nexusmcp.site

Comprehensive quality analysis of a stock or ETF.

Get current market macro dashboard: VIX regime, yield curve spread, EMF regime classification, stress indicators, and ISM data.

Compare multiple tickers side-by-side

Generate a portfolio model

Get model templates

Screen stocks by category

Explain the Protocol Wealth investment framework: 8-check quality scoring, 7-layer durability classification, market regime definitions, and positioning principles.

Get crypto prices

Analyze crypto

Score a crypto token using the 6-check framework (Trend, Engine, Entropy, Quality, Frenzy, Macro).

Get DeFi TVL

List all supported crypto symbols with categories

Get wallet balance (auto-detects chain: EVM, Bitcoin, Solana, XRP).

Aggregate balances across multiple wallets.

Authenticate to access restricted Protocol Wealth tools.

Get onchain portfolio performance with P&L, Sharpe ratio, and risk metrics from daily snapshots.

Get onchain asset allocation by chain, protocol, and top holdings.

Get detailed token holdings with allocation percentages for a tracked wallet.

Get daily balance snapshots for a tracked wallet or group over time.

Trigger on-demand balance refresh for a tracked onchain wallet.

Generate a financial statement with P&L, risk metrics, and breakdown from onchain data.

Get aggregated portfolio summary across all tracked onchain wallets with group breakdown.

List all advisory clients in pw-onchain with group counts.

Get a client's portfolio summary with group breakdown and total AUM.

Generate a financial statement for a client covering all wallets across all groups.

Get LP positions.

Get all LP positions.

Analyze LP positions as options equivalents.

Compare LP vs HODL vs DCA strategies.

Get Merkl rewards.

Diagnose data API connectivity and configuration.

AI-powered bulk classification of stocks and ETFs into durability layers with theme identification, AI disruption assessment, and durability half-life estimates.

Build an AI-optimized portfolio from a ticker list.

AI-analyze best value positions from a list of tickers.

Overview of the 7-layer durability classification system.

Get top gaining stocks today

Get top losing stocks today

Get most active stocks by volume

Get market news headlines

Get upcoming earnings calendar

Get sector performance overview

Search for tickers by name or symbol

Get screened stocks by category

Get short interest data for a ticker

Get institutional ownership data for a ticker

Get unusual options activity and flow

Get technical indicator data for a ticker

Get highest implied volatility options

Get help and guidance on using PW Nexus MCP tools

Interactive getting started guide for new users

Debug tool: Raw MBOUM API call with full response.

List all known MBOUM API endpoints with example params.

Test multiple MBOUM endpoints and show actual field names.

Get current EMF market regime (Growth/Transition/Hard Asset/Deflation/Repression) with confidence score, days in regime, and all detection signals (Gold/SPX ratio, real rates, DXY, VIX, credit spreads).

Get recommended portfolio allocation based on regime and client type.

Analyze portfolio allocation against EMF regime-aware recommendations.

Get all EMF regime detection signals: Gold/SPX ratio, real rates, DXY, VIX, credit spreads, bond futures, yield curve, prediction market consensus, energy price dynamics, and composite regime score.

Get EMF 7-layer equity weights for the current or specified regime.

Calculate sequence risk metrics for retirement/distribution.

Get historical context for current regime with analog comparisons.

Explain the Entropic Macro Framework concepts.

Get global economic events calendar (FOMC, CPI, NFP, GDP, etc.)

Get upcoming dividend ex-dates and payments

Get IPO and secondary offerings calendar

Get stock splits calendar

Get insider trading activity (executives, directors, 10% owners)

Get Congress member stock trading activity

Get company press releases and announcements

Get current market status and trading hours

Check if data for a ticker is stale.

Check if a ticker is a Digital Asset Treasury (DAT) company.

List all known Digital Asset Treasury (DAT) companies.

Analyze a Digital Asset Treasury (DAT) company with crypto-specific metrics.

Get lambda (volatility/decay) values for crypto assets.

Get DAT companies by underlying crypto asset.

