ai.signal8/mcp

Tools

• define_term

  Look up a term in the Signal8 Academy glossary (signal8.ai/learn/glossary) — dilution, SEC filing and trading jargon such as "ATM offering", "baby shelf", "full ratchet", "pre-funded warrant", "going concern", "LULD", "days to cover", "Form 25". Accepts a glossary slug ("atm-offering"), the term itself, or a common alias ("ATM", "price reset"); matching is case- and punctuation-insensitive. Returns the term, a one-line short definition, the long definition as Markdown, related terms, the Academy guides that use it, and the public url. A TERM_NOT_FOUND error means the glossary has no entry for that wording — not that the concept does not exist; try search_learn_guides with the same words. Works without an API key.

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• get_accumulation_snapshot

  Get intraday accumulation/distribution metrics for the current or most recent trading session. Returns session VWAP, volume above/below VWAP, estimated buy vs sell volume (tick rule), volume by time period (morning/midday/afternoon), and comparison to average volume. Use for assessing real-time buying/selling pressure.

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• get_analyst_consensus

  Get analyst ratings consensus for a company including average target price, number of analysts, buy/hold/sell breakdown, and consensus recommendation. Use when evaluating Wall Street sentiment or price targets.

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• get_analyst_coverage

  Get aggregated analyst coverage for a ticker — consolidated view of grades, targets, and coverage breadth across covering firms.

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• get_analyst_estimates

  Get forward analyst estimates for a company including EPS, revenue, EBITDA, and net income (low/high/avg) with analyst counts. Supports annual and quarterly periods. Use when analyzing forward earnings expectations or revenue forecasts.

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• get_analyst_grades

  Get recent analyst grade actions (upgrades, downgrades, initiations) for a ticker, including the grading firm and previous/new grade.

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• get_baby_shelf_capacity

  Get the SEC Form S-3 General Instruction I.B.6 "baby shelf" capacity (10 credits): how much the issuer may raise off an effective shelf right now, given the one-third-of-public-float cap that applies below a $75M non-affiliate float, less the trailing-twelve-month takedowns already used. Returns the public float basis, the cap, takedowns counted and the remaining raisable amount. 🔴 `constraintApplies: false` means the cap does NOT bind (float at or above $75M, so primary offerings are unlimited under I.B.1) — it is NOT "no capacity" and NOT a favourable finding. 🔴 A `suppressed` response means the figure is WITHHELD (for example an issuer that has been delisted to OTC and cannot run an S-3 primary at all) — report it as not stateable, NEVER as $0 raisable, which is a claim. A null remaining capacity is likewise not measured, not zero. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

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• get_cash_history

  Get up to 10 years of quarterly cash position history from SEC XBRL filings (data.sec.gov company-facts). Returns an array of {periodEnd, usd, formType, isAnnual} sorted chronologically. Deduped by period with annual filings preferred over quarterly. Not feature-gated — works for any company with SEC filings.

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• get_cash_position

  Get the Signal8 cash position model for a company, derived from the dilution snapshot pipeline: anchor cash and anchor date, monthly burn, post-anchor capital raises (with SEC filing citations), known outflows, estimated current cash and runway months. Use when analyzing a company's current cash situation, runway, or capital raise activity. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status: coverage is partial, so `available: false` with reason `snapshot_not_generated` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no cash data and different from an outage (an outage is a 5xx). Never report a company as having no cash or no runway on the strength of an unavailable response. The `scenarios` envelope is preserved for compatibility but only `scenarios.closed` is populated: `pending` and `announced` are null with reason `scenario_not_modelled` because the extraction records only REALIZED cash-raising events and never models speculative raises. Do not infer them from shelf or ATM capacity. Requires the Dilution Snapshots add-on (403 ADDON_REQUIRED without it).

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• get_cash_runway_calendar

  Find companies projected to run out of cash within a date window. Similar to lockup expiration calendars but for cash depletion events. Returns companies sorted by urgency (lowest runway first). Runway is an estimate based on current burn rate — actual depletion depends on future capital raises and operational changes. Default window is today to 90 days out.

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• get_clinical_trials

  Get clinical trial data for a biotech/pharma company including trial phase, status, conditions, and interventions. Use when analyzing a biotech company's pipeline or upcoming catalyst events.

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• get_company_profile

  Get an enriched company profile by ticker symbol. Returns CIK, exchange, sector, industry, market cap, employee count, description, and other fundamental data. This is a lightweight lookup (1 credit) -- use this when you only need basic company info rather than the full bundle. Always includes halted/haltCode/haltedAt trading-halt status (false/null when trading normally); a halted-but-listed ticker reports delisted:false.

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• get_compliance

  Get full compliance rules evaluation for a company. Runs Nasdaq/NYSE deficiency detection, bid price tracking, and delinquent filing detection. Returns a comprehensive compliance picture combining SEC filing data, market data, and exchange rules. This is the most thorough compliance check available (25 credits).

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• get_dilution_coverage

  Cheap pre-check (1 credit) for whether Signal8 holds a dilution analysis for a company: coverage status (verified / stale / not_covered), extraction state (never_extracted / running / failed / timeout / complete), last attempt and last success timestamps, the coverage tier, and whether the ticker is out of scope. CALL THIS FIRST before the expensive dilution tools — it answers "is there anything to fetch" for a fraction of the cost. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. An `outOfScope` ticker is a statement about the PRODUCT (dilution analysis covers small-cap issuers only) and says NOTHING about that company's dilution — do not report a large-cap as having no dilution because it is out of scope. A `stale` status means the analysis is real but predates recent filings. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

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• get_dilution_history

  Get the historical shares-outstanding and cash series (10 credits) from SEC XBRL filings, with offering and material-cash-event overlays so an issuance or a raise can be lined up against the share count and cash balance around it. Use for share count growth over time and for the cash trajectory between financings. 🔴 THE HISTORICAL SHARE COUNTS ARE AS FILED — each point is on the split basis in force when it was reported and is NOT rebased to today, so a reverse split shows as a step and points either side of one are not directly comparable. Do not compute a growth rate across a split boundary from these raw points. A gap in the series means no filing supplied that period, not that the share count was unchanged. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

