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.
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.
Your portfolios11 tools
Any stock12 tools
The market2 tools
Watchlists, notes and alerts9 tools
makes a change — only on Read and manage connections
Your portfolios
Section titled “Your portfolios”list_portfolios
Section titled “list_portfolios”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
Section titled “get_portfolio_summary”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_idoptional- idA portfolio id from list_portfolios. Leave out for the default portfolio.
get_holdings
Section titled “get_holdings”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_idoptional- idA portfolio id from list_portfolios. Leave out for the default portfolio.
include_closedoptional- true or false · default falseAlso list positions that were fully sold.
get_position
Section titled “get_position”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_idoptional- idA portfolio id from list_portfolios. Leave out for the default portfolio.
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
get_sector_allocation
Section titled “get_sector_allocation”How a portfolio's value is split across sectors and industries.
Ask“How is my portfolio split across sectors?”
portfolio_idoptional- idA portfolio id from list_portfolios. Leave out for the default portfolio.
get_performance
Section titled “get_performance”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_idoptional- idA portfolio id from list_portfolios. Leave out for the default portfolio.
rangeoptional- one of 1W, 1M, 3M, 6M, 1Y, YTD, ALL · default 1M
get_transactions
Section titled “get_transactions”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_idoptional- idA portfolio id from list_portfolios. Leave out for the default portfolio.
symboloptional- text, 1–30 charactersTicker symbol, e.g. AAPL.
pageoptional- whole number, 1–9007199254740991 · default 1
page_sizeoptional- whole number, 1–100 · default 50
get_cash_movements
Section titled “get_cash_movements”A portfolio's deposits, withdrawals, dividends and interest.
Ask“List my deposits, withdrawals and dividends this year.”
portfolio_idoptional- idA portfolio id from list_portfolios. Leave out for the default portfolio.
get_portfolio_events
Section titled “get_portfolio_events”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_idoptional- idA portfolio id from list_portfolios. Leave out for the default portfolio.
daysoptional- whole number, 1–30 · default 7
get_watchlists
Section titled “get_watchlists”The user's watchlists and the symbols in each.
Ask“What is on my watchlists?”
No parameters.
get_upcoming_calendar
Section titled “get_upcoming_calendar”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?”
symbolsoptional- list of 1–100 · each text, 1–30 charactersTicker symbol, e.g. AAPL.
daysoptional- whole number, 1–120 · default 45
Any stock
Section titled “Any stock”get_quotes
Section titled “get_quotes”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?”
symbolsrequired- list of 1–50 · each text, 1–30 charactersTicker symbol, e.g. AAPL.
search_tickers
Section titled “search_tickers”Find stocks and ETFs by symbol or company name.
Ask“What is the ticker for Taiwan Semiconductor?”
queryrequired- text, 1–100 characters
limitoptional- whole number, 1–20 · default 10
get_company_profile
Section titled “get_company_profile”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?”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
get_price_history
Section titled “get_price_history”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?”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
rangeoptional- one of 1M, 3M, 6M, 1Y, 2Y, 5Y · default 1Y
get_financials
Section titled “get_financials”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.”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
yearsoptional- whole number, 1–20 · default 5How many years of periods to include.
get_valuation
Section titled “get_valuation”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?”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
get_analyst_ratings
Section titled “get_analyst_ratings”Analyst consensus, price targets and the individual ratings behind them.
Ask“What do analysts rate NVDA, and what are their price targets?”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
get_insider_activity
Section titled “get_insider_activity”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?”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
monthsoptional- whole number, 1–24 · default 6
open_market_onlyoptional- true or false · default falseOnly open-market purchases and sales, not grants or option exercises.
limitoptional- whole number, 1–200 · default 50How many transactions to list; the summary always counts all of them.
get_earnings
Section titled “get_earnings”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?”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
get_stock_events
Section titled “get_stock_events”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?”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
daysoptional- whole number, 1–30 · default 7
get_politician_trades
Section titled “get_politician_trades”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?”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
monthsoptional- whole number, 1–60 · default 12
compare_stocks
Section titled “compare_stocks”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.”
symbolsrequired- list of 1–8 · each text, 1–30 charactersTicker symbol, e.g. AAPL.
rangeoptional- one of 1M, 3M, 6M, YTD, 1Y, 3Y, 5Y · default 1Y
The market
Section titled “The market”get_market_indices
Section titled “get_market_indices”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
Section titled “get_market_movers”What is moving: trending, biggest gainers and losers, most traded, unusual volume, 52-week highs and lows.
Ask“What are today's biggest gainers?”
listrequired- one of trending, gainers, losers, active, unusualVolume, highs, lows
limitoptional- whole number, 1–50 · default 12
Watchlists, notes and alerts
Section titled “Watchlists, notes and alerts”list_alerts
Section titled “list_alerts”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_daysoptional- whole number, 1–30 · default 7How far back "fired recently" looks.
create_watchlist
Section titled “create_watchlist”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.”
namerequired- text, 1–60 charactersThe list's name, up to 60 characters, e.g. "Dividend ideas".
add_to_watchlist
Section titled “add_to_watchlist”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.”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
watchlist_idoptional- idA watchlist id from get_watchlists or create_watchlist. Leave out (with watchlist_name) for the default watchlist.
watchlist_nameoptional- 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
Section titled “remove_from_watchlist”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.”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
watchlist_idoptional- idA watchlist id from get_watchlists or create_watchlist. Leave out (with watchlist_name) for the default watchlist.
watchlist_nameoptional- 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
Section titled “add_chart_note”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.”
symbolrequired- text, 1–30 charactersTicker symbol, e.g. AAPL.
daterequired- textThe day the note is about, YYYY-MM-DD (it may be in the future, such as an earnings date).
textrequired- text, 1–1000 charactersThe note, in the user's words.
remind_atoptional- 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_byoptional- 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
Section titled “create_alert”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.”
kindrequired- one of price_above, price_below, price_cross, move_percent, portfolio_value_above, portfolio_value_below, portfolio_day_move, reminder
symboloptional- text, 1–30 charactersThe stock, for the price and move kinds; for a reminder, the stock it is about (optional).
portfolio_idoptional- idFor the portfolio kinds: a portfolio id from list_portfolios. Leave out for the default portfolio.
thresholdoptional- 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".
repeatoptional- true or false · default falseKeep the alert on after it fires (not for a reminder).
commentoptional- text, up to 200 charactersA short note shown with the alert, up to 200 characters.
remind_atoptional- 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.
textoptional- text, 1–1000 charactersFor a reminder: what to remind the user of; it is kept as a note on that day.
note_idoptional- idFor a reminder: an existing note to be reminded of, instead of text.
notify_byoptional- 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
Section titled “pause_alert”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_idrequired- idAn alert id from list_alerts.
resume_alert
Section titled “resume_alert”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_idrequired- idAn alert id from list_alerts.
delete_alert
Section titled “delete_alert”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_idrequired- idAn alert id from list_alerts.
A question the docs don't answer? Write to [email protected].
360marketview is a portfolio tracker and research tool. It does not place trades, hold money or give investment advice.
S&P 500 is a trademark of Standard & Poor's Financial Services LLC; Nasdaq and Nasdaq-100 are trademarks of Nasdaq, Inc. The names only identify the indices; 360marketview is not affiliated with either company or endorsed by them.
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