Rallies

Get 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 information including history, estimates, and next earnings date. Available on web at https://rallies.ai/research/{ticker}?section=earnings

Get earnings surprise history showing actual vs estimated earnings. Available on web at https://rallies.ai/research/{ticker}?section=earnings

Get 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 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 and hedge fund holdings data. Available on web at https://rallies.ai/research/{ticker}?section=funds

Get historical financial metrics for a given ticker and metric. Available on web at https://rallies.ai/research/{ticker}?section=fundamentals

Get insider trading data for a specific ticker. Available on web at https://rallies.ai/research/{ticker}?section=insiders

Get detailed financial metrics including revenue, profitability, and growth rates. Available on web at https://rallies.ai/research/{ticker}?section=fundamentals

Get OHLCV (Open, High, Low, Close, Volume) data for all US stock tickers for a specific date.

Get options flow data with comprehensive filtering capabilities. Best shown as a table of filtered options contracts.

Get 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 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 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 companies and comparative analysis for a ticker. Available on web at https://rallies.ai/research/{ticker}?section=peers

Get recent politician trading activity, optionally filtered by ticker or politician. Available on web at https://rallies.ai/discover

Get historical price data for a ticker within a specified date range. Latest prices are at the start. Sorting is in descending order.

Get comprehensive price performance across different time periods. Available on web at https://rallies.ai/research/{ticker}

Get chart/price data for different timeframes. Available on web at https://rallies.ai/research/{ticker}

Get recent news articles for a specific ticker. Available on web at https://rallies.ai/research/{ticker}

Get SEC filings data including summaries for a ticker. Available on web at https://rallies.ai/research/{ticker}

Get sector-wide comparison showing how the ticker performs vs sector peers.

Get short interest data for a specific ticker.

Retrieve top posts from a specified subreddit.

Get technical analysis indicators including RSI, MACD, and moving averages. Available on web at https://rallies.ai/research/{ticker}

Get 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.

Rank 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 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.

Return 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.

Retrieve authenticated user's saved watchlists grouped by watchlist name. Best shown as a table/list grouped by watchlist name.

Retrieve 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.

Retrieve 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.

Retrieve 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.

Retrieve 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")

Retrieve 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 including current volume vs average volume. Available on web at https://rallies.ai/research/{ticker}

Run a scan on candlestick data for all tickers in the database and return tickers that match the scan criteria.

Retrieve 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).