heytheo.io

Retrieves all active (non-archived) price and technical analysis alerts for a given user.

Retrieves all archived (deactivated) alerts for a given user.

Retrieves the user's Inbox: the history of fired events — condition alerts, strategy entries and exits, and lost protective stops on owned symbols — sorted newest first.

Registers a new price, percent-change, or technical analysis alert for a user.

Archives (deactivates) an active alert by its alert_id.

Restores a previously archived alert back to active state by its alert_id.

Edits an existing alert in place: replaces alert_id's condition, recurring config, and name with the supplied 'alert' definition (same shape as RegisterAlert).

Permanently deletes an alert by its alert_id (works for both active and archived alerts).

Returns the authenticated user's per-bucket alert counts: active, archived, and the Inbox.

Provides the annual and quarterly balance sheets for the company of interest, with normalized fields mapped to GAAP and IFRS taxonomies of the SEC.

Provides the latest price and volume information for a ticker of your choice.

Provides the annual and quarterly cash flow for the company of interest, with normalized fields mapped to GAAP and IFRS taxonomies of the SEC.

Provides the company information, financial ratios, and other key metrics for the equity specified.

Provides the monthly and semiannual consumer price index (CPI) of the United States.

Provides the realtime exchange rate for a pair of digital currency (e.g., Bitcoin) and physical currency (e.g., USD).

Provides the historical and future (declared) dividend distributions.

Provides the monthly manufacturers' new orders of durable goods in the United States.

Provides a list of company earnings expected in the next 3, 6, or 12 months.

Provides the earnings call transcript for a given company in a specific quarter, covering over 15 years of history and enriched with LLM-based sentiment signals.

Provides the annual and quarterly EPS and revenue estimates for the company of interest, along with analyst count and revision history.

Provides the annual and quarterly earnings (EPS) for the company of interest.

Provides the global price of energy commodities (WTI, BRENT, NATURAL_GAS) in daily, weekly, and monthly horizons.

Provides the key ETF metrics (e.g., net assets, expense ratio, and turnover), along with the corresponding ETF holdings / constituents with allocation by asset types and sectors.

Provides the daily, weekly, and monthly federal funds rate (interest rate) of the United States.

Provides the full historical options chain for a specific symbol on a specific date, covering 15+ years of history.

Provides the annual and quarterly income statements for the company of interest, with normalized fields mapped to GAAP and IFRS taxonomies of the SEC.

Provides the annual inflation rates (consumer prices) of the United States.

Provides the latest and historical insider transactions made by key stakeholders (e.g., founders, executives, board members, etc.) of a specific company.

Provides the list of IPOs expected in the next 3 months.

Provides a list of active or delisted US stocks and ETFs, either as of the latest trading day or at a specific time in history.

Provides the live and historical market news & sentiment data from a large & growing selection of premier news outlets around the world, covering stocks, cryptocurrencies, forex, and a wide range of topics such as fiscal policy, mergers & acquisitions, IPOs, etc.

Provides the monthly US All Employees: Total Nonfarm (Total Nonfarm Payroll), a measure of the number of U.S.

Provides the global price of non-energy commodities (COPPER, ALUMINUM, WHEAT, CORN, COTTON, SUGAR, COFFEE, ALL_COMMODITIES) in monthly, quarterly, and annual horizons.

Provides the annual and quarterly Real GDP of the United States.

Provides the quarterly Real GDP per Capita data of the United States.

Provides realtime US options data with full market coverage.

Provides the monthly Advance Retail Sales: Retail Trade data of the United States.

Provides the quarterly numbers of shares outstanding for the company of interest, with both diluted and basic shares outstanding values returned.

Provides the historical split events.

Provides the daily, weekly, and monthly US treasury yield of a given maturity timeline (e.g., 5 year, 30 year, etc).

Provides the monthly unemployment data of the United States.

Filters and screens stocks.

Provides the Crypto Fear and Greed Index.

Provides the Fear and Greed Index for the US stock market.

Provides the latest level, change, and volume for major US market indices (e.g.

Returns the current trading phase (closed, pre, regular, post) and session schedule for one or more exchanges using pandas_market_calendars.

Perform technical analysis of financial market data using TA-Lib.

