# Every lookup

> Every lookup your AI can make in WiseView, what it returns, what it takes and what it costs.

Source: https://wiseview.ai/docs/ai-connections/lookups

Your AI chooses which lookups a question needs; you never call one by name. This list comes from WiseView itself, so it is always the current one.

Each lookup costs one credit unless its entry below says otherwise. [What it costs](https://wiseview.ai/docs/ai-connections/credits).

A lookup tagged **Members** needs a membership or a free trial; every other one works on the free plan too. A free account’s AI is told so in words it can pass on.

- [Prices and markets](https://wiseview.ai/docs/ai-connections/lookups#prices-and-markets) — Quotes · Symbol search · Futures and markets · Trading halts · Daily prices · Technical indicators · Market movers, sectors and industries · Treasury yields
- [Companies](https://wiseview.ai/docs/ai-connections/lookups#companies) — Company profile · Peers · Value chain · Financial statements · Valuation and ratios · Earnings history · Dividend history · Analyst view · Ownership and filings · Short interest and short volume · ESG ratings · Earnings call transcripts
- [News and calendars](https://wiseview.ai/docs/ai-connections/lookups#news-and-calendars) — Squawk log · News · Press releases · Calendars
- [Congress and insiders](https://wiseview.ai/docs/ai-connections/lookups#congress-and-insiders) — Congress trades · Congress trading activity · Congress returns · Congress buying patterns · Insider trades
- [The pre-market board](https://wiseview.ai/docs/ai-connections/lookups#the-pre-market-board) — Pre-market board · 10:00 confirmation · Board track record
- [Screeners](https://wiseview.ai/docs/ai-connections/lookups#screeners) — Run a screen · Run a saved screen · Screener filter list · Mean-reversion scanner
- [Your account](https://wiseview.ai/docs/ai-connections/lookups#your-account) — Your watchlists · Your price alerts · Your trade plans · Your credits · Your research reports · One research report

## Prices and markets

### Quotes

`get_quotes` — Up to 50 stocks in one call: price, change, volume and day range. Outside regular hours each row also carries the pre-market or after-hours price.

| Input | What it does |
| --- | --- |
| `symbols` (required) | Tickers, like AAPL, MSFT and NVDA. At most 50. |

### Symbol search

`search_symbols` — Find a stock by its ticker or by its company name: each match with its ticker, name and exchange.

| Input | What it does |
| --- | --- |
| `query` (required) | A ticker or part of a company name, like apple. |
| `limit` | How many matches. Default 10. A whole number, 1 to 50. |

### Futures and markets

`get_markets_snapshot` — The markets strip in one call: stock index futures, the VIX, the 10-year yield, gold, silver, crude, natural gas, Bitcoin, Ether and the major index funds, each with its price, change and day and year ranges. One shared snapshot, refreshed at most once a minute.

It needs nothing from your AI.

### Trading halts

`get_trading_halts` — Which stocks are halted right now on Nasdaq or the NYSE, from their own published halt lists, checked at most once every 45 seconds. Give symbols to ask about particular stocks.

| Input | What it does |
| --- | --- |
| `symbols` | Only these tickers. At most 50. |

### Daily prices

`get_price_history` — Daily bars — open, high, low, close, volume — newest first. Without dates, about the last six months; with from and to, up to 400 bars of that window.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |
| `from` | First day, like 2025-01-02. A date, YYYY-MM-DD. |
| `to` | Last day, like 2025-12-31. A date, YYYY-MM-DD. |

### Technical indicators

`get_technical_indicators` — Technical indicators on daily bars — moving averages (SMA, EMA, WMA, DEMA, TEMA), RSI, Williams %R, ADX and standard deviation — computed by WiseView from the same stored bars the chart draws. Each with its period and its latest values, newest first.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |
| `indicators` (required) | Which indicators, by short name. Any of `sma`, `ema`, `wma`, `dema`, `tema`, `rsi`, `standarddeviation`, `williams`, `adx`. |
| `period` | Bars each indicator looks back over. Leave it out for the usual one: 50 for SMA, 20 for EMA, 14 for the rest. A whole number, 2 to 500. |
| `days` | How many recent days of values. Default 30. A whole number, 1 to 250. |

### Market movers, sectors and industries

`get_market_movers` — Today's biggest gainers, decliners or most active stocks, or how each sector or each industry did on the latest trading day.

