---

name: mkts-market-data description: Real-time market data, portfolio tracking, trade journaling, screening, and news for stocks, crypto, ETFs, commodities, and forex — no API key required to start metadata: {"openclaw":{"requires":{"bins":["curl"]},"optionalEnv":["MKTS_API_KEY"],"emoji":"📊"}}

mkts Market Data Skill

A complete financial toolkit for AI agents. Get market overviews, live quotes, historical OHLCV data, earnings calendars, and news from 8+ sources. Screen assets by price, volume, and market cap. Compare tickers side-by-side. Track portfolios with P&L, allocation, and benchmark performance. Log trade rationale in a journal. Manage watchlists. No API key needed for market data — register programmatically for higher limits.

Base URL: https://mkts.io/api/v1

Auth: No API key required for basic access (20 req/hour per IP). For higher limits, register for a free key and pass it via header: -H "X-API-Key: $MKTS_API_KEY"

Register for an API Key (Optional)

Get a free API key programmatically for higher rate limits (100 req/hour):

curl -s -X POST -H "Content-Type: application/json" \
  -d '{"email":"you@example.com","name":"my-agent"}' \
  https://mkts.io/api/v1/register

Returns { "success": true, "data": { "apiKey": "mk_live_...", ... } }. Save the key — it is shown only once. Max 3 keys per email.

Endpoints

Market Overview

Get global market stats (total market cap, BTC dominance, etc.):

curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/market

List Assets

Get a filtered, paginated list of assets:

# All assets (default: top 50 by market cap)
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/assets"

# Filter by type
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/assets?type=stock&limit=20"

# Filter by sector
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/assets?type=stock&sector=technology"

# Search by name or symbol
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/assets?search=apple"

# Pagination and sorting
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/assets?sort=change24h&dir=desc&limit=10&offset=0"

Query params: type (crypto|stock|etf|commodity|forex), sector, platform, marketType, search, limit (1-500), offset, sort (price|change24h|volume24h|marketCap), dir (asc|desc)

Single Asset

Get details for a specific asset by symbol:

curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/asset/AAPL
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/asset/BTC

Live Quote (Real-time)

Get a fresh quote directly from Yahoo Finance or CoinGecko (shared 60s cache, stricter rate limits):

# Auto-detect source
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/asset/AAPL/live

# Force crypto source
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/asset/bitcoin/live?type=crypto"

For stocks/ETFs, the response includes extended-hours fields when available: marketState (PRE, REGULAR, POST, CLOSED), preMarketPrice, preMarketChange, preMarketChangePercent, preMarketTime, postMarketPrice, postMarketChange, postMarketChangePercent, postMarketTime. Times are Unix timestamps in milliseconds. Fields are null when the market is not in that session or for asset types that trade 24/7 (crypto).

Top Movers

Get top gainers and losers:

# Both gainers and losers
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/movers

# Just gainers, limited to crypto
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/movers?direction=gainers&type=crypto&limit=5"

Screener

Filter assets with range conditions:

# Stocks down more than 3%, market cap > $10B
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/screen?type=stock&maxChange=-3&minMarketCap=10000000000"

# Crypto under $1 with high volume
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/screen?type=crypto&maxPrice=1&minVolume=1000000"

Query params: type, sector, minPrice, maxPrice, minChange, maxChange, minVolume, maxVolume, minMarketCap, maxMarketCap, limit, offset, sort, dir

Sector Performance

Get aggregate performance by sector:

curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/sectors

Compare Assets

Compare multiple assets side-by-side:

curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/compare?symbols=AAPL,MSFT,GOOGL"

Market Brief

Get a curated summary ideal for morning briefings or agent digests:

curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/brief

Returns: global market stats, top 5 gainers/losers, sector summary, and natural-language highlights.

