Skip to content
Tool reference

Every tool,grouped by scope.

Every tool an AI assistant can call on Trade Echo MCP, with its parameters and credit cost. Market intel and My Account tools are read-only. A default connection sees 26 tools; adding SEC filings makes 28; turning on My Account makes 31. Paid members can also turn on Trading (in beta), which adds 10 order and trade plan tools to that connection.

Descriptions below are the same text your assistant receives when it lists tools, so they are written for an AI reader. Each call spends credits from your hourly budget; see typical limits. Parameter names are what the assistant sends; you just ask in plain language.

Tools marked Places orders belong to Trading, which is in beta for every paid plan, off by default and turned on one connection at a time. Read-only tools only read data, and Preview only tools check an order or plan without sending anything to your broker. The assistant previews every order first and places it only after you say yes in the chat. By default you also confirm each order in Trade Echo (a push opens the confirm screen) before it goes to your broker, and an unconfirmed order expires unsent after 5 minutes. You can turn this off per connection for automations you trust. Orders placed through an assistant are real orders with real money. You are responsible for every order you approve. See the trading terms.

Option Flow

flow.readDefault

Unusual options flow, Discovery noteworthy flow, and sector premium summaries.

get_noteworthy_flow

Noteworthy Flow2 creditsRead-only

Trade Echo Discovery Noteworthy Flow - the ranked, OI-confirmed institutional options prints ledger for ONE trading session (score, ticker, strike, expiration, fill price, premium, trade time ET, flags). Defaults to the most recent session that has a ledger (on a weekend or before 9:25 ET that is the last trading day); pass `date` for a specific past session. Every clause of a member's question maps to a parameter - use max_dte_days, time_from/time_to (ET), min_premium, max_fill_price, call_or_put rather than filtering by eye. The default premium floor ($350K) matches the member Discovery page. Includes next-session open-interest confirmation (oi_stick) when available.

ParameterTypeRequiredDescription
datestringNoTrading session YYYY-MM-DD (ET). Omit for the most recent session with a ledger.
call_or_putstringNoFilter to 'Call' or 'Put' prints; omit for both
min_scorenumberNoOnly prints with score above this (default 0)
min_premiumnumberNoMinimum total premium in dollars (default 350000, the Discovery page floor)
max_fill_pricenumberNoOnly prints with per-contract fill under this (dollars per contract, e.g. 5)
max_dte_daysnumberNoOnly contracts expiring within this many calendar days of the session date (0 = same-day/0DTE, 7 = within a week)
time_fromstringNoEarliest trade time ET, e.g. '9:35 AM' or '09:35'
time_tostringNoLatest trade time ET, e.g. '10:15 AM' or '10:15'
limitnumberNoMax rows (default 10, cap 25)

get_option_flow

Option Flow1 creditRead-only

Trade Echo OptionFlow - the raw unusual options activity feed (every SWEEP / TRADE print with premium, size, strike, expiration, sentiment; ~20K+ prints per session). Use for 'flow', 'sweeps', 'unusual activity' on a ticker or across the tape. Defaults to the most recent prints; pass date and/or time_from/time_to (ET) to scope a session or window, and map other clauses to call_or_put, min_premium, max_dte_days, min_size, sentiment. For the curated, ranked Discovery list use get_noteworthy_flow instead. Includes next-session open-interest confirmation (oi_stick) when available.

ParameterTypeRequiredDescription
tickerstringNoStock, ETF or index symbol. Futures symbols (ES, NQ, MES, MNQ, YM, RTY) are refused: use the futures tools, or SPX / NDX (SPY / QQQ) for the index.
resolvestringNoOnly when the member explicitly means the listed stock or fund behind a futures-like symbol (ES, BTC). Omit otherwise. One of: equity.
datestringNoTrading session YYYY-MM-DD (ET). Omit for most recent prints.
time_fromstringNoEarliest trade time ET, e.g. '9:35 AM' (applies to `date`, or today if no date)
time_tostringNoLatest trade time ET, e.g. '10:15 AM'
call_or_putstringNo'Call' or 'Put'; omit for both
min_premiumnumberNoMinimum premium in dollars
min_sizenumberNoMinimum contracts
max_dte_daysnumberNoOnly contracts expiring within this many calendar days of the session date (0 = 0DTE)
sentimentstringNo'BULLISH', 'BEARISH' or 'NEUTRAL'
flow_typestringNo'SWEEP' or 'TRADE'
flow_typesarray of stringNoOption activity types to include when more than one is required. Omit when flow_type is set.
limitnumberNoMax rows (default 20, cap 50)

get_option_flow_sector_summary

Option Flow by sector4 creditsRead-only

Today's top tickers by options premium, useful for identifying sector-level unusual activity.

