Data and System Tools

Data Tools

calculate_pnl

Cost: $0.003 | Calculate profit and loss for a completed trade.

Parameter	Type	Required	Description
entry_price	string	Yes	Entry price.
exit_price	string	Yes	Exit price.
quantity	int	Yes	Number of shares/contracts.
direction	string	Yes	"LONG" or "SHORT".
stop_price	string	No	Stop loss price. If provided, calculates R-multiple.

result = client.call_tool(
    "calculate_pnl",
    entry_price="185.50",
    exit_price="192.00",
    quantity=100,
    direction="LONG",
    stop_price="180.00",
)

Returns: gross_pnl, net_pnl, return_pct, r_multiple (if stop_price provided), one_r_dollars.

---

calculate_expected_value

Cost: $0.004 | Calculate expected value of a trade setup.

Parameter	Type	Required	Description
win_rate	string	Yes	Historical win rate as decimal (e.g. "0.55").
avg_win	string	Yes	Average win in R-multiples.
avg_loss	string	Yes	Average loss in R-multiples (positive number).
one_r_dollars	string	No	Dollar value of 1R for dollar EV calculation.

result = client.call_tool(
    "calculate_expected_value",
    win_rate="0.55",
    avg_win="2.0",
    avg_loss="1.0",
    one_r_dollars="1000",
)

Returns: expected_value_r, expected_value_usd (if one_r_dollars provided), edge_present, trades_to_confidence.

---

check_compliance

Cost: $0.004 | Run compliance checks on a proposed trade.

Parameter	Type	Required	Description
symbol	string	Yes	Instrument symbol.
direction	string	Yes	"long" or "short".
quantity	string	Yes	Number of shares/contracts.
equity	string	Yes	Account equity.
existing_positions	object[]	No	Current positions for concentration check.

result = client.call_tool(
    "check_compliance",
    symbol="AAPL",
    direction="long",
    quantity="500",
    equity="100000",
)

Returns: compliant, checks[] each with rule, passed, detail.

---

System Tools

calculate_equity_curve

Cost: $0.004 | Generate an equity curve from R-multiples.

Parameter	Type	Required	Description
r_multiples	string[]	Yes	R-multiples from trade history.
starting_equity	string	No	Starting equity. Default "100000".
risk_per_trade	string	No	Risk fraction per trade. Default "0.01".

result = client.call_tool(
    "calculate_equity_curve",
    r_multiples=["1.5", "-1.0", "2.3", "-0.5", "1.8"],
    starting_equity="100000",
)

Returns: equity_values[], total_return, cagr, max_drawdown, final_equity.

---

score_signal

Cost: $0.003 | Score a trading signal for quality and confidence.

Parameter	Type	Required	Description
conditions_met	int	Yes	Number of conditions met.
total_conditions	int	Yes	Total conditions checked.
regime_aligned	bool	Yes	Whether the trade is aligned with the market regime.
indicator_confluence	int	Yes	Number of indicators confirming the signal.
volume_confirmed	bool	Yes	Whether volume confirms the signal.
risk_reward_ratio	string	Yes	Risk/reward ratio (e.g. "2.0").

result = client.call_tool(
    "score_signal",
    conditions_met=4,
    total_conditions=5,
    regime_aligned=True,
    indicator_confluence=3,
    volume_confirmed=True,
    risk_reward_ratio="2.5",
)

Returns: quality_score (0 to 100), confidence (HIGH, MEDIUM, LOW), score_breakdown.

---

analyze_trade_outcome

Cost: $0.003 | Analyze a completed trade’s outcome quality.

Parameter	Type	Required	Description
realized_pnl	string	Yes	Net P&L in dollars.
realized_r	string	Yes	Actual R-multiple.
mfe	string	Yes	Maximum favorable excursion in dollars.
one_r_dollars	string	Yes	Dollar value of 1R.
expected_value_r	string	No	Expected value in R (for comparison).

result = client.call_tool(
    "analyze_trade_outcome",
    realized_pnl="1300",
    realized_r="1.3",
    mfe="2000",
    one_r_dollars="1000",
)

Returns: outcome_quality, capture_efficiency (realized / MFE), r_efficiency, above_expected (if expected_value_r provided).

---

calculate_margin

Cost: $0.002 | Calculate margin requirements for a position.

Parameter	Type	Required	Description
symbol	string	Yes	Instrument symbol.
quantity	string	Yes	Number of shares/contracts.
price	string	Yes	Current price.
asset_type	string	Yes	"equity", "option", "future".
margin_rate	string	No	Margin rate override (e.g. "0.25" for 25%).

result = client.call_tool(
    "calculate_margin",
    symbol="AAPL",
    quantity="1000",
    price="185.50",
    asset_type="equity",
)

Returns: initial_margin, maintenance_margin, margin_pct, notional_value.

---

evaluate_scanner

Cost: $0.005 | Evaluate a market scanner configuration against market data.

Parameter	Type	Required	Description
scanner_config	object	Yes	Scanner with scanner_id, name, scanner_type, symbols[], timeframes[], conditions[].
market_data	object	Yes	Market data keyed by symbol.

result = client.call_tool(
    "evaluate_scanner",
    scanner_config={
        "scanner_id": "scan-1",
        "name": "Momentum Scan",
        "scanner_type": "TECHNICAL",
        "symbols": ["AAPL", "MSFT", "GOOGL"],
        "timeframes": ["1h"],
        "conditions": ["rsi_oversold", "volume_spike"],
    },
    market_data={
        "AAPL": {"rsi": "28", "volume_ratio": "2.5", "price": "185.50"},
        "MSFT": {"rsi": "45", "volume_ratio": "1.2", "price": "410.00"},
        "GOOGL": {"rsi": "25", "volume_ratio": "3.1", "price": "175.00"},
    },
)

Returns: results[] each with symbol, direction, confidence, conditions_met[], suggested_entry, suggested_stop.