Bullrun

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Tools (40)

• screen_stocks

  Screen the global Bullrun stock universe with the same rule engine as the app screener. Filter by sector, industry, country/countries, primary vs secondary listings, active vs inactive listings, lookback mode, AND/OR rule groups, comparison operators, money units, growth metrics and latest-value metrics. Returns a compact table of matching stocks. Read-only.

• search_etfs

  Look up ETFs by name, ticker or ISIN, with classification, listing, index, distribution-policy, AUM, expense-ratio and yield filters. Best for finding a known fund. For ranking questions ("cheapest", "largest", "best performing", "most liquid") prefer screen_etfs, which evaluates the whole universe: here minAum and minYieldTtmPct are applied only to a bounded profile-enriched candidate scan, so do not describe the result as exhaustive when candidateCapReached is true. Use get_etf_snapshot for one listing, get_etf_fund to resolve an ISIN across venues, and get_etf_holdings for constituents. Read-only.

• screen_etfs

  Screen the WHOLE ETF universe by numeric rules and fund attributes in one pass — expense ratio, AUM, yield, trailing returns, volatility, liquidity, top-10 concentration, fund age and holdings count — combined with issuer, index, domicile, UCITS status, distribution policy, currency hedging and constituent look-through (holdingSearch finds funds by what they hold). Prefer this over search_etfs for any "cheapest / largest / best performing / most liquid" question: search_etfs only filters a bounded candidate scan, while this evaluates the full universe and reports evaluatedCount and matchCount. Percentages are percentage points. This is the heaviest read in the API and is metered against a small per-day action budget, so build one well-specified screen rather than probing repeatedly. Read-only.

• get_etf_index_group

  Answer "what is the cheapest way to track <index>?". Returns every fund tracking one index ordered cheapest fee first, deduplicated to one row per FUND rather than per venue listing (a five-venue UCITS fund is one choice, not five) with its listingCount and venues. Defaults to UCITS-buyable domiciles. Omit indexKey to list the available index families. Fees are percentage points and the response states how many funds publish no fee at all, so a "cheapest" claim is never made over silently omitted funds. Read-only.

• get_etf_fund

  Resolve one FUND rather than one listing. Given an ISIN (or any venue ticker of the fund) it returns the fund's identity, costs, index, distribution policy, wrapper type and every venue it is listed on with exchange and trading currency. Use this when the user quotes an ISIN, asks "which ticker do I buy on my exchange?", or when several tickers may be the same underlying fund. Ratios are percentage points. Read-only.

• get_etf_filter_options

  List the exact values accepted by the categorical filters on search_etfs and screen_etfs — asset classes, categories, index keys, product/wrapper types, regions, domiciles, currencies, exchanges, and (on request) issuers and focus strings. Those filters match exactly, so a guessed string returns zero rows and looks like "no such ETF exists"; call this first whenever a filter value is not already known to be valid. Read-only.

• get_etf_snapshot

  Fetch a modular snapshot for one exact ETF listing. The include array controls which of identity, classification, market, fund_data (NAV/AUM), costs, income, and benchmark are fetched and returned. Unrequested modules are omitted; requested-but-unavailable modules are named explicitly. Ratios use percentage points. Read-only.

• get_etf_holdings

  Return the latest stored ETF holdings snapshot with opaque cursor pagination. The response reports the provider's stated holdings count, stored row count, covered weight, and whether the stored rows appear complete. Treat isComplete=false or null as partial look-through data. Historical as-of selection will be added when the upstream API exposes it. Read-only.

• get_etf_timeseries

  Fetch ETF price or price-return history at daily, weekly, or monthly intervals. NAV, true total-return, benchmark, and premium/discount series are returned only when their required source data or an explicit benchmark ticker exists; unavailable requested series are named explicitly and never approximated with price returns. Read-only.

• get_etf_exposures

  Calculate sector, country, currency, and broad asset exposure from the latest stored ETF holdings and Bullrun instrument mappings. Factor and thematic look-through are reported unavailable until dedicated source data exists. Coverage states how much fund weight and how many holding symbols were resolved, so partial top-holdings data is never presented as full exposure. Read-only.

