ValuEdge - Stock Valuation

Use this when the authenticated user asks for their own portfolio concentration, sector or currency allocation, fair-value coverage, or risk context. Explain evidence and limitations without giving buy, sell, or hold instructions.

analyze_my_portfolio

Use this when the user asks to compare two to six confirmed stock tickers on ValuEdge valuation, growth, quality, market metrics, assumptions, or coverage. Do not declare a universal winner or give buy, sell, or hold instructions.

compare_stocks

Use this when the authenticated user asks to review their own ValuEdge portfolio, holdings, market value, fair-value coverage, allocation, concentration, or risk context. Never accepts a user id and never returns another user's data.

get_my_portfolio

Use this when the authenticated user asks to review their own ValuEdge Smart Alerts and the valuation context behind them. Never exposes another user's alerts or changes alert state.

get_my_smart_alerts

Use this when the authenticated user asks to review their own ValuEdge watchlist, including current price, canonical fair value, margin of safety, quality signals, and data freshness. Never accepts a user id.

get_my_watchlist

Use this when the user asks for a stock's ValuEdge financial history, profitability, growth, balance-sheet evidence, business quality, or data coverage. Do not use it to infer a trade instruction.

get_stock_fundamentals

Use this when the user asks for one stock's ValuEdge fair value, current price, margin of safety, valuation method, assumptions, confidence, or valuation risk. Do not use it for a user's private portfolio.

get_stock_valuation

Use this when the user wants a bounded ValuEdge stock screen for research candidates such as undervalued, quality, dividend, large-cap, or positive-free-cash-flow stocks. This public preview uses server-owned presets and never accepts arbitrary database queries or trade instructions.

screen_stocks

Use this when the user gives an ambiguous company name or ticker and you need to resolve it before valuation or comparison. Search is limited to the ValuEdge-supported security universe.

search_securities