No parameters.

Dealer Edge

dealer_edge.readDefault

Dealer gamma ladders, key levels, trade maps, and setup and stack scans.

get_dealer_edge_data

Dealer Edge (GEX)2 creditsRead-only

DealerEdge / GEX-style gamma ladder for an equity or index root symbol (e.g. SPY, QQQ). The ladder is one row per (expiration, strike); rowCount is the full ladder and dataSampleRows is a sample centered on spot (default 15 strikes below and 15 at or above spot, nearest expiration first, up to 30 rows). sampleScope says exactly which strikes and expirations the sample covers. For more, pass strikes_around_spot, strike_min / strike_max or max_rows. setups[] lists named setups active on the ticker now (name, Setups Library url, state); use those names verbatim. When present, metadata.keyLevels.vannaAnchor, vannaWalls and vannaFlip plus metadata.vanna (dollars of dealer delta per 1 IV point) are estimated dealer hedge pressure if implied vol moves, not predictions: positive means falling IV pushes dealers to buy, negative means falling IV pushes dealers to sell.

ParameterTypeRequiredDescription
tickerstringYesEquity, ETF or index symbol (SPY, QQQ, SPX, NDX). Futures symbols (ES, NQ, MES, MNQ, YM, RTY) are refused: use get_futures_echo_map for futures, or SPX / NDX here for the cash-index gamma.
timeframestringNoOptional label for user context (e.g. 1d)
resolvestringNoOnly when the member explicitly means the listed stock behind a futures-like symbol (ES, BTC). Omit otherwise. One of: equity.
strikes_around_spotintegerNoOptional. Strikes on each side of spot in dataSampleRows (default 15, max 60). The stored ladder holds about 30 strikes each side of spot.
strike_minnumberNoOptional lowest strike to include. With strike_max this sets an explicit strike range and overrides strikes_around_spot.
strike_maxnumberNoOptional highest strike to include. With strike_min this sets an explicit strike range and overrides strikes_around_spot.
max_rowsintegerNoOptional. Most rows in dataSampleRows (default 30, max 100; larger values are capped). Rows fill whole expirations, nearest first.

get_trade_map

Trade map (Dealer Edge levels)3 creditsRead-only

Trade map for one stock or ETF from Trade Echo Dealer Edge levels, the same card as the Cortex /read command: spot, lean, entry reference, invalidation and targets by horizon with reward to risk, plus a one-line takeaway. Every number comes from Dealer Edge, session structure and Option Flow data with its timestamp. Structure, not advice.

ParameterTypeRequiredDescription
tickerstringYesStock or ETF symbol, e.g. TSLA or SPY. Futures roots (ES, NQ) are refused: use the futures tools.
timeframestringNoExpirations the levels come from: scalp = 0DTE, day = 0-2 days, swing = 3-14 days, position = 15-60 days. Default day. One of: scalp, day, swing, position.

get_key_levels

Key levels (Dealer Edge)2 creditsRead-only

Key Dealer Edge levels for one stock or ETF with distance from spot, the same card as the Cortex /levels command: call and put walls, gamma flip, Anchor, Charm anchor, defense lines, and Vanna levels when Dealer Edge serves them. All expirations.

ParameterTypeRequiredDescription
tickerstringYesStock or ETF symbol, e.g. TSLA or SPY. Futures roots (ES, NQ) are refused: use the futures tools.

scan_setups

Setup scan (sector, theme, watchlist or market)8 creditsRead-only

Scans a sector, a theme, the member's watchlist or the market for trade-map setups (the Cortex /scan command): tier A (reward to risk of 2 or more), B or none per name, from stored Dealer Edge levels, up to 40 names. Reports coverage honestly (Read N of M; K unavailable; J not read). Nothing qualifies is a valid answer.