• get_etf_risk

  Calculate drawdown, annualized volatility, downside volatility, historical VaR, Sharpe, Sortino and Calmar ratios from stored daily close prices. With benchmarkTicker, also calculates beta, correlation, tracking error, active return and information ratio on aligned dates. Results are price-return risk, not distribution-adjusted total-return risk. Read-only.

• compare_etfs

  Return a normalized side-by-side comparison of two to ten ETFs across selected classification, market, fund-data, cost, income, benchmark, price-performance, price-risk, and holdings modules. Leaders are mechanical extrema, not recommendations. Currency and partial-holdings caveats are explicit. Read-only.

• analyze_etf_overlap

  Compare two to ten ETFs using their latest stored holdings. Returns pairwise shared holdings, weighted overlap (sum of the smaller weight for each shared holding), each fund's weight in shared names, and the largest duplicate exposures. Coverage is explicit because provider holdings may be partial top-holdings samples. Read-only.

• analyze_portfolio_fit

  Analyze an ETF candidate against one signed-in user's portfolio. Combines Bullrun's price-history candidate fit (correlation, beta and pro-forma volatility) with latest-holdings look-through that identifies direct and ETF-contained duplicate underlying positions. Coverage is explicit and partial provider holdings make duplicate exposure a lower bound. Requires OAuth read:portfolios. Read-only.

• simulate_etf_cost

  Simulate expense-ratio, assumed bid/ask spread, commissions, and recurring contributions over a holding period. Compares the same gross-return path with and without costs and reports direct charges plus ending-value drag. Taxes, FX, market impact and brokerage-specific fees are excluded unless represented by the inputs. Read-only.

• query_etfs

  Compatibility tool for older clients: search the Bullrun ETF universe and optionally bundle profile, recent prices, and latest holdings for an exact ticker. New clients should use search_etfs, get_etf_snapshot, and get_etf_holdings for smaller responses, structured output, quantitative filters, and explicit coverage metadata. Read-only.

• get_stock_metrics

  Fetch a consolidated metrics snapshot for a single stock by ticker: identity (company, exchange, currency, sector, industry, country, ISIN), latest daily price (OHLCV), latest valuation (market cap, P/E, dividend yield, annual dividend per share), the most recent reported financials (revenue, gross/operating income, EBITDA, net income, diluted EPS, free & operating cash flow, total debt, cash, total assets, equity) and a short company description. Use the exact ticker as listed on Bullrun - the native local-exchange symbol (e.g. AAPL, BMW, ABBN, NESN, or a numeric code like 005930), NOT Yahoo-style country suffixes like BMW.DE or ABBN.SW. If a ticker returns no data, use screen_stocks (by sector/country) to find the exact symbol. Read-only.

• get_financial_history

  Fetch 1-15 years of historical financial statements for one exact Bullrun ticker. Returns annual and/or quarterly rows grouped into income statement, balance sheet, cash flow, per-share metrics, margins, source currency, and annual growth/CAGR consistency checks. Use this when evaluating multi-year revenue/net-income growth, margin trajectories, leverage, cash flow quality, or whether a stock passed a rule such as 10% revenue and net-income growth every year.

• get_quality_moat_metrics

  Compute annual quality, moat, earnings-quality, and capital-allocation metrics for one exact Bullrun ticker from existing financial statements: ROIC, ROE/ROA, ROIC-vs-supplied-WACC, accruals, cash conversion, capex intensity, dividend payout/growth, diluted share-count changes, and a buyback proxy. Read-only.

• get_forward_estimates

  Fetch forward consensus revenue/EPS/EBITDA estimates, management guidance ranges, and estimate-revision percentages for one exact Bullrun ticker. Also derives simple forward P/E and PEG-style context from the latest close when EPS estimates are available. Read-only.

• get_operating_kpis

  Fetch period-specific operating KPIs and unit-economics metrics for one exact Bullrun ticker: ARR, net revenue retention, RPO, billings, customer counts, payments volume, cross-border volume, processed transactions, or other domain-specific metrics when populated. Read-only.

• get_revenue_breakdown

  Fetch segment, geography, product, customer, or other revenue breakdown rows for one exact Bullrun ticker. Use this to separate cyclical businesses from recurring segments or inspect geographic exposure instead of relying on blended revenue. Read-only.

• get_earnings_call_transcript

  Fetch speaker-tagged earnings-call transcript chunks for one exact Bullrun ticker, optionally filtered by fiscal period or search text. Use this for management guidance language, analyst Q&A, and qualitative judgment that is not visible in financial statements. Read-only.

