TradingWizard MCP.

Fetch the authenticated TradingWizard user's plan tier, credit balance and daily-API usage. Use this to check whether a feature is gated before calling other tools.

Params

No parameters.

Check the agent budget: remaining credits, plan, and how many of today's API requests are left before the daily rate limit. Call this to self-monitor before running a batch of tools.

Params

No parameters.

The durable facts Wiz has learned about the signed-in user in their ACTIVE workspace (trading style, risk appetite, focus markets, decisions, lessons). Use to personalise answers or for 'what does Wiz remember about me'. Read-only and scoped to the user's own workspace.

Params

No parameters.

Snapshot of the user's portfolio — total equity, virtual cash balance, open exposure, win-rate, daily and all-time P&L, and per-holding AI verdicts.

Params

No parameters.

List the user's watchlists — saved symbol groups (name, icon, symbols, default flag). Use this to discover which symbols the user cares about before scanning or analysing.

Params

No parameters.

The user's own trading analytics over a window of CLOSED trades — win rate, profit factor, expectancy per trade, average and largest win/loss, total realized P&L, and max drawdown of the realized equity curve. `days` sets the window (default 90, max 365, 0 = all-time) — use days=30 for monthly stats. Optional `source` filter: paper | bot | live | imported. Use for "what's my win rate", "how did I trade this month", "am I profitable".

Params

days, source

Fetch the user's recent trades. `status` selects OPEN, CLOSED or PENDING (default: all three). `limit` caps the result count (default 25, max 100). Most recent first.

Params

status, limit

Mark-to-market view of all OPEN positions, priced live right now (vs get_trades, whose pnl is a stored snapshot). Returns a tradeId per row plus live price, live P&L and P&L %, so an agent can monitor position health and decide what to close or modify. Includes a totalLivePnl across positions.

Params

No parameters.

List the user's personal trading bots. Optional `symbol` filter (e.g. "BTC" or "BTCUSDT") narrows to one symbol. Returns bot status, current bias/score, recent P&L, win-rate and last/next scan timestamps.

Params

symbol

The bot's merged activity timeline, newest first — the engine stream a human sees on the bot page: scan receipts (state, plain-language reason, plus verdict + trade-likelihood when present), life events (deploy, config_change and other lifecycle steps with their plain-language reason), and trade opens/closes (side, entry/exit, and realized pnlPercent on closes). `limit` caps rows (default 20, max 50); the web app has the full paginated view. Access mirrors the bot page: a private bot is visible only to its owner; a global fleet bot is public. Setup levels (entry/stop/target/rrr and the level-bearing reasons) are included only for the owner, Pro+ callers, or fleet admins — stripped otherwise.

Params

botId, limit

The strategy lenses a bot can run — the six modules (Wiz plus five named technical lenses: Elliott Wave, Fibonacci, Cycle, MACD, MA Cross) with a plain-language description, the inputs each leans on, and the module it degrades to. Each carries an HONEST track record from real closed trades: status is 'proven' (with avgPnlPct + tradeCount), 'new' (no number yet — the lens hasn't earned one), or 'unproven' (a thin outlier we won't advertise). A lens changes what the analyst WEIGHS, never the odds — there is no fabricated per-strategy P&L. Pass a strategy id into deploy_bot or edit_bot to run a bot on that lens.

Params

No parameters.

Deploy a new autonomous trading bot for a symbol. ⚠️ PAID: deploying kicks off an AI scan (consumes Gemini compute + 1 credit; the first bot is free on Free plan). Ultimate-only via the agent API. Respects plan bot-limits. Paper mode by default. timeframe/risk default to the user's settings. strategyId selects the analysis lens (default Wiz — call get_strategies for ids); language sets the bot's output language.

Params

symbol, name, timeframe, riskLevel, assetType, tradingStyle, strategyId, customPrompt, thinkingEffort, language

Control a bot by id: pause, resume, delete, or scan. pause/resume/delete are free; delete closes any open positions and restores follower balances. scan queues an immediate re-scan (⚠️ PAID Gemini compute) and is Ultimate-only + rate-limited — it runs on the next cron tick, not inline.