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• get_dilution_instruments

  Get ONE instrument family's rows (10 credits) with per-field SEC citations — each figure carries the accession number, filing date and the verbatim quoted sentence it was read from, so every number can be traced to a filing. Families: warrants, convertibles, preferred, shelfs, atms, elocs, s1_offerings, equity_plans, exchangeables, recent_offerings. One family per call — request the families you actually need rather than sweeping all ten. 🔴 ROW-LEVEL WITHHOLDING: `withheldRows` / `withheldRowCount` mean specific rows could NOT be verified and were blanked, so every family total in the response is a LOWER BOUND, not a complete figure. Say so — presenting a holed total as complete understates a named issuer's dilution. An empty rows array on a covered company is a measured "none found in the filings read"; an unavailable response is not. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

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• get_dilution_performance

  Get post-offering price performance (10 credits): for each recorded offering, how the stock traded after it priced or closed. Use when assessing how the market has absorbed this issuer's past financings. 🔴 THIS IS HISTORY, NOT A FORECAST — it describes what happened after prior offerings and must never be phrased as an expectation, a price target or a prediction about a named company. An empty or unavailable series means no offering performance was measured, NOT that offerings had no effect and NOT that there were no offerings. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

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• get_dilution_risk

  Get the dilution pressure score (5 credits): a 0-100 score with its seven-component breakdown (shelf capacity, ATM/equity-line capacity, warrants in the money, convertible proximity, cash burn urgency, historical dilution, toxic financing), plus four risk levels — overall, offering ability, overhead supply, cash need. 🔴 THE SCORE IS MEANINGLESS WITHOUT `scoreMaxMeasured` AND `scoreWithheldReason`: components whose inputs could not be measured are DROPPED FROM THE DENOMINATOR, so a score of 58 may be 58 out of 85, not out of 100. Always report it as `score`/`scoreMaxMeasured` and name the excluded components from `scoreUnmeasuredComponents`; NEVER rescale it to /100, and never treat a low numerator as a low-risk finding. A non-null `scoreWithheldReason` (e.g. `unmeasured_score_components`, `unquantified_live_instruments`, `no_dilution_snapshot`) means there is NO score — not a score of zero. 🔴 WHEN `levelsAreLowerBound` IS TRUE THE LEVELS ARE FLOORS, NOT MEASUREMENTS: a "medium" then means AT LEAST medium, because instruments that could not be quantified were excluded from the sum. State it as a lower bound; presenting a floor as a measurement understates the risk of a named issuer. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

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• get_dilution_snapshot

  Get the dilution snapshot header (25 credits — the most expensive tool here): summary totals (potential new shares and their percentage of shares outstanding, per-family share totals), the cash position (anchor cash, monthly burn, estimated current cash, runway months), the float block, and `meta` provenance. DOES NOT INCLUDE INSTRUMENT ROWS — call get_dilution_instruments per family for those, and call get_dilution_coverage first to avoid paying 25 credits for an uncovered ticker. 🔴 FLOAT: when `floatWithheldReason` is non-null the tradeable float was NOT MEASURED and must not be stated as a number. `tradeableFloatCeiling` is an UPPER BOUND ("at most X"), NOT a float — never feed it to a market capitalisation, a percent-of-float, a short-interest ratio or a comparison; render it with a ≤ and say it is a bound. 🔴 RUNWAY: a runway figure beside `goingConcern: true` is a contradiction the issuer's own auditors have flagged — report both, never the runway alone. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

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• get_donor_aggregates

  Get market-wide campaign-finance rollups across ALL tracked politicians for a cycle: total raised, top 10 individual donors, top 10 PACs, party/chamber/cycle splits, and a most-funded politician leaderboard. Use for "who are the biggest donors in 2024?" or "which party raised more?" type questions. For a single politician, use get_politician_donor_summary.

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• get_earnings

  Get historical earnings data for a company including EPS actual vs estimate, revenue actual vs estimate, and surprise percentages. Use when analyzing earnings beats/misses or upcoming earnings expectations.

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• get_earnings_calendar

  Get upcoming and recent earnings releases between two dates. Optionally restrict to a list of tickers. Returns ticker, date, time (BMO/AMC), EPS estimate, and revenue estimate when available. Supports market cap filtering to focus on large-cap or small-cap earnings only.

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• get_economic_calendar

  Get scheduled macro/economic events (CPI, FOMC, jobs reports, GDP, etc.) between two dates. Optionally filter to a single country (ISO-3166 alpha-2, e.g. "US"). Defaults to US when omitted.

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• get_etf_bundle

  Get aggregated ETF data in a single call. Combines multiple data sources (profile, holdings, sector weightings, country exposure, performance, news, analyst coverage, and comparables) into one response. Each data type is cached independently. Specify which types to include or omit to get above-the-fold defaults (profile, stock-summary, holdings, sectors).

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• get_executives

  Get key executives and officers of a company including name, title, compensation, and tenure. Use when researching company leadership or management quality.

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• get_exhibit_content

  Get the full text/HTML content of a single exhibit from an SEC filing. Returns the exhibit text along with exhibit_type, description, company_name, accession_number, and form_type. Use the maxLength parameter to truncate large exhibits. Find exhibit IDs using get_filing_exhibits first.

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• get_filing_calendar

  Get the forward-looking 10-K / 10-Q SEC filing-deadline calendar within a date window. Optionally restrict to a universe (sp500/ndx/dji/all) and/or a list of form types (default both 10-K and 10-Q).

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• get_filing_document

  Get the full raw text/HTML content of an SEC filing by its internal filing ID. Returns the complete filing document which can be very large (10-K filings can be 1MB+). Use the maxLength parameter to truncate content for previews. The response includes company_name, form_type, filing_date, cik, and accession_number alongside the content. Find filing IDs using search_sec_filings first.