• list_portfolios

  Use when the user refers to THEIR portfolio(s) or holdings — e.g. "my portfolios", "what portfolios do I have", "how are my investments doing", "show my holdings", "my account". Lists the signed-in Bullrun user's virtual portfolios with computed summaries: name, base currency, total value (USD), day change, cost basis and total return, plus position counts. Start here when a portfolio question doesn't name a specific portfolio, then pass a portfolioId to get_portfolio_context or get_portfolio_analytics. Requires connecting this server to a Bullrun account (OAuth, read:portfolios scope) — it returns that user's own data only. privacyMode defaults to "full" (includes absolute $ amounts); pass "weights_only" to hide absolute money and return only relative figures (returns %, counts). Read-only.

• get_portfolio_context

  Use when the user asks to look at, review, or analyze THEIR portfolio / holdings / positions — e.g. "analyze my portfolio", "how is my portfolio doing", "what's in my portfolio", "review my holdings", "how am I invested", "what should I improve". Fetches a deep snapshot of ONE of the signed-in user's portfolios: the summary (value, day change, total return), every holding (with position weight %, sector and return) and Bullrun's computed insights (benchmark comparison, concentration, diversification, dividend income). Pass a portfolioId from list_portfolios (call that first if the user hasn't named a portfolio). The response ALWAYS returns the complete holdings list with each position flagged matched/unmatched, plus a `coverage` summary: holdings that Bullrun can't link to its universe (ETFs, funds, untracked tickers) carry no weight, sector, insight or ML score, so weights/insights/ML below describe ONLY the matched subset. Read the coverage banner (the first text block) and never pre

• get_portfolio_analytics

  Use when the user asks about THEIR portfolio's risk, diversification, or concentration, or whether to add a stock — e.g. "is my portfolio diversified", "how risky is my portfolio", "am I too concentrated", "what's my exposure to X", "should I add NVDA", "would AAPL improve my diversification". Fetches portfolio-level relationship analytics for one signed-in user's portfolio: correlation and annualized covariance matrices across holdings, contribution-to-risk, concentration by weight and risk, currency/sector/country exposures, value/growth/momentum/quality/size proxy factor scores, scenario/stress tests (rates +100bp, oil -20%, USD +10%), and optional candidateTicker fit analysis showing correlation to the current portfolio plus pro-forma volatility (set candidateTicker when the user asks whether to add a specific stock). Pass a portfolioId from list_portfolios. The risk math only covers holdings with enough price history, dropping unpriced/unmatched ones (ETFs, funds, untracked ticker

• create_portfolio_draft

  Use when the user wants you to BUILD or PROPOSE a brand-new portfolio for them — e.g. "build me a portfolio", "put together a dividend portfolio", "draft a portfolio of AI stocks", "create a new portfolio for $10k". Generates a REVIEWABLE paper-portfolio draft for the signed-in Bullrun user from a natural-language brief (e.g. "a diversified European dividend portfolio"). Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY and never changes any live position: the draft is saved to the user's account and appears in the Bullrun Portfolio tab under "Pending AI drafts", where the user reviews it and explicitly accepts it to create a new portfolio (or discards it). To suggest additions to an EXISTING portfolio instead, use create_position_draft. Tickers are chosen only from Bullrun's priced stock/ETF universe; pass instrumentUniverse for stocks only, ETFs only, or a mix. If the brief is vague, first ask ONE quick round of up to three multiple-choice quest

• create_position_draft

  Use when the user asks what to BUY or ADD to an EXISTING portfolio — e.g. "what should I buy next", "suggest a stock or ETF for my portfolio", "what should I add", "recommend a position", "any ideas to round out my holdings". Generates REVIEWABLE suggested additions for one existing Bullrun portfolio. Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY: the suggested position(s) are saved to the user's account and appear in the Bullrun Portfolio tab under Pending AI drafts, where the user reviews and accepts them into the target portfolio or discards them. It never changes live holdings by itself. To draft a whole new portfolio from scratch use create_portfolio_draft; to test whether a specific named ticker fits, use get_portfolio_analytics with candidateTicker. Pass instrumentUniverse for stocks only, ETFs only, or a mix. If it is unclear, first confirm which portfolio (use list_portfolios when the user has more than one) and how many ideas (a sing

