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quantmcp.vercel.app

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    get_workspace_stateAnswer

    Read a compact snapshot of the human researcher’s current QuantMCP workspace without returning the full OHLCV dataset.

    View tool JSON
    {
      "name": "get_workspace_state",
      "kind": "answer",
      "impl": "imperative",
      "description": "Read a compact snapshot of the human researcher’s current QuantMCP workspace without returning the full OHLCV dataset.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {}
      }
    }
    set_active_assetAction

    Load an available continuous-futures asset into the shared workspace so the human chart, metrics, and subsequent tools operate on it.

    View tool JSON
    {
      "name": "set_active_asset",
      "kind": "act",
      "impl": "imperative",
      "description": "Load an available continuous-futures asset into the shared workspace so the human chart, metrics, and subsequent tools operate on it.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "asset": {
            "type": "string",
            "minLength": 1,
            "maxLength": 12,
            "description": "Available futures symbol, for example NQ."
          }
        },
        "required": [
          "asset"
        ]
      }
    }
    set_timeframeAction

    Switch the shared human-agent workspace to a deterministic derived timeframe. The chart and metrics update; incompatible bar-indexed research state is cleared.

    View tool JSON
    {
      "name": "set_timeframe",
      "kind": "act",
      "impl": "imperative",
      "description": "Switch the shared human-agent workspace to a deterministic derived timeframe. The chart and metrics update; incompatible bar-indexed research state is cleared.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "timeframe": {
            "type": "string",
            "enum": [
              "1m",
              "5m",
              "15m",
              "30m",
              "1h"
            ],
            "description": "Shared workspace aggregation timeframe."
          }
        },
        "required": [
          "timeframe"
        ]
      }
    }
    focus_chart_rangeAction

    Move the human-visible chart to an explicit loaded-data time range or around a current market event without reloading the dataset.

    View tool JSON
    {
      "name": "focus_chart_range",
      "kind": "act",
      "impl": "imperative",
      "description": "Move the human-visible chart to an explicit loaded-data time range or around a current market event without reloading the dataset.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "start": {
            "type": "number",
            "description": "Inclusive Unix timestamp in milliseconds."
          },
          "end": {
            "type": "number",
            "description": "Inclusive Unix timestamp in milliseconds."
          },
          "eventId": {
            "type": "string",
            "minLength": 1,
            "maxLength": 160
          }
        },
        "oneOf": [
          {
            "required": [
              "eventId"
            ]
          },
          {
            "required": [
              "start",
              "end"
            ]
          }
        ]
      }
    }
    get_market_dataAnswer

    Return a bounded set of real OHLCV bars from the active loaded dataset. Use it when raw market values are needed; it never returns the entire source file.

    View tool JSON
    {
      "name": "get_market_data",
      "kind": "answer",
      "impl": "imperative",
      "description": "Return a bounded set of real OHLCV bars from the active loaded dataset. Use it when raw market values are needed; it never returns the entire source file.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "asset": {
            "type": "string",
            "minLength": 1,
            "maxLength": 12
          },
          "start": {
            "type": "number",
            "description": "Inclusive Unix timestamp in milliseconds."
          },
          "end": {
            "type": "number",
            "description": "Inclusive Unix timestamp in milliseconds."
          },
          "maxBars": {
            "type": "integer",
            "minimum": 1,
            "maximum": 500,
            "default": 250
          }
        }
      }
    }
    calculate_indicatorAction

    Calculate a supported indicator from the active real OHLCV dataset with QuantMCP’s deterministic quantitative engine. Use the explicit indicator enum and period.

    View tool JSON
    {
      "name": "calculate_indicator",
      "kind": "act",
      "impl": "imperative",
      "description": "Calculate a supported indicator from the active real OHLCV dataset with QuantMCP’s deterministic quantitative engine. Use the explicit indicator enum and period.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "asset": {
            "type": "string",
            "minLength": 1,
            "maxLength": 12
          },
          "indicator": {
            "type": "string",
            "enum": [
              "SMA",
              "EMA",
              "RSI",
              "ATR",
              "ROLLING_VOLATILITY",
              "ROLLING_STANDARD_DEVIATION",
              "ROLLING_Z_SCORE",
              "MOMENTUM"
            ]
          },
          "period": {
            "type": "integer",
            "minimum": 1,
            "maximum": 10000
          },
          "start": {
            "type": "number",
            "description": "Inclusive Unix timestamp in milliseconds."
          },
          "end": {
            "type": "number",
            "description": "Inclusive Unix timestamp in milliseconds."
          },
          "maxValues": {
            "type": "integer",
            "minimum": 1,
            "maximum": 500,
            "default": 250
          }
        },
        "required": [
          "indicator",
          "period"
        ]
      }
    }
    get_dataset_summaryAnswer

    Read compact metadata and validation information for the active loaded dataset, without returning OHLCV bars.

