analyze_stock

com.holdingsintel/mcp · Verify this server

Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades. WHEN TO USE: User asks about an individual stock's institutional positioning, smart money sentiment, hedge fund activity, insider buying/selling, or recent moves. Examples: - "Is smart money buying NVDA?" - "What do hedge funds think about META?" - "Has anyone famous been accumulating AAPL?" - "Show me institutional activity on TSLA" IDENTITY: Exact CUSIPs resolve directly (including explicit aliases). A ticker that maps to multiple canonical securities returns candidates instead of choosing one; retry with an exact CUSIP. WHEN NOT TO USE: - Use find_signals when the user is screening across multiple stocks ("show me stocks where smart money is bullish") - Use analyze_fund when the subject is a fund/hedge fund, not a stock - Use search_securities first for a company name or ambiguous identifier, then pass its ticker/CUSIP here RETURNS: Resolved security identity and listing-status detail, verdict label and confidence, four source-specific signals, the exact 13F quarter and per-stream disclosure-through dates, top holders, recent institutional moves, and the latest fetched Congress, OGE executive, Form 4, and 13D/G evidence. Reported-symbol-only evidence is labeled and remains visible but never affects the CUSIP-scoped score. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.