Macro Snapshot

Get key macro indicators in one call (BTC, ETH, S&P 500, Nasdaq, Gold, Oil, DXY, VIX, 10Y):

curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/macro

Returns { indicators, generatedAt }. Each indicator has name, symbol, price, and change24h. Snapshot assets (BTC, ETH, SPY, QQQ, GC=F, CL=F) update on data refresh; live indicators (DX-Y.NYB, ^VIX, ^TNX) are fetched in real-time with 60s caching.

News

Get latest financial news from RSS feeds (free, no extra API cost):

# All news
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/news

# Filter by category
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/news?category=crypto&limit=10"

# News for a specific symbol (searches all feeds by symbol + company name)
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/news?symbol=HOOD"
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/news?symbol=AAPL&limit=5"

Query params: category (crypto|markets|commodities|forex), symbol (filter by asset symbol — overrides category), limit (1-50, default 20).

Returns { count, news, sources } (plus symbol when filtering by symbol). Each news item has title, link, pubDate, source, and category. Sources include CoinDesk, Cointelegraph, Decrypt, MarketWatch, CNBC, Investing.com, OilPrice, and FXStreet.

Historical Prices (OHLCV)

Get daily historical candles for any asset:

# Stock — full OHLCV from Yahoo Finance
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/asset/AAPL/history?range=3M"

# Crypto — close + volume from CoinGecko (max 365 days)
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/asset/BTC/history?range=1Y"

Query params: range (1M|3M|6M|YTD|1Y, default 3M).

Returns { symbol, range, candles, source }. Each candle has date, close, and optionally open, high, low, volume. Stocks/ETFs/commodities include full OHLCV; crypto includes close + volume only.

Earnings Calendar

Get earnings dates, EPS estimates, and recent quarter history:

# Real-time lookup for specific symbols (max 20)
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/earnings?symbols=AAPL,TSLA,MSFT"

# Pre-cached weekly view (no real-time Yahoo calls)
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/earnings?week=current"
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/earnings?week=next"

Query params: symbols (comma-separated, max 20) OR week (current|next). Only stocks and ETFs — crypto/commodities are not supported.

Returns { earnings } array. Each record has symbol, name, earningsDate, earningsDates, epsEstimate, epsActual, revenueEstimate, surprisePercent, and recentQuarters (array of { date, actual, estimate }).

Stock/ETF Details (Fundamentals)

Get comprehensive company data: profile, financials, earnings, analyst consensus, ownership, insider activity, SEC filings, and ETF holdings:

# Stock fundamentals
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/asset/AAPL/details

# ETF details (includes top holdings and sector weightings)
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/asset/SPY/details

Stocks and ETFs only — crypto, commodities, and forex are not supported. Real-time Yahoo Finance call with a shared 60s DynamoDB-backed cache (counts against live rate limits).

Returns a rich object with: symbol, name, description, website, industry, sector, employees, headquarters, executives, trailingPE, forwardPE, dividendYield, beta, fiftyTwoWeekHigh, fiftyTwoWeekLow, targetPrice, recommendationKey, numberOfAnalysts, totalRevenue, revenueGrowth, grossMargins, operatingMargins, profitMargins, ebitda, returnOnAssets, returnOnEquity, totalCash, totalDebt, debtToEquity, freeCashflow, operatingCashflow, currentRatio, earningsGrowth, revenuePerShare, earningsQuarterly, earningsYearly, forwardEstimates, insidersPercentHeld, institutionsPercentHeld, topInstitutionalHolders, insiderTransactions, netSharePurchaseActivity, recommendationTrend, upgradeDowngradeHistory, calendarEvents, secFilings. ETFs additionally include fundFamily, category, and topHoldings (holdings array, sector weightings, equity holdings ratios).

SEC Filings

Get filings directly without pulling the full company details payload:

# Latest filings
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/asset/AAPL/filings

# Filter by form type
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/asset/AAPL/filings?type=10-K&limit=5"

Query params: type (optional SEC form type, e.g. 10-K, 10-Q, 8-K), limit (1-50, default 20). Backed by a shared 5-minute DynamoDB cache per symbol.

Returns { symbol, count, filings, fetchedAt }. Each filing has date, type, title, and edgarUrl.

