analyze_portfolio_risk_lab
ChatGPTRun V6.3 portfolio-risk diagnostics from supplied holdings and returns. If fetch_missing_history=true, the engine may fetch market history for symbols that are missing from the supplied return matrix. The output is diagnostic only.
analyze_setup_watch_alerts
ChatGPTAnalyze setup-watch state changes and framework alerts for supplied symbols. Use action='capture', 'refresh', or 'update' with symbols to fetch fresh V4.3 BREAKOUT/PULLBACK setup snapshots. Without a capture action, analyze caller-supplied snapshots for longitudinal setup, 20-day, 2R, stop-risk, chase, position-cap, breakout-confirmation, and proximity transitions. Research-only and read-only.
analyze_social_stock_content
ChatGPTNormalize a social-media stock post/video into timestamped secondary-evidence claims.
analyze_watchlist_price_triggers
ChatGPTEvaluate caller-supplied watchlist price triggers; does not save data. Compare supplied quote snapshots and alert thresholds to return triggered, support, resistance, WAIT or unknown states. The function only calculates a research packet; it does not add, delete, synchronize, or update a persistent watchlist and never places brokerage orders. For stored private watchlists use get_now_watchlist instead.
assess_social_call_integrity
ChatGPTReview whether a creator claim is explicit enough to enter performance scoring.
build_exposure_graph
ChatGPTMap holdings to shared economic exposures and concentration clusters.
build_identity_graph
ChatGPTResolve up to 100 listings and expose duplicate economic-exposure groups.
build_research_digest
ChatGPTBuild a prioritized daily research review queue.
build_research_dossier
ChatGPTBuild a reproducible research-run manifest and content hash.
build_research_funnel
ChatGPTPrioritize research candidates without overriding hard evidence/compliance gates.
build_social_creator_opinion_packet
ChatGPTCompare creator opinions for a ticker with NOW research using capped secondary-evidence weighting.
build_social_daily_digest
ChatGPTBuild the daily creator/ticker social-intelligence digest from already-ingested content.
build_unified_alert_plan
ChatGPTBuild a planning-only alert list from supplied setup, thesis and event context.
calibrate_research_probabilities
ChatGPTEvaluate calibration of supplied historical probability predictions.
compare_stocks
ChatGPTCompare up to 30 ticker symbols using daily returns, technical indicators, volume and optional fundamentals.
deep_stock_research
ChatGPTRun a ticker-focused research packet using current market and news data.
detect_thesis_drift
ChatGPTCompare two research snapshots and identify material thesis changes.
discover_opportunities
ChatGPTRun the V1.5 discovery engine. Expected keys include symbols/universe, optional theme, optional portfolio_symbols, deep_evidence_limit, profile and history_period. This tool is a second entry point into the same discovery engine used by run_portfolio; it is not a disconnected model. Outputs are research rankings, not calibrated probabilities or brokerage instructions.
find_portfolio_aware_gems
ChatGPTRank the V4.4 proactive research queue against the supplied current portfolio. Requires portfolio holdings with usable weights. It reports transparent diversification/concentration effects and can return PORTFOLIO BLOCK, but it never executes trades, reallocates automatically, or infers halal status.
find_proactive_gems
ChatGPTSearch U.S. and Canadian equities without requiring ticker input. V4.4 orchestrates V4.1 Value Finder, V4.2 Autonomous Discovery and V4.3 BREAKOUT/PULLBACK setup analysis. The result is research-only, never infers halal compliance, never forces five recommendations and never executes orders.
find_regime_analogs
ChatGPTMatch current supplied features against historical cases only.
get_decision_context
ChatGPTGet V1.2 decision-integrity, conflict and data-quality context for one ticker.
get_decision_outcome_learning
ChatGPTEvaluate immutable V5.0 decision snapshots at fixed trading-day horizons.
get_fundamentals
ChatGPTGet Yahoo aggregator valuation, growth, profitability, balance-sheet, cash-flow and event metadata for a ticker.
