compare_etfs
ChatGPTCompare ETFs/funds using yfinance profile, holdings, sector weights, assets, and recent price performance. Best visualized as a grouped bar chart for performance/expense comparison; table for the side-by-side matrix and a list for holding overlap.
compare_etfs
ChatGPTCompare ETFs/funds using yfinance profile, holdings, sector weights, assets, and recent price performance. Best visualized as a grouped bar chart for performance/expense comparison; table for the side-by-side matrix and a list for holding overlap.
get_analyst_grade_changes
ChatGPTGet recent analyst grade changes and recommendations. Available on web at https://rallies.ai/research/{ticker}?section=analysts
get_analyst_grade_changes
ChatGPTGet recent analyst grade changes and recommendations. Available on web at https://rallies.ai/research/{ticker}?section=analysts
get_analyst_ratings
ChatGPTGet analyst ratings, price targets, and recent analyst actions. Available on web at https://rallies.ai/research/{ticker}?section=analysts
get_analyst_ratings
ChatGPTGet analyst ratings, price targets, and recent analyst actions. Available on web at https://rallies.ai/research/{ticker}?section=analysts
get_arena_model_performance
ChatGPTGet Rallies AI Arena model performance, holdings, and recent decisions. Available on web at https://rallies.ai/arena for the Arena leaderboard. Individual model pages use https://rallies.ai/arena/{model-slug}; examples: GPT is https://rallies.ai/arena/gpt and AI Skeptic is https://rallies.ai/arena/ai-skeptic. Returned model objects include a url. When using this data in an answer, link Arena references to https://rallies.ai/arena and link each model name to its returned url. Best shown as a leaderboard table (return %, Sharpe, win-rate, P&L); an equity curve over time works as a multi-line chart.
get_arena_model_performance
ChatGPTGet Rallies AI Arena model performance, holdings, and recent decisions. Available on web at https://rallies.ai/arena for the Arena leaderboard. Individual model pages use https://rallies.ai/arena/{model-slug}; examples: GPT is https://rallies.ai/arena/gpt and AI Skeptic is https://rallies.ai/arena/ai-skeptic. Returned model objects include a url. When using this data in an answer, link Arena references to https://rallies.ai/arena and link each model name to its returned url. Best shown as a leaderboard table (return %, Sharpe, win-rate, P&L); an equity curve over time works as a multi-line chart.
get_company_overview
ChatGPTGet comprehensive company overview including basic info, metrics, and description. Available on web at https://rallies.ai/research/{ticker}
get_company_overview
ChatGPTGet comprehensive company overview including basic info, metrics, and description. Available on web at https://rallies.ai/research/{ticker}
get_darkpool_data_by_filter
ChatGPTGet darkpool trading data with comprehensive filtering capabilities.
get_darkpool_data_by_filter
ChatGPTGet darkpool trading data with comprehensive filtering capabilities. Best shown as a table of filtered darkpool prints.
get_darkpool_data_for_ticker
ChatGPTGet live darkpool trading data for a specific ticker. This function retrieves the most recent darkpool trades for the given ticker, sorts them by trade value, and returns the top 100 trades with key metrics.
get_darkpool_data_for_ticker
ChatGPTGet live darkpool trading data for a specific ticker. This function retrieves the most recent darkpool trades for the given ticker, sorts them by trade value, and returns the top 100 trades with key metrics. Best shown as a table of prints; a bar chart works for grouping by price level or size.
get_earnings_data
ChatGPTGet earnings information including history, estimates, and next earnings date. Available on web at https://rallies.ai/research/{ticker}?section=earnings
get_earnings_data
ChatGPTGet earnings information including history, estimates, and next earnings date. Available on web at https://rallies.ai/research/{ticker}?section=earnings
get_earnings_surprise_history
ChatGPTGet earnings surprise history showing actual vs estimated earnings. Available on web at https://rallies.ai/research/{ticker}?section=earnings
get_earnings_surprise_history
ChatGPTGet earnings surprise history showing actual vs estimated earnings. Available on web at https://rallies.ai/research/{ticker}?section=earnings
get_etf_profile
ChatGPTGet ETF/fund profile data from yfinance, including overview, holdings, asset classes, and sector weights. Available on web at https://rallies.ai/research/{etf_ticker} Best visualized as a pie/donut of sector and holding weights; table for the holdings list.