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• get_filing_documents

  List EVERY document in one SEC filing by accession number — the primary document, each exhibit, XML and XBRL files, graphics — with seq, type (e.g. "8-K", "EX-99.1"), description, size in bytes, `stored` and `secUrl`. Also returns the filing's cik, companyName, formType, filingDate, acceptedAt, bodyStored, primaryDocument, indexUrl, and `filingId`. HOW TO READ A DOCUMENT: if it has an `exhibitId`, call get_exhibit_content with that id; for the whole submission text call get_filing_document with `filingId`. `exhibitId: null` means the document has no readable text row here (XML/XBRL/graphics, or text not held) — open its `secUrl`. When `readableIdsResolved` is false the id lookup failed and exhibitId is omitted (not "none"); get_filing_exhibits(filingId) lists them. `stored: false` means Signal8 holds the filing record but not that document's body — it exists on EDGAR at `secUrl`. A filing not held in the archive returns a not-found error; its documents are still on EDGAR. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

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• get_filing_exhibits

  List all exhibits (individual documents) within an SEC filing. Returns exhibit metadata including exhibit type, description, and content size. Use this to identify which exhibits to read with get_exhibit_content. Excludes XML/XBRL exhibits.

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• get_filing_structured

  Parsed, machine-readable data from an ownership or holdings filing, by accession number. `kind` says which: "ownership" (Form 3/4/5 and amendments) — issuer, reporting owners with relationship (director, officer title, 10% owner, or the filer's own "Other" text), and `parsed.transactions` (one row per transaction: table nonDerivative/derivative, securityTitle, transactionDate, code, acquiredDisposed A/D, shares, pricePerShare, sharesOwnedAfter, ownership D/I, and for derivatives exercisePrice, exerciseDate, expirationDate, underlyingTitle, underlyingShares); "thirteen_f" (13F-HR) — period, holdings with cusip, issuer, shares/principal, put/call, discretion and voting; "schedule13" (XML SCHEDULE 13D/G, filed 2025 onward) — reporting persons, percent of class, items. 13F VALUES: `valueThousands` is the raw filed number; the SEC changed its unit from thousands of dollars to whole dollars for filings on/after 2023-01-03, so use `valueUsd` / `totalMarketValueUsd` (normalised to dollars; null when the unit cannot be determined) and `valueUnit`. Holdings are capped at holdingsLimit (default 200) — `holdingsTotal` is the full count and `holdingsTruncated` says whether rows were cut. NULL MEANS NOT STATED IN THE FILING, never zero (e.g. a gift or grant with no price has pricePerShare null; Form 4 `directShares` is null on a derivative-only filing). `parsed.transactions` ABSENT (not empty) means the transaction table could not be read — the totals still apply. `parsed: null` on a 13F means the filing has no information table (e.g. 13F-NT), not zero holdings. Unsupported forms, pre-2025 Schedule 13D/G (not XML), and filings not in the archive return a not-found error whose `details.reason` says which — read those with get_filing_document instead. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

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• get_financials

  Get income statement, balance sheet, and cash flow data for a company. Supports annual, quarterly, and trailing-twelve-month views. Use when analyzing revenue, profitability, debt, or cash position.

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• get_float

  Get float and share structure data for a company including shares outstanding, public float, insider ownership percentage, and institutional ownership. Use when analyzing share supply and ownership concentration.

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• get_float_history

  Get the POINT-IN-TIME float history for a company — one sample per trade date (float shares, shares outstanding, and the source the float came from). Use to answer "what was the float on date X" or to see float expand across a dilution event, which the latest-only get_float cannot show. IMPORTANT: this series is FORWARD-ONLY — it began accumulating in mid-2026 and is NOT backfilled, so early/absent history is expected and an empty rows array is a normal result, not an error or a delisted company. Each row carries "source" ("polygon" | "computed" | "sec_10k" | "fmp") because float quality varies by provider — weigh rows accordingly rather than treating all sources as equal. Charged per your API tier.

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• get_historical_prices

  Get historical OHLCV price candles for a stock. Supports daily, weekly, and monthly resolutions. Use period shorthand (1M, 3M, 6M, 1Y, 5Y, ALL) or explicit from/to UNIX timestamps. Default is 1 year of daily candles. Use this to compute price returns, chart price history, or analyze volume trends over time.

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• get_insider_cluster_buys

  Detect cluster buying patterns for a company. Identifies periods where 3+ distinct insiders purchased shares within a 14-day window -- a strong bullish signal that often precedes positive corporate announcements or price appreciation.

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• get_insider_cross_company

  Discover insider trading patterns across multiple companies. Unlike get_insiders which shows insider activity for a single ticker, this tool searches the entire universe to find insiders active across multiple companies, cluster buying patterns, and large transactions. Filter by insider name, transaction type, or date range. Useful for detecting coordinated insider activity, cross-company insider networks, and market-wide buying/selling trends.

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• get_insider_positions

  Get current open insider positions for a CIK (either an insider or an issuer). If an issuer (company) CIK is supplied, returns all insiders' positions for that company. If an insider (reporting-person) CIK is supplied, returns that insider's open positions across all issuers they have filed Form 4 for. The response includes a `lookupMode` field (`"issuer"` or `"insider"`) indicating which interpretation matched. Derived from Form 4 filings.

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• get_insider_positions_by_ticker

  Get per-insider lifetime position aggregates for a given ticker — which insiders hold positions in the stock and their aggregate cost/value. Derived from Form 4 filings.

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• get_insider_transactions

  Get detailed insider transaction history for a company from Form 4 filings. Returns individual buy/sell transactions with insider name, title, shares, price, and transaction codes. Supports pagination for companies with extensive insider activity. Filter by year/month to narrow results, or use transactionCode to find only purchases (P), sales (S), etc. Useful for identifying "first insider buy since X" patterns.

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• get_insiders

  Get insider trading discovery data for a company. Includes cluster buying detection, entity-centric insider model, and Form 4 cross-referencing. Shows insider transactions with buying/selling patterns that may signal upcoming corporate actions. Each insider includes a transactionBreakdown by SEC code (P=Purchase, S=Sale, F=Tax withholding, M=Exercise, G=Gift, A=Award), netSharesSold12m (code S only, excludes tax withholding), and isPrimarilyTaxWithholding flag to distinguish routine RSU vesting from discretionary selling. Supports pagination with limit/offset.

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• get_institution_activity

  Get an institution's position changes over recent 13F periods by CIK. Reads the number of trailing periods to include.