get_institutional_positioning
ChatGPTRead delayed institutional 13F positioning from SEC EDGAR. Supports Berkshire Hathaway and Bridgewater aliases plus caller-supplied CIKs. It compares the latest two distinct reporting quarters and never presents quarter-end holdings as live positions.
get_learning_summary
ChatGPTSummarize patterns in trading or research observations supplied in this tool call. Use this when the user provides prior observations and wants a descriptive learning summary. The calculation uses only the supplied observations, does not fetch external data, does not persist them, does not build a cross-session behavioral profile, does not change model weights, and does not execute trades.
get_macro_news_transmission
ChatGPTMap current major-outlet world news to supplied holdings/candidates. Duplicate rewrites are clustered into one underlying event. Output includes source tiers, independent-source counts, recency, urgency, affected themes, explicit macro channels and research-only asset transmission states. The layer never executes trades and does not infer halal compliance.
get_market_quote
ChatGPTGet the latest Yahoo-available price bar, regular-market close, market state and timestamp for a ticker.
get_multitimeframe_technicals
ChatGPTGet hourly, daily and weekly technical snapshots with correctly defined timeframe returns.
get_musaffa_compliance
ChatGPTBackward-compatible Musaffa compliance endpoint backed by the Shariah registry.
get_now_commercial_manifest
ChatGPTReturn commercial feature tiers and monetization boundaries without checkout.
get_now_ratings
ChatGPTGet hash-verified genuine forward outcomes, plus optional research coverage. The two reports are separate: research coverage is not a model-calibrated probability, investment recommendation, or an entry authorization. Supplied research dictionaries are not persisted or treated as official independent primary evidence.
get_now_risk_profiles
ChatGPTReturn the SAFER, BALANCED and RISKIER automatic-research profile settings.
get_portfolio_context
ChatGPTGet research-only portfolio concentration, sector, event and news context. Duplicate symbols are aggregated with their supplied weights. Weight-count mismatches fail closed instead of silently switching to equal weighting.
get_reentry_analysis
ChatGPTAnalyze recorded sale and later re-entry events as read-only research.
get_regulatory_filing_context
ChatGPTReturn primary regulatory filing context for a U.S. or Canadian issuer.
get_research_packet
ChatGPTGet the consolidated V1.2 research packet for one ticker. This is read-only research synthesis. It separates evidence completeness from setup quality and current-price attractiveness and does not execute brokerage actions.
get_sharia_registry
ChatGPTReturn fresh-or-cached Shariah evidence with a fail-closed gate state.
get_social_alignment_history
ChatGPTReturn historical creator agreement/disagreement versus NOW research state.
get_social_creator_history
ChatGPTReturn already-ingested social stock-call records for a creator.
get_social_mirror_detail
ChatGPTReturn one social-video mirror card with transcript, claims and NOW comparison.
get_social_mirror_feed
ChatGPTReturn mirrored social-video research cards using original platform embeds plus NOW overlays.
get_social_price_timeline
ChatGPTReturn a chart-ready price series around one captured creator call.
get_social_scoring_queue
ChatGPTReturn scoreable vs ambiguous creator claims awaiting performance resolution.
get_social_sync_plan
ChatGPTReturn the vidIQ -> NOW orchestration plan for watched creators.
get_stock_context
ChatGPTGet compact AI-ready market, technical, trend, valuation and fundamental context for one ticker. The latest price is the latest bar Yahoo made available through yfinance and is not guaranteed exchange-grade real time. Current filings/news/macro/halal evidence remain separate evidence layers.
get_system_manifest
ChatGPTReturn runtime identity and public-surface parity metadata.
get_world_news
ChatGPTGet recent world-news headlines with market-theme tags and potential market channels. Data is sourced from Google News RSS aggregation. The tool returns headline-level metadata and links, not full article text. The upstream feed is near-real-time rather than a guaranteed second-by-second licensed newswire.
ingest_external_research_evidence
ChatGPTNormalize external research/model evidence while preserving provenance.
ingest_social_content_analysis
ChatGPTStore one analyzed social post/Reel and normalize any stock claims as secondary evidence.
list_social_mirror_creators
ChatGPTList creators represented in the social mirror workspace.
