ALPHAPORT.AI

Resolve a company name or ticker against AlphaPort's canonical entity table, then return its current listing identity, industry, leadership, website, and business summary. Do not guess when multiple listings remain ambiguous.

get_company_profile

Use when the user wants AlphaPort's reported product-line, geographic, business-unit, or operating-segment revenue and history for a known ticker. The compact API is already a standardized category-first contract. Return both reported local currency and USD by default, with the FX rate and date, rather than implying an as-filed presentation view.

get_company_segments

Use when the user wants AlphaPort's latest available moving averages, RSI, MACD, volatility, volume, or trend indicators for one security. Availability is exchange-dependent and the returned observation date must be shown.

get_company_technicals

Use when the user asks when a company reports, even if they do not say next, or which companies report in a bounded date range. Mode when finds the first scheduled event for one ticker. Returns schedule metadata only; it never returns call, webcast, transcript, slides, prepared-remarks, or materials links.

get_earnings_calendar

Use when the user wants AlphaPort's latest available quote or close for one security. For a company name or ambiguous bare international symbol, first resolve it with get_company_profile and use the exchange-qualified ticker. Treat the result as time-sensitive and report the returned timestamp, market, provider, and delayed/live status rather than implying a real-time quote.

get_company_quote

Use when an AlphaPort API-plan user wants the same selected financial metrics for multiple known companies in one bounded request. This tool requires an explicit AlphaPort API entitlement; other signed-in users should use get_company_metrics for one company at a time.

get_company_metrics_batch

Use only when the signed-in user asks about companies held or short in their own AlphaPort portfolio, or asks for aggregate portfolio exposure analytics. The default companies detail excludes quantities and dollar values. Use weights or performance detail only when the user explicitly asks for those sensitive portfolio values. Analytics returns percentage-of-NAV aggregates with exposure multipliers, never position amounts. Never accept an account or user identifier, and never expose brokerage credentials.

get_my_portfolio_positions

List canonical public companies using exact industry or sector labels and an optional country. Omit filters to list all companies. Use screen_companies for natural-language or financial criteria. To retrieve all matches, keep the same filters and pass next_cursor until has_more is false. A page is not the complete result when has_more is true. If a cursor is stale, restart the listing.

list_companies

Use when the user wants to browse AlphaPort's available investment themes and the number of mapped companies in each theme.

list_investment_themes

Use when the user wants to discover the AI pipelines they configured in AlphaPort and exposed for agent or API use, including each pipeline's description and input schema.

list_exposed_pipelines

Start one of the signed-in user's API-exposed AlphaPort AI pipelines. Only use after the user asks to run a specific pipeline. Runs may consume AlphaPort credits and create a user-visible pipeline job.

run_pipeline

Use when the user wants AlphaPort to find public companies matching a natural-language combination of themes, industries, countries, financial metrics, or earnings-call mentions. For a call-mention screen, quote each displayed company's mention_evidence.exact_excerpt and date or quarter instead of replacing the evidence with a paraphrase. Require identity_verified=true; treat missing or mismatched country/ticker evidence as unverified. This computes results but does not change data.

screen_companies