Filings Search

Search filings across a bounded stock or ETF universe:

# Latest large-cap 8-Ks
curl -s -H "X-API-Key: $MKTS_API_KEY" \
  "https://mkts.io/api/v1/filings/search?filingType=8-K&minMarketCap=10000000000&limit=20"

# Tech 10-Qs with title keyword filtering
curl -s -H "X-API-Key: $MKTS_API_KEY" \
  "https://mkts.io/api/v1/filings/search?sector=technology&filingType=10-Q&title=earnings&dateFrom=2026-01-01"

Query params: type (stock or etf, default stock), sector, search, symbols, filingType, title, minMarketCap, maxMarketCap, dateFrom, dateTo, limit, universe.

symbols is capped at 25 tickers. universe is bounded by tier: keyless 10, free key 40, premium 150. dateFrom and dateTo use YYYY-MM-DD. The endpoint uses your snapshot to define the candidate universe, then fetches filings live from Yahoo Finance with a shared per-symbol cache and a shared short-lived result cache.

Returns { results, total, limit, scanned, universe, source }. Each result includes symbol, name, sector, marketCap, and a nested filing object with date, type, title, and edgarUrl. Response headers include X-Query-Cache (hit or miss) and X-Query-Universe (effective capped universe).

Trending / Market Highlights

Get the most active stocks, top gainers, and top losers from Yahoo Finance screener (pre-cached, updated every 30 minutes):

# All sections
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/trending

# Just gainers
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/trending?section=gainers"

# Limit to top 5 per section
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/trending?count=5"

Query params: section (trending|gainers|losers — omit for all), count (1-50, limits results per section).

Returns { trending, gainers, losers, fetchedAt }. Each item has symbol, shortName, price, change, changePct, volume, marketCap. US equities only. Snapshot endpoint (not live), no extra Yahoo calls.

Fundamentals Time Series

Get historical financial statements (income statement, balance sheet, cash flow) with computed margins:

# Annual fundamentals (default: last 5 years, all statements)
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/asset/AAPL/fundamentals

# Quarterly income statement
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/asset/MSFT/fundamentals?type=quarterly&module=financials"

Query params: type (annual|quarterly, default annual), module (all|financials|balance-sheet|cash-flow, default all).

Stocks and ETFs only — crypto, commodities, and forex are not supported. Real-time Yahoo Finance call with a shared 60s DynamoDB-backed cache (counts against live rate limits).

Returns { symbol, type, module, periods, fetchedAt }. Each period has: date, periodLabel, revenue, costOfRevenue, grossProfit, operatingIncome, netIncome, ebitda, eps, grossMargin, operatingMargin, netMargin, totalAssets, totalLiabilities, stockholdersEquity, totalDebt, cashAndEquivalents, workingCapital, operatingCashFlow, capitalExpenditure, freeCashFlow. Margins are decimals (0.35 = 35%). Periods are sorted chronologically (oldest first).

Fundamentals Screener

Screen stocks or ETFs using valuation, profitability, growth, leverage, liquidity, and cash-flow metrics:

# Profitable large-cap tech with strong margins
curl -s -H "X-API-Key: $MKTS_API_KEY" \
  "https://mkts.io/api/v1/fundamentals/screen?sector=technology&minMarketCap=10000000000&minGrossMargin=0.50&minOperatingMargin=0.20&sort=revenueGrowth"

# ETFs with positive analyst upside
curl -s -H "X-API-Key: $MKTS_API_KEY" \
  "https://mkts.io/api/v1/fundamentals/screen?type=etf&minTargetPriceUpside=0.05&sort=targetPriceUpside"