| Input | What it does |
| --- | --- |
| `view` (required) | Which list. One of `gainers`, `losers`, `actives`, `sectors`, `industries`. |

### Treasury yields

`get_treasury_yields` — US Treasury yields across the curve, one-month to 30-year, one row a day, newest first. Without dates, the most recent days; give from and to for a window, about three months at a time.

| Input | What it does |
| --- | --- |
| `from` | First day, like 2025-01-02. A date, YYYY-MM-DD. |
| `to` | Last day, like 2025-12-31. A date, YYYY-MM-DD. |

## Companies

### Company profile

`get_company_profile` — What a company does, its sector and industry, size, and key figures.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |

### Peers

`get_peers` — A company's peers: companies in the same line of business and of a similar size, each with its price and market value.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |

### Value chain · Members

`get_value_chain` — A company's suppliers, customers, partners and competitors from WiseView's value-chain map, with the evidence for each link.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |
| `types` | Only these link types, like supplier and customer. A list of up to 8. |
| `limit` | How many links. Default 60. A whole number, 1 to 200. |

Its answer quotes text written outside WiseView, such as headlines or filings, and arrives marked as quoted material.

### Financial statements · Members

`get_financials` — A company's income statement, balance sheet or cash flow, annual or quarterly, or its revenue by product or by region.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |
| `statement` (required) | Which statement. One of `income`, `balance_sheet`, `cash_flow`, `revenue_by_product`, `revenue_by_region`. |
| `period` | Annual or quarterly. Default annual. One of `annual`, `quarter`. |
| `limit` | How many periods back. Default 5. A whole number, 1 to 20. |

### Valuation and ratios · Members

`get_valuation` — A company's key metrics and ratios (P/E, margins, returns, debt), enterprise value, a fair-value estimate, and its Altman Z and Piotroski scores.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |

### Earnings history · Members

`get_earnings_history` — A company's recent quarterly results against what analysts expected: earnings per share and revenue, each beside its estimate, newest first, so every beat and miss shows. Upcoming quarters carry estimates only.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |
| `limit` | How many quarters. Default 8. A whole number, 1 to 40. |

### Dividend history · Members

`get_dividend_history` — A company's dividends, newest first: each payment's amount, its ex-dividend, record and payment dates, and the yield.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |
| `limit` | How many payments. Default 12. A whole number, 1 to 100. |

### Analyst view · Members

`get_analyst_view` — Sell-side analysts' price targets, the ratings consensus, and recent upgrades and downgrades.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |

### Ownership and filings · Members

`get_ownership` — Who owns a company — institutional holders and 13D/G stakes — and its recent SEC filings.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |

Its answer quotes text written outside WiseView, such as headlines or filings, and arrives marked as quoted material.

### Short interest and short volume · Members

`get_short_stats` — How heavily a stock is sold short, from FINRA's own publications: short interest at each twice-monthly settlement (with days to cover), and each day's off-exchange short volume as a share of all volume. Newest first.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |
| `settlements` | How many short-interest settlements (12 is about six months). Default 12. A whole number, 1 to 60. |
| `days` | How many days of short volume. Default 30. A whole number, 1 to 120. |

### ESG ratings · Members

`get_esg_ratings` — A company's environmental, social and governance scores over time, newest first.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |

### Earnings call transcripts · Members

`get_earnings_call` — Without year and quarter, which quarters have an earnings call transcript. With both, the transcript of that quarter's call. Listing the quarters is an ordinary lookup; a transcript costs more credits.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |
| `year` | Fiscal year. Give it with quarter. A whole number, 2000 to 2100. |
| `quarter` | Fiscal quarter, 1 to 4. Give it with year. |

**Costs** one credit to list what is available, and four credits for a transcript.

Its answer quotes text written outside WiseView, such as headlines or filings, and arrives marked as quoted material.

## News and calendars

### Squawk log

`get_squawk_today` — The headlines the squawk would read you today, as text, each with its size. Everything your squawk filter (set on the desk) would have read since 4 AM Eastern, inside the hours you listen to, oldest first, at most 200. `tier` is how big a story is: biggest, important or more. Refused in plain words while the squawk is switched off.

It needs nothing from your AI.

Its answer quotes text written outside WiseView, such as headlines or filings, and arrives marked as quoted material.

