FinBridge

Reviewed 1d ago.

• tools: 26 tools scanned
• metadata: scanned

No findings.

Tools (26)

• screen_etfs

  Screen exchange-traded funds in the local finbridge database on the things that actually distinguish an ETF: premium/discount to NAV, fund size (AUM), the index it tracks, price momentum, and — for US funds — the audited calendar-year TOTAL return from the fund's own prospectus. Funds only. For an operating company use get_valuation (one company) or query_db (many at once). ⚠Funds file no annual financial statements, so the statement-based tools (get_dart_financials, get_valuation) have nothing to say about them — that is why they are screened here instead. Coverage differs by market and the response says so per row: - KR (1,170 listed ETFs): NAV, AUM (net assets, KRW), listed units and the tracked index come from the same daily feed as prices, 2020-01-02 onward. premium_pct is close/NAV-1 computed on the SAME day (mixing dates would be meaningless). - US (5,868 ETFs): no NAV or AUM source exists that we may redistribute, so those fields are null. Instead total_return_pct carrie

• import_portfolio

  Store the structured holdings explicitly entered by the user in their FinBridge portfolio. Uploaded files, screenshots, chat history and extracted file content are not supported sources for this connector. Accepts listed stocks (KR/US/TW/JP) as well as cash, crypto (BTC etc.) and physical assets (gold): stocks are matched against the database, crypto and gold (PAXG) get live ccxt quotes, cash and physical assets are stored at the given value. For ETFs or foreign products not in the database, pass value directly. If the user specifies an asset class, pass asset_class as well (cash|bond|physical|growth|dividend|crypto|other; Korean labels 현금|채권|현물|성장주|배당주|가상자산|기타 are accepted). Registered listed stocks are also added to the watchlist automatically. Use when: the user explicitly enters what they hold and wants it stored for get_portfolio. There is no per-holding edit or delete tool: to change or remove holdings, re-import the complete corrected list with replace=true (replace=false only a

• get_portfolio_history

  List the append-only portfolio snapshots recorded for this user. Each import_portfolio call that actually changes the stored holdings/assets (and each restore_portfolio_snapshot) appends one snapshot of the whole portfolio at that moment — quantities, average prices, symbols and asset classes, never market prices or computed valuations (those are recomputed fresh whenever needed). Identical resubmissions do not create a duplicate entry. Use this to see when the portfolio changed, then restore_portfolio_snapshot to undo a bad import.

• restore_portfolio_snapshot

  Roll the stored portfolio back to a past snapshot from get_portfolio_history, replacing ALL current holdings and assets with that snapshot's content. Use this to undo a bad import_portfolio call. Omit snapshot_id to restore the snapshot immediately before the current state (undo the last change). This action is itself recorded as a new snapshot — history is append-only, so restoring is itself reversible the same way. Tell the user what was restored (get_portfolio afterwards shows it valued at current prices).

• get_portfolio

  Return the holdings this user has already registered in FinBridge with import_portfolio — listed stocks plus cash, crypto, ETF and physical assets — valued at the latest prices, with return and asset allocation. A user who has registered nothing gets an empty list. Not this tool for: analysing or valuing a company (get_valuation), prices (get_stock_prices), or finding companies (search_dart_company / search_edgar_company). It reads only what this user stored, so it knows nothing about a company they do not hold. Crypto and ETFs use live ccxt quotes, stocks the latest close in the database, cash and physical assets the registered amount. allocation is aggregated per currency; combined converts everything to KRW using an ECB-derived USD/KRW rate.

• get_watchlist

  Read the companies followed by the authenticated user. Returns names, symbols and markets without changing the watchlist or holdings.

• manage_watchlist

  Add or remove a company from the user's watchlist. This changes saved preferences, not financial assets. Only remove deletes an entry. action='add' and action='remove' each take one symbol and are idempotent: adding a company already on the list leaves it there, removing one that is not on the list is a no-op. Both report the resulting list size. Not this tool for: holdings and cash (that is a portfolio — use get_portfolio / import_portfolio), or for any market data. The watchlist stores which companies the user follows, nothing about quantities, prices or returns.