Query params: type (stock or etf, default stock), sector, search, symbols, limit, universe, sort, dir, minMarketCap, maxMarketCap, minTrailingPE, maxTrailingPE, minForwardPE, maxForwardPE, minRevenueGrowth, maxRevenueGrowth, minGrossMargin, maxGrossMargin, minOperatingMargin, maxOperatingMargin, minProfitMargin, maxProfitMargin, minReturnOnEquity, maxReturnOnEquity, minReturnOnAssets, maxReturnOnAssets, minDebtToEquity, maxDebtToEquity, minCurrentRatio, maxCurrentRatio, minDividendYield, maxDividendYield, minFreeCashflow, maxFreeCashflow, minTotalRevenue, maxTotalRevenue, minEarningsGrowth, maxEarningsGrowth, minTargetPriceUpside, maxTargetPriceUpside.

symbols is capped at 25 tickers. universe is bounded by tier: keyless 10, free key 40, premium 150. Margin, yield, growth, and upside fields are decimals (0.20 = 20%). The screener enriches a capped snapshot universe with shared-cache company details, then filters and sorts the enriched set. Query results also use a shared short-lived result cache.

Returns { results, total, limit, scanned, universe, source }. Each result includes snapshot fields plus valuation, growth, profitability, leverage, and analyst fields. Response headers include X-Query-Cache (hit or miss) and X-Query-Universe (effective capped universe).

Options Chain

Get the options chain for a stock or ETF (calls, puts, open interest, implied volatility, expirations):

# Default (nearest expiration)
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/asset/AAPL/options

# Specific expiration
curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/asset/AAPL/options?expiration=2026-03-21"

Stocks and ETFs only — crypto, commodities, and forex are not supported. Real-time Yahoo Finance call with a shared 60s DynamoDB-backed cache (counts against live rate limits).

Returns symbol, expirations (array of available dates), selectedExpiration, lastPrice, calls, puts, and summary (totalCallOI, totalPutOI, putCallRatio, totalCallVolume, totalPutVolume). Each contract has strike, lastPrice, bid, ask, change, percentChange, volume, openInterest, impliedVolatility, inTheMoney, expiration, contractSymbol.

Portfolio Card Image

Generate a shareable 1200×630 PNG card showing portfolio summary:

curl -s -H "X-API-Key: $MKTS_API_KEY" "https://mkts.io/api/v1/portfolio/card?range=YTD" -o card.png

Query params: range (1M|3M|6M|YTD|1Y, default YTD). Requires API key. Returns image/png.

The card shows total portfolio value, gain/loss with color coding, a sparkline chart, and top holdings by allocation.

Portfolio (Read)

Get the authenticated user's portfolio holdings with current prices, P&L, and allocation:

curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/portfolio

Returns totalValue, totalCost, totalGainLoss, totalGainLossPercent, dayChange, dayChangePercent, and a holdings array. Each holding includes symbol, name, type, quantity, avgCostBasis, currentPrice, currentValue, costBasis, gainLoss, gainLossPercent, dayChange, dayChangePercent, and allocation (percentage of portfolio). An empty portfolio returns zero totals and an empty holdings array.

Portfolio (Write)

Add, remove, or clear holdings:

# Add a holding
curl -s -X POST -H "X-API-Key: $MKTS_API_KEY" -H "Content-Type: application/json" \
  -d '{"symbol":"AAPL","name":"Apple Inc.","assetType":"stock","quantity":10,"avgCostBasis":150.00}' \
  https://mkts.io/api/v1/portfolio

# Delete a single holding by ID
curl -s -X DELETE -H "X-API-Key: $MKTS_API_KEY" \
  https://mkts.io/api/v1/portfolio/HOLDING_ID

# Clear all holdings
curl -s -X DELETE -H "X-API-Key: $MKTS_API_KEY" \
  https://mkts.io/api/v1/portfolio

POST body fields: symbol (required, uppercase), name (required), assetType (crypto|stock|etf|commodity|forex), quantity (> 0), avgCostBasis (>= 0). Optional: purchaseDate (ISO string, max 20 chars), notes (max 1000 chars). Returns the created holding with a server-generated id.