    View tool JSON
    {
      "name": "get_dataset_summary",
      "kind": "answer",
      "impl": "imperative",
      "description": "Read compact metadata and validation information for the active loaded dataset, without returning OHLCV bars.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "asset": {
            "type": "string",
            "minLength": 1,
            "maxLength": 12
          }
        }
      }
    }
    query_market_conditionsAnswer

    Search the active OHLCV dataset for historical bars matching structured AND-combined quantitative conditions using only information available at or before each bar. Matching events become visible on the human chart.

    View tool JSON
    {
      "name": "query_market_conditions",
      "kind": "answer",
      "impl": "imperative",
      "description": "Search the active OHLCV dataset for historical bars matching structured AND-combined quantitative conditions using only information available at or before each bar. Matching events become visible on the human chart.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "asset": {
            "type": "string",
            "minLength": 1,
            "maxLength": 12
          },
          "conditions": {
            "type": "array",
            "minItems": 1,
            "maxItems": 6,
            "items": {
              "oneOf": [
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "enum": [
                        "sma",
                        "ema",
                        "previous-high",
                        "previous-low"
                      ]
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "rsi"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "atr"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "z-score"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "momentum"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility-percentile"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "lookback": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 100000
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "lookback",
                    "threshold"
                  ]
                }
              ]
            }
          }
        },
        "required": [
          "conditions"
        ]
      }
    }
    calculate_forward_returnsAction

    Run a deterministic forward-return event study for current or supplied market-event IDs and update the human workspace study panel.

    View tool JSON
    {
      "name": "calculate_forward_returns",
      "kind": "act",
      "impl": "imperative",
      "description": "Run a deterministic forward-return event study for current or supplied market-event IDs and update the human workspace study panel.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "asset": {
            "type": "string",
            "minLength": 1,
            "maxLength": 12
          },
          "eventIds": {
            "type": "array",
            "minItems": 1,
            "maxItems": 1000,
            "items": {
              "type": "string",
              "minLength": 1,
              "maxLength": 160
            }
          },
          "horizons": {
            "type": "array",
            "minItems": 1,
            "maxItems": 8,
            "items": {
              "type": "integer",
              "minimum": 1,
              "maximum": 10000
            }
          }
        },
        "required": [
          "horizons"
        ]
      }
    }
    annotate_chartAction

    Create a safe plain-text annotation on a current-dataset bar or market event so the human researcher can see the agent’s context on the chart.

    View tool JSON
    {
      "name": "annotate_chart",
      "kind": "act",
      "impl": "imperative",
      "description": "Create a safe plain-text annotation on a current-dataset bar or market event so the human researcher can see the agent’s context on the chart.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "eventId": {
            "type": "string",
            "minLength": 1,
            "maxLength": 160
          },
          "timestamp": {
            "type": "number",
            "description": "A Unix-millisecond timestamp of an active-dataset bar."
          },
          "type": {
            "type": "string",
            "enum": [
              "note",
              "line",
              "range",
              "marker"
            ]
          },
          "label": {
            "type": "string",
            "minLength": 1,
            "maxLength": 120
          },
          "description": {
            "type": "string",
            "minLength": 1,
            "maxLength": 500
          }
        },
        "required": [
          "type",
          "label"
        ],
        "oneOf": [
          {
            "required": [
              "eventId"
            ]
          },
          {
            "required": [
              "timestamp"
            ]
          }
        ]
      }
    }
    create_research_findingAction

    Persist a concise historical research observation in the shared workspace. Findings are observations, not trade recommendations.

