TRADE CHEETAH

Showing 25 of 41 from the live probe.

• Get Current User

  Use this when the user asks about their own account/profile — returns the authenticated user's profile (name, email, settings/app_state).

• Get Option Chain

  Get the option chain — strikes, call/put, bid/ask/last, open interest, volume, IV, delta, gamma, theta, poe. `stock` (ticker) is REQUIRED, and always pass `expiry` too or it returns every expiry (very large). Call list_option_expiries first to pick an expiry.

• List Option Expiries

  List the available option expiry dates for a ticker. Call this before get_option_chain to choose an expiry. No filter → current-month expiries.

• Get Option Greeks

  Use this when the user asks for the greeks (delta, gamma, theta, IV) of a ticker's options at a given expiry. `ticker` and `expiry` are required.

• Search Stocks

  Fast lookup of stocks by ticker or name (top matches). Ideal first step to resolve a ticker before calling stock/option tools. If a `portfolio` is passed it also returns the user's matching open positions.

• List Industries

  Use this when the user asks what industries exist (optionally within a sector) — the reference list of industries used to classify stocks.

• List Notes

  Use this when the user asks about their notes — the signed-in user's saved notes, filterable via the note filterset.

• List Notification Settings

  Use this when the user asks about their notifications or notification settings — the signed-in user's notifications, filterable by type.

• List Portfolios

  List the signed-in user's portfolios. Call this FIRST — it answers "how many portfolios do I have" and returns the portfolio id every other portfolio tool needs. There is no cross-portfolio aggregate, so to cover "all my portfolios" iterate over the ids returned here.

• Graph Correlation

  Use this when the user asks how the stocks in a portfolio are correlated — returns the pairwise Pearson correlation between holdings.

• Graph Fees

  Use this when the user asks about fees paid on a portfolio over its lifetime, broken down by year.

• Graph Income Over Time

  Use this when the user wants an income-over-time chart for a portfolio — income generated per month/year, derived from trades in each period.

• Graph Paper Gain Loss

  Use this when the user asks about unrealized (paper) gains/losses per position in a portfolio.

• Graph Roi By Year

  Use this when the user wants a portfolio's ROI charted across the years.

• Graph Capital By Sector

  Use this when the user asks how their portfolio capital is diversified across sectors — capital and percent per sector, plus remaining buying power.

• List Orders

  List the user's trade orders (pending/filled/canceled) in a portfolio. Order by created, status, stock_symbol, strategy, or order_type.

• Get Order

  Use this when the user asks about a specific trade order by id — returns its status and details for one order in a portfolio.

• List Positions

  List the user's positions/holdings in a portfolio; supports a status filter (open/closed). Use `expand=commodity,ticker` for symbol details. Can be large — request only the fields needed.

• Get Position Health

  Use this when the user asks how a specific position is doing right now — returns its health status, a live value that moves with the stock price.

• Get Position Roi

  Use this when the user asks for the return on investment of a specific closed position.

• Get Position Timeline

  Use this when the user asks when trades were executed on a specific position — returns the dates of its trade events.

• List Closed Positions Summary

  Use this when the user asks about closed/realized positions — returns a summary of closed positions, optionally filtered by year (and month). No filter → all years.

• List Dividends

  Use this when the user asks about dividends received in a portfolio; filterable by position.

• List Stock Trades

  Use this when the user asks specifically about stock (equity) trades in a portfolio; filterable by position.

• List Trades

  Use this when the user asks about the individual trades (legs) in a portfolio; filterable by position. For dividends use list_dividends.