BeliefState

Read a cited research brief for a covered U.S. ticker, ETF or released subject. Overview, current and full views support dated research and historical cutoffs. An explicit refresh requires current stock and SPY prices before payment. Per-call x402 price: 0.02 USDC on Base.

Retrieves one complete investment case by returned belief_id: investor, reasoning, evidence, risks, catalysts, conditions, revisions, outcomes, provenance and coverage gaps. Useful for deeper follow-ups; start company overviews with get_brief. Use paragraph_index only when returned in investment_case and follow support/text offsets for exact evidence. Optional relationship_paths inspects supported dependencies; scenario applies up to eight hypothetical conditions. Both preserve evidence and investor statements. Per-call x402 price: 0.02 USDC on Base.

Retrieves dated investment cases for one company or research subject, with optional investor, direction and time filters. Returns attributed thesis records, case IDs, dates, citations and coverage information. Useful for building a research inventory or finding additional cases beyond a brief. Use get_brief for an ordinary overview and get_search_results for a thesis or topic question. Continue a requested inventory with unchanged selectors and its returned cursor. Per-call x402 price: 0.02 USDC on Base.

Retrieves evidence-linked catalysts for one company, research subject, investment case or the explicitly selected released corpus. Returns recorded conditions, lifecycle status, dates and supporting evidence. Useful for checking which thesis events remain pending, were met or missed, or have been superseded. Filter by investor, source, publication dates or status. Unassessed conditions retain unknown status. Continue with the returned cursor and unchanged filters. Per-call x402 price: 0.02 USDC on Base.

Retrieves the ordered research change journal for a company, subject, case or explicitly selected released corpus. Returns dated events, citations and available before/after values, separating author revisions, distribution changes and calculated publication outcomes. Use domain=author_view for investor-view changes and revision_only=true for authored revisions only; get_brief provides a current synthesis. Preserve publication, observation and availability clocks. Drain a requested window with unchanged selectors; its continuation cursor differs from the completed next-poll checkpoint. Coverage and resynchronization gaps remain explicit. Per-call x402 price: 0.02 USDC on Base.

Find SEC-registered U.S. companies and selected verified international listings by symbol or name. Search by market, sector or exchange-qualified symbol, such as Indian banks, Canadian stocks or XTAI:2330. Listing identity and released investor research are reported separately. Free.

Retrieves retained financial facts, company references, segment metrics, operating KPIs and management guidance for one ticker. Select record_type; use fiscal_year/fiscal_quarter for fiscal periods and date_field=report for issuance. Returns typed quantities, units, basis, qualifications, filing/capture clocks and exact source support. Guidance is a forecast; reported tolerances and computed bounds stay separate. Resolve empty metric/dimension matches using available_issuer_selectors; missing matches do not prove no disclosure. Use get_brief for investor views. Coverage is bounded. Issuer reads launch no paid extraction; current archive reads recheck stale metadata. as_of and pinned reads never refresh. Continue with the returned cursor or next_offset and unchanged snapshot, cutoff and filters. Per-call x402 price: 0.02 USDC on Base.

Retrieves a cited engine comparison of two distinct investment cases using their returned belief_id and compare_to_belief_id. Returns a cited engine assessment of support, contradiction, dependency, unknown or unrelated reasoning, with assessment time and case cutoff. Useful for examining opposing views or investment alternatives. Optional comparison_focus narrows the assessment to a public research proposition present in both cases. Engine assessments remain separate from investor statements; shared sources qualify the independence of support. Per-call x402 price: 0.50 USDC on Base.

Retrieves a dated engine context assessment by its returned assessment identifier, including permitted supporting evidence and coverage limitations. Useful for examining the issuer, market or event context cited in a brief or investment case. Assessment time and evidence dates remain explicit; the engine's interpretation is separate from the investor's stated thesis. Per-call x402 price: 0.02 USDC on Base.

Retrieves retained US economic events in one ticker research scope. Filter by event text, region, scheduled/reported/unconfirmed state and scheduled-date bounds. Returns typed actual, previous, consensus and forecast literals, revision markers, native times and source support; an unverified timezone stays unknown. Current requests recheck stale mirror metadata; historical and pinned reads never refresh. This is retained calendar context, with snapshot freshness separate from event time. Continue with the returned snapshot, cutoff, filters and cursor or next_offset. Per-call x402 price: 0.02 USDC on Base.

Retrieves source-reported insider transactions for one ticker. Filter by reporting owner name or CIK, transaction codes, derivative status and transaction or filing dates. Returns typed owners, security units, prices, acquisition/disposition codes, filing dates and exact support; SEC codes distinguish market purchases/sales (P/S), gifts (G), tax withholding (F) and exercises (M). Owner names use reported SEC spelling; resolve ambiguous or unfamiliar aliases from returned owners. Current requests recheck stale retained mirror metadata; historical and pinned reads remain fixed. Use returned snapshot and cursor or next_offset for further pages; coverage and held records remain explicit. Per-call x402 price: 0.02 USDC on Base.