Params

botId, action

Edit a personal bot's BEHAVIOUR config in place. `botId` is required; pass ONLY the fields you want to change (each optional). strategyId — a lens id from get_strategies (wiz | elliott | fibonacci | cycle | macd | macross) or an alias (breakout | meanreversion | vwap, which resolve). riskLevel — Low | Medium | High. timeframe — 1m, 5m, 15m, 30m, 1H, 2H, 4H, 1D, 1W. thinkingEffort — auto | low | medium | high. language — auto, en, sv, de, es, fr, nl, zh, hi. customPrompt — free-text strategy instructions (≤500 chars; empty string clears them). Every REAL change writes a permanent config_change event to the bot's timeline (see get_bot_timeline) and takes effect from the bot's next scan; a no-op save changes nothing. A bot's symbol/market/asset are FIXED — deploy a new bot for a different market. Owner-only; timeframe can't change while a trade is open. Returns the fields that changed plus the reloaded bot.

Params

botId, strategyId, riskLevel, timeframe, thinkingEffort, customPrompt, language

Browse the PUBLIC TradingWizard AI bot fleet — the global bots any user can copy-trade. Each row carries the bot id (pass to follow_bot), symbol, current bias/verdict, AI confidence, trade-likelihood score, the forming setup (entry zone, stop, target, R:R — Pro+ levels) and the on-bot track record (PnL, win rate, trades). Optional symbol filter. Your own personal bots live in get_bots.

Params

symbol, limit

Copy-trade a GLOBAL fleet bot: paper copies of its trades land in the user's account, sized by volumeMultiplier. `action` selects follow | unfollow | pause | resume. Get bot ids from get_global_bots. Paper only — copying never touches real money.

Params

botId, action, volumeMultiplier

Track record of the TradingWizard AI Bot Fund — the aggregate simulated equity curve across the whole global bot fleet. Returns headline stats (current equity, cumulative PnL, total trades, fleet win rate, active bots, period return, best/worst bot) plus a downsampled ~40-point equity curve. `period`: 24h | 7d | 30d | all (default 30d). Use to answer "how is the AI fund doing" or to benchmark the user's own stats (get_performance_stats) against the fleet.

Params

period

Fetch the current live price for a single symbol. `type` should be one of CRYPTO, STOCK, FOREX, FUTURES, INDEX (default CRYPTO).

Params

symbol, type

Global market snapshot — Fear & Greed index, BTC dominance, market regime (bull/bear/chop), an AI summary, and top gainers/losers plus bullish/bearish sentiment percentages. Call this first to read macro conditions before sizing or deciding to trade.

Params

No parameters.

Latest TradingWizard intelligence events (price spikes, regime changes, AI calls) for one or more symbols. Returns AI commentary, an action sentence and significance level. Pass a comma-separated list of symbols.

Params

symbols

Latest verified public statements from influential market-movers (Trump, Elon, Powell, Cathie Wood, Saylor, Cramer…) that could move a stock, crypto or sector — with the affected ticker, sentiment, a 'how likely to move' score, the source, and how far the asset has moved SINCE the statement. Optionally filter by symbols.

Params

symbols, limit

Cross-asset event scanner. `kind` selects "earnings" (upcoming earnings calendar, synced daily from the FMP calendar), "ipo" (upcoming IPOs by date from the IPO calendar, with a live NASDAQ-feed fallback), "insider" (recent insider transactions — live Yahoo Finance SEC Form 4 data across a curated large-cap universe) or "all" (default). Sections with no data return empty arrays.

Params

kind, limit

Fetch the most recent AI chart analysis for a symbol — verdict, confidence, entry/SL/TP levels, headline reasoning. Returns null when no analysis has been run yet. For a FRESH analysis, call run_analysis.

Params

symbol

Get a structured trade SETUP for a symbol BEFORE execution — bias (BUY/SELL/WAIT), entry zone, stop / invalidation, targets, confidence, risk:reward, reasoning, and warnings. Built for AI trading agents that execute elsewhere: TradingWizard is the setup/risk layer ABOVE execution — ask for the setup first, then act. Returns the latest Wiz analysis mapped to the agent contract, plus a shareable receiptUrl when the call is actionable. Educational only — no profit guarantee.

Params

symbol, timeframe, marketType, riskMode, source

Top trade signals across the global bot fleet right now — symbols where the AI conviction is highest. Use this when the user asks "what should I look at" without a specific ticker. Ultimate plan only.

Params

limit

How the global bot fleet is currently biased on a symbol — a fast macro signal to validate or challenge your own conviction without running a fresh analysis. Returns bullish/bearish/neutral counts, the net consensus, and a confidence %.

Params

symbol

Trigger a FRESH AI chart analysis for a symbol on demand (vs get_chart_analysis, which only returns the cached one). ⚠️ PAID: runs the Gemini engine (consumes a credit + Gemini compute). Ultimate-only via the agent API. Synchronous — can take up to ~2 min; if your client times out, the analysis still completes (recover it with get_analysis_status or get_chart_analysis). After it completes, call get_trade_setup for the structured setup.