    View tool JSON
    {
      "name": "create_research_finding",
      "kind": "act",
      "impl": "imperative",
      "description": "Persist a concise historical research observation in the shared workspace. Findings are observations, not trade recommendations.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "title": {
            "type": "string",
            "minLength": 1,
            "maxLength": 120
          },
          "summary": {
            "type": "string",
            "minLength": 1,
            "maxLength": 600
          },
          "confidence": {
            "type": "string",
            "enum": [
              "low",
              "medium",
              "high"
            ]
          },
          "relatedEventIds": {
            "type": "array",
            "maxItems": 100,
            "items": {
              "type": "string",
              "minLength": 1,
              "maxLength": 160
            }
          }
        },
        "required": [
          "title",
          "summary",
          "confidence"
        ]
      }
    }
    get_selected_eventAnswer

    Read the market event currently selected in the shared human workspace, including its timestamp, bar index, and matched conditions.

    View tool JSON
    {
      "name": "get_selected_event",
      "kind": "answer",
      "impl": "imperative",
      "description": "Read the market event currently selected in the shared human workspace, including its timestamp, bar index, and matched conditions.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {}
      }
    }
    compare_timeframesAction

    Run the same no-lookahead condition scan and forward-return study across derived timeframes without changing the human-visible chart.

    View tool JSON
    {
      "name": "compare_timeframes",
      "kind": "act",
      "impl": "imperative",
      "description": "Run the same no-lookahead condition scan and forward-return study across derived timeframes without changing the human-visible chart.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "asset": {
            "type": "string",
            "minLength": 1,
            "maxLength": 12
          },
          "timeframes": {
            "type": "array",
            "minItems": 1,
            "maxItems": 5,
            "uniqueItems": true,
            "items": {
              "type": "string",
              "enum": [
                "1m",
                "5m",
                "15m",
                "30m",
                "1h"
              ]
            }
          },
          "conditions": {
            "type": "array",
            "minItems": 1,
            "maxItems": 6,
            "items": {
              "oneOf": [
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "enum": [
                        "sma",
                        "ema",
                        "previous-high",
                        "previous-low"
                      ]
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "rsi"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "atr"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "z-score"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "momentum"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility-percentile"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "lookback": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 100000
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "lookback",
                    "threshold"
                  ]
                }
              ]
            }
          },
          "forwardHorizons": {
            "type": "array",
            "minItems": 1,
            "maxItems": 8,
            "items": {
              "type": "integer",
              "minimum": 1,
              "maximum": 10000
            }
          }
        },
        "required": [
          "timeframes",
          "conditions",
          "forwardHorizons"
        ]
      }
    }
    run_universe_studyAction

    Run one no-lookahead condition definition on selected or all assets at one shared timeframe and rank only adequately sampled assets using transparent chronological out-of-sample research scores. The result is visible in Universe Research.

    View tool JSON
    {
      "name": "run_universe_study",
      "kind": "act",
      "impl": "imperative",
      "description": "Run one no-lookahead condition definition on selected or all assets at one shared timeframe and rank only adequately sampled assets using transparent chronological out-of-sample research scores. The result is visible in Universe Research.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "assets": {
            "oneOf": [
              {
                "type": "string",
                "const": "all"
              },
              {
                "type": "array",
                "minItems": 1,
                "maxItems": 8,
                "uniqueItems": true,
                "items": {
                  "type": "string",
                  "minLength": 1,
                  "maxLength": 12
                }
              }
            ]
          },
          "timeframe": {
            "type": "string",
            "enum": [
              "1m",
              "5m",
              "15m",
              "30m",
              "1h"
            ]
          },
          "conditions": {
            "type": "array",
            "minItems": 1,
            "maxItems": 6,
            "items": {
              "oneOf": [
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "enum": [
                        "sma",
                        "ema",
                        "previous-high",
                        "previous-low"
                      ]
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "rsi"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "atr"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "z-score"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "momentum"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility-percentile"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "lookback": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 100000
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "lookback",
                    "threshold"
                  ]
                }
              ]
            }
          },
          "forwardHorizons": {
            "type": "array",
            "minItems": 1,
            "maxItems": 1,
            "items": {
              "type": "integer",
              "minimum": 1,
              "maximum": 10000
            }
          },
          "minimumEvents": {
            "type": "integer",
            "minimum": 1,
            "maximum": 1000,
            "default": 30
          }
        },
        "required": [
          "timeframe",
          "conditions",
          "forwardHorizons"
        ]
      }
    }
    optimize_parametersAction

    Search a bounded grid only on chronological training data, validate candidates out of sample, and favor stable neighboring parameter regions over isolated historical peaks. It does not change the active chart.

