# Tools

Every tool the 360marketview MCP server offers — 26 that read and 8 that make changes — with what the AI app is told and what each one takes.

Source: https://360marketview.com/docs/mcp/tools/

ChatGPT and Claude choose these tools themselves from what you ask: you never call one by name. This page is generated from the server’s own tool list, so each description is word for word what your AI app is told.

- **26 read tools** are on every connection. They look at your portfolios, any US stock or ETF, and the market.
- **8 manage tools** appear only on a connection made with **Read and manage**. They change your watchlists, chart notes and alerts — never trades, cash or your account. See [Changes and safety](/docs/mcp/changes/).

Your portfolios11 tools

- [list_portfolios](#list_portfolios)
- [get_portfolio_summary](#get_portfolio_summary)
- [get_holdings](#get_holdings)
- [get_position](#get_position)
- [get_sector_allocation](#get_sector_allocation)
- [get_performance](#get_performance)
- [get_transactions](#get_transactions)
- [get_cash_movements](#get_cash_movements)
- [get_portfolio_events](#get_portfolio_events)
- [get_watchlists](#get_watchlists)
- [get_upcoming_calendar](#get_upcoming_calendar)

Any stock12 tools

- [get_quotes](#get_quotes)
- [search_tickers](#search_tickers)
- [get_company_profile](#get_company_profile)
- [get_price_history](#get_price_history)
- [get_financials](#get_financials)
- [get_valuation](#get_valuation)
- [get_analyst_ratings](#get_analyst_ratings)
- [get_insider_activity](#get_insider_activity)
- [get_earnings](#get_earnings)
- [get_stock_events](#get_stock_events)
- [get_politician_trades](#get_politician_trades)
- [compare_stocks](#compare_stocks)

The market2 tools

- [get_market_indices](#get_market_indices)
- [get_market_movers](#get_market_movers)

Watchlists, notes and alerts9 tools

- [list_alerts](#list_alerts)
- [create_watchlist](#create_watchlist)
- [add_to_watchlist](#add_to_watchlist)
- [remove_from_watchlist](#remove_from_watchlist)
- [add_chart_note](#add_chart_note)
- [create_alert](#create_alert)
- [pause_alert](#pause_alert)
- [resume_alert](#resume_alert)
- [delete_alert](#delete_alert)

makes a change — only on Read and manage connections

## Your portfolios

### `list_portfolios`

List portfoliosRead

List the user's portfolios with their ids, names and currencies. The default portfolio is used when a tool is given no portfolio_id.

Ask“Which portfolios do I have in 360marketview?”

No parameters.

### `get_portfolio_summary`

Portfolio summaryRead

Totals for one portfolio: market value, cash, money invested, today's profit, realized and unrealized profit. Money is in strings, in the portfolio's currency.

Ask“What is my portfolio worth today, and how much cash do I have?”

- `portfolio_id`optional

  idA portfolio id from list_portfolios. Leave out for the default portfolio.

### `get_holdings`

HoldingsRead

Every position in a portfolio: shares, average cost, live price, market value, weight, unrealized and realized profit, today's move. Sorted by market value.

Ask“List my holdings with their weight and profit.”

- `portfolio_id`optional

  idA portfolio id from list_portfolios. Leave out for the default portfolio.

- `include_closed`optional

  true or false · default falseAlso list positions that were fully sold.

### `get_position`

One positionRead

One stock in a portfolio: the position's figures and every trade in it.

Ask“Show me my AAPL position and every trade I made in it.”

- `portfolio_id`optional

  idA portfolio id from list_portfolios. Leave out for the default portfolio.

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

### `get_sector_allocation`

Sector allocationRead

How a portfolio's value is split across sectors and industries.

Ask“How is my portfolio split across sectors?”

- `portfolio_id`optional

  idA portfolio id from list_portfolios. Leave out for the default portfolio.

### `get_performance`

PerformanceRead

A portfolio's performance over a period: value over time, profit, time-weighted return against the S\&P 500 and the Nasdaq, best and worst days, and what each stock and industry contributed.

Ask“How did my portfolio do this year against the S\&P 500?”

- `portfolio_id`optional

  idA portfolio id from list_portfolios. Leave out for the default portfolio.

- `range`optional

  one of 1W, 1M, 3M, 6M, 1Y, YTD, ALL · default 1M

### `get_transactions`

TradesRead

A portfolio's buy and sell trades, newest first, optionally for one symbol.

Ask“What did I buy and sell in the last few months?”

- `portfolio_id`optional

  idA portfolio id from list_portfolios. Leave out for the default portfolio.

- `symbol`optional

  text, 1–30 charactersTicker symbol, e.g. AAPL.

- `page`optional

  whole number, 1–9007199254740991 · default 1

- `page_size`optional

  whole number, 1–100 · default 50

### `get_cash_movements`

Cash movementsRead

A portfolio's deposits, withdrawals, dividends and interest.

Ask“List my deposits, withdrawals and dividends this year.”

- `portfolio_id`optional

  idA portfolio id from list_portfolios. Leave out for the default portfolio.