Check if a ticker is an entropy trap (risk override signal or FWS ≤2/8)

Get EMF 7-layer allocation caps, decay constants, half-lives, and regime-adjusted weights

Assess a software company's vulnerability to AI disruption.

View curated list of tickers/ETFs recommended for replacement and their suggested alternatives.

Deep analysis of a company's durability — how fast its competitive moat erodes over time.

Build complete EMF regime-aware portfolio allocation.

Quick estimate of a company's durability score — how fast its competitive advantage decays.

Check holdings against kill rules (replacement table + ETF-specific: thematic concentration, expense ratio, overlap with direct holdings, liquidity, lifecycle).

Check if a software company faces AI disruption risk across three dimensions: pricing commoditization, competitive moat erosion from open-source AI, and customer concentration.

Build barbell portfolio from equity allocation.

Get current Perez technological revolution cycle position.

Get Perez technological revolution cycle position for a specific ticker.

Analyze ticker through the Four Engines methodology.

Generate regime-aware rebalancing recommendations.

Backtest EMF allocation strategy.

Check all EMF regime signals and return actionable alerts with thresholds.

Screen any ticker for structural advantage and AI disruption resilience.

Fetch data directly from SEC EDGAR XBRL.

Get Piotroski F-Score and CROIC from SEC EDGAR XBRL (free, no API key)

Get SEC filings for a company (10-K, 10-Q, 8-K, Form 4)

Get financial statements (income, balance sheet, cash flow)

Compare financial statements of 2-3 tickers side-by-side

Show multi-year financial trends: revenue, margins, FCF, debt

Get quarterly revenue and EPS history

Calculate Cash Return on Invested Capital (CROIC) — actual cash generated per dollar invested.

Analyze international/OTC stocks using yfinance fallback.

Classify ticker by exchange type, ADR status, and data availability.

Analyze an ETF's holdings, expense ratio, and quality profile.

Get copper revenue exposure for mining stocks.

Compare multiple international tickers with yfinance data.

Calculate F-Score for international stocks using yfinance.

List available investor diagnostic assessments.

Get questions for an investor diagnostic.

Score a completed diagnostic assessment.

Find cash-secured put opportunities for income generation

Find covered call opportunities for owned shares

Analyze wheel strategy (CSP -> assignment -> covered call cycle)

Get options chain for a ticker with Greeks, IV, and expirations

Get large institutional options trades (smart money flow), optionally filtered by ticker

Screen stocks by IV rank and percentile for options strategies

Get stocks with biggest implied volatility changes

Get stocks with most active options trading

Generate Investment Policy Statement document.

Generate a comprehensive Investment Policy Statement based on risk assessment.

Run multi-scenario financial planning analysis for digital asset portfolio.

Analyze pasted IPS/financial document text and extract structured data.

Get default digital asset allocation models for all risk profiles.

Get token return assumptions used in IPS projections.

[DEPRECATED - use pw_return_assumptions] Backward-compatible alias for IPS return assumptions.

[DEPRECATED - use pw_score_ticker] Get confidence tier classification for a ticker

Multi-source Piotroski F-Score validation with consensus calculation

Show Piotroski F-Score components breakdown (academic 9-point metric)

v13.2 Multi-source Piotroski F-Score validation with Grok-recommended weights

v13.2 Get confidence tier with special situation detection

Check if a ticker is a known special situation — thesis-dependent position warranting non-standard analysis.

Track how internal financial health scores (Piotroski F-Score) diverge from external sources.

Get full F-Score consensus with all sources

Analyze positioning pressure asymmetry — short interest, price position in 52-week range, analyst distribution.

Score a stock or ETF using our 8-check quality framework.

Bulk-score up to 20 stocks or ETFs at once.

Classify a stock or ETF into the 7-layer durability model.

Get on-chain data for a Steer Protocol vault (TVL, tokens, price).

Get user's position in a Steer vault (share, tokens, value).

Quick check if Steer vault is in-range or out-of-range.

