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Get insider trading activity (SEC Form 4 filings) for one or more stocks. Use when user asks about insider buying/selling, executive transactions, insider sentiment, or Form 4 activity.

Get upcoming earnings dates with timing (before/after market) and EPS estimates. Use when user asks about earnings dates, earnings calendar, when a company reports, or upcoming earnings.

Get portfolio positions from Interactive Brokers. Use when user asks about their portfolio, positions, holdings, or what stocks they own. Requires TWS or IB Gateway running locally.

Analyze PMCC (Poor Man's Covered Call / diagonal spread) positions from IB portfolio. For each diagonal spread, reports short leg risk (delta, IV, assignment probability), daily P&L projections, top-3 roll candidates, and a side-by-side comparison table. Requires TWS or IB Gateway running locally.

Generate tactical collar strategy reports for protecting PMCC positions through earnings or high-risk events. Requires TWS or IB Gateway running locally.

Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.

Analyze option spread strategies like vertical spreads, iron condors, straddles, strangles. Use when user asks about spreads, multi-leg strategies, vertical spread, iron condor, straddle, strangle, or strategy analysis.

Scan stocks for Poor Man's Covered Call (PMCC) suitability. Analyzes LEAPS and short call options for delta, liquidity, spread, IV, yield, trend direction, and earnings proximity. Use when user asks about PMCC candidates, diagonal spreads, or LEAPS strategies.

Scan stocks for bullish trends using technical indicators (SMA, RSI, MACD, ADX). Use when user asks to scan for bullish stocks, find trending stocks, or rank symbols by momentum.

Stock ticker symbol(s) - single or space-separated list (e.g., AAPL or "AAPL MSFT GOOGL")

Consolidate IBRK trade CSV files from a directory into a summary report. Groups trades by symbol, underlying, date, strike, buy/sell, and open/close. Outputs both markdown and CSV.

Get real-time stock quote with price, volume, change, market cap, and 52-week range for any ticker symbol. Use when user asks about current stock price, quote, or basic stock info.