### `get_portfolio_events`

What happened to my stocksRead

Recent events for the stocks in a portfolio: earnings reports, dividends, insider trades, analyst calls, big moves and new highs.

Ask“What happened to the companies I own this week?”

- `portfolio_id`optional

  idA portfolio id from list_portfolios. Leave out for the default portfolio.

- `days`optional

  whole number, 1–30 · default 7

### `get_watchlists`

WatchlistsRead

The user's watchlists and the symbols in each.

Ask“What is on my watchlists?”

No parameters.

### `get_upcoming_calendar`

Upcoming earnings and dividendsRead

Upcoming earnings reports and ex-dividend dates. Without symbols, for every stock the user holds or watches.

Ask“Which of my stocks report earnings or pay a dividend in the next month?”

- `symbols`optional

  list of 1–100 · each text, 1–30 charactersTicker symbol, e.g. AAPL.

- `days`optional

  whole number, 1–120 · default 45

## Any stock

### `get_quotes`

Live quotesRead

Live price, day change, day range, market state and pre/after-hours price for up to 50 symbols.

Ask“What are NVDA, MSFT and AMZN trading at right now?”

- `symbols`required

  list of 1–50 · each text, 1–30 charactersTicker symbol, e.g. AAPL.

### `search_tickers`

Find a tickerRead

Find stocks and ETFs by symbol or company name.

Ask“What is the ticker for Taiwan Semiconductor?”

- `query`required

  text, 1–100 characters

- `limit`optional

  whole number, 1–20 · default 10

### `get_company_profile`

Company profileRead

What the company is: name, exchange, sector and industry, market value, employees, chief executive and a business summary.

Ask“What does ASML do, and who runs it?”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

### `get_price_history`

Price historyRead

Daily price bars (open, high, low, close, volume) up to one year; weekly bars for 2Y and 5Y.

Ask“How has TSLA's price moved over the last year?”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

- `range`optional

  one of 1M, 3M, 6M, 1Y, 2Y, 5Y · default 1Y

### `get_financials`

Financial statementsRead

Reported revenue, earnings, margins, cash flow, capital spending, debt, cash and share count — quarterly, annual and trailing twelve months — from SEC filings, for the last few years.

Ask“Show Microsoft's revenue and net income for the last five years.”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

- `years`optional

  whole number, 1–20 · default 5How many years of periods to include.

### `get_valuation`

ValuationRead

P/E, P/S, EV/EBITDA, P/B and PEG against the company's own history and its sector's median. A multiple that cannot be calculated honestly says why instead.

Ask“Is AAPL expensive against its own history and its sector?”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

### `get_analyst_ratings`

Analyst ratingsRead

Analyst consensus, price targets and the individual ratings behind them.

Ask“What do analysts rate NVDA, and what are their price targets?”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

### `get_insider_activity`

Insider tradesRead

Company officers' and directors' buying and selling from their SEC Form 4 filings, with a summary of the period.

Ask“Have insiders been buying or selling AMZN on the open market?”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

- `months`optional

  whole number, 1–24 · default 6

- `open_market_only`optional

  true or false · default falseOnly open-market purchases and sales, not grants or option exercises.

- `limit`optional

  whole number, 1–200 · default 50How many transactions to list; the summary always counts all of them.

### `get_earnings`

EarningsRead

The next earnings report with its expected EPS, and how recent quarters came out.

Ask“When does Apple report next, and what EPS is expected?”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

### `get_stock_events`

What happened to a stockRead

Recent events for one stock: earnings reports, dividends, insider trades, analyst calls, big moves and new highs.

Ask“What happened with META in the past week?”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

- `days`optional

  whole number, 1–30 · default 7

### `get_politician_trades`

Congress tradesRead

Trades in this stock disclosed by members of the US House of Representatives under the STOCK Act.

Ask“Have members of the House traded MSFT this year?”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

- `months`optional

  whole number, 1–60 · default 12

### `compare_stocks`

Compare stocksRead

Up to eight stocks' price returns from the same first day, against the S\&P 500 and the Nasdaq, with each one's lead or lag in percentage points.

Ask“Compare AAPL, MSFT and GOOGL over three years against the S\&P 500.”

- `symbols`required

  list of 1–8 · each text, 1–30 charactersTicker symbol, e.g. AAPL.

- `range`optional

  one of 1M, 3M, 6M, YTD, 1Y, 3Y, 5Y · default 1Y

## The market

### `get_market_indices`

Market indicesRead

Major US indices and index futures: level, move and the last session's shape.

Ask“How are the main US indices doing today?”

No parameters.

### `get_market_movers`

Market moversRead

What is moving: trending, biggest gainers and losers, most traded, unusual volume, 52-week highs and lows.

Ask“What are today's biggest gainers?”

- `list`required

  one of trending, gainers, losers, active, unusualVolume, highs, lows

- `limit`optional

  whole number, 1–50 · default 12

## Watchlists, notes and alerts

### `list_alerts`

AlertsRead

The user's alerts — what each watches, where it tells them, whether it is on — and which fired recently.

Ask“Which of my alerts went off this week?”

- `recent_days`optional

  whole number, 1–30 · default 7How far back "fired recently" looks.