• get_peers

  Comparison references for one company across KR / US / TW / JP / EU. The default uses a sourced business theme or broad source classification and does not assert direct competition or add unrelated companies to fill the limit. Explicit rank='size' returns same-currency size references and does not assert an industry relationship. Also returns the company's business-segment revenue split where available (Japan from 有価証券報告書 XBRL, the US from SEC DERA financial-statement datasets; US segment names are usually end markets, not industries) — informational unless rank='segments'. Args: - company: US ticker ('AAPL'), KR 6-digit code ('005930'), TW/JP 4-digit code ('2330', '7203'), or a company name (local or English). - market: 'kr'|'us'|'tw'|'jp'|'eu' (optional) — disambiguates codes/names shared across markets (TW and JP both use 4-digit codes; 'eu' companies are addressed by ISIN). - limit: 1-10 peers (default 5). - same_market_only: true = restrict peers to the company's own mark

• search_dart_company

  Search companies registered with DART, South Korea's corporate disclosure system, by name, 6-digit stock code, or 8-digit DART corp_code. Returns the corp_code required by the other dart_* tools. Not this tool for: US registrants (use search_edgar_company). Japan, Taiwan and Europe have no search tool — reach them through query_db on the companies table. Args: - query: company name in Korean ('삼성전자') or English ('Samsung Electronics'), 6-digit KRX stock code ('005930'), or 8-digit corp_code - listed_only: restrict to KRX-listed companies (default true). Set false to include ~90k unlisted entities. - limit: max results, 1-50 (default 10) Returns: {count, companies: [{corp_code, corp_name, corp_name_en, stock_code}]} — corp_name is the Korean name DART registers, corp_name_en the registered English name where the company files one (about three quarters of Korean issuers). stock_code is null for unlisted companies. Match priority: exact stock code > exact Korean name > listed Kor

• get_dart_financials

  Fetch financial statements of a Korean company from OpenDART (fnlttSinglAcntAll: full single-company statements) and normalize them to standard metrics. Amounts are raw KRW (no scaling); EPS is KRW per share. Not this tool for: US statements (get_edgar_financials), a KR-vs-US pair on one screen (compare_financials_kr_us), or ranking many companies at once (query_db, which reads the stored table and covers KR/US/TW/JP/EU). This tool requests one Korean company's statements through the DART adapter; results may be reused from a process-local cache for up to 24 hours. When FinBridge's own database already has this exact company/year/report/basis with account-level detail and no newer filing receipt, it answers from the database instead of calling DART (served_from: finbridge_db) — saved to conserve the shared daily DART quota; a 'statement'/'account_query' filter always goes live since the DB keeps only the top reported rows. data_as_of.generated_at is response creation time, not source

• get_dart_document

  Explore one DART filing by receipt number while preserving section and table structure — the main body by default, or one of its attachments (audit reports carry the consolidated statements; the main body carries the business description). Use get_dart_filings first to obtain rcept_no. Start with action='overview', then select a section or table instead of requesting a long flattened filing. The overview lists the archive's entries (main body + attachments with their first heading); pass entry='<name>' to explore an attachment. Args: - rcept_no: 14-digit DART receipt number - entry: archive entry name from the overview's entries list (default: the main body) - action: overview (default) | section | table | compare_tables | compare_sections - compare_rcept_no and compare_index: second filing and its selected table/section index for comparison; table_index/section_index selects the first. Use both overviews first. Only selected content is compared, not entire filings. - secti

• get_dart_filings

  List corporate disclosure filings from DART, optionally filtered by company, date range, and disclosure type. Report names are in Korean. Not this tool for: US filings (get_edgar_filings), a cross-market feed already stored here (get_disclosure_feed), or major-event reports specifically (get_dart_major_events, a narrower slice of this one). Args: - corp: optional — Company: Korean name (e.g. '삼성전자'), 6-digit stock code (e.g. '005930'), or 8-digit DART corp_code (e.g. '00126380'). Omit for a market-wide list. - from / to: YYYY-MM-DD (default: last 90 days) - type: DART pblntf_ty — A=periodic reports(정기공시), B=major events(주요사항보고), C=securities issuance(발행공시), D=ownership/stake(지분공시), E=other(기타공시), F=external audit(외부감사관련), G=funds(펀드공시), H=asset securitization(자산유동화), I=KRX disclosures(거래소공시), J=fair trade(공정위공시) - limit: results per page, 1-100 (default 20); page: page number (default 1) Returns: {total, page, filings: [{rcept_no, corp_name, report_nm, flr_nm, rcept_dt, url}