    View tool JSON
    {
      "name": "optimize_parameters",
      "kind": "act",
      "impl": "imperative",
      "description": "Search a bounded grid only on chronological training data, validate candidates out of sample, and favor stable neighboring parameter regions over isolated historical peaks. It does not change the active chart.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "asset": {
            "type": "string",
            "minLength": 1,
            "maxLength": 12
          },
          "timeframe": {
            "type": "string",
            "enum": [
              "1m",
              "5m",
              "15m",
              "30m",
              "1h"
            ]
          },
          "conditions": {
            "type": "array",
            "minItems": 1,
            "maxItems": 6,
            "items": {
              "oneOf": [
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "enum": [
                        "sma",
                        "ema",
                        "previous-high",
                        "previous-low"
                      ]
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "rsi"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "atr"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "z-score"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "momentum"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility-percentile"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "lookback": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 100000
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "lookback",
                    "threshold"
                  ]
                }
              ]
            }
          },
          "parameterSpace": {
            "type": "object",
            "additionalProperties": false,
            "minProperties": 1,
            "properties": {
              "rsiPeriod": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "rsiThreshold": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "smaPeriod": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "emaPeriod": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "volatilityPeriod": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "volatilityPercentileThreshold": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "volatilityLookback": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              }
            }
          },
          "forwardHorizon": {
            "type": "integer",
            "minimum": 1,
            "maximum": 10000
          },
          "trainRatio": {
            "type": "number",
            "exclusiveMinimum": 0.5,
            "exclusiveMaximum": 0.9,
            "default": 0.7
          },
          "minimumEvents": {
            "type": "integer",
            "minimum": 1,
            "maximum": 1000,
            "default": 30
          }
        },
        "required": [
          "timeframe",
          "conditions",
          "parameterSpace",
          "forwardHorizon"
        ]
      }
    }
    optimize_universeAction

    Evaluate one bounded parameter space across the selected universe. Scores use median cross-asset out-of-sample quality and penalize asset failures, rather than letting one market dominate. The best shared region is persisted in the workspace for the next trade simulation.

    View tool JSON
    {
      "name": "optimize_universe",
      "kind": "act",
      "impl": "imperative",
      "description": "Evaluate one bounded parameter space across the selected universe. Scores use median cross-asset out-of-sample quality and penalize asset failures, rather than letting one market dominate. The best shared region is persisted in the workspace for the next trade simulation.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "assets": {
            "oneOf": [
              {
                "type": "string",
                "const": "all"
              },
              {
                "type": "array",
                "minItems": 1,
                "maxItems": 8,
                "uniqueItems": true,
                "items": {
                  "type": "string",
                  "minLength": 1,
                  "maxLength": 12
                }
              }
            ]
          },
          "timeframe": {
            "type": "string",
            "enum": [
              "1m",
              "5m",
              "15m",
              "30m",
              "1h"
            ]
          },
          "conditions": {
            "type": "array",
            "minItems": 1,
            "maxItems": 6,
            "items": {
              "oneOf": [
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "enum": [
                        "sma",
                        "ema",
                        "previous-high",
                        "previous-low"
                      ]
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "rsi"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "atr"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "z-score"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "momentum"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "threshold": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "threshold"
                  ]
                },
                {
                  "type": "object",
                  "additionalProperties": false,
                  "properties": {
                    "kind": {
                      "const": "volatility-percentile"
                    },
                    "period": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 10000
                    },
                    "comparator": {
                      "type": "string",
                      "enum": [
                        "above",
                        "below"
                      ]
                    },
                    "lookback": {
                      "type": "integer",
                      "minimum": 1,
                      "maximum": 100000
                    },
                    "threshold": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 100
                    }
                  },
                  "required": [
                    "kind",
                    "period",
                    "comparator",
                    "lookback",
                    "threshold"
                  ]
                }
              ]
            }
          },
          "parameterSpace": {
            "type": "object",
            "additionalProperties": false,
            "minProperties": 1,
            "properties": {
              "rsiPeriod": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "rsiThreshold": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "smaPeriod": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "emaPeriod": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "volatilityPeriod": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "volatilityPercentileThreshold": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              },
              "volatilityLookback": {
                "type": "array",
                "minItems": 1,
                "maxItems": 20,
                "uniqueItems": true,
                "items": {
                  "type": "number",
                  "exclusiveMinimum": 0
                }
              }
            }
          },
          "forwardHorizon": {
            "type": "integer",
            "minimum": 1,
            "maximum": 10000
          },
          "minimumEvents": {
            "type": "integer",
            "minimum": 1,
            "maximum": 1000,
            "default": 30
          }
        },
        "required": [
          "timeframe",
          "conditions",
          "parameterSpace",
          "forwardHorizon"
        ]
      }
    }
    simulate_tradesAction

    Simulate deterministic historical trades from current events using explicit entry, stop, target, maximum-hold, and OHLC collision rules. This updates the visible Trade Study; it never sends orders.