ParameterTypeRequiredDescription
scopestringYesWhat to scan. One of: sector, theme, watchlist, market.
scope_idstringNoSector or theme name for scope sector or theme, e.g. tech, energy, mag7, ai, semis, quantum. Ignored for watchlist and market.
timeframestringNoExpirations the levels come from: scalp = 0DTE, day = 0-2 days, swing = 3-14 days, position = 15-60 days. Default day. One of: scalp, day, swing, position.

find_stacks

Stack scan (gamma, Charm and Vanna confluence)8 creditsRead-only

Confluence scan (the Cortex /stack command): names where the gamma Anchor, the Charm anchor and a Vanna level sit at one strike, ranked by gamma size at that strike, with distance from spot. Defaults to the whole Dealer Edge universe (up to 60 names read) and reports coverage honestly.

ParameterTypeRequiredDescription
scopestringNoWhere to look. Default market. One of: sector, theme, watchlist, market.
scope_idstringNoSector or theme name for scope sector or theme, e.g. tech, energy, mag7, ai, semis, quantum. Ignored for watchlist and market.

Dark Pool

darkpool.readDefault

Recent dark-pool prints and FINRA market context.

get_dark_pool_data

Dark pool prints1 creditRead-only

Dark pool (off-exchange) equity prints with optional min notional (USD) or share size. Defaults to the most recent prints; pass date and/or time_from/time_to (ET) for a session or window, or timeframe for a rolling 1h/24h look-back.

ParameterTypeRequiredDescription
tickerstringNoStock, ETF or index symbol. Futures symbols (ES, NQ, MES, MNQ, YM, RTY) are refused: use the futures tools, or SPX / NDX (SPY / QQQ) for the index.
resolvestringNoOnly when the member explicitly means the listed stock or fund behind a futures-like symbol (ES, BTC). Omit otherwise. One of: equity.
datestringNoTrading session YYYY-MM-DD (ET)
time_fromstringNoEarliest print time ET, e.g. '9:35 AM'
time_tostringNoLatest print time ET, e.g. '10:15 AM'
min_amountnumberNoMinimum print notional in USD (e.g. 1000000 for $1M+ prints)
min_sizenumberNoMinimum share size (use min_amount for dollar filters)
timeframestringNoone of: 1h, 24h, 1d, or omit for all recent (ignored when date/time given)
limitnumberNo

Algo Edge

algo_edge.readDefault

Algo Edge large-trade signals.

get_algo_edge_signals

Algo Edge signals1 creditRead-only

Trade Echo Algo Edge - channel alerts (large_trades, momentum_trades, spx_0dte, high_value_0dte_trades, insider_trades, small_trades, original_short_expiry_trades, condition_219_trades, executive_trades). Each row carries ticker, strike, call/put, expiration, size, value ($), trade time, and % OTM. Defaults to the most recent alerts on one channel; pass date and/or time_from/time_to (ET) for a session or window, and map clauses to call_or_put, min_value, max_dte_days, moneyness.

ParameterTypeRequiredDescription
tickerstringNo
channelstringNoAlgoEdge channel id (e.g. large_trades, momentum_trades, spx_0dte). Defaults to large_trades. One of: large_trades, executive_trades, spx_0dte, momentum_trades, condition_219_trades, original_short_expiry_trades, high_value_0dte_trades, small_trades, insider_trades.
datestringNoTrading session YYYY-MM-DD (ET)
time_fromstringNoEarliest alert time ET, e.g. '9:35 AM'
time_tostringNoLatest alert time ET, e.g. '10:15 AM'
call_or_putstringNo'Call' or 'Put'; omit for both
min_valuenumberNoMinimum trade value in dollars
max_dte_daysnumberNoOnly contracts expiring within this many calendar days of the session date (0 = 0DTE)
moneynessstringNo'otm' or 'itm' to keep only out-/in-the-money alerts (rows with unknown spot are excluded)
limitnumberNo

Market Data

market.readDefault

Quotes, indices, macro events, and options chains.

get_market_data

Market data2 creditsRead-only

Equity/ETF reference data from Trade Echo (price, instrument name/type, list date, freshness). Returns a guidance block - use it even when OptionFlow/DealerEdge are empty (common on thin or newly listed names). SPCX is SpaceX (Space Exploration Technologies Corp.), listed June 2026.