Comprehensive Steer LP analysis with P&L and impermanent loss.

Compare multiple Steer vaults side-by-side.

Get analyst price targets

Get comprehensive technical analysis summary (RSI, MACD, SMA)

Screen stocks using 18 technical and fundamental filters (golden_cross, death_cross, rsi_oversold, etc.)

Get analyst upgrade/downgrade history for a ticker

Check which core EMF metrics are available for a ticker

Validate a ticker before analysis.

Validate multiple stock tickers at once before including in recommendations

Validate if fundamentals data is complete for full analysis

Verify database schema against expected specification.

Test connectivity to all data providers (FMP, MBOUM, FRED, Tradier).

Debug CROIC calculation for a ticker - shows all components.

Debug Hurst exponent calculation for a ticker with multi-window analysis (7/30/90-day).

Debug data lag issues - compare internal vs external F-Scores.

Test external F-Score scrapers for a ticker.

Scrape external F-Scores for consensus calculation.

Get cache statistics and status.

Invalidate cache for a ticker or namespace.

Get current Treasury yield curve data

Get Treasury General Account balance (liquidity indicator)

Get current energy prices (WTI, Brent, Natural Gas)

Get latest U.S.

Fetch GDP, PCE inflation, and personal income data from the Bureau of Economic Analysis (BEA).

Fetch energy prices (WTI crude oil, Brent crude, natural gas, gasoline) from the Energy Information Administration (EIA).

Generate a structured macro event briefing.

Get company profile with sector, industry, description, and governance risk

Get key statistics including beta, EV/EBITDA, margins, short interest

Analyze competitive moat and sustainable advantages

Analyze dividend sustainability and growth potential

Analyze a portfolio of tickers for risk, diversification, and quality.

Assess a company's financial vulnerability using Minsky's framework.

Detect portfolio overlap and redundancy.

Get comprehensive hard asset regime dashboard with live precious metals data from ETFs.

Send alert to Google Chat webhook for advisor team notification.

Scrape and monitor COMEX gold and silver warehouse inventory data.

Generate daily EMF briefing with regime status, precious metals, and alerts.

Get regulatory disclosures and compliance information for Protocol Wealth LLC

Get information about Protocol Wealth LLC including regulatory disclosures

Get M7 Grid Infrastructure model - 'The Hardening Trade'

Get summary of all 11 model portfolios with v2.7 changes

[DEPRECATED - use pw_score_ticker] Calculate EMF Quality Score for a ticker

Generate an AI-assisted financial planning analysis.

Generate a research briefing with ticker updates, trending activity, and market context.

Get research gaps - high-priority tickers that are frequently mentioned but haven't been analyzed yet.

Get trending tickers with unusual activity in the last N hours.

List all research watchlists (core ideas lists) for tracking investment themes.

Create a new research watchlist to track a group of tickers and themes.

Update tickers in an existing research watchlist.

Get research agent status including scheduled tasks and recent execution history.

Register a curated content source for narrative intelligence tracking.

Ingest a URL (YouTube video or article) into the narrative intelligence system.

Search ingested narrative items by keyword, source, or concept.

Query the narrative concept graph.

Get AI-driven suggestions from the narrative intelligence system: convergence alerts (concepts in 3+ sources), velocity spikes, and stale source warnings.

Analyze raw text (article, newsletter, transcript) for investment claims, tickers, and themes.

Check the narrative ingestion queue status: pending items, processing rate, recent completions and failures.

Search and ingest news articles from NewsAPI into the narrative queue.

View or add tickers to the PW community watchlist.

Generate a comprehensive holding info card combining EMF 8-check scoring, company profile, live market data, and narrative intelligence (investment thesis, risks, research context).

Search Polymarket prediction markets by keyword.

Get detailed Polymarket event with all markets and current odds.

Get trending Polymarket prediction markets by volume.

Search Kalshi prediction markets by keyword.

Get detailed Kalshi market data by ticker.

Get trending Kalshi prediction markets by volume.

Generate client-ready talking points from current EMF regime data, signal readings, and optional portfolio scores.