• create_portfolio_from_positions

  Use when YOU (or the user) have ALREADY decided the exact holdings and want them saved as-is — e.g. after researching and settling on a specific basket with target weights. Persists a REVIEWABLE paper-portfolio draft built from the tickers you supply, sized by weight (percent) or by explicit USD amount. Unlike create_portfolio_draft this does NOT use the LLM and NEVER re-selects tickers: your basket lands exactly as given. It is NOT Pro-gated (it mirrors manual position entry, which is free) and needs only OAuth with the write:drafts scope. DRAFT-ONLY: the draft is saved to the user's Bullrun account and appears in the Portfolio tab under "Pending AI drafts", where the user reviews it and explicitly accepts it (creating a NEW portfolio) or discards it — it never changes any live position. Tickers must exist in Bullrun's priced stock/ETF universe; any that cannot be priced are returned in `unresolved` and skipped (use search_etfs / get_etf_snapshot / screen_stocks / get_stock_metrics to

• get_capabilities

  Discover what the connected Bullrun account can do BEFORE attempting an action, so you can plan instead of learning by hitting a 403. Reports whether you are authenticated and as WHICH identity (email + userId), whether the account has Bullrun Pro and why (subscription / trial / admin), the granted OAuth scopes, portfolio usage vs the free/max limits, and a per-tool entitlement map: create_portfolio_from_positions (free), create_portfolio_draft and create_position_draft (Pro-only), and whether another portfolio can be created now. Call this first when a draft/write tool might be gated, or to confirm which account a request will act on. Read-only.

• get_company_risk

  Bullrun's company risk read for one stock: a 0-100 composite risk score and six mechanism dials (market expectation, operating pressure, cash conversion, leverage & coverage, competitive position, concentration) with band (Contained/Normal/Elevated/Stretched/Acute), direction vs the prior reading, the driving input and a plain-English explanation; plus filing-derived risk factors (severity, mechanism, source filing), identified supplier concentration (share of cost base covered, HHI, sole-source count, top supplier share) and recent material events. Use for "how risky is X", "what are the main risks for X", "is X's supply chain concentrated", or before adding a stock to a portfolio. Pair with get_company_relationships for the named competitors/suppliers/customers behind the concentration dial. Bands describe measured strain, never a buy/sell view. Read-only.

• get_company_relationships

  Bullrun's company relationship graph for one stock: named competitors, suppliers, customers and partners, each with its Bullrun ticker when the counterparty is listed, verification status (VERIFIED against a primary filing/source vs search-SUGGESTED), confidence, sole-source flag, quantified dependence where disclosed (e.g. "Cirrus Logic gets 91% of revenue from Apple") and the evidence behind it. Use for supply-chain and second-order risk questions ("who supplies X", "who depends on X", "who competes with X", "which listed companies are exposed if X stumbles"), then call get_company_risk or get_stock_metrics on the counterparties' tickers. Returns only the cached graph and never starts a paid discovery run; a company with no graph yet reports status "none". A missing edge is not proof of no relationship. Read-only.

• screen_risk_board

  Rank Bullrun's scored stock universe (~9,000 companies) by company risk: the composite risk score or any one mechanism dial (market expectation, operating pressure, cash conversion, leverage, competitive position, concentration), filtered by band, sector, country and dial coverage. Returns ticker, score, band and its meaning, direction and move since the prior reading, and the driving input per row, plus the universe band distribution and how many companies changed band at the last recompute. Use for "which large caps have stretched leverage", "most concentrated supply chains in semiconductors", "calmest German industrials", or "how risky is tech vs utilities" (includeSlices). Drill into a row with get_company_risk. A ranking of readings, not of companies to avoid. Read-only.

• get_risk_movers

  Companies whose Bullrun composite risk score crossed into a different band (e.g. Elevated -> Stretched, or Acute -> Stretched) within the last N days, with prior and current score, the move in points, and the input driving the reading. Use for "what got riskier this week", "any risk deteriorations I should know about", or to monitor a watchlist (pass the tickers to get_company_risk afterwards). Band changes, not small score drift, so every row changed a word on the page. Read-only.