Retrieves reported institutional holdings for one ticker across supported retained 13F history. Filter by manager name or CIK, report period, filing dates, amendments, share class and shares versus PUT/CALL positions. Returns typed quantities, native reported values, manager identities and source support. Identifier and filing-join checks hold ambiguous records; report dates differ from filing dates, and native value scales remain explicit. Current requests recheck stale mirror metadata; historical/pinned reads never switch snapshots. Continue with the returned snapshot ID/hash, as_of, filters and cursor or next_offset. Per-call x402 price: 0.02 USDC on Base.

Retrieves an investor's stored publication-based outcomes for one company, research subject, investment case or the explicitly selected released corpus. Returns action, entry-price and horizon cohorts, verified exits, losses, pending results and ineligible counts. Useful for reviewing measured thesis outcomes and their sample limitations. Filter by source and publication window; narrow a scope that exceeds the returned bound. Uses stored market observations, with historical source completeness explicitly unknown. Per-call x402 price: 0.02 USDC on Base.

Retrieves retained government macroeconomic observations in one ticker research scope. Filter by native series_ids, agency, measurement_names and period dates; returns typed values, units, seasonal bases, scales, native periods and source support. Supported archive formats cover Treasury, NY Fed, BLS, BEA, EIA, CFTC and metadata-qualified Federal Reserve Board series; other admitted context is explicitly bounded. Macro backdrop does not establish company exposure or a historical data vintage; FRED and rights-held series are unavailable. Current requests recheck stale mirror metadata; historical/pinned reads remain fixed. Continue with the returned snapshot, cutoff, filters and cursor or next_offset. Per-call x402 price: 0.02 USDC on Base.

Retrieves supported split-adjusted close-price returns for one ticker versus SPY. Request session_intervals from 1 to 252; date bounds select return end sessions, while an omitted date range uses the latest completed official session. Returns typed security and benchmark returns, excess percentage points, exact session dates and retained support. Complete security/SPY paths, official calendars and verified adjustment basis are required; missing or ambiguous inputs remain held. Price returns exclude dividends, fees and execution effects, and do not measure investor account performance. Current requests refresh only missing, incomplete or stale closing-price references from the configured delayed SIP feed; historical/pinned queries preserve input availability; use the returned snapshot, as_of, filters and next_offset for further pages. Per-call x402 price: 0.02 USDC on Base.

Check recent SEC filings for one verified ticker. Set include_earnings to also read issuer-announced earnings schedules when available. Free without an account or wallet.

Retrieves retained options bars, flow aggregates and open interest for one ticker. Select activity_type, call/put right, expiration, strike and observation-date filters; returns typed instrument fields, OHLC, volume or open interest with units and source support. Open interest is a position measure; trading volume is a flow. Use explicit date/instrument filters for large histories; source-file order is not a globally sorted latest option chain. Current requests recheck stale mirror metadata; historical/pinned reads remain fixed. Continue with the returned snapshot, cutoff, filters and cursor or next_offset; partial scans are not proof of no matches. Per-call x402 price: 0.02 USDC on Base.

Retrieves evidence-linked risks for one company, research subject, investment case or the explicitly selected released corpus. Returns recorded severity, lifecycle status, supporting evidence and unknown assessments. Useful for investigating a thesis's downside and invalidation conditions. Filter by investor, source, publication dates, status or severity. Empty filtered results reflect available assessed coverage; unknown risks remain separate. Continue with the returned cursor and unchanged filters. Per-call x402 price: 0.02 USDC on Base.

Retrieves ranked published investment cases matching thesis, investment theme or trade setup, with an optional company or subject filter. Returns ranked matching passages, attributed investors, dates, case IDs and citations. Useful for finding research about a business trend or investment question without knowing a ticker. Open selected cases with get_case for more depth. Ranking reflects library matches and coverage, rather than market-wide consensus. Continue with the returned cursor and unchanged query, filters and as_of cutoff. Per-call x402 price: 1.50 USDC on Base.

Retrieves retained short-interest and short-volume history for one ticker. Select family and date bounds; short_interest uses settlement periods, while short_volume uses observation dates. Returns typed outstanding short shares, average daily volume and days to cover, or daily short/exempt/total volumes, with exact source support. Short volume does not establish an outstanding position. Current requests recheck stale mirror metadata; historical and pinned reads never refresh. Continue with the returned snapshot, as_of, filters and cursor or next_offset; coverage gaps remain explicit. Per-call x402 price: 0.02 USDC on Base.

Retrieves matching released research subjects by name or kind, including companies, industries and investment themes. Returns matching subject identifiers and available research coverage. Useful for resolving a non-company topic before requesting a brief or cases. Use the returned entity_id for follow-up research and preserve ambiguity when multiple subjects match; a ticker is optional for non-company subjects. Per-call x402 price: 0.02 USDC on Base.

Retrieves public direct-company research coverage and counts. Account tracking requires the authenticated MCP server.

Retrieves saved research charts and tables for one investment case or context assessment. Without visual_id, returns available visual and region descriptors; with visual_id, returns the selected visual's regions. Supply region_id for available structured chart/table data, with bounded row pagination. Results preserve citations, recorded coverage, historical cutoffs and text-access restrictions. Use visual_offset for another descriptor page, without visual_id. Per-call x402 price: 0.02 USDC on Base.