    View tool JSON
    {
      "name": "simulate_trades",
      "kind": "act",
      "impl": "imperative",
      "description": "Simulate deterministic historical trades from current events using explicit entry, stop, target, maximum-hold, and OHLC collision rules. This updates the visible Trade Study; it never sends orders.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "asset": {
            "type": "string",
            "minLength": 1,
            "maxLength": 12
          },
          "timeframe": {
            "type": "string",
            "enum": [
              "1m",
              "5m",
              "15m",
              "30m",
              "1h"
            ]
          },
          "eventIds": {
            "type": "array",
            "minItems": 1,
            "maxItems": 1000,
            "items": {
              "type": "string",
              "minLength": 1,
              "maxLength": 160
            }
          },
          "direction": {
            "type": "string",
            "enum": [
              "long",
              "short"
            ]
          },
          "entryRule": {
            "type": "string",
            "enum": [
              "event_close",
              "next_bar_open"
            ],
            "default": "next_bar_open"
          },
          "stop": {
            "oneOf": [
              {
                "type": "object",
                "additionalProperties": false,
                "properties": {
                  "type": {
                    "const": "fixed_percent"
                  },
                  "percent": {
                    "type": "number",
                    "exclusiveMinimum": 0,
                    "maximum": 1
                  }
                },
                "required": [
                  "type",
                  "percent"
                ]
              },
              {
                "type": "object",
                "additionalProperties": false,
                "properties": {
                  "type": {
                    "const": "atr"
                  },
                  "period": {
                    "type": "integer",
                    "minimum": 1,
                    "maximum": 10000
                  },
                  "multiplier": {
                    "type": "number",
                    "exclusiveMinimum": 0,
                    "maximum": 100
                  }
                },
                "required": [
                  "type",
                  "period",
                  "multiplier"
                ]
              }
            ]
          },
          "target": {
            "oneOf": [
              {
                "type": "object",
                "additionalProperties": false,
                "properties": {
                  "type": {
                    "const": "fixed_percent"
                  },
                  "percent": {
                    "type": "number",
                    "exclusiveMinimum": 0,
                    "maximum": 1
                  }
                },
                "required": [
                  "type",
                  "percent"
                ]
              },
              {
                "type": "object",
                "additionalProperties": false,
                "properties": {
                  "type": {
                    "const": "atr"
                  },
                  "period": {
                    "type": "integer",
                    "minimum": 1,
                    "maximum": 10000
                  },
                  "multiplier": {
                    "type": "number",
                    "exclusiveMinimum": 0,
                    "maximum": 100
                  }
                },
                "required": [
                  "type",
                  "period",
                  "multiplier"
                ]
              },
              {
                "type": "object",
                "additionalProperties": false,
                "properties": {
                  "type": {
                    "const": "r_multiple"
                  },
                  "multiple": {
                    "type": "number",
                    "exclusiveMinimum": 0,
                    "maximum": 100
                  }
                },
                "required": [
                  "type",
                  "multiple"
                ]
              }
            ]
          },
          "maxHoldingBars": {
            "type": "integer",
            "minimum": 1,
            "maximum": 10000
          },
          "collisionPolicy": {
            "type": "string",
            "enum": [
              "stop_first",
              "target_first",
              "ambiguous"
            ],
            "default": "stop_first"
          }
        },
        "required": [
          "direction",
          "stop",
          "target",
          "maxHoldingBars"
        ]
      }
    }
    focus_tradeAction

    Select a simulated historical trade, focus its chart window, and show the full entry/stop/target risk-reward overlay.

    View tool JSON
    {
      "name": "focus_trade",
      "kind": "act",
      "impl": "imperative",
      "description": "Select a simulated historical trade, focus its chart window, and show the full entry/stop/target risk-reward overlay.",
      "inputSchema": {
        "type": "object",
        "additionalProperties": false,
        "properties": {
          "tradeId": {
            "type": "string",
            "minLength": 1,
            "maxLength": 220
          }
        },
        "required": [
          "tradeId"
        ]
      }
    }