Analyze how a price shock to one portfolio position cascades through correlated holdings.

General-purpose signal backtester.

Analyze how a portfolio or watchlist aligns with the current (or specified) regime.

Show FIFO cost basis lots for a wallet address.

Get tax year summary for a wallet: ordinary income, short-term and long-term capital gains, capital losses, non-taxable events, and Form 8275 pending count.

View dual-treatment shadow ledger entries showing Treatment A (non-taxable) vs Treatment B (taxable) for uncertain on-chain events.

Check which positions need Form 8275 disclosure for penalty protection.

Export tax CSV in Awaken Tax or PW detailed format.

Check if wallet transaction history reconciles with balance snapshots.

Import an Awaken Tax CSV export for comparison against our classification.

Run tax reconciliation across multiple wallets.

Check which wallet addresses are tracked in pw-onchain vs untracked.

Look up any wallet address directly via RPC/DeBank (no tracking required).

Get transaction history for any wallet address via DeBank/RPC.

View latest EMF 8-check scoring results for a watchlist.

View score history and trends for a watchlist over time.

View discovery queue candidates surfaced by automated screening.

Accept or reject a discovery queue candidate.

Run the discovery engine to find new watchlist candidates via correlation, screener, or supply chain analysis.

Generate themed research briefing combining latest scores, tier changes, discovery highlights, and regime context for a watchlist.

Get upcoming earnings dates for all tickers in a watchlist.

Map a commodity or supply disruption through its full dependency chain.

Generate a portfolio-level exposure view for a commodity disruption.

Browse DeFi vault and market risk ratings from Credora.

Get detailed Credora risk rating for a specific DeFi vault or market by address.

List DeFi protocols and products with Credora risk rating coverage.

Validate portfolio position sizing against PWAF regime-adjusted layer targets.

Analyze an income-focused portfolio sleeve for yield decomposition, duration risk, income quality, and risk flags.

Parse a custodian portfolio CSV export (Schwab, Fidelity, IBKR, or generic) into the ticker:weight format used by pw_analyze_portfolio, pw_detect_overlap, and pw_validate_sizing.

Get the current macro regime classification.

Get the raw signal readings used for regime classification.

Score an asset using the configured N-check framework.

Latest quote for a stock, ETF, index, or crypto coin id (e.g.

Latest quotes for up to 25 symbols in one call (stocks, ETFs, indices, crypto coin ids).

OHLCV price history covering roughly ``days`` days for a symbol.

Educational Black-Scholes price + Greeks.

Educational covered-call overlay illustration on a public ticker (live spot).

Educational cash-secured-put overlay illustration on a public ticker.

Educational protective-collar overlay illustration on a public ticker.

Latest value for a FRED economic series (e.g.

Listed crypto option instruments — BTC/ETH/SOL/XRP/TRX/AVAX (Deribit).

Mark price, implied vol + Greeks for a Deribit option instrument.

Call-side vol skew (IV + vega by strike) for a crypto at the nearest expiry to target_days — which strike is richest to write + the 25Δ call skew.

Covered-call overwrite on a crypto treasury (BTC/ETH/SOL…): coin yield, cushion, assignment level — live spot from Deribit, inverse-settlement aware.

Protective put against a crypto holding (BTC/ETH/SOL…): floor, cost-of-protection, P(protection pays) — live spot from Deribit, inverse-settlement aware.

Protective collar (put floor + financing short call) on a crypto holding — net cost/credit, cap + floor, live spot from Deribit.

Rank a crypto's live OTM calls by annualized covered-call yield (Deribit) — which strike/expiry to overwrite.

Near-ATM implied-vol term structure for a crypto (Deribit) — which expiry pays richest to write + the curve shape (backwardation/contango).

Pick a covered-call strike tilted by the LIVE EMF macro regime — defensive (further OTM) in fragile regimes, richer premium in benign ones.

Calendar/strike covered-call ladder against a crypto treasury — coverage, blended yield, per-leg.