Portfolio Performance with Benchmarks

Compare your portfolio's historical performance against market benchmarks:

# YTD performance vs S&P 500
curl -s -H "X-API-Key: $MKTS_API_KEY" \
  "https://mkts.io/api/v1/portfolio/performance?range=YTD&benchmarks=SPY"

# 3-month performance vs S&P 500 and Bitcoin
curl -s -H "X-API-Key: $MKTS_API_KEY" \
  "https://mkts.io/api/v1/portfolio/performance?range=3M&benchmarks=SPY,BTC-USD"

Query params: range (1M|3M|6M|YTD|1Y|ALL), benchmarks (comma-separated, max 4 from: SPY, QQQ, DIA, IWM, BTC-USD, GLD, AGG).

Returns portfolio.percentChange, portfolio.startValue, portfolio.endValue, per-benchmark percentChange, and a unified chartData array with daily percentage changes. Empty portfolio returns zero values.

Journal

Log trade rationale, notes, and observations:

# List all journal entries
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/journal

# Create a journal entry
curl -s -X POST -H "X-API-Key: $MKTS_API_KEY" -H "Content-Type: application/json" \
  -d '{"title":"AAPL thesis","content":"Strong services growth...","symbol":"AAPL","tags":["thesis","buy"]}' \
  https://mkts.io/api/v1/journal

# Delete a journal entry
curl -s -X DELETE -H "X-API-Key: $MKTS_API_KEY" \
  https://mkts.io/api/v1/journal/ENTRY_ID

POST body fields: title (required, max 200), content (required, max 10000). Optional: symbol, tags (array from: thesis, lesson, mistake, observation, buy, sell, watchlist). GET returns { count, entries } sorted by most recent first.

Watchlist

Create and manage watchlists of symbols:

# List all watchlists
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/watchlist

# Create a watchlist (optionally with symbols)
curl -s -X POST -H "X-API-Key: $MKTS_API_KEY" -H "Content-Type: application/json" \
  -d '{"name":"Tech","symbols":["AAPL","MSFT","GOOGL"]}' \
  https://mkts.io/api/v1/watchlist

# Get a single watchlist
curl -s -H "X-API-Key: $MKTS_API_KEY" https://mkts.io/api/v1/watchlist/WATCHLIST_ID

# Update a watchlist (rename, add/remove symbols)
curl -s -X PATCH -H "X-API-Key: $MKTS_API_KEY" -H "Content-Type: application/json" \
  -d '{"name":"Big Tech","addSymbols":["AMZN"],"removeSymbols":["GOOGL"]}' \
  https://mkts.io/api/v1/watchlist/WATCHLIST_ID

# Delete a single watchlist
curl -s -X DELETE -H "X-API-Key: $MKTS_API_KEY" \
  https://mkts.io/api/v1/watchlist/WATCHLIST_ID

# Delete all watchlists
curl -s -X DELETE -H "X-API-Key: $MKTS_API_KEY" \
  https://mkts.io/api/v1/watchlist

POST body fields: name (required, max 100 chars). Optional: symbols (array of uppercase symbols). PATCH body fields (all optional): name, addSymbols (array), removeSymbols (array). GET returns { count, watchlists } sorted by most recent first. Each watchlist has id, userId, name, symbols, createdAt, updatedAt.

Response Format

All responses follow this structure:

{
  "success": true,
  "data": { ... },
  "meta": {
    "lastUpdated": 1708721400000,
    "requestsRemaining": 94,
    "resetTime": 1708725000000
  }
}

Errors:

{
  "success": false,
  "error": "Rate limit exceeded",
  "meta": { "requestsRemaining": 0, "resetTime": 1708725000000 }
}

Rate Limits

Tier	Snapshot endpoints	Live endpoints
Keyless (no API key)	20 req/hour per IP	20 req/hour per IP
Free (with API key)	100 req/hour	10 req/hour
Premium	1,000 req/hour	100 req/hour

When rate limited, you'll receive a 429 response with a Retry-After header (in seconds). Register at POST /register for higher limits.

Error Handling

• 401: Invalid API key, or API key required (portfolio/journal/watchlist endpoints)
• 404: Asset not found
• 429: Rate limit exceeded — wait and retry after Retry-After seconds
• 500/502/503: Server error — retry with backoff

Ask (Natural Language)

Query market data using natural language. Requires API key. Counts against daily AI usage limit (5/day free, unlimited premium).