Params

symbol, interval, marketType, imageUrl

Check a chart analysis by analysisId, or the latest for a symbol — returns its status (processing/completed/failed) and the full analysis when ready. Use to poll a run_analysis that your client may have timed out on.

Params

analysisId, symbol

The live scanner board: symbols the global AI bot fleet is watching, ranked by trade-likelihood (conviction 0-100). Each row: symbol, bias (LONG/SHORT/WAIT/NEUTRAL), likelihood score + label, AI confidence, fleet coverage (botCount), last scan — plus the forming-setup levels (entry zone, stop, target, risk:reward) for Pro+ callers. Broader and lower-gated than get_signals (Ultimate-only): reach for this first when the user asks "what should I look at right now".

Params

symbol, limit

Start watching a setup receipt so TradingWizard tracks its outcome — target hit, stopped out, or invalidated — and alerts the user when it resolves. Pass the receiptId (the 24-char id inside get_trade_setup's receiptUrl, /r/<id>) or the receiptUrl itself. This closes the loop on get_trade_setup: fetch the setup, act (or not), then watch how the call plays out. Plan-capped concurrent watches (Free 1 / Pro 10 / Ultimate unlimited).

Params

receiptId, receiptUrl

List the user's price/indicator alerts. Optional `symbol` filter. Shows condition, target value, timeframe, delivery channels and active state.

Params

symbol

Create a price or indicator alert for a symbol. Conditions: price_above, price_below, rsi_above, rsi_below, rsi_oversold, rsi_overbought, ma_cross_above, ma_cross_below, volume_spike. price_*/rsi_above/rsi_below need a positive `value` (RSI 1-99). Delivery defaults to in-app + email. Plan-capped (Free 3 / Pro 10 / Ultimate unlimited) and rate-limited. Notifications only — does NOT auto-trade.

Params

symbol, condition, value, period, timeframe, delivery, marketType, cooldownHours, oneShot

Update an existing alert by id — change its value, condition, timeframe, delivery, cooldown, or pause/resume it via `active`. Re-activating respects the plan cap.

Params

id, symbol, condition, value, timeframe, delivery, active, cooldownHours, oneShot, marketType

Delete an alert by id. Frees a slot against the plan cap.

Params

id

Add a symbol to a watchlist. Targets the list by `listId` or `listName`, else the user's default list. Idempotent (no duplicates).

Params

symbol, listId, listName

Remove a symbol from a watchlist (by listId/listName, else the default list).

Params

symbol, listId, listName

Create a new watchlist with an optional name, icon (emoji) and starting symbols. Plan-capped (Free 3 / Pro 10 / Ultimate unlimited).

Params

name, symbols, icon

Delete a watchlist by id. If it was the default, the oldest remaining list is promoted to default.

Params

listId

Open a PAPER (simulated) market trade — no real money. Fills at the live market price (you cannot set the entry; a >2% move or no feed is rejected, like a real broker). Deducts from the virtual balance. Provide an optional analysisId to attribute the trade to a chart analysis. Free across plans; paper only.

Params

symbol, side, amount, stopLoss, takeProfit, leverage, analysisId

Close an OPEN paper position by tradeId (get the id from get_positions_live). Closes at the live price. Pass partialPercent (0-100) to scale out; omit for a full close. Bot positions also settle followers.

Params

tradeId, partialPercent

Edit the stop-loss, take-profit(s) or trailing-stop on an OPEN paper position by tradeId. A level is set when present, cleared with null, untouched when omitted. New levels are validated against the live price (you can move a stop to break-even+ but not set one that would trigger immediately).

Params

tradeId, stopLoss, takeProfit, trailingStopPercent

Place a PAPER (simulated) LIMIT order at YOUR exact entry price — the execution counterpart to get_trade_setup's entryZone (execute_paper_trade is market-only). A BUY limit below / SELL limit above the live price waits until price reaches the level (funds are reserved up-front, Binance-style); a limit already at/past the live price fills immediately at market and the response says so. Optional stop/target are validated for side and sane distance (a dropped-k typo like "BTC at 107" is rejected with a units hint). Cancel an unfilled order with cancel_pending_order. Paper only — no real money.

Params

symbol, side, amount, entryPrice, stopLoss, takeProfit, leverage

Cancel one of the user's PENDING (unfilled) paper limit orders by tradeId and refund the funds reserved at placement. Find pending orders via get_trades with status=PENDING. Has no effect on OPEN positions — use close_position for those.

Params

tradeId