Quantic

Compare stocks

Compare 2–4 stocks side by side (the /compare view): snapshot, dividend growth, Quantic reads, valuation, momentum, financial health, schedule and community metrics — with the winning column flagged per row (`best`). Pass a list of tickers, e.g. ["KO","PEP","MO"].

Upcoming ex-dividend dates

Upcoming ex-dividend dates across the dividend universe over the next `days` days (default 45, max 120), soonest first. Public — buy before the ex-date to receive the next dividend.

Your received dividends

The signed-in user's received (paid) dividends, newest first. Each row carries the symbol, pay date, shares, per-share and gross amount, withholding tax, net amount and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, dividends aggregate across all your portfolios (rows then carry a `portfo

Your holdings

The signed-in user's current holdings: each position's symbol, name, shares held, average cost per share, trading currency and sector. This is cost-basis data from the ledger (no live prices) — use `get_valuation` for current market value, gain/loss and yield. Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, holdings aggregate across all your portfolios (rows then carry a `portfolio` name when you h

Why your income changed

Why the signed-in user's dividend income changed: the trailing 12 months against the 12 before them, split into what the companies did, what the user did, what the tax office took and what the exchange rate moved. The four components sum to the headline change by construction, so they can be quoted together without reconciling them yourself. Each is in the user's preferred currency and **net of the withholding their broker recorded**, the same basis `get_income_outlook` reports. `organic` is t

Your dividend income outlook

The signed-in user's forward dividend income outlook, in their preferred currency: projected annual income at the current rate (gross and net of estimated foreign withholding tax), the income-weighted trailing dividend growth, the current yield, the top income-contributing holdings (gross and net per holding, ranked on the net basis when withholding applies; with each one's growth, 5-year CAGR and consecutive-increase streak), and a year-by-year income projection (gross and net). Also `income_y

Your trades & cash movements

The signed-in user's trades / cash movements (buys, sells, …), newest first. Each row carries the symbol, date, type, quantity, price, total amount, fee and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, movements aggregate across all your portfolios (rows then carry a `portfolio` name wh

Your options positions

The signed-in user's options positions — the income "wheel" of sold puts and calls — newest first. Each row carries the symbol, put/call type, strike, expiry, contracts, premium collected, fees, status (open/expired/assigned/ closed), net premium, break-even price, annualized premium yield (ratio) and currency. Optionally filter by `symbol` (e.g. "AAPL") and `status` ("open", "history" for everything resolved, or "all"), and/or pass `portfolio` (one of your portfolio names or slugs, case-insensi

How your portfolio has done

How the signed-in user's portfolio has actually done — an annualized **money-weighted** return (XIRR) in their preferred currency, including dividends received and any sales, next to what the same money moved on the same days would have made in broad index funds. Money-weighted, not time-weighted: it counts *when* each amount went in, so money invested before a good year earns more of the credit than money added at the end. Every flow is converted at the exchange rate published on its own date,

Your full portfolio snapshot

The signed-in user's complete portfolio snapshot in one call: current holdings (shares + average cost), dividends received, trades (movements) and radar watchlist with target prices. Their own private data, including amounts. Use this for a full overview/backup; for a specific slice (filtered dividends or movements, current market value, income projection) prefer the focused tools (`get_dividends`, `get_movements`, `get_valuation`, `get_income_outlook`). Optionally pass `portfolio` (one of your

Your radar watchlist

The signed-in user's radar (watchlist): stocks they're tracking to buy or sell, with their target buy/sell prices, notes and currency. Private to the caller. Use `get_stock` to fetch the current price for any of these symbols.

What your sales realized

What the signed-in user's sales actually realized — the positions they've sold out of, and the partial sales of positions they still hold. Each row carries proceeds, the cost basis those proceeds consumed, and the **signed** `result` (negative when sold below the average cost), plus the holding window, trade count and dividends collected while held. Pass `status: "closed"` for only the positions that were fully sold out, or `portfolio` (a portfolio name or slug — see `list_portfolios`) to narrow

Look up a stock

Look up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile, live quote, dividend safety, balance-sheet leverage, the momentum & value scores and the snowflake radar — and, for a signed-in caller, the full "Valuation & strategy" read (fair value, two-stage DDM, margin of safety, sector-relative rank, dividend doubling time, max drawdown).

Stock research brief

Fetch Quantic's AI-generated research deep-dive for a stock — the narrative brief (overview, dividend history, safety, risks, watch items). Optional `locale` (falls back to English). Returns `found: false` when no article has been generated for the stock yet.

Your tax year, assembled

A tax year assembled from the signed-in user's own ledger: the dividends received (gross, withheld at source, net — per payment and per source country) and the disposals made (matched first-in first-out, with Spain's two-month rule applied to losses). Foreign currency is converted to euros at the ECB's official daily reference rate for each date — a dividend at its pay date, and a sale's cost and proceeds at their own separate dates, so the currency movement between buying and selling is part of

Your portfolio valuation

The signed-in user's portfolio valued at current market prices, in their preferred display currency. Returns the total market value and cost basis (so total − cost is the unrealised gain/loss), the yield on cost and current yield, a sector breakdown, and a per-position list with each holding's market value, cost and forward annual dividend income. Income is reported both gross and net of estimated foreign withholding tax (from the user's tax residence), and the health block includes a per-countr

Your portfolios

The signed-in user's portfolios: each one's name and whether it is the default; publicly shared portfolios also carry their URL `slug`. Pass a name (or slug) as the `portfolio` param of the ledger tools (`get_holdings`, `get_portfolio`, `get_movements`, `get_dividends`, `get_options`, `get_valuation`, `get_income_outlook`) to narrow them to one portfolio; without it they aggregate across all portfolios. Private to the caller.

Curated dividend list

Fetch a curated dividend list by `slug`. Slugs: dividend-aristocrats, dividend-kings, monthly-dividend-stocks, highest-yield-dividend-stocks, safest-reits, dividend-growth-stocks, low-debt-dividend-stocks, large-cap-safe-dividend-stocks, utility-dividend-stocks, healthcare-dividend-stocks, consumer-staples-dividend-stocks, energy-dividend-stocks, european-dividend-stocks, best-dividend-etfs, monthly-dividend-etfs, best-momentum-dividend-stocks, undervalued-dividend-stocks. Returns the list's tit

Screen stocks

Find dividend stocks & ETFs matching criteria — the screener behind quantic.finance. Filter by `sector`, `currency`, yield range (`min_yield`/`max_yield`, on the 5-year average), `min_cagr5y`, `min_streak`, `frequency`, leverage (`max_de`), `min_current` ratio, `min_market_cap`, dividend-`safety` ("safe"/"watch"/"at_risk"), `min_rating` (Quantic's composite 0–10 read on the company), `type` ("equity"/"etf"), or the `aristocrat`/`reit`/`has_ffo`/`exclude_traps` toggles; `sort` by "quality" (the d

Wheel screener

Options worth selling on the wheel, ranked by company quality first and premium second — the same order the `/options/wheel` screen uses. Two lenses via `side`: `"put"` (the default) lists quality dividend payers the caller does **not** hold, where a cash-secured put gets paid to wait for a price they'd accept; `"call"` lists holdings large enough to cover a contract once shares already pledged to open calls are set aside. Rows are **not priced** unless `price: true`. Listing costs nothing; pr

Search dividend stocks

Search dividend stocks by ticker or company name (e.g. "coca", "AAPL"). Public — returns up to ~10 matches with their symbols.