ParameterTypeRequiredDescription
tickerstringYesStock, ETF or index symbol. Futures symbols (ES, NQ, MES, MNQ, YM, RTY) are refused: use the futures tools, or SPX / NDX (SPY / QQQ) for the index.
resolvestringNoOnly when the member explicitly means the listed stock or fund behind a futures-like symbol (ES, BTC). Omit otherwise. One of: equity.
endpoint_typestringNoOne of: last_trade, snapshot, details, aggregates.

get_finra_ats_volume

FINRA ATS volume (delayed 1-2 weeks)4 creditsRead-only

FINRA ATS (dark pool) weekly volume data. DELAYED 1-2 weeks - for educational/trend analysis only. Use get_dark_pool_data for live prints.

ParameterTypeRequiredDescription
tickerstringYesEquity ticker symbol
weeksnumberNoNumber of weeks of history (default 8, max 52)
breakdownbooleanNoIf true, return per-venue breakdown instead of aggregate

get_index_snapshot

Index snapshot2 creditsRead-only

Cash index snapshot from Trade Echo (VIX, SPX, NDX, RUT, DJX). Use I:SPX style or bare SPX. Not for single stocks; use get_market_data for equities and ETFs.

ParameterTypeRequiredDescription
symbolstringYesIndex symbol: SPX, NDX, VIX, RUT, DJX, or I:SPX

get_macro_events

Macro events2 creditsRead-only

Upcoming US macro events (FOMC, CPI, NFP, PPI, PCE, jobless claims) with impact rating. Call this before recommending positions held overnight or into the next session to confirm no catalyst will whipsaw the trade. Returns events sorted chronologically with date, time (ET), impact (low/medium/high), dateSource, and a one-line context note. Dates come from the official Federal Reserve, BLS and BEA schedules (dateSource 'published'); 'estimated' means the agency has not published that date yet, so call it an estimate.

ParameterTypeRequiredDescription
lookforward_daysnumberNoDays forward from today, default 7, max 30.
min_impactstringNoLowest impact tier to include. Default 'medium' (skips weekly jobless claims). Use 'high' for FOMC + CPI + NFP only. One of: low, medium, high.
countrystringNoISO country code. Currently only 'US' is supported.

get_options_chain_snapshot

Options chain snapshot4 creditsRead-only

Options contract snapshot for an underlying. SPX/SPXW and NDX/NDXP fetch index options (not SPY/QQQ). Each contract includes bid/ask/mid/last when quoted.

ParameterTypeRequiredDescription
underlyingstringYesUnderlying ticker (SPY, SPX, SPXW, QQQ, NDX, NDXP, etc.). Futures symbols (ES, NQ) are refused: use SPX / NDX for the index options.
resolvestringNoOnly when the member explicitly means the listed stock or fund behind a futures-like symbol (ES, BTC). Omit otherwise. One of: equity.
expiration_datestringNoYYYY-MM-DD filter - REQUIRED for 0DTE agents (use tradingDateEt from prior call or today's ET session date)
limitnumberNoAPI page size 1-250 (default 120)

News Edge

news.readDefault

Ticker headlines and Discovery Breaking News.

get_news

Ticker news1 creditRead-only

Ticker headlines for one symbol. Not the Discovery Breaking News tab - use get_breaking_news for that ranked News Edge feed.

ParameterTypeRequiredDescription
tickerstringYes
limitnumberNo

get_breaking_news

Breaking news1 creditRead-only

Trade Echo Discovery Breaking News tab - curated News Edge headlines (macro / hard-catalyst / urgency channels), ranked by the same urgency score as the dashboard. Periodic snapshot of the breaking market news feed; not a live subscribe. Use get_news for headlines on one ticker.

ParameterTypeRequiredDescription
tickerstringNoOptional ticker to keep only stories tagged with that symbol
lookback_hoursnumberNoLookback window in hours (default 6) One of: 6, 24, 48.
limitnumberNoMax rows (default 15, cap 25)

BT Cloud & Multi-Signal

intel.readDefault

BT Cloud, session structure, and combined multi-signal scans.

get_bt_cloud_state

BT Cloud state1 creditRead-only

BT Cloud direction on 1-minute bars; returns cloud state (bullish/bearish) and crossover events.