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• get_institution_derivatives

  Get an institution's reported PUT/CALL derivative positions by CIK (13F options), with pagination and sorting.

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• get_institution_detail

  Get detailed information about a specific institutional investor by their SEC CIK number. Returns the institution name, total AUM, number of holdings, and filing history. Use get_institutions first to find the CIK for an institution.

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• get_institution_filings

  Get the list of 13F filings for an institution by CIK, with pagination.

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• get_institution_holdings

  Get the full portfolio holdings for a specific institution by CIK. Returns all positions from their latest 13F filing with shares, value, and portfolio weight. Supports pagination for institutions with large portfolios.

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• get_institution_portfolio_analytics

  Get sector allocation and top holdings analytics for an institution's portfolio by CIK.

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• get_institution_position_changes

  Diff two quarterly 13F snapshots for an institution. Compares the latest filing against the prior quarter and returns per-position changes: new positions, increased, decreased, and exited. Sorted by |changePercent| descending so the biggest moves surface first. Much more efficient than calling get_institution_holdings twice and diffing client-side — the server computes everything in a single SQL query.

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• get_institution_top_aum

  Discover top institutional holders across the entire company universe ranked by assets under management (AUM). Unlike get_ownership which shows institutions for a single company, this tool searches across all companies to find the largest institutional players. Optionally set a minimum AUM. Useful for identifying smart money flows and major institutional positioning trends.

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• get_institutions

  Get institutional holders (13F filers) for a company. Returns institutions that hold positions in this stock based on SEC 13F filings, including shares held, portfolio weight, and filing dates. Useful for understanding institutional ownership concentration.

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• get_institutions_leaderboards

  Two market-wide institution leaderboards in one call: topByAum (largest holders by assets under management, name-deduped) and mostActive (highest 13F position-change volume). No CIK required. For the full paginated AUM list use get_institution_top_aum.

  shallow
• get_intraday_bars

  Get intraday OHLCV candles at 1, 5, 15, 30, or 60-minute resolution. Use for intraday price action analysis, volume patterns, and short-term technical analysis. Returns open, high, low, close, and volume for each bar. Set extended=true (1-minute resolution only) to include premarket (04:00–09:30 ET) and after-hours (16:00–20:00 ET) bars.

  shallow
• get_learn_guide

  Get one Signal8 Academy guide as Markdown, by track and slug (both come from search_learn_guides, or from a signal8.ai/learn/<track>/<slug> URL). Returns title, description, section, lastVerified, the public url, the full Markdown body (links already rewritten to absolute signal8.ai URLs), the related guides, the glossary terms it uses (with one-line definitions) and its SEC sources (accession numbers). Guides use hypothetical examples ("Company X") unless a source is cited; they are education, not advice about any named company. When you quote or paraphrase a guide, cite its url. Works without an API key.

  shallow
• get_legislative_calendar

  Forward-looking legislative catalyst calendar: upcoming House/Senate floor votes (bills and Senate cloture motions) filtered to items that can move tickers. Each item includes the predicted vote window (start/end/granularity/confidence/provenance), marketRelevance (low/medium/high), significance (1-5), affected sectors with direction + mechanism, verified affected tickers with evidence quotes, pass outlook, considerationProcedure (suspension-calendar bills pass ~98% of the time), a conflictBadge when the sponsor traded a verified affected ticker, and tweet/plain summaries. An EMPTY calendar is a normal state — it means nothing market-relevant is scheduled in the window, not an error. Defaults: from=today, to=+14 days, minRelevance=low. IMPORTANT: affectedTickers contains VERIFIED rows only — every ticker carries a verbatim evidenceQuote substring-verified against the actual bill text (no hallucinated tickers). sponsorTradeFacts are restatements of public STOCK Act disclosures with verbatim amount brackets and BOTH transactionDate AND disclosureDate — always cite both dates together (disclosures lag trades by up to 45 days), and never present a fact as evidence of wrongdoing. Vote windows are predictions: check window.provenance for trust level ('uc_explicit' is exact; 'rule_xxii_computed' is a medium-confidence estimate) and window.granularity for how precise the window is (exact time vs day vs week).

  shallow
• get_market_breadth

  Get market breadth aggregates (advance/decline counts and ratio, percent of constituents above their 50DMA and 200DMA, and counts of new 52-week highs/lows) for a chosen universe (sp500, ndx, or all). Use to add market-state context to commentary, tweets, or daily summaries.

  shallow
• get_market_metrics

  Get computed market metrics for a company including volume averages, volatility, SMAs, and trend direction. Use when analyzing trading patterns or technical indicators beyond the basic quote.

  shallow
• get_market_news

  Get the latest market-wide news across ALL tickers, most recent first. Every item is significance-classified at ingest (critical | major | standard); the default filter of critical,major is the "top stories" view. Use for "what is happening in the market right now" — for news about one company, use get_news with a ticker instead. Requires the /news/latest public endpoint (added 2026-07-29; 404 until that backend deploy).

  shallow
• get_news

  Get recent news articles and press releases for a company. Use when researching recent developments, catalysts, or sentiment drivers. Set pressReleasesOnly to return only official company press releases.

  shallow
• get_ownership

  Get unified ownership breakdown for a company combining Form 4 insider holdings, 13F institutional holdings, and 13D/13G activist positions. All entities are resolved across the three SEC form types into a single view with counterparty resolution. The allHolders array is paginated via limit/offset (default 100). Aggregate stats (institutional/insider/beneficial/retail totals and percentages) are always included in full.

  shallow
• get_policy_events

  List mirrored executive orders (policy events) from the Federal Register feed. Filter by signing-date range, affected sector, or free-text title query. Each event includes its Federal Register document number (externalId), title, signing date (eventDate), normalized affected sectors, full-text URL, and flaggedTradeCount — the number of official trades that occurred in an affected sector near the signing date. IMPORTANT: matches are sector-level co-occurrence — the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).

  shallow
• get_policy_trade_leaderboard

  Rank politicians (Congress + executive branch) by trades that occurred near executive-order signings in sectors the orders affect. Each row includes the politician, flaggedTradeCount, totalEstimatedUsd, topSector, and an exampleEvent. Use for "who trades most around policy activity" style questions. Defaults to the same "traded 1-14 days before signing" lens as get_policy_trade_overlap; same-day trades are always excluded. IMPORTANT: matches are sector-level co-occurrence — the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).