• get_global_markets_overview

  Bullrun's Global Markets dashboard in one call: world equity indices (S&P 500, Nasdaq-100, MSCI World, DAX, FTSE 100, Nikkei, Hang Seng, Nifty...), central-bank policy rates and next rate decisions (Fed, ECB, BoE, BoJ, SNB, BoC), 16 sovereign 10-year yields, 20 FX pairs, oil/gas/gold/copper, headline macro tiles (global GDP growth, inflation, debt/GDP, VIX, DXY, 2s10s curve, US jobless claims), the upcoming economic calendar, market news and the US housing balance. Each row carries a historyCode for get_macro_history. Use for "how are markets doing today", "what's the macro backdrop", "where are rates/yields", "what's on the calendar this week" or a morning briefing. Daily closes, with live intraday index levels while markets are open. Read-only.

• get_country_macro

  One country's macro dashboard from Bullrun's Global Markets warehouse: a 0-100 macro stress score (higher = more stress) built from six pillars - labour (unemployment, its change, youth unemployment), housing (real house prices, price-to-income and price-to-rent vs history), credit (BIS credit-to-GDP gap, household debt service, household credit), fiscal (government debt, fiscal balance), external (current account) and cycle (GDP growth, inflation) - with every input's latest value, period, source (OECD, IMF, BIS, World Bank, Eurostat), its stress contribution and a historyCode for get_macro_history. Use for "how is the German economy doing", "is there a housing bubble in Canada", "macro risks in Italy", or to judge the backdrop for a country's stocks. A thinly covered country returns state "insufficient", never a falsely calm score. Read-only.

• get_macro_indicators

  Cross-country macro comparison from Bullrun's Global Markets warehouse: rank up to ~200 countries on one indicator (GDP growth annual or quarterly, CPI inflation, government debt/GDP, unemployment, youth unemployment, real house-price growth, house price-to-income and price-to-rent vs history, BIS credit-to-GDP gap, household debt service, household credit/GDP, business and consumer confidence, or Bullrun's macro stress score), or compare a named set of countries. Every row has value, period, source and a historyCode for get_macro_history. Use for "fastest growing economies", "highest inflation in Europe", "most indebted G7 government", "where is housing most overvalued", "compare unemployment in Spain, Italy and Greece". Read-only.

• get_macro_history

  Historical time series behind the Global Markets dashboard, often decades long: equity indices, central-bank policy rates, 10-year government bond yields, FX rates, oil/gas/gold/copper, VIX, DXY, the US 2s10s curve, and per-country macro indicators (GDP growth, inflation, unemployment, house prices, credit gap, debt, confidence, macro stress). Address a series by historyCode (from get_global_markets_overview, get_country_macro or get_macro_indicators), by instrument name ("Fed", "Brent", "Germany 10Y", "S&P 500"), or by indicator + country. Returns summary statistics (latest, change over 1M/3M/1Y/5Y, range, where the latest sits in the window) plus resampled points. Use for "how have rates moved since 2022", "plot Brent over 10 years", "is German unemployment rising". Read-only.

• get_valuation_model

  Bullrun's proprietary machine-learning valuation and forecast scores for 1-10 stocks, recomputed nightly. Valuation: a LightGBM model predicts the P/E (or price/sales for loss-makers) that companies with similar fundamentals typically command a year out; the gap = typical / current multiple - 1 (positive = trades below its typical multiple), with the implied model-typical P/E, percentile and rank in the scored universe. Forecast: a relative 1-year return-rank signal with percentile. Both on quarterly and on annual financials (annual covers most non-US companies). Use for "is X cheap or expensive", "what's X's fair P/E", "compare valuations of X, Y, Z", or a valuation sanity check before buying. Descriptive context, not a price target or recommendation. Read-only.

• screen_valuation_model

  Rank the whole scored stock universe (market cap >= $100M) by Bullrun's proprietary ML models: the stocks trading furthest below (or above) the P/E or price/sales multiple their fundamentals typically command, or the strongest/weakest relative 1-year forecast signals. Filter by sector, country, exchange and financial-history coverage. Each row has the valuation gap or forecast edge, the model-typical vs current P/E, percentile, rank and data quality. Use for "cheapest stocks vs fundamentals in Europe", "most expensive tech names by the model", "best forecast scores in Japan". The valuation gap is descriptive context, not a return prediction; follow up with get_stock_metrics, get_company_risk and get_quality_moat_metrics before drawing conclusions. Read-only.