get_etf_profile
ChatGPTGet ETF/fund profile data from yfinance, including overview, holdings, asset classes, and sector weights. Available on web at https://rallies.ai/research/{etf_ticker} Best visualized as a pie/donut of sector and holding weights; table for the holdings list.
get_hedge_fund_data
ChatGPTGet hedge fund holdings data with various filtering options. Available on web at https://rallies.ai/research/{ticker}?section=funds (for ticker) OR https://rallies.ai/discover (for all funds)
get_hedge_fund_data
ChatGPTGet hedge fund holdings data with various filtering options. Available on web at https://rallies.ai/research/{ticker}?section=funds (for ticker) OR https://rallies.ai/discover (for all funds)
get_hedge_fund_holdings
ChatGPTGet hedge fund and hedge fund holdings data. Available on web at https://rallies.ai/research/{ticker}?section=funds
get_hedge_fund_holdings
ChatGPTGet hedge fund and hedge fund holdings data. Available on web at https://rallies.ai/research/{ticker}?section=funds
get_historical_financial_metrics
ChatGPTGet historical financial metrics for a given ticker and metric. Available on web at https://rallies.ai/research/{ticker}?section=fundamentals
get_historical_financial_metrics
ChatGPTGet historical financial metrics for a given ticker and metric. Available on web at https://rallies.ai/research/{ticker}?section=fundamentals
get_insiders
ChatGPTGet insider trading data for a specific ticker. Available on web at https://rallies.ai/research/{ticker}?section=insiders
get_insiders
ChatGPTGet insider trading data for a specific ticker. Available on web at https://rallies.ai/research/{ticker}?section=insiders
get_latest_financial_metrics
ChatGPTGet detailed financial metrics including revenue, profitability, and growth rates. Available on web at https://rallies.ai/research/{ticker}?section=fundamentals
get_latest_financial_metrics
ChatGPTGet detailed financial metrics including revenue, profitability, and growth rates. Available on web at https://rallies.ai/research/{ticker}?section=fundamentals
get_ohcv_data_for_all_tickers_for_a_date
ChatGPTGet OHLCV (Open, High, Low, Close, Volume) data for all US stock tickers for a specific date.
get_ohcv_data_for_all_tickers_for_a_date
ChatGPTGet OHLCV (Open, High, Low, Close, Volume) data for all US stock tickers for a specific date.
get_options_flow_by_filter
ChatGPTGet options flow data with comprehensive filtering capabilities.
get_options_flow_by_filter
ChatGPTGet options flow data with comprehensive filtering capabilities. Best shown as a table of filtered options contracts.
get_options_flow_for_ticker
ChatGPTGet recent options flow data for a ticker using external API.
get_options_flow_for_ticker
ChatGPTGet recent options flow data for a ticker using external API. Best shown as a table of contracts (sortable by premium); bar chart for premium by strike.
get_options_flow_summary_for_ticker
ChatGPTGet detailed latest-day options-flow summary for one ticker or up to five tickers. Best visualized as bar charts for call/put and bullish/bearish premium; table for top contracts.
get_options_flow_summary_for_ticker
ChatGPTGet detailed latest-day options-flow summary for one ticker or up to five tickers. Best visualized as bar charts for call/put and bullish/bearish premium; table for top contracts.
get_past_earnings
ChatGPTGet past earnings announcements from the specified number of days back, ordered by market cap. Can be found on web at https://rallies.ai/markets This function retrieves recent earnings announcements that occurred within the specified lookback period, focusing on the largest companies by market capitalization. It provides both estimated and reported EPS data along with comprehensive company metrics.