  shallow
• get_policy_trade_overlap

  For a single politician, list trades that occurred within a window of days before or after the signing of an executive order affecting the traded sector. Each row contains the trade, the nearestEvent, daysDelta (negative = traded N days before EO signing, positive = traded N days after), matchBasis, and matchCount, plus a summary (totalFlags, totalEstimatedUsd, topSector). Defaults to trades 1-14 days BEFORE signing; same-day trades are always excluded (intraday ordering is unknowable). Unlike get_donor_trade_overlap, executive-branch (exec-) slugs return REAL data here: both congressional and executive trade sources feed the overlap computation. IMPORTANT: matches are sector-level co-occurrence — the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).

  shallow
• get_political_sector_rotation

  Which market SECTORS politicians have been trading in over a trailing window. Aggregates congressional + executive trades by sector and returns, per sector: trade count, total dollar volume, number of distinct politicians, and the top tickers. Use it to see where political trading activity is concentrating (e.g. "politicians piled into Energy this month"). Sort by count or dollar volume.

  shallow
• get_politician_activity

  Get activity metrics for a politician broken down by period (30d, 90d, 1y, all-time). Includes buy/sell counts and values per period, most traded tickers (top 10), and transaction type breakdown. Useful for analyzing trading patterns over time.

  shallow
• get_politician_committees

  Get committee assignments for a politician including committee name, chamber, role (Chair, Ranking Member, etc.), and subcommittee memberships. Use to correlate trading activity with committee oversight areas. Requires a politician slug (e.g. "sen-nancy-pelosi") -- use get_politicians first to find the slug.

  shallow
• get_politician_detail

  Get the full profile for a politician including party, state, chamber, trade statistics, filing delay metrics, most traded sector, and their 10 most recent transactions. Use get_politicians first to find the slug (e.g. "sen-nancy-pelosi").

  shallow
• get_politician_disclosures

  Per-DISCLOSURE feed of politician trades: one item per congressional STOCK Act periodic transaction report (PTR) or executive-branch OGE Form 278-T that contains at least one trade whose bracket LOWER bound is >= minAmount. Each item carries the politician, filing link, filing delay, and ALL trades of the report sorted largest bracket first, with qualifyingTradeCount for how many clear the threshold. Built for polling: pass the returned nextCursor back as `since` and each disclosure is returned exactly once (for the same minAmount and kinds); keep nextCursor even when items is empty, and call again at once when hasMore is true. Without `since` only disclosures that became complete in the last 48h are returned. A report is emitted only after no new row of it has arrived for a settle window (~8h), so items lag the filing by hours. Render amountRange (the filed bracket); amountMin null means the bracket was not parsed (never $0), amountMax null means "Over $50,000,000" or unparsed, ticker null means a non-equity asset.

  shallow
• get_politician_donor_summary

  Get a bundled donor summary for a single politician: cycle totals (raised, spent, cash-on-hand, debts), donor count, top 10 individual donors, and top 10 PAC donors — all in one response. This is the right tool for "who funds <politician>" or "biggest donors to <politician>" style questions. For the full paginated list, use get_politician_donors.

  shallow
• get_politician_donors

  Get the paginated list of campaign donors (individuals and PACs) for a single politician across one election cycle. Returns donor name, amount, type, employer/occupation (individuals), and committee details (PACs). Use this when a user asks "who donated to <politician>" or wants the full donor list. For a quick top-10 + cycle totals overview, use get_politician_donor_summary instead.

  shallow
• get_politician_late_filers

  Get STOCK Act late filing violations -- trades where the disclosure was filed more than 45 days after the transaction (a legal violation). Sorted by filing delay descending. Useful for identifying politicians with poor disclosure compliance.

  shallow
• get_politician_pnl

  Get estimated realized + unrealized profit & loss for a politician. Methodology: each disclosed trade amount range is converted to an estimated share count using the stock's historical market price on the transaction date, then FIFO-matched on SHARES (realized = (sellPrice − buyPrice) × matched shares); open positions are marked to the current price for unrealized P&L. Works for Congress (sen-/rep-) AND executive branch (exec-) officials. Response includes a `totals` object (estimatedRealizedPnl, estimatedUnrealizedPnl, winRate, realizedTrades, tickersTraded) and a `byTicker[]` breakdown (estimatedShares, avgCostBasis, currentPrice, realizedPnl, unrealizedPnl, unrealizedPnlPercent) — byTicker open positions double as the estimated holdings. All figures are ESTIMATES (±25-40% from disclosure bracket width). Use get_politicians first to find the slug.

  shallow
• get_politician_recent_trades

  Get recent STOCK Act trades across all politicians. Each trade includes the senator info, ticker, transaction type, amount, and filing delay. Filter by direction (buy/sell) and lookback period. Useful for monitoring current congressional trading activity.

  shallow
• get_politician_roles

  Get committee leadership roles (Chair, Ranking Member, etc.) for a politician. Use get_politicians first to find the slug.

  shallow
• get_politician_scorecard

  Top 5 and bottom 5 politicians (Congress + executive-branch officials) by ESTIMATED trading P&L over a trailing window (default and only supported window: 90 days), plus SPY's return over the same window as a benchmark, and imageUrl — a ready-to-attach 2160x2700 PNG card of the same ranking (null when unavailable; card.reason says why). ALL P&L FIGURES ARE ESTIMATES (estimate: true, estimateRange "±25–40%"): disclosed amount RANGES are converted to shares at the historical close, FIFO-matched, and open positions marked to the latest quote. State that they are estimates whenever you publish them; the card already prints "Estimates from disclosed amount ranges (±25–40%). Not investment advice." WHAT THE METRIC IS (read `metric`): P&L on trades DISCLOSED INSIDE the window only — realized on round trips opened and closed in the window plus unrealized on positions opened in the window. It is NOT lifetime P&L; sales of positions bought before the window are not counted. Eligibility: at least 5 trades in the window (eligibility.minTradesInWindow), so a single lucky trade cannot top the board. Each row: slug, fullTitle ("Senator", "Representative", or an executive official's filed title), fullName, displayName, party and state as full words, estimatedPnl, winRate (0-1; null = no position closed in the window — not measured, never 0%), tradesInWindow, unrealizedMeasured, and portraitUrl (always null for executive officials). Use the full title and full party/state words — never "Sen." or "D-CA". benchmark.available false means SPY was NOT measured (benchmark.reason) — never 0%. available false with reason "pending" means the window has not been computed yet, not that nobody traded.

