add_portfolio_lines
ChatGPTAdds up to 50 holdings to the authenticated user's Lucide portfolio, with the same valuation and plan rules as the website. Each line needs a ticker or ISIN, a quantity and an envelope (PEA, CTO, Assurance Vie, PER, SCPI, Private Equity, Crypto, Immobilier, Autre). Lines are checked one by one: an invalid, ambiguous or out-of-plan line is reported without blocking the others. A line with the same ticker and envelope that already exists is never modified; its current quantity is returned so you can ask the user what to do. Ask the user for missing quantities or envelopes instead of guessing. Example: add_portfolio_lines({lines: [{ticker: 'MC.PA', quantity: 3, purchase_price: 620, envelope: 'PEA'}]}).
add_to_watchlist
ChatGPTAdds up to 20 tickers or company names to the authenticated user's Lucide watchlist, with the same rules as the website (plan size limit, ETFs accepted). Safe to retry: a ticker already followed is reported, never duplicated. If a name is ambiguous, nothing is added for it and the candidate listings are returned so you can ask the user which one they mean. If the plan limit is reached, nothing is added and the response explains it. Example: add_to_watchlist({tickers: ['AAPL', 'MC.PA']}).
compare_stocks
ChatGPTCompare 2 à 3 actions depuis le cache Lucide (scores déjà calculés, Tendance de cours, note globale). Ne recalcule rien. Indicateurs descriptifs, jamais une recommandation.
get_core_quality_score
ChatGPTRetourne le score Core Quality (100 pts) et sa décomposition (qualité, croissance, solidité, valorisation) pour un ticker, depuis le cache Lucide. Aucun recalcul. Le ROIC utilisé est la rentabilité du capital investi = résultat opérationnel après impôt / (capitaux propres + dette − trésorerie).
get_etf_profile
ChatGPTReturns the descriptive profile of an ETF from Lucide's cache: fees, assets under management, performance, sector and region breakdowns, and top holdings with their cached Lucide global score. Lucide does not score ETFs themselves. Does not count toward the monthly analysis quota. Use it when the user asks about an ETF (e.g. VOO, QQQ, CW8.PA). Descriptive only, never investment advice. Example: get_etf_profile({ticker: 'CW8.PA'}).
get_global_score
ChatGPTRetourne la note globale Lucide d'un ticker depuis le cache : synthèse de trois indicateurs (Core Quality 50 %, Potentiel IA 30 %, Tendance de cours 20 %), plafonnée à 15 points au-dessus du Core Quality Score. Indique si la note est provisoire (Potentiel ou Tendance absent), les trois composantes et un profil descriptif. Synthèse descriptive, jamais une recommandation. Aucun recalcul IA.
get_my_portfolio
ChatGPTRetourne le portefeuille Lucide de l'utilisateur authentifié : lignes (titres, quantités, prix, valeurs, enveloppes, établissement) et dernière répartition (valeur totale, par type d'actif, enveloppe, secteur, zone, établissement). Strictement descriptif, sans recommandation.
get_my_watchlist
ChatGPTReturns the authenticated user's Lucide watchlist: each followed ticker with its company name and the Lucide global score already cached (no recalculation, no AI call). Call it before adding or removing watchlist items to see what is already followed. Descriptive only, never investment advice. Example: get_my_watchlist({}).
get_potential_score
ChatGPTRetourne le dernier Score Potentiel IA connu d'un ticker depuis le cache Lucide, avec sa date de calcul. Le champ stale vaut true si le score a plus de 7 jours. Ne déclenche jamais de nouvelle analyse IA. Indicateur descriptif, jamais une recommandation.
get_trend_score
ChatGPTRetourne la Tendance de cours d'un ticker depuis le cache Lucide : état (Hausse, Pullback, Essoufflement, Baisse, Rebond), score 0-100 et date de calcul. Les composantes (fond, moyen terme, court terme, relatif, révisions) et indicateurs sont inclus selon le plan Lucide de l'utilisateur. Indicateur descriptif, sans recommandation. Aucun recalcul.
remove_from_watchlist
ChatGPTRemoves tickers from the authenticated user's Lucide watchlist. Destructive: ONLY call this after the user has explicitly confirmed which tickers to remove in the conversation; never infer it. Use the exact tickers returned by get_my_watchlist. Tickers not in the watchlist are reported as not found. Example: remove_from_watchlist({tickers: ['AAPL.US']}).
remove_portfolio_line
ChatGPTDeletes the authenticated user's portfolio line for one ticker in one envelope (PEA, CTO, Assurance Vie, PER, SCPI, Private Equity, Crypto, Immobilier, Autre). Destructive and not reversible from the assistant: ONLY call this after the user has explicitly confirmed the exact ticker and envelope to delete; never infer it. Use the ticker and envelope exactly as returned by get_my_portfolio. Example: remove_portfolio_line({ticker: 'MC.PA', envelope: 'PEA'}).
screener_query
ChatGPTInterroge le screener performance (résultats plafonnés à 25 lignes ; une ligne par société, capitalisation ≥ 1 Md € et liquidité ≥ 1 M €/jour, données de cours incohérentes écartées). Filtres : secteur, industrie, pays, perf min YTD/1an/3ans, tri.
add_portfolio_lines
Claudeadd_to_watchlist
Claudecompare_stocks
Claudeget_core_quality_score
Claudeget_etf_profile
Claudeget_global_score
Claudeget_my_portfolio
Claudeget_my_watchlist
Claudeget_potential_score
Claudeget_trend_score
Clauderemove_from_watchlist
Clauderemove_portfolio_line
Claudescreener_query
Claude
