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verified live · 28h ago
welcome
The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.
Tools
57
GitHub stars
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Installs / wk
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streamable-http
Last checked
28h ago
Tools & capabilities
57 toolsRead from the running server on 28h ago.
about_us
read-only
Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets. Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.
add_to_watchlist
ticker*ma_typewatchlist*asset_type*added_price
Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice. Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.
check_ticker_in_my_watchlists
read-only
ticker*asset_type*
Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again. Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.
close_trade
tickertrade_idexit_date*exit_price*exit_reasonlesson_learned
+1
Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if… Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.
compare_tickers
read-only
periodtickers*
Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned. Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.
create_watchlist
name*is_publicdescriptionalert_frequency
Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user. Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.
delete_trade
can modify data
confirm*trade_id*
Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and em… Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually did stays honest.
delete_watchlist
can modify data
watchlist*confirm_name*
Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone. Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.
discover_community_watchlists
read-only
limitsort_byasset_type
Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular. Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.
follow_watchlist
watchlist_slug*alert_frequency
Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed. Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.
get_balance_sheet
read-only
ticker*periodsfrequency
Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only. Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.
get_cash_flow
read-only
ticker*periodsfrequency
Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only. Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.
get_close_history
read-only
rangeticker*intervalasset_typeinclude_recent
Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns t… Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.
get_crypto_price_alignment
read-only
pair*ma_type
How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.
get_curated_lists
read-only
ticker*
Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade cou… Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.
get_dividends
read-only
limitticker*
Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto. Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.
get_earnings_estimates
read-only
limitticker*horizon
Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not foreca… Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.
get_earnings_transcript
read-only
limitoffsetticker*quarter*
Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and man… Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.
get_etf_profile
read-only
ticker*holdings_limit
Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs. Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.
get_fundamentals
read-only
ticker*
Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in… Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.
get_income_statement
read-only
ticker*periodsfrequency
Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto). Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).
get_industry_returns
read-only
industry*
Same idea as the sector view, narrower scope — average return for a single industry over the last year. Same idea as the sector view, narrower scope — average return for a single industry over the last year.
get_insider_transactions
read-only
limitticker*
Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons. Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.
get_institutional_holdings
read-only
limitticker*
Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least… Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.
get_instrument_overview
read-only
ticker*
Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equiva… Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can lag the latest close by one session.
get_instrument_popularity
read-only
ticker*
How many community watchlists include a given ticker — a simple read on what the club is tracking. How many community watchlists include a given ticker — a simple read on what the club is tracking.
get_macro_indicators
read-only
historyinclude_keys
US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the marke… US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.
get_market_calendar
read-only
tofromlimitfiltertickers
Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when rep… Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.
get_market_movers
read-only
listlimit
Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can… Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.
get_market_pulse
read-only
A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today… A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'
get_mood_for_ticker
read-only
ticker*history_limit
Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily… Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.
get_my_briefing
read-only
Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your lear… Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.
get_my_cocreator_status
read-only
Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals. Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.
get_my_journal_stats
read-only
Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement. Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.
get_my_trust_score
read-only
Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict. Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.
get_my_watchlists
read-only
limit
Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each. Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.
get_news
read-only
limitticker*
Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis. Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.
get_price_alignment
read-only
ticker*ma_type
How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily… How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.
get_pricing
read-only
Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch. Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.
get_sector_returns
read-only
sector*
Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology'… Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.
get_ticker_metadata
read-only
ticker*
Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper. Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.
get_today_mood_changes
read-only
moodlimitasset_type
Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an em… Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across recent days.
get_valuation_inputs
read-only
ticker*
DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury… DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.
get_watchlist_by_slug
read-only
slug*
Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community… Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.
import_trades
sourcecsv_data*skip_header
Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the h… Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can't be read are reported back rather than silently dropped.
list_market_moods
read-only
moodlimitsectorindustryasset_typeonly_with_changes
Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sec… Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.
list_my_trades
read-only
limitstatustickerinclude_notesinclude_paper
Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each tr… Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.
list_securities_by
read-only
sortfield*limitvalue*
List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the use… List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a comps analysis (sort='market_cap').
log_trade
notesthesisticker*quantity*direction*entry_date*
+4
Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decisi… Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto only.
remove_from_watchlist
can modify data
ticker*watchlist*asset_type
Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone. Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.
search_instruments
read-only
limitquery*
Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website. Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.
search_my_watchlists
read-only
query*
Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket. Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.
start_here
read-only
Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call. Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.
unfollow_watchlist
can modify data
watchlist_slug*
Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected. Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.
update_trade
notesthesisquantitytrade_id*entry_priceis_test_trade
+2
Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id. Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.
update_watchlist
nameis_publicwatchlist*descriptionshow_anonymousalert_frequency
Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed. Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.
whoami
read-only