  shallow
• get_politician_transactions

  Get paginated trade history for a specific politician. Returns individual STOCK Act disclosures with ticker, transaction type, amount range, filing delay, and late filing flag. Includes a summary with total buys/sells and net value.

  shallow
• get_politician_votes

  Get voting records for a politician by slug. Returns congressional votes with bill info, position (Yea/Nay/Not Voting), and result. Useful for assessing alignment between a politician's votes and their trading positions. Requires Bioguide ID resolution.

  shallow
• get_politicians

  List and search congressional politicians who have STOCK Act trading disclosures. Filter by party (D/R/I), state, or search by name. Returns paginated results with trade counts, last trade date, and net buy/sell direction over the trailing 12 months.

  shallow
• get_politicians_most_active

  Discover the most active congressional traders ranked by trade count within a lookback period. Returns each politician with trade count, tickers traded, buy/sell values, and top tickers. Useful for identifying the most prolific political traders.

  shallow
• get_politicians_pnl_leaderboard

  Rank politicians (Congress + executive branch) by estimated trading P&L across the universe. Sort by total P&L, win rate, or traded volume. P&L uses price-adjusted share estimation: disclosed amount ranges → estimated shares via historical price → FIFO on shares → open positions marked to current price. Figures are ESTIMATES (±25-40% from disclosure bracket width).

  shallow
• get_post_earnings_movers

  Get stocks that moved significantly after earnings reports on a given date. Returns pre-computed price changes with earnings surprise data in a single call — no need to chain get_earnings_calendar + get_historical_prices + get_quote per ticker. Includes preEarningsClose, currentPrice, changePct, EPS/revenue actuals vs estimates, and surprise percentages. Filter by minimum absolute % change threshold.

  shallow
• get_premarket_scan_history

  Historical MARKET-WIDE premarket scan for a single PAST trade date. For the requested ET date, returns every ticker with that day's premarket (default) session volume and its relative volume (RVOL) vs the trailing 90-day same-session baseline — the SAME RVOL math as get_rvol_history, but across the whole market for one date instead of one ticker across many dates. Filter by RVOL, market cap, price, and float to backtest screens like "sub-$500M tickers with premarket RVOL > 5 on 2026-07-20" in one call. Rows are ranked by RVOL descending. A future or non-trading date returns an empty list with an explanatory reason (not an error). Every row also reports "baselineState" (why its RVOL is or is not null), "advRatio" (volume ÷ trailing 30-session average FULL-DAY volume) and "advDays"; set includeNoHistory=true to surface high-volume tickers that have no computable RVOL at all, such as first-session new listings. Each row ALSO publishes the RVOL denominator itself as "baselineVolume" (shares) plus a "baselineThin" flag (true when that denominator is under 200 shares): a 90x RVOL off a 1-share baseline is arithmetically correct and analytically worthless. That is almost entirely an asOfTime-basis effect (0.1% of full-session rows vs ~38% at the 04:30 cutoff, falling to ~9% by 09:15) and it skews to LIQUID LARGE CAPS that simply do not trade early, NOT to microcaps. Screen it out with minBaselineVolume and/or minSessionVolume. The response "meta" also reports asOfApplied / asOfIgnored / asOfIgnoredReason, so a time-of-day request that could not be honoured is visible instead of quietly returning full-session numbers. Charged per your API tier.

  shallow
• get_premarket_scanner

  Get the live premarket scanner board — the top premarket gainers and losers by absolute gap %, each row enriched with rvol, marketCap, floatShares, short interest, dilution, and news/catalyst flags. Off-hours it falls back to the last session. Use for premarket small-cap runner discovery. Set includePennyStocks=true to include sub-$1 names (separate cache slot). During the 04:00–09:30 ET premarket window rows also carry two LIVE volume metrics off the same live cumulative-volume numerator — they are DIFFERENT quantities and must not be substituted for each other or for "rvol": "liveRvol" = live cumulative premarket volume ÷ the trailing 90-session average cumulative volume AT THE SAME TIME OF MORNING (answers "is it busy for 08:00?"), with "liveRvolAsOf" giving the 15-minute ET grid cutoff that baseline came from — compare it to meta.asOf (when the live volume was sampled) to judge the small numerator/denominator time skew; and "premarketPaceRatio" = the same live volume ÷ the trailing 90-session average FULL premarket session (answers "what fraction of a typical entire premarket has it already done?", >1.0 = it already beat a normal premarket before the open). Both are null outside the premarket window or until the baseline is warm — never a fabricated ratio. Set universe="lowfloat" for the separate LOW-FLOAT board (float under 10M shares, no top-100 slice) instead of the default movers-derived board; that board is served from the aggregator snapshot and returns an empty rows array with a meta.reason when no snapshot is currently published (a normal off-hours state, not an error). Charged per your API tier.

  shallow
• get_price_target

  Get analyst price target data for a ticker. By default returns the consensus / split-adjusted average price target. Set list=true to return the full per-analyst list of individual price targets instead.

  shallow
• get_quote

  Get the current stock quote for a company including price, volume, change, market cap, and other real-time market data. Use this when a user asks about a stock's current price or trading activity. Always includes halted/haltCode/haltReason/haltedAt/resumptionAt trading-halt fields (false/null when trading normally); a halted ticker returns the last-known quote instead of an error, or currentPrice:null + halted:true when nothing is recoverable.

  shallow
• get_recent_congressional_votes

  Get recent congressional roll-call votes across all members, sourced from GovTrack (both chambers as available — currently Senate-heavy). Each vote includes member, bill info, position, and result.