• get_dart_major_events

  List major-event disclosures (주요사항보고서, DART type B): capital increases, mergers, convertible bonds, treasury stock, bankruptcy, lawsuits, etc. Optionally filter report names with a regex. Not this tool for: the full disclosure list or other report categories (get_dart_filings — periodic reports, securities issuance, ownership, KRX notices), US 8-K events (get_edgar_filings), or the cross-market stored feed (get_disclosure_feed). What this adds over get_dart_filings type='B': a 'kinds' regex over Korean report names (e.g. '증자|합병|전환사채'), a 180-day default window tuned for event scans, and matched-count totals — so use it when the question is 'which companies announced X', not 'what did company Y file'. Args: - corp: optional — Company: Korean name (e.g. '삼성전자'), 6-digit stock code (e.g. '005930'), or 8-digit DART corp_code (e.g. '00126380'). Omit for market-wide events. - from / to: YYYY-MM-DD (default: last 180 days) - kinds: optional JavaScript regex matched against the Korean

• get_dart_insider_trades

  Korean insider transactions for a listed KR company, from DART's 임원ㆍ주요주주 특정증권등 소유상황보고서 (elestock) — the Korean equivalent of SEC Form 4. Includes a buy-vs-sell summary and an optional buy/sell filter. Not this tool for: US insiders (get_edgar_insider_trades) or institutional managers, which are a different kind of holder entirely (get_edgar_13f). Buy vs sell is the SIGN of the reported share change (증감수): positive = 취득 (acquire / buy), negative = 처분 (dispose / sell). Insider BUYING is a stronger sentiment signal. Args: - company (required): KR 6-digit stock code (e.g. '005930'), company name, or 8-digit DART corp_code - limit: number of most-recent reports to return, 1-100 (default 20) - tx_type: 'all' (default) | 'buy' (share change > 0) | 'sell' (share change < 0) - response_format: 'markdown' (default) or 'json' Returns: {company:{corp_code, corp_name}, tx_type, summary:{buys:{count,shares}, sells:{count,shares}}, count, trades:[{filedAt, reporter, position, registered_e

• search_edgar_company

  Search SEC EDGAR registrants (US-listed companies) by ticker, company name, or CIK. Returns the 10-digit zero-padded CIK needed by the other edgar_* tools. Not this tool for: Korean companies (use search_dart_company). Japan, Taiwan and Europe have no search tool — reach them through query_db on the companies table. Args: - query (required): ticker ('AAPL', 'BRK-B' or 'BRK.B'), company-name fragment ('Berkshire'), or CIK number ('320193') - limit: max results, 1-50 (default 10) Returns: {count, companies: [{cik, ticker, title}]} ranked exact-ticker > exact-name > prefix > substring. Examples: - "find Apple's CIK" -> {query: 'AAPL'} - "companies named Berkshire" -> {query: 'Berkshire', limit: 5} Use when: you need a CIK or to disambiguate a company name before calling get_edgar_financials/filings/insider_trades (those also accept tickers directly, so for an exact ticker you can skip this step). Don't use for: Korean companies (use search_dart_company) or private companies n

• get_edgar_financials

  Normalized annual (10-K) or quarterly (10-Q) financial statements for a US company, from SEC EDGAR XBRL company facts (US-GAAP). Values are raw USD (not scaled); eps_diluted is USD per share. Not this tool for: Korean statements (get_dart_financials), a KR-vs-US pair on one screen (compare_financials_kr_us), or ranking many companies at once (query_db, which reads the stored table and covers KR/US/TW/JP/EU). This tool requests one US company's SEC XBRL company facts through the source adapter; results may be reused from a process-local cache for up to 24 hours. data_as_of.generated_at is response creation time, not source retrieval time. Peer comparisons use separately dated database snapshots. Args: - company (required): ticker / company name / CIK (e.g. 'AAPL', 'Microsoft', '789019') - freq: 'annual' (default, from 10-K) or 'quarterly' (discrete Q1-Q3 from 10-Qs; Q4 is not reported separately) - periods: how many most-recent periods, 1-12 (default 3) - metrics: optional sub

• get_edgar_filings

  List a US company's recent SEC filings (10-K, 10-Q, 8-K, S-1, proxy statements, Form 4, ...) from the EDGAR submissions index. Returns metadata and document URLs only — it does NOT download filing contents; fetch the returned url yourself for the document text. Not this tool for: Korean filings (get_dart_filings) or a cross-market feed already stored here (get_disclosure_feed). Args: - company (required): ticker / company name / CIK - forms: optional form-type filter, e.g. ['10-K'] or ['10-K','10-Q','8-K'] (exact match, case-insensitive) - from / to: optional YYYY-MM-DD filing-date range - limit: max rows, 1-50 (default 20) Returns: {company:{cik, name, ticker}, count, filings:[{form, filingDate, accessionNumber, primaryDocument, items?, url}], notes?}. 8-K rows include 'items' (e.g. '2.02,9.01' = results of operations + exhibits). Coverage = the latest ~1000 filings per company. Examples: - "Apple's latest annual report" -> {company:'AAPL', forms:['10-K'], limit:1} then