ParameterTypeRequiredDescription
tickerstringYesUnderlying ticker symbol (SPX/ES map to SPY proxy)
timespan_multipliernumberNoBar multiplier for minute timespan (default 1)

get_session_structure

Session structure1 creditRead-only

Session VWAP + configurable EMA structure (e.g. EMA9/EMA20) plus opening ranges (5/15/30/45/60-minute highs/lows from 9:30 ET, for ORB setups). Returns scenario, action (TAKE/OPTIONAL/NO_TRADE), structure string, openingRanges, and prime-window flag. The action is a rule-based classification of the session structure, not a trade recommendation. Periods default to 9 and 20.

ParameterTypeRequiredDescription
tickerstringYesUnderlying ticker (SPX maps to SPY proxy for bars)
timeframestringNoBar timeframe, one of 1m, 3m, 5m, 15m, 30m, 1h (default 1m). Higher timeframes are resampled from 1-minute bars on the 09:30 ET session grid. Use the agent's configured session-structure timeframe when one is stated in the instructions.
ema_periodsarray of numberNoTwo EMA periods, e.g. [9, 20] or [14, 50]
scenario_table_idstringNoUse the saved Session Structure scenario table; legacy by default. One of: stillrizing_v2, symmetric_trend_v1.
use_vwapbooleanNoInclude session VWAP in classification (default true)

multi_signal_scan

Multi-signal scan2 creditsRead-only

Run market reference data plus DealerEdge, OptionFlow, Darkpool, and AlgoEdge for ONE ticker. ticker is required on every call; this is not a market-wide scanner (for market-wide ideas use get_noteworthy_flow or get_breaking_news). Always read marketContext.guidance first - empty flow is not invalid data.

ParameterTypeRequiredDescription
tickerstringYesRequired. One stock, ETF or index symbol, e.g. SPY, NVDA, SPX. Futures symbols (ES, NQ) are refused.
resolvestringNoOnly when the member explicitly means the listed stock or fund behind a futures-like symbol (ES, BTC). Omit otherwise. One of: equity.

SEC Filings & Financials

filings.readOptional

SEC filings and structured company financials.

get_sec_filings

SEC filings4 creditsRead-only

Search SEC EDGAR for recent filings (10-K, 10-Q, 8-K) or search within filing text by keyword.

ParameterTypeRequiredDescription
tickerstringYesCompany ticker symbol
form_typestringNoFiling type filter One of: 10-K, 10-Q, 8-K, all.
keywordstringNoSearch within filing text for this keyword
limitnumberNoMax results (default 10)

get_company_financials

Company financials4 creditsRead-only

Retrieve structured XBRL financial data from SEC (revenue, EPS, net income, assets) across quarterly and annual filings.

ParameterTypeRequiredDescription
tickerstringYesCompany ticker symbol
metricstringNoSpecific XBRL concept name (e.g. Revenues, NetIncomeLoss). Omit for common metrics.

Futures Echo Map

futures.readDefault

CME futures session map, overnight stats, CVD, projected dealer walls, Discovery large ES/NQ prints, futures quotes, the latest ES, NQ, MES and MNQ tape, the Globex session calendar, and session levels (VWAP bands, overnight, initial balance, prior day, profile).

get_unusual_futures_prints

Unusual futures prints2 creditsRead-only

Trade Echo Discovery Large Futures Prints tab - unusually large on-exchange ES/NQ prints from the session ledger (notional floor $100M by default, same rows as the dashboard tab). Ranked by notional. Optional filters: min_notional (down to $25M), side, and a time window (since/until or lookback_minutes) inside the last 14 days instead of one session date. Not Echo Map tape (use get_futures_tape for the latest prints). Not a dark pool. Use get_futures_echo_map for session structure / CVD / walls.