  shallow
• get_recent_material_filings

  Recent material 8-K filings (last 7 days) for the constituents of an index universe. By default returns the high-signal 8-K item codes (material agreements, M&A, executive changes, restructurings, etc.); pass `items` to filter to specific 8-K item codes. Choose the universe with `universe`.

  shallow
• get_recent_uplistings

  Get OTC-to-exchange uplistings that FINRA recorded on a given US market day, for companies under a market-cap ceiling. Each row carries the old OTC symbol, the resolved new exchange symbol (or null), a confirmed flag, the destination venue (NASDAQ / NYSE / NYSE American / ARCA), company name, effective date, market cap and float in SHARES. 🔴 THIS IS A SAME-DAY READ AND THERE IS NO FORWARD-LOOKING VERSION. FINRA records an uplisting at roughly 01:45 ET ON the day it becomes effective, and the source table has no scheduled/announced column at all. So there is nothing to publish the night before, and dayOffset exists for catch-up reads of past days, NOT for forecasting — a positive offset returns nothing. Never frame these as upcoming, tomorrow, or expected; they have already happened. 🔴 newSymbol: null IS A FIRST-CLASS PUBLISHED STATE, NOT A MISSING FIELD. FINRA's row names only the OLD OTC symbol; the new ticker is resolved by company-name match against Nasdaq SymDir and sometimes cannot be resolved. A guessed or wrong ticker would name a company that did not uplist, so an unresolved row is published naming the OLD symbol and saying the new one was not resolved. DO NOT infer, guess, look up, or fill in a null newSymbol, and do not drop the row. confirmed: false means the symbol resolution is PROVISIONAL — render it as provisional, keep it out of any headline, and do not assert the new ticker as fact. Only confirmed: true is a confirmed resolution. 🔴 capUnknownCount IS A WITHHOLDING COUNT, NOT A ZERO — rows that cleared every other filter but have NO measured market cap, so they cannot be asserted to sit under the stated ceiling. It does not mean those companies have no cap. Disclose the count if you publish a cap-bracketed framing. AN EMPTY uplistings ARRAY IS THE NORMAL, EXPECTED RESULT ON MOST DAYS — uplistings run roughly 6.6 per month across ALL market caps, so the large majority of days genuinely have none. It is NOT an error, NOT an outage, and NOT evidence that uplisting activity has stopped. Publish nothing rather than publishing an empty-list framing.

  shallow
• get_recently_sponsored_bills

  Get the most recently introduced bills across all congressional sponsors. Each bill includes the sponsor block (bioguideId, fullName, party, state, politicianSlug) so persona agents can link directly to the sponsor detail page. politicianSlug is null when the sponsor is no longer in the active roster (typically ex-members). Requires CONGRESS_API_KEY on the backend.

  shallow
• get_rvol_history

  Get the per-day relative-volume (RVOL) time series for a ticker, bucketed by trading session (premarket 04:00–09:30 ET, regular 09:30–16:00, afterhours 16:00–20:00, or all four). Each day's RVOL compares that session's volume to a trailing same-session baseline (90 days by default — configurable via "baselineDays"), so premarket volume is judged against premarket history (not a stale full-day figure). Use for spotting unusual premarket / session volume surges over the last N days. Each point also carries "baselineState" — "ready" (rvol is populated), "warming" (baseline not yet warm), "no-cutoff-history" (established ticker that never traded at this session/cutoff before) or "no-history" (new listing, no prior trading history at all) — so a null rvol is explained rather than silent. Points additionally carry "advRatio" (that day's volume ÷ the trailing 30-session average FULL-DAY volume, null when no full-day denominator exists) and "advDays" (its sample size), which give a magnitude to points RVOL cannot rate. advRatio is NOT an RVOL — it compares a partial session to a whole day, so it is typically well under 1 and must not be compared to rvol. Charged per your API tier.

  shallow
• get_senate_trades_by_ticker

  Reverse lookup — find which politicians recently traded a given TICKER. Returns recent STOCK Act disclosures for that symbol with politician info, transaction type, and amount.

  shallow
• get_short_interest

  Get short interest data for a company including short volume, short ratio, days to cover, and short percent of float. Use when analyzing bearish sentiment or potential short squeeze setups.

  shallow
• get_split_history

  Get stock split history for a company including forward and reverse splits with dates, ratios, type classification, and cumulative 2-year reverse split ratio. Relevant for NASDAQ/NYSE minimum bid-price compliance (1:250 cumulative reverse-split cap).

  shallow
• get_stock_price_change

  Get percentage price changes for a stock across multiple timeframes: 1D, 5D, 1M, 3M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, and MAX. Use this for quick "how much is it up/down" answers without fetching full candle data.

  shallow
• get_top_movers

  Top stock movers — gainers (largest % up), losers (largest % down), or active (highest volume). Optional session window (premarket / regular / afterhours; regular default; not supported for active). Optional date (YYYY-MM-DD) returns a PAST trade date's gainers/losers on a historical daily close-to-close basis (computed from split-adjusted daily bars, NOT intraday) — session is rejected when date is set, date is not supported for direction=active, and a non-trade date (weekend/holiday) returns an empty list (not an error). Penny-stock artifacts are filtered by default — set includePennyStocks to include sub-$1 movers.

  shallow
• get_trading_halts

  List currently-active trading halts across NASDAQ/NYSE/AMEX (from the consolidated Nasdaq Trader halt feed). Each halt includes ticker, market, haltCode (T1/T2/T12/LUDP/H10/...), human-readable reason, haltedAt, and the scheduled resumptionAt when one is set. An EMPTY list is a normal state (no active halts right now), not an error. Halts are tradeable catalysts — use this to discover halted names, then get_quote for the frozen last price.