• get_edgar_insider_trades

  Latest insider transactions for a US company, parsed from SEC Form 4 filings, with a buy-vs-sell summary and an optional buy/sell filter. Each trade lists the reporting insider, their relationship, and non-derivative (common stock) transactions. Not this tool for: Korean insiders (get_dart_insider_trades) or institutional managers, which are a different kind of holder entirely (get_edgar_13f). Insider BUYS (open-market purchases, code P) are a stronger sentiment signal than sells (code S), which happen for many reasons (diversification, taxes). Use tx_type to monitor one side. Args: - company (required): ticker / company name / CIK - limit: number of most-recent Form 4 filings to parse, 1-25 (default 10) - tx_type: 'all' (default) | 'buy' (code P purchases only) | 'sell' (code S sales only) Returns: {company:{cik, name, ticker}, tx_type, summary:{buys:{count,shares,value}, sells:{count,shares,value}}, count, trades:[{filedAt, owner, relationship, url, transactions:[{date, cod

• compare_financials_kr_us

  Compare annual financial statements of a Korean listed company (source: OpenDART, K-IFRS) and a US listed company (source: SEC EDGAR, US-GAAP) side by side, with KRW values converted to USD using Federal Reserve H.10 annual-average exchange rates. Args: - kr_company: Korean company name / 6-digit stock code / DART corp_code (e.g. '삼성전자', '005930') - us_company: US ticker / name / CIK (e.g. 'AAPL', 'Apple') - years: number of recent fiscal years, 1-5 (default 3; free plan up to 4) - metrics: subset of [revenue, gross_profit, operating_income, net_income, eps_diluted, assets, liabilities, equity, cash_and_equivalents, operating_cash_flow] - response_format: 'markdown' (default) or 'json' Returns per-metric, per-year rows: {fiscal_year, kr_krw, kr_usd, us_usd, ratio_kr_over_us} plus the FX rates used and accounting-basis caveats. Examples: - "삼성전자 vs Apple 최근 3년 매출·영업이익 비교" -> {kr_company:'삼성전자', us_company:'AAPL', metrics:['revenue','operating_income']} - Don't use for q

• get_db_schema

  Inspect the schema of the local finbridge database (SQLite with ingested KR/US company fundamentals, filings, and daily prices): tables, views, columns, per-table row counts (counted in the background and refreshed every 30 minutes; null with rows_note "counting…" right after a server start), and ready-to-run example queries for query_db. Read this before writing a query_db statement. It returns no company data itself — get_db_schema describes the tables, query_db runs the SELECT. Args: (none) Returns: {tables: [{name, columns: [{name, type}], rows}], views: [{name, columns: [{name, type}]}], examples: [sql_string]} Key objects: - companies: KR companies have source='dart' + stock_code (6-digit), US companies source='edgar' + ticker - financials: one row per company x fiscal_year x quarter (quarter=0 = annual); raw unscaled KRW/USD amounts - prices_daily: daily OHLCV per company_id - views v_financials (financials joined with company name/ticker/stock_code) and v_latest_ann

• query_db

  Run a single read-only SELECT query against the local finbridge database (ingested KR/US fundamentals, filings, daily prices). The statement must start with SELECT or WITH; multiple statements, PRAGMA, and any write/DDL keywords (INSERT/UPDATE/DELETE/DROP/ALTER/CREATE/ATTACH/...) are rejected. The query runs in a separate read-only process with SQLite authorization, a 2-second deadline, two concurrent queries per server process, and a 1 MB result budget. Free accounts cannot query raw history or history views; the latest-annual snapshot remains available. The escape hatch for questions no dedicated tool answers — Japan, Taiwan and Europe are largely reachable only this way. Prefer get_valuation or get_peers for ordinary single-company work (they handles per-market period and currency rules that a hand-written query will get wrong), and call get_db_schema first for the table shapes. Args: - sql: one SELECT (or WITH ... SELECT) statement. A single trailing ';' is tolerated. - limit