Roll a short call up/out: net credit, realized P&L on the closed leg, new cap/cushion.

Mark a crypto options book + aggregate net Greeks (incl.

Spot×IV stress an options book + held coins → P&L grid with short-call assignment flags.

Top DeFi protocols by Total Value Locked (DefiLlama).

TVL detail for one DeFi protocol by DefiLlama slug (e.g.

Aggregate DeFi TVL per blockchain (DefiLlama).

Monte Carlo retirement decumulation simulation across return models (incl.

Goal-based funding analysis: for each financial goal (education, home, legacy, major purchase) the inflation-grown future cost, the projected resources (earmarked assets grown + the future value of monthly contributions), the funded ratio/percent and status, the shortfall (future + present value), and the level monthly contribution that would fully fund it — plus a present-value-weighted overall funded percentage.

Deterministic year-by-year cash-flow + net-worth projection: from today through a terminal age, grow earned income by a wage COLA and spending by inflation, take federal ordinary tax, save surplus into the portfolio (compounding at the expected return) or fund a deficit by a tax-grossed-up withdrawal, and track the net-worth (portfolio − liabilities) line — plus lifetime income / expense / tax totals, the effective tax rate, peak net worth, and the age the portfolio is exhausted, if ever.

Equity-weight glide path by age across the horizon.

RMD-first, tax-efficient withdrawal sequencing.

Real-data return correlation across asset classes (Ledoit-Wolf shrinkage).

Forward return/volatility/correlation assumptions per asset class.

Live macro regime + transition matrix + path cache key for regime-aware return generation.

Roth conversion calculator: convert-now vs.

Sequence-of-returns stress: replay one return set worst-first / best-first / as-given to isolate the ordering effect on a withdrawal plan.

Required Minimum Distribution: IRS Uniform Lifetime Table RMD for a traditional account given age + prior-year-end balance.

Tax-bracket headroom / Roth-fill: marginal bracket + ordinary-income room before the next federal rate (or up to a target rate).

Social Security claiming-age: benefit at each claim age 62-70 from the PIA + breakeven ages between strategies.

Regime-conditioned safe withdrawal rate: a base SWR adjusted for the LIVE macro regime (illustrative overlay).

Portfolio X-ray: regime-aware structural diagnostics (concentration, diversification, tax-location mix, and EMF regime sensitivity vs the live regime) for a de-identified portfolio.

Optimizer-driven target asset-class weights: composes the engine's capital-market assumptions (forward house-view returns or a `historical` mean, real-data volatility, Ledoit-Wolf-shrunk correlations) into a mean-variance optimization.

FIRE / Coast-FIRE: the FIRE number (spend ÷ safe withdrawal rate), the coast number needed today, and years/age to financial independence with level contributions.

Return-series risk metrics: annualized return/volatility, Sharpe, Sortino, max drawdown, and historical VaR/CVaR for a supplied periodic return series.

Rebalance-to-target: per-asset drift from target weights and the self-financing trade list (with one-way turnover) for the blended portfolio.

IRMAA headroom: room before the next *projected* Medicare Part B+D income-surcharge cliff in a target premium year (the 2-year MAGI lookback), with a safety buffer below the projected floor.

Composite multi-year Roth-conversion analysis: sizes the conversion under BOTH the tax-bracket ceiling and the projected-IRMAA ceiling (IRMAA usually binds for a 60-something retiree), with pro-rata basis, the Social-Security torpedo, LTCG stacking, NIIT, state treatment, the liquidity gate, and the do-nothing RMD drag.

Multi-year Roth-conversion sequencer: the per-year split + totals across the intent years against both ceilings (the roll-up only; analyze_roth_conversion returns the same split with full detail).

Assemble the de-identified outputs of the other planning tools into one ordered, render-ready report envelope: canonical section order, auto-derived findings for recognized section kinds, consolidated assumptions, and the comprehensive disclaimer.

Per-upstream health for nexus-core.

Self-orientation: the tool catalog by category, symbology rules, and the planning contract version.