get_past_earnings
ChatGPTGet past earnings announcements from the specified number of days back, ordered by market cap. Can be found on web at https://rallies.ai/markets Best shown as a table (earnings calendar). This function retrieves recent earnings announcements that occurred within the specified lookback period, focusing on the largest companies by market capitalization. It provides both estimated and reported EPS data along with comprehensive company metrics.
get_peer_comparison
ChatGPTGet peer companies and comparative analysis for a ticker. Available on web at https://rallies.ai/research/{ticker}?section=peers
get_peer_comparison
ChatGPTGet peer companies and comparative analysis for a ticker. Available on web at https://rallies.ai/research/{ticker}?section=peers
get_politician_trades
ChatGPTGet recent politician trading activity, optionally filtered by ticker or politician. Available on web at https://rallies.ai/discover
get_politician_trades
ChatGPTGet recent politician trading activity, optionally filtered by ticker or politician. Available on web at https://rallies.ai/discover
get_price_from_date_range
ChatGPTGet historical price data for a ticker within a specified date range. Latest prices are at the start. Sorting is in descending order.
get_price_from_date_range
ChatGPTGet historical price data for a ticker within a specified date range. Latest prices are at the start. Sorting is in descending order.
get_price_performance
ChatGPTGet comprehensive price performance across different time periods. Available on web at https://rallies.ai/research/{ticker}
get_price_performance
ChatGPTGet comprehensive price performance across different time periods. Available on web at https://rallies.ai/research/{ticker}
get_recent_chart_data
ChatGPTGet chart/price data for different timeframes. Available on web at https://rallies.ai/research/{ticker}
get_recent_chart_data
ChatGPTGet chart/price data for different timeframes. Available on web at https://rallies.ai/research/{ticker}
get_recent_news
ChatGPTGet recent news articles for a specific ticker. Available on web at https://rallies.ai/research/{ticker}
get_recent_news
ChatGPTGet recent news articles for a specific ticker. Available on web at https://rallies.ai/research/{ticker}
get_sec_filings
ChatGPTGet SEC filings data including summaries for a ticker. Available on web at https://rallies.ai/research/{ticker}
get_sec_filings
ChatGPTGet SEC filings data including summaries for a ticker. Available on web at https://rallies.ai/research/{ticker}
get_sector_comparison
ChatGPTGet sector-wide comparison showing how the ticker performs vs sector peers.
get_sector_comparison
ChatGPTGet sector-wide comparison showing how the ticker performs vs sector peers.
get_short_interest
ChatGPTGet short interest data for a specific ticker.
get_short_interest
ChatGPTGet short interest data for a specific ticker.
get_subreddit_top_posts
ChatGPTRetrieve top posts from a specified subreddit.
get_subreddit_top_posts
ChatGPTRetrieve top posts from a specified subreddit.
get_technical_indicators
ChatGPTGet technical analysis indicators including RSI, MACD, and moving averages. Available on web at https://rallies.ai/research/{ticker}
get_technical_indicators
ChatGPTGet technical analysis indicators including RSI, MACD, and moving averages. Available on web at https://rallies.ai/research/{ticker}
get_tickers_by_filter
ChatGPTGet filtered stock tickers based on comprehensive screening criteria. A ticker's page can be found at https://rallies.ai/research/{ticker} Screener page is at https://rallies.ai/screener This function allows you to screen stocks using a wide variety of fundamental, technical, and market-based filters. Perfect for finding stocks that meet specific investment criteria or building custom watchlists.
get_tickers_by_filter
ChatGPTGet filtered stock tickers based on comprehensive screening criteria. A ticker's page can be found at https://rallies.ai/research/{ticker} Screener page is at https://rallies.ai/screener This function allows you to screen stocks using a wide variety of fundamental, technical, and market-based filters. Perfect for finding stocks that meet specific investment criteria or building custom watchlists.