ParameterTypeRequiredDescription
datestringNoGlobex session date YYYY-MM-DD (Sunday 18:00 ET is Monday). Do not combine with since/until/lookback_minutes.
rootstringNoOptional root filter. Omit for both ES and NQ. One of: ES, NQ.
limitnumberNoMax rows (default 15, cap 25)
min_notionalnumberNoMinimum print notional in USD. Default 100000000 (the Discovery tab floor); lowest allowed 25000000.
sidestringNoInferred aggressor side filter (default any). One of: buy, sell, any.
sincestringNoISO timestamp window start, within the last 14 days. Spans sessions.
untilstringNoISO timestamp window end (default now). Requires since.
lookback_minutesnumberNoWindow of the last N minutes (1 to 20160) ending now. Use instead of since/until.

get_futures_echo_map

Futures Echo Map2 creditsRead-only

Futures Echo Map for CME roots (ES, MES, NQ, MNQ, RTY, YM, CL, GC, ZN). Returns live quote, Globex session phase, overnight/session stats, volume-profile POC/value area, session CVD (Globex session since the 18:00 ET open, delta inferred from candle direction; cvd.scope says when it falls back to recent prints), dealer-gamma walls projected onto the futures axis, confluence levels, and a short thesis. Use for futures session structure and overnight vs cash context. Gamma is cash-index projected via basis - not futures-options GEX. Does not return the heatmap grid. Pass as_of to rebuild the map at a past moment in the last 14 days (not CL/GC).

ParameterTypeRequiredDescription
symbolstringYesFutures root: ES, MES, NQ, MNQ, RTY, YM, CL, GC, or ZN
intervalstringNoBar interval for the map window (default 5min) One of: 1min, 3min, 5min, 15min, 1hour, 1day.
as_ofstringNoOptional ISO timestamp in the last 14 days while Globex traded. Rebuilds the map as of that moment (4 credits over MCP instead of 2). Dealer gamma exists only for cash hours. Not available for CL or GC.

get_futures_session

Futures session and contracts1 creditRead-only

CME Globex session calendar for futures: current phase (rth, overnight, maintenance, closed), trade date, next cash open, next halt, next reopen, last close, and holiday early-close / full-closure flags. Also each Echo Map root (ES, MES, NQ, MNQ, RTY, YM, CL, GC, ZN) with front-month contract, expiry, roll date, tick size, point value, tick value and underlying index. Calendar compute only, no prices. CL/GC/ZN contract dates are approximations (see notes).

No parameters.

get_futures_quotes

Futures quotes2 creditsRead-only

Futures watchlist quotes for ES, MES, NQ, MNQ, RTY, YM, CL, GC and ZN: last, change and change % vs prior settlement, bid/ask with sizes, front-month contract, quote time, and session phase. Every row has fidelity: live, delayed (older than 60 seconds) or simulated (demo prices, not tradable). Say so when a price is not live. For session structure use get_futures_echo_map.

ParameterTypeRequiredDescription
rootsarray of stringNoRoots to quote. Omit for all nine.

get_futures_tape

Futures tape (ES, NQ and micros)2 creditsRead-only

The latest ES, NQ, MES or MNQ futures prints (time and sales): price, size, notional and aggressor side, newest first (default 25, max 50), plus the buy/sell volume split and CVD over the returned prints. Aggressor side is inferred, not exchange-reported. Check fidelity: simulated prints are not real trades. For the ranked $100M+ large-print ledger use get_unusual_futures_prints.

ParameterTypeRequiredDescription
rootstringYesFutures root. MES and MNQ are the micro contracts, each with its own prints. One of: ES, MES, NQ, MNQ.
limitnumberNoPrints to return (default 25, max 50).
min_notionalnumberNoOptional minimum print notional in USD (price x size x point value).

get_futures_session_levels

Futures session levels2 creditsRead-only

Key intraday levels for a CME futures root (ES, MES, NQ, MNQ, RTY, YM, CL, GC, ZN) for the current Globex trade date, or as of a past moment: session VWAP and RTH VWAP with 1 and 2 SD bands, overnight high/low, initial balance (first 60 min of RTH, only once complete), 15/30 min opening range, prior day high/low/close, prior settlement (source labelled), session and prior-session POC/VAH/VAL with a naked POC flag, and dealer-gamma walls projected from index options via basis. levels[] is the merged list nearest to price with distance in points and ticks. Built from trades and bars only. Check fidelity: simulated levels are not market prices.

ParameterTypeRequiredDescription
symbolstringYesFutures root: ES, MES, NQ, MNQ, RTY, YM, CL, GC, or ZN
as_ofstringNoOptional ISO timestamp in the past 14 days to rebuild levels as of that moment (not CL/GC).