parse_wealthsimple_activity
ChatGPTNormalize a Wealthsimple Activity CSV without writing to a brokerage. The Wealthsimple export's activity_sub_type is treated as the authoritative trade-side field when available; direction is not used to infer BUY versus SELL.
refresh_sharia_registry
ChatGPTFetch fresh screening from Musaffa B2B and update NOW's evidence caches. This is a non-destructive stateful operation: it may write process-local cache entries and durable Shariah evidence cache rows when configured. It is not a pure read, cannot approve missing/stale evidence, and does not place trades or alter brokerage accounts.
register_social_profile
ChatGPTAdd or update a creator in NOW's monitored social-stock watchlist.
research_evidence_quality
ChatGPTGrade evidence quality and information richness without inventing missing data.
resolve_due_social_outcomes
ChatGPTResolve due captured creator calls at fixed and stated horizons using NOW price history.
resolve_security_identity
ChatGPTResolve one listing into the V6.6 canonical security identity graph.
review_portfolio
ChatGPTReview holdings against the user's concentration, loss, MA, dividend and compliance rules.
run_full_market_analysis
ChatGPTRun a portfolio-level, read-only market research review from caller-supplied context. Use this when the user wants one consolidated review of supplied holdings, cash, optional watchlist, compliance evidence, risk settings, or reserve constraints. The result can include market regime, portfolio risks, holding research states, candidate setups, re-entry context, watch/blocked states, data-quality warnings, and supporting evidence. It never places orders, moves money, or modifies a brokerage account.
run_multi_pass_analysis
ChatGPTAnalyze supplied investment data through NOW's 15-pass research checklist. Accepts a caller-supplied request object with its evidence and research context. Compares technical setups, risk/reward, framework/Shariah gates, fundamental quality, valuation, catalysts, macro/news, portfolio fit, behavioral factors and devil's-advocate objections. Returns per-pass findings, missing evidence and review-only states. It does not fetch missing files, update a saved watchlist, place orders or predict returns.
run_news_pulse
ChatGPTAttribute supplied price-move evidence without asserting certainty.
run_now_auto_research
ChatGPTDefault NOW tool for broad market/investment research. ChatGPT should prefer this tool for general stock, portfolio, entry, opportunity, valuation, risk, market and investment-research prompts unless the user explicitly requests a narrower specialist function. It automatically orchestrates all relevant research stages, preserves errors/missing evidence, and applies the selected risk profile without relaxing the hard framework or Shariah gates.
run_portfolio
ChatGPTBuild the consolidated NOW portfolio decision packet. Expected keys can include base_currency, cash, holdings, candidates, cash_floor_percent, max_position_percent, profile, trade_journal, goal, discovery, discovery_universe, theme, input_provenance and extraction_warnings. If discovery/discovery_universe/theme is supplied, the same call also triggers V1.5 Theme Discovery + Asymmetry, then routes top candidates through existing deep evidence and links them back to the current portfolio using correlation fit. goal can include target_value, months and monthly_contribution. The portfolio engine reverse-engineers the return/contribution math but never lets the goal loosen cash floors, position limits, entry gates, compliance gates or reward/risk rules. If the user supplied brokerage screenshots, the AI client can use its image understanding to extract visible portfolio values before calling this tool. Unreadable or uncertain fields must remain null/unknown and should be listed in extraction_warnings; cost basis, currency and halal/compliance status must never be guessed. Halal/compliance status is caller-supplied and never invented by the server.
run_research_team
ChatGPTSynthesize independent specialist research outputs while preserving dissent.
run_risk_management
ChatGPTRun all six required entry gates and fail closed if any gate fails.
run_screener
ChatGPTApply the master-prompt Musaffa financial screens to caller-supplied data.
run_social_daily_research
ChatGPTEscalate newly mentioned social-media tickers into the normal NOW research engine.
search_symbols
ChatGPTSearch the U.S. listed-symbol directory by ticker prefix or company name.
set_social_creator_trust
ChatGPTSet a monitored creator's trust policy without changing hard NOW gates.
submit_now_feedback
ChatGPTSubmit product feedback without collecting contact details or secrets.