get_top_ai_funds
ChatGPTRank active user-created AI Funds by this week's performance or overall return since inception. Available on web at https://rallies.ai/arena?view=popular&fund={id}, where {id} is the returned fund id. Returned fund objects include id and url. When using this data in an answer, link each fund title/name to its returned url. Best shown as a leaderboard table ranked by return; link each fund to its url.
get_top_ai_funds
ChatGPTRank active user-created AI Funds by this week's performance or overall return since inception. Available on web at https://rallies.ai/arena?view=popular&fund={id}, where {id} is the returned fund id. Returned fund objects include id and url. When using this data in an answer, link each fund title/name to its returned url. Best shown as a leaderboard table ranked by return; link each fund to its url.
get_upcoming_earnings
ChatGPTGet upcoming earnings announcements for the next specified days, ordered by market cap. Can be found on web at https://rallies.ai/markets This function retrieves earnings announcements scheduled for the upcoming period, focusing on the largest companies by market capitalization. It joins ticker core data with financial data to provide comprehensive information about each earnings event.
get_upcoming_earnings
ChatGPTGet upcoming earnings announcements for the next specified days, ordered by market cap. Can be found on web at https://rallies.ai/markets Best shown as a table (earnings calendar). This function retrieves earnings announcements scheduled for the upcoming period, focusing on the largest companies by market capitalization. It joins ticker core data with financial data to provide comprehensive information about each earnings event.
get_user_ai_funds_with_positions
ChatGPTReturn all non-archived AI Funds for a user with open positions and cash allocation percentages. Available on web at https://rallies.ai/arena?view=my-funds&fund={id}, where {id} is the returned fund id. Returned fund objects include id and url. When using this data in an answer, link each fund title/name to its returned url. Best shown as a table of funds and their holdings; pie/donut for each fund's allocation.
get_user_ai_funds_with_positions
ChatGPTReturn all non-archived AI Funds for a user with open positions and cash allocation percentages. Available on web at https://rallies.ai/arena?view=my-funds&fund={id}, where {id} is the returned fund id. Returned fund objects include id and url. When using this data in an answer, link each fund title/name to its returned url. Best shown as a table of funds and their holdings; pie/donut for each fund's allocation.
get_user_watchlistdata
ChatGPTRetrieve authenticated user's saved watchlists grouped by watchlist name. Best shown as a table/list grouped by watchlist name.
get_user_watchlistdata
ChatGPTRetrieve authenticated user's saved watchlists grouped by watchlist name. Best shown as a table/list grouped by watchlist name.
get_users_banks_data
ChatGPTRetrieve bank-only data for the authenticated user: bank accounts, bank connections, recent bank transactions, daily cash flow, and latest bank net-worth stats. Available on web at https://rallies.ai/portfolio Best visualized as a bar chart of daily cash flow (inflow/outflow) and a pie/donut of spending by category; table for individual transactions.
get_users_banks_data
ChatGPTRetrieve bank-only data for the authenticated user: bank accounts, bank connections, recent bank transactions, daily cash flow, and latest bank net-worth stats. Available on web at https://rallies.ai/portfolio Best visualized as a bar chart of daily cash flow (inflow/outflow) and a pie/donut of spending by category; table for individual transactions.
get_users_financial_activity
ChatGPTRetrieve authenticated user's recent financial activity: brokerage trades by default, optionally bank transactions and cash-flow summaries. Available on web at https://rallies.ai/portfolio Best shown as a table of trades/transactions; a bar chart works for net flow by ticker.
get_users_financial_activity
ChatGPTRetrieve authenticated user's recent financial activity: brokerage trades by default, optionally bank transactions and cash-flow summaries. Available on web at https://rallies.ai/portfolio Best shown as a table of trades/transactions; a bar chart works for net flow by ticker.
