enum": [
"1y",
"2y",
"5y"
],
"description": "Historical period (default: 5y)"
}
},
"required": [
"ticker"
]
}
Get a value investing quote, principle, or historical fact. Includes quotes from Buffett, Graham, Munger, Klarman, and other value investing legends with full citations. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"category": {
"type": "string",
"description": "Optional category: margin_of_safety, intrinsic_value, market_psychology, circle_of_competence, patience, contrarian, risk_management"
},
"query": {
"type": "string",
"description": "Optional search query to find facts by keyword (e.g. 'moat', 'fear')"
}
}
}
Get the current Treasury yield curve (1M through 30Y) from FRED with optional historical comparison.
Input schema
{
"type": "object",
"properties": {
"include_history": {
"type": "boolean",
"description": "Include yield curve from 1 year ago for comparison (default false)"
}
}
}
Screen stocks by sector, market cap, P/E ratio, dividend yield, and other filters. Returns top matches from a curated universe.
Input schema
{
"type": "object",
"properties": {
"sector": {
"type": "string",
"description": "Sector filter (Technology, Healthcare, Financial, Energy, etc). Optional."
},
"min_market_cap_b": {
"type": "number",
"description": "Minimum market cap in billions. Optional."
},
"max_pe": {
"type": "number",
"description": "Maximum P/E ratio. Optional."
},
"min_dividend_yield": {
"type": "number",
"description": "Minimum dividend yield %. Optional."
}
}
}
Search BDC (Business Development Company) portfolio holdings by borrower name. Returns which BDCs hold the company, fair values, par amounts, and investment types. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Borrower/company name to search (e.g. Finastra, Medline)"
}
},
"required": [
"query"
]
}
Search for bond issuers by company name. Returns CUSIP, coupon rate, maturity date, and debt type for matching bonds via FINRA TRACE.
Input schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Issuer name to search (e.g. Apple, Goldman Sachs)"
}
},
"required": [
"query"
]
}
Fuzzy search for companies by name, ticker, or industry. Returns matching company profiles from the Oxford Ledge database. [Requires API mode]
Input schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search query (company name, ticker, or industry)"
}
},
"required": [
"query"
]
}