  shallow
• get_upcoming_reverse_splits

  Get reverse stock splits SCHEDULED to take effect within a day-offset window of the current US market day, for companies under a market-cap ceiling. Offsets are days from today on the US market calendar: fromOffset=1, toOffset=1 is tomorrow; fromOffset=1, toOffset=7 is the week ahead. Each row carries the ticker, company name, the exact vendor integers (splitFrom/splitTo), a pre-rendered ratio ("1-for-20"), the effective date, market cap, float in SHARES, and price. WHAT THIS IS: rows are splits scheduled AS OF NOW — not a guarantee that every split effective in the window is already known. The underlying stock_splits table has NO created_at column, so there is no way to measure when a row first appeared, and a split announced later will simply be missing. Describe results as "scheduled as of now", NEVER as "all of" or "every" reverse split. A scheduled split can also be postponed or cancelled after it is announced. 🔴 capUnknownCount IS A WITHHOLDING COUNT, NOT A ZERO. It counts rows that passed every other filter and were DELIBERATELY EXCLUDED because Signal8 has no measured market cap for them — typically real OTC microcaps. It does NOT mean those companies have no dilution, no split, or no cap; it means the cap was not measured, so they cannot be asserted to sit under the stated ceiling. If you publish a "under $Xm" framing and capUnknownCount is above zero, say that N further companies were withheld for unmeasured market cap — do not present the list as complete and do not describe the withheld rows at all. Funds, ETFs and sub-1.5x fractional ratio adjustments are already removed server-side; do not re-filter or re-derive the ratio. AN EMPTY splits ARRAY IS A NORMAL, COMMON RESULT — most single weekdays have no sub-cap reverse split scheduled at all. It is NOT an error, NOT a failure, and NOT evidence that reverse-split activity has stopped. Publish nothing rather than publishing an empty-list framing.

  shallow
• get_volume_profile

  Get volume distribution across price levels for a single trading day. Returns price buckets with volume, Point of Control (highest volume level), and Value Area (price range containing 70% of volume). Use for identifying support/resistance and high-volume price nodes.

  shallow
• lookup_accession_number

  Look up a filing or exhibit by its SEC accession number. Supports both dashed format (e.g., "0001193125-22-010026") and compact 18-digit format. Returns filing metadata including company name, form type, filing date, and exhibit count. If the filing is in the local database, returns full metadata; if only found on SEC EDGAR, returns basic metadata with an isInDatabase: false flag.

  shallow
• screen_companies

  Screen companies by price range, volume, cash runway, float, shares outstanding, market cap, industry, listing exchange (NASDAQ/NYSE/AMEX), and float data source. Sort results by any sortable column. Returns matching companies with key metrics and pagination. Each row carries live trading-halt status (halted/haltCode/haltedAt; false/null when trading normally); pass excludeHalted=true to drop currently-halted tickers from the results.

  shallow
• screen_must_raise

  Find companies with imminent capital raise needs based on estimated cash runway. Defaults to companies with less than 6 months of cash remaining, sorted by urgency (lowest runway first). Useful for identifying distressed companies, imminent dilution situations, or potential financing catalysts. Runway is estimated from current burn rate.

  shallow
• screen_sec_filings

  Screen SEC filings across all companies with company-level filters (sector, industry, market cap, exchange) combined with filing-level filters (form type, date range). Returns filings enriched with company metadata: ticker, sector, industry, exchange, market cap, and price. Use this to answer questions like "find all S-1 filings from biotech companies under $500M market cap" or "show me recent 8-K filings from Technology sector companies". This is the most powerful filing DISCOVERY tool for filings — use search_sec_filings only when you already know the specific CIK. This tool returns FILINGS, not a company universe: to enumerate or COUNT companies by market cap / price / float (e.g. "find all companies under $300M market cap"), use screen_companies instead — it supports minMarketCapComputed / maxMarketCapComputed and returns a real total COUNT.

  shallow
• screen_sec_filings_performance

  Analyze stock price performance after SEC filings. Returns individual filing records with pre-computed price returns at +1 day, +3 days, +7 days, and +30 days after the filing date, plus aggregate statistics (average, median, % negative, best, worst) across all matching filings. Combine company-level filters (sector, industry, market cap, exchange) with filing filters (form type, date range). Use this to answer questions like "how do biotech stocks perform after S-1 filings?" or "what is the average 7-day return after 8-K filings from companies under $500M market cap?".

  shallow
• search_clinical_trials

  Search clinical trials market-wide (cross-company). Distinct from get_clinical_trials, which is scoped to a single ticker. Filter by phase, indication, sponsor, status, and date window; sort and paginate the results.

  shallow
• search_companies

  Search for companies by name or ticker symbol in the Signal8 database. Returns matching companies with their ticker, name, CIK, and exchange. Use this as the first step to find a company before calling other tools.

  shallow
• search_filing_text

  Full-text substring search across all SEC filing exhibit content. Returns matching snippets with context around each match. Powerful for finding specific clauses like "change of control", "anti-dilution", "right of first refusal", or any specific language across filings. Optionally filter by company (CIK), filing, accession number, or form type.

  shallow
• search_institutions

  Search institutional investors (13F filers) by name. Returns matching institutions with CIK, name, AUM, holdings count, and latest filing period. Use this to find a specific fund or investment manager when you know part of their name (e.g., "Vanguard", "BlackRock", "Citadel"). Results are ranked by AUM descending.

  shallow
• search_learn_guides

  Search the free Signal8 Academy (signal8.ai/learn) — plain-English guides that explain dilution (ATMs, warrants, convertibles, baby shelf, cash runway), how to read SEC filings (8-K items, Form 4 codes, 13D/13G, 424B5, S-1/S-3), market structure (halts, short interest, float, reverse splits, STOCK Act disclosures) and how to use Signal8. Returns matching guides with title, description, track, section, reading time, lastVerified date, the public url and the signal8:// resource uri — no bodies; call get_learn_guide for the full Markdown. Keyword match: every query word must appear somewhere in the guide; title hits rank highest. An empty query lists every guide (optionally one track) in reading order. Use this to ground an explanation of a concept the user asked about, or to cite a guide alongside data from the dilution / filing tools. Works without an API key. An empty result means no guide matched the words given — try fewer or broader words (e.g. "warrant" rather than "warrant inducement repricing") — not that the topic is unimportant.

  shallow
• search_sec_filings

  Search and list SEC filings with filtering by company (CIK), form type, and date range. Returns paginated results with filing metadata including form type, filing date, company name, and accession number. Use this to find filings before reading their content with get_filing_document or get_filing_exhibits.

  shallow

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