• get_stock_prices

  Get daily OHLCV price history from the local finbridge database (populated by the nightly ingest jobs). Rows are returned newest first. Listed equities and ETFs. Japan and Europe carry no prices at all, and crypto is not served. Price coverage by market — we only store what we have redistribution rights to: - Korea (DART + Financial Services Commission): full daily history, corporate-action adjusted. SERVED. - Taiwan (TWSE OpenAPI, Open Government Data License): daily history. SERVED. - US (Databento EQUS.SUMMARY): daily history from 2023-03-28. SERVED. Split-adjusted; dividend-adjusted closes exist where SEC-reported dividends do (adj_close). - Japan: NOT served. EDINET publishes disclosure documents, not prices, so we hold Japanese filings and the company master but no quotes. Args: - company: a ticker (US 'AAPL', TW/JP 4-digit '2330'), a KR 6-digit stock code ('005930'), or a company name in the local language or English ('TSMC', 'Toyota', '삼성전자'). Resolution priority:

• get_tw_insider_transfers

  Taiwan insider share-transfer filings from TWSE (上市) and TPEx (上櫃), served from the local finbridge database. ⚠These are PRE-ANNOUNCEMENTS, not executed trades. Taiwan requires directors, supervisors, managers and 10% shareholders to declare a transfer BEFORE selling (內部人持股轉讓事前申報). There is no "sold" table at all — a declaration says what someone intends to transfer and by when. What does exist is the opposite: an 未轉讓 (not-transferred) table listing declarations whose window expired without a sale, with the filer's stated reason. This tool returns both. This is why it is a separate tool from get_dart_insider_trades (Korea) and get_edgar_insider_trades (US Form 4), which report trades that already happened. Do not compare the numbers across those tools as if they were the same event. ⚠Coverage is short and has permanent holes. The upstream endpoints publish only the CURRENT day's table — there is no historical query — so our history starts when we began collecting and any day the col

• get_valuation

  Get the latest valuation snapshot for one KR, US, or Taiwan company from the local finbridge database: market cap (latest close x shares) with PER, PBR, PSR, ROE, debt ratio, and 3-year revenue/net-income CAGR, joined to the company's latest annual fundamentals. Includes metric-level calculation basis, dates, sources, missing reasons, and 1-2 same-market percentile hints. Computed by the nightly valuation ingest job. Share counts: KR uses data.go.kr listed shares, US prefers SEC-reported shares, and Taiwan uses exchange-reported shares; the nightly job can fall back to net_income / eps_diluted when a positive result is available. PER prefers price / eps_diluted, falling back to market_cap / net_income. Taiwan exchange-published PER/PBR replace derived values when present. Any derived ratio whose required denominator is null or <= 0 is returned as null. Args: - company: US ticker (e.g. 'AAPL'), KR 6-digit stock code (e.g. '005930'), or company name. Resolution priority: exact ticker

• get_disclosure_feed

  Recent regulatory disclosures from the local finbridge database (filings table, refreshed nightly + intraday for KR), newest first — positioned as a faster-than-news primary source. By default returns only MATERIAL filings: US Form 8-K (current reports) and KR 주요사항보고서 (major events: capital raises, M&A, convertible bonds, buybacks, etc.). Args: - market: 'kr' (DART), 'us' (EDGAR), or 'all' (default) - company: optional — restrict to one company (US ticker, KR 6-digit code, or name). Takes priority over watchlist. - material_only: default true (8-K / KR type-B only); false = all filing types - forms: optional explicit form_type filter (e.g. ['10-K','8-K'] or ['A','B']); overrides material_only - days: look-back window in days, 1-120 (default 14); or use from/to - from/to: optional explicit YYYY-MM-DD range (overrides days) - limit: 1-100 (default 30); response_format: 'markdown'|'json' - brief: default true — attach the plain-language fact summary (headline_en/headline_

• get_edgar_13f

  Quarter-end institutional manager holdings reconstructed from SEC 13F-HR and 13F-HR/A (RESTATEMENT or NEW HOLDINGS), for the latest reportDate in recent submissions. Pass a manager name or CIK, not an issuer ticker. top=1–50 (default 20) limits displayed rows. response_format=markdown or json. Returns reported security rows with separate class, PUT/CALL, SH/PRN, discretion and other-manager fields; no ticker mapping or reverse ownership lookup. Values normalize each filing to USD using the 2023-01-03 filing-date boundary. Missing numbers stay null. Duplicate/shared reporting, incomplete amendment chains and confidential omissions withhold totals/weights. sources carries accession, primary/table URLs, report/filed/acceptance/fetch times and amendment evidence. prior_period is a distinct reportDate; no prior omits changes. Unverified corporate actions, missing rows, options/principal and incomplete reports withhold change signals with explicit comparison_exclusions. Empty changes does