get_users_financial_snapshot
ChatGPTRetrieve the authenticated user's financial snapshot across portfolios, banks, crypto wallets, net-worth history, connections, and manual assets. Available on web at https://rallies.ai/portfolio Best visualized as a pie/donut of net-worth weights (investments / banks / crypto / manual assets) and a line chart of net-worth history.
get_users_financial_snapshot
ChatGPTRetrieve the authenticated user's financial snapshot across portfolios, banks, crypto wallets, net-worth history, connections, and manual assets. Available on web at https://rallies.ai/portfolio Best visualized as a pie/donut of net-worth weights (investments / banks / crypto / manual assets) and a line chart of net-worth history.
get_users_portfolio_data
ChatGPTRetrieve user's portfolio data including parsed trading data, portfolio account data, and broker information. Available on web at https://rallies.ai/portfolio
get_users_portfolio_data
ChatGPTRetrieve user's portfolio data including parsed trading data, portfolio account data, and broker information. Available on web at https://rallies.ai/portfolio Takes no arguments; uses the authenticated user. Best shown as a table of positions and trades; allocation works as a pie/donut chart. Returns: List[Dict]: List of dictionaries, each containing three keys: - parsed: Dict containing trading data with 'trades' (list of trade records with profit, ticker, dates, quantities, prices) and 'positions' (list of current holdings with shares, tickers, P&L, cost basis, market values) - sample data: {"trades": [{"profit": 18.26, "ticker": "SPY", "end_date": "2024-11-07T14:30:08", "quantity": 1.0, "buy_price": 2.72, "sell_price": 20.98, "start_date": "2024-12-16T16:09:12"}......], "positions": [{"shares": 10.0, "ticker": "EBAY", "open_pnl": 523.2, "cost_basis": 469.0, "market_value": 992.2, "current_price": 99.22, "security_type": "Common Stock", "average_purchase_price": 46.9}......]} - portfolio_data: List of account objects with account details, balances, sync status, and institution info - keys for each account object are: - list_item.meta.institution_name: String indicating the broker name (e.g., "Robinhood", "Schwab", "E-Trade", "Coinbase", "Public" - list_item.balance.total.amount: Float indicating the total balance of the account - broker: String indicating the broker name (e.g., "Robinhood", "Schwab", "E-Trade", "Coinbase", "Public", "Webull", "Kraken", "Vanguard", "Binance", "TD Ameritrade", "Wealthsimple")
get_users_portfolio_exposure_analysis
ChatGPTRetrieve authenticated user's investment exposure by symbol, position, account, sector, industry, asset class, concentration, and open P/L. Available on web at https://rallies.ai/portfolio Best visualized as a pie/donut for sector and asset-class allocation, and a horizontal bar chart for top positions / concentration; table for position rows.
get_users_portfolio_exposure_analysis
ChatGPTRetrieve authenticated user's investment exposure by symbol, position, account, sector, industry, asset class, concentration, and open P/L. Available on web at https://rallies.ai/portfolio Best visualized as a pie/donut for sector and asset-class allocation, and a horizontal bar chart for top positions / concentration; table for position rows.
get_volume_analysis
ChatGPTGet volume analysis including current volume vs average volume. Available on web at https://rallies.ai/research/{ticker}
get_volume_analysis
ChatGPTGet volume analysis including current volume vs average volume. Available on web at https://rallies.ai/research/{ticker}
run_a_scan_on_candlestick_data
ChatGPTRun a scan on candlestick data for all tickers in the database and return tickers that match the scan criteria.
run_a_scan_on_candlestick_data
ChatGPTRun a scan on candlestick data for all tickers in the database and return tickers that match the scan criteria.
search_10k_10q_filings_for_content
ChatGPTRetrieve the most similar text chunks from SEC filings based on a query. Only has data for top tickers, so if you don't find anything here, just use web search instead.
search_10k_10q_filings_for_content
ChatGPTRetrieve the most similar text chunks from SEC filings based on a query. Only has data for top tickers, so if you don't find anything here, just use web search instead. Best shown as a list/table of excerpts with links (cite the filing_url).