My Account

account.readOpt-in

Your trade journal, copy-trading status, and live broker holdings. Third-party models will see these numbers.

get_my_broker_snapshot

My broker snapshot4 creditsRead-onlyNeeds My Account

Read-only open holdings for the asking member's OWN linked broker account, including options. No user or account argument - always the caller. Use for 'what's in my account / holdings / live P&L'. Copy fills and skips belong on get_my_copy_trading_status.

No parameters.

get_portfolio_stats

My portfolio stats2 creditsRead-onlyNeeds My Account

Query the authenticated user's own trade journal for P&L, win rate, best/worst trade, and most-traded tickers.

ParameterTypeRequiredDescription
periodstringNoTime period to analyze One of: 1w, 1m, 6m, all.
metricstringNoWhich metric to retrieve One of: summary, best_trade, worst_trade, most_traded.

get_my_copy_trading_status

My copy trading status2 creditsRead-onlyNeeds My Account

Read-only snapshot of the asking member's OWN copy-trading account: recent execution intents with skip/failure reasons, follow settings incl. pause states, and broker connection health with buying power. Call this BEFORE answering any question about the member's fills, skips, pauses, sizing, or broker state. Cannot see other users and cannot change anything.

ParameterTypeRequiredDescription
topicstringNoWhich section to fetch. Default 'all' (recommended for 'why didn't my trade fill?' questions). One of: executions, settings, broker, all.
windowstringNoExecution lookback window. Default 'today'. One of: today, week.
only_problemsbooleanNoIf true, recent executions list only SKIPPED/FAILED rows.

Trading

tradeOpt-inBeta

Trading and trade plans are in beta. We are improving them quickly; report anything odd in Discord or at info@tradeecho.com. Trading and trade plans are available on every paid plan. Monthly and Yearly members trade on one brokerage account, their active Copy Trading account (change it in Copy Trading), and can have up to 3 active trade plans. Lifetime members can choose any linked account for each connection and have unlimited active plans. These tools appear only on a connection where you turned on Trading. Orders are long only: options as limit orders, and stocks and ETFs where your broker supports them. Every trade plan is approved by you in Trade Echo, even when Confirm each order is off. Once you approve it, Cortex places the plan's orders without asking again, and you get a push when it enters and when it exits.

Orders

list_tradable_accounts

My tradable accounts1 creditRead-onlyNeeds Trading

The accounts you chose for this connection, with masked labels, broker, buying power and whether stocks and options are supported. Paper accounts are labelled.

preview_order

Preview order1 creditPreview onlyNeeds Trading

Checks one order against your account and returns a preview: the exact order, quote, estimated cost and any warnings. Nothing is sent to your broker. The preview expires after 2 minutes.

place_order

Place order1 creditPlaces ordersNeeds Trading

Places the order from one preview, only after you say yes in the chat. With Confirm each order on (the default), it waits for your confirmation in Trade Echo first.

cancel_order

Cancel order1 creditCancelsNeeds Trading

Asks your broker to cancel an open order placed through Trade Echo. An order still waiting for your confirmation is declined and never sent.

get_order_status

Order status1 creditRead-onlyNeeds Trading

The status your broker reports: submitted, working, filled, partially filled, cancelled or rejected, or waiting for your confirmation.

Trade plans

preview_trade_plan

Preview trade plan1 creditPreview onlyNeeds Trading

Checks a trade plan against your account and returns a preview: the contract, size, entry limit and conditions, stop, target, up to 3 trim steps, optional time exit, valid until and estimated cost. Nothing is sent to your broker.

submit_trade_plan

Submit trade plan1 creditPlaces ordersNeeds Trading

Sends the previewed plan to you for approval in Trade Echo. Nothing trades until you approve it. Once approved, Cortex buys and sells for the plan automatically.

get_plan_status

Trade plan status1 creditRead-onlyNeeds Trading

Where a plan stands (for example waiting for approval, armed, open or closed), with the latest check of each entry condition, the position while open and the exit once closed.

cancel_plan

Cancel trade plan1 creditCancelsNeeds Trading

Cancels a plan that has not bought yet. It never sells an open position: use Sell now on the plan in Trade Echo for that.

list_plans

My trade plans1 creditRead-onlyNeeds Trading

Your trade plans: active ones first, then plans that finished in the last 30 days.

Connect

Put these tools inyour assistant.