### `create_watchlist`

Create a watchlistManage · Read and manage only

Create a new watchlist for the user, with a name of up to 60 characters; then add stocks to it with add_to_watchlist (by its id or its name). If the user already has a list by that name, that list is returned and nothing new is made.

Ask“Make a watchlist called Dividend ideas.”

- `name`required

  text, 1–60 charactersThe list's name, up to 60 characters, e.g. "Dividend ideas".

### `add_to_watchlist`

Add to a watchlistManage · Read and manage only

Add a stock to one of the user's watchlists — the default one unless watchlist_id or watchlist_name is given. Adding a stock already on the list changes nothing.

Ask“Add KO and PEP to my Dividend ideas watchlist.”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

- `watchlist_id`optional

  idA watchlist id from get_watchlists or create_watchlist. Leave out (with watchlist_name) for the default watchlist.

- `watchlist_name`optional

  text, 1–60 charactersOr the watchlist's name, as get_watchlists or create_watchlist gave it (not case-sensitive). Use watchlist_id or watchlist_name, not both.

### `remove_from_watchlist`

Remove from a watchlistManage · Read and manage onlyRemoves something

Remove a stock from one of the user's watchlists — the default one unless watchlist_id or watchlist_name is given.

Ask“Take AMD off my main watchlist.”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

- `watchlist_id`optional

  idA watchlist id from get_watchlists or create_watchlist. Leave out (with watchlist_name) for the default watchlist.

- `watchlist_name`optional

  text, 1–60 charactersOr the watchlist's name, as get_watchlists or create_watchlist gave it (not case-sensitive). Use watchlist_id or watchlist_name, not both.

### `add_chart_note`

Add a chart noteManage · Read and manage only

Write a note on a stock's chart for a day, optionally with a reminder at a future time — in the app, or on Telegram when the user asks and has connected it. Up to 1000 characters.

Ask“Put a note on AAPL's chart for its report day and remind me on Telegram the morning before.”

- `symbol`required

  text, 1–30 charactersTicker symbol, e.g. AAPL.

- `date`required

  textThe day the note is about, YYYY-MM-DD (it may be in the future, such as an earnings date).

- `text`required

  text, 1–1000 charactersThe note, in the user's words.

- `remind_at`optional

  date and time (ISO 8601)When to remind, in ISO 8601 with the time-zone offset, e.g. 2026-10-20T09:30:00-04:00. Must be in the future.

- `notify_by`optional

  one of in_app, telegram, bothWhere to tell the user: in_app (the default), telegram, or both. Choose Telegram only when the user asks for it.

### `create_alert`

Create an alertManage · Read and manage only

Create an alert: a stock's price above, below or crossing a level (price_above, price_below, price_cross); a stock's move in a day of at least a percentage either way (move_percent); a portfolio's value above or below an amount or its day's move (portfolio_value_above, portfolio_value_below, portfolio_day_move); or a reminder at a future time (reminder — with text, which becomes a note, or with the note_id of an existing note). Told in the app unless the user asks for Telegram.

Ask“Tell me when NVDA goes above 200 dollars.”

- `kind`required

  one of price_above, price_below, price_cross, move_percent, portfolio_value_above, portfolio_value_below, portfolio_day_move, reminder

- `symbol`optional

  text, 1–30 charactersThe stock, for the price and move kinds; for a reminder, the stock it is about (optional).

- `portfolio_id`optional

  idFor the portfolio kinds: a portfolio id from list_portfolios. Leave out for the default portfolio.

- `threshold`optional

  text, up to 30 characters or numberThe price level (price kinds), the percentage (move kinds, e.g. "5" for 5%) or the portfolio value, as a decimal like "120.50".

- `repeat`optional

  true or false · default falseKeep the alert on after it fires (not for a reminder).

- `comment`optional

  text, up to 200 charactersA short note shown with the alert, up to 200 characters.

- `remind_at`optional

  date and time (ISO 8601)When to remind, in ISO 8601 with the time-zone offset, e.g. 2026-10-20T09:30:00-04:00. Must be in the future.

- `text`optional

  text, 1–1000 charactersFor a reminder: what to remind the user of; it is kept as a note on that day.

- `note_id`optional

  idFor a reminder: an existing note to be reminded of, instead of text.

- `notify_by`optional

  one of in_app, telegram, bothWhere to tell the user: in_app (the default), telegram, or both. Choose Telegram only when the user asks for it.

### `pause_alert`

Pause an alertManage · Read and manage only

Switch one of the user's alerts off without deleting it. Pausing a paused alert changes nothing.

Ask“Pause my NVDA alert for now.”

- `alert_id`required

  idAn alert id from list_alerts.

### `resume_alert`

Resume an alertManage · Read and manage only

Switch one of the user's paused alerts back on. Resuming an alert that is on changes nothing.

Ask“Turn my NVDA alert back on.”

- `alert_id`required

  idAn alert id from list_alerts.

### `delete_alert`

Delete an alertManage · Read and manage onlyRemoves something

Delete one of the user's alerts for good. To stop it for a while instead, pause it.

Ask“Delete the alert on TSLA.”

- `alert_id`required

  idAn alert id from list_alerts.