# Screen for assets
curl -s -X POST -H "X-API-Key: $MKTS_API_KEY" -H "Content-Type: application/json" \
  -d '{"q":"tech stocks down more than 5%"}' \
  https://mkts.io/api/v1/ask

# Look up a single asset
curl -s -X POST -H "X-API-Key: $MKTS_API_KEY" -H "Content-Type: application/json" \
  -d '{"q":"what is bitcoin at?"}' \
  https://mkts.io/api/v1/ask

# Top movers
curl -s -X POST -H "X-API-Key: $MKTS_API_KEY" -H "Content-Type: application/json" \
  -d '{"q":"top crypto gainers today"}' \
  https://mkts.io/api/v1/ask

POST body: { "q": "your question" } (max 500 chars). Returns { query, action, summary, results, timestamp }. Supported actions: screen, lookup, compare, movers, macro, brief. Results are cached for 5 minutes.

Tips for Agents

• No API key needed to start — market data endpoints work without auth (20 req/hour). Register at POST /register when you need higher limits
• Portfolio, journal, and watchlist endpoints require an API key — register first if you need these
• Use /v1/brief for morning market summaries — it combines everything in one call
• Use /v1/screen for building watchlists or alert conditions
• Use /v1/compare when the user asks to compare specific tickers
• Use /v1/asset/{symbol}/live only when the user needs a fresh quote — it has stricter rate limits
• Parse the meta.requestsRemaining field to manage your rate limit budget
• The highlights array in /v1/brief contains pre-formatted natural-language summaries
• Use /v1/portfolio when the user asks about their holdings, P&L, allocation, or portfolio performance
• Use POST /v1/portfolio to add holdings — the id is generated server-side, use it for subsequent deletes
• Use /v1/portfolio/performance?range=YTD&benchmarks=SPY to answer "how am I doing vs the S&P?"
• Use /v1/journal to log trade rationale — attach a symbol and tags for better organization
• Portfolio, journal, and watchlist endpoints return Cache-Control: private, no-store — do not cache these
• Use /v1/watchlist to manage symbol watchlists — create a list, then use /v1/compare or /v1/screen with those symbols
• Use PATCH /v1/watchlist/{id} with addSymbols/removeSymbols to manage symbols without replacing the whole list
• Use /v1/news?category=crypto to get relevant headlines before making trade decisions
• Use /v1/asset/{symbol}/history for technical analysis — stocks get full OHLCV, crypto gets close + volume
• Use /v1/earnings?symbols=AAPL before earnings season — check EPS estimates and recent quarter surprises
• Use /v1/earnings?week=current for a quick weekly earnings calendar (zero real-time API calls)
• Use /v1/portfolio/card to generate a shareable portfolio image — pipe to a file with -o card.png
• Use /v1/news?symbol=AAPL to get news specifically about an asset — searches all feeds by symbol and company name
• Use /v1/macro for a quick macro dashboard — BTC, ETH, S&P 500, Nasdaq, Gold, Oil, DXY, VIX, and 10Y in one call
• Use /v1/asset/{symbol}/details for deep fundamental analysis — earnings, analyst targets, insider activity, SEC filings, and ETF holdings in one call
• Use /v1/asset/{symbol}/options for derivatives analysis — get the full options chain with calls, puts, OI, IV, and all available expirations. Combine with /v1/asset/{symbol}/live for delta-neutral strategies
• Use /v1/trending for live market movers — most active, top gainers, top losers. Pre-cached from Yahoo screener, no live rate limit cost. Filter by ?section=gainers or limit with ?count=5
• Use /v1/asset/{symbol}/fundamentals for historical financial analysis — revenue trends, margin evolution, balance sheet health over 5 years. Use ?type=quarterly for recent quarter-by-quarter trends
• Use POST /v1/ask for complex natural language queries — it parses intent and routes to the right data. Requires API key, counts against AI daily limit