Provides detailed historical time series data (OHLCV) for a specified financial instrument.

Provides a schedule of upcoming and past dividend events.

Fuzzy-searches the asset overview catalog by symbol or name and returns the requested columns for each match.

Returns selected overview columns for a specific set of symbols, with live intraday prices overlaid onto end-of-day data when the market is open.

Returns a live overview (latest level, previous close, and day change/percent) for the given market indices (caret symbols, e.g.

Returns the top gainers and bottom losers of a filtered asset universe in one ranked request.

Creates a new stock basket for the authenticated user.

Resolves the matching tickers for a prospective basket without saving anything.

Lists stock baskets, each with a live member count, filtered by 'scope': 'user' for the caller's own baskets, 'pre_built' for the pre-built catalog only, or 'all' for both.

Fetches a single basket by 'basket_name' (the user's own or a pre-built catalog basket) with its live member count; returns null when no basket with that name exists.

Renames one of the authenticated user's baskets from 'old_name' to 'new_name'.

Deletes one of the authenticated user's baskets and tears down the alerts and strategy signals it drove.

Adds a single ticker symbol to an existing basket and re-syncs the basket's alerts and attached strategies to the new membership.

Removes a single ticker symbol from a basket and re-syncs the basket's alerts and attached strategies.

Attaches a strategy playbook (by 'strategy_uid') to a basket so the strategy runner delivers buy/sell signal push notifications for the basket's members.

Removes a strategy attachment (by 'strategy_uid') from a basket and stops its signals.

Updates a basket's automatic alert configuration.

Replaces a basket's definition in place (full-replace semantics): exactly one membership source — tickers (paste list), filter_expression (a screener query resolved against the live universe), or etf_symbol — plus description and auto_alerts, which are replaced wholesale (omitting them clears/disables).

Updates the free-form description of one of the authenticated user's baskets (pass null to clear it).

Creates a user-defined trading strategy playbook.

Edits one of the user's own strategies in place, identified by 'strategy_uid' (pre-built catalog strategies can't be edited).

Lists trading strategies filtered by 'scope': 'user' for the caller's own strategies, 'pre_built' for the pre-built catalog only, or 'all' for both.

Fetches a single trading strategy by 'strategy_uid' (the caller's own or a pre-built catalog strategy).

Renames one of the user's strategies (identified by 'uid') to 'new_name'.

Deletes one of the user's saved strategies by 'strategy_uid'.

Returns the catalog of named Trade Setup presets (entry/exit envelopes) a user can pick from when authoring a strategy.

Runs a historical backtest of a strategy over a symbol universe and returns per-trade results, cumulative expectancy, a benchmark-relative daily equity curve, and two backtest-vs-benchmark views (in-market signal quality and a portfolio simulation with daily contributions where uninvested capital sits in the benchmark).

Returns the catalog of bundled pre-built strategy playbooks, each with its uid, expression, indicator timeframe, and trade setup — usable directly as RunBacktest input or attached to a basket.

Returns the user's watchlist, newest addition first, narrowed by whichever filters you pass — `intent` (owned vs watching), `protected` (whether a protective trailing stop is actually standing under the row, which is how "which of my holdings have no stop yet" is answered), and `sector`.

Returns one named symbol from the user's watchlist with everything its row carries: intent (owned or watching), sector, when it was added, the protective trailing stop standing under an owned symbol, and `last_outcome` — how the row last ended, which today means its protection broke.

Adds a symbol to the user's watchlist, or changes an existing row's intent.

Removes a symbol from the user's watchlist and returns the entry that was removed.

START HERE for any question about the user's ideas as a whole.

Use this for ANY question about how the user's ideas have done — "how are my ideas doing", "what's my win rate", "which playbook works best for me", "did following them help".

Returns ONE PAGE of the user's open ideas, newest first — reach for it when they want the actual ideas rather than a summary.

Returns ONE of the user's open ideas in full, addressed by the three parts a list returns for it (`basket_ids[0]`, `strategy_uid`, `symbol`).

Returns ONE PAGE of the user's finished ideas, newest first — the individual trades.

Follows or stands down one of the user's open ideas — which is what adopting and dismissing an idea mean.