### News

`get_news` — Recent market headlines WiseView has scored for importance (0-100), newest first. Give a symbol for one company's news, or my_watchlist for news on your watchlist names.

| Input | What it does |
| --- | --- |
| `symbol` | Stock ticker, like AAPL. |
| `my_watchlist` | Only news on your watchlist names. Yes or no. |
| `min_importance` | Only headlines scored at least this. A whole number, 0 to 100. |
| `limit` | How many headlines. Default 20. A whole number, 1 to 50. |

Its answer quotes text written outside WiseView, such as headlines or filings, and arrives marked as quoted material.

### Press releases

`get_press_releases` — The latest press releases companies have put out, across the market, newest first. One company's own releases arrive with its news.

| Input | What it does |
| --- | --- |
| `limit` | How many releases. Default 10. A whole number, 1 to 50. |

Its answer quotes text written outside WiseView, such as headlines or filings, and arrives marked as quoted material.

### Calendars

`get_calendar` — Upcoming events: company earnings dates with estimates, economic releases with forecasts, dividends, or IPOs.

| Input | What it does |
| --- | --- |
| `kind` (required) | Which calendar. One of `earnings`, `economic`, `dividends`, `ipos`. |
| `days_ahead` | How far ahead, in days. Default 7. A whole number, 1 to 60. |
| `my_watchlist_only` | Earnings only: just your watchlist names. Yes or no. |

## Congress and insiders

### Congress trades · Members

`get_congress_trades` — Stock trades disclosed by members of Congress under the STOCK Act, newest first, by ticker or by member: who traded, their chamber and party, the trade date and disclosure date, buy or sell, and the amount range.

| Input | What it does |
| --- | --- |
| `symbol` | Stock ticker, like AAPL. |
| `politician` | Part of a member of Congress's name. |
| `days_back` | How far back, in days. Default 90. A whole number, 1 to 730. |
| `limit` | How many trades. Default 50. A whole number, 1 to 100. |

### Congress trading activity · Members

`get_politician_activity` — How much members of Congress trade — not how well; their returns are a separate lookup. Without a name, the members who traded most in the last 90 days, with their trade counts. With a name, that member's chamber, party and ten latest trades, and how many of their trades are on file (counted up to 100).

| Input | What it does |
| --- | --- |
| `name` | Part of a member of Congress's name. |
| `limit` | How many members, without a name. Default 10. A whole number, 1 to 50. |

### Congress returns · Members

`get_politician_returns` — An estimate of how a member of Congress's stock purchases in one year have done since: each purchase priced on its trade date at the midpoint of its disclosed amount range, then marked to today's price, across their ten most-traded stocks. An estimate from disclosed ranges, not their actual account.

| Input | What it does |
| --- | --- |
| `name` (required) | Part of a member of Congress's name. |
| `year` | The year of the purchases. Leave it out for this year. A whole number, 2012 to 2100. |

**Costs** four credits, the price of a transcript: it does more work than most lookups.

### Congress buying patterns · Members

`get_congress_stock_patterns` — Which stocks members of Congress are converging on. clusters: stocks several different members bought inside the same window — the rare pattern, counted by distinct members. most_traded: the stocks they traded most, with buys against sells and who traded them.

| Input | What it does |
| --- | --- |
| `view` (required) | Which pattern. One of `clusters`, `most_traded`. |
| `days` | The window, in days back from today. Default 90. A whole number, 7 to 365. |
| `min_members` | Clusters only: how many different members must have bought. Default 3. A whole number, 2 to 20. |
| `limit` | Most_traded only: how many stocks. Default 20. A whole number, 1 to 100. |
| `chamber` | Most_traded only: one chamber, or both. Default all. One of `all`, `house`, `senate`. |

### Insider trades · Members

`get_insider_trades` — A company's insiders' buys and sells from SEC Form 4 filings, with a buy-to-sell summary.

| Input | What it does |
| --- | --- |
| `symbol` (required) | Stock ticker, like AAPL. |
| `days_back` | The window the summary covers, in days. Default 90. A whole number, 1 to 730. |

## The pre-market board

### Pre-market board · Members

`get_premarket_board` — This morning's pre-market board: the stocks in play, each with its pre-market move, volume against usual, the catalyst behind it and the board's levels. Ready by 8:30 AM Eastern on trading days; give a past date for that day's board.

| Input | What it does |
| --- | --- |
| `date` | A past trading day. Leave it out for today. A date, YYYY-MM-DD. |

Its answer quotes text written outside WiseView, such as headlines or filings, and arrives marked as quoted material.

### 10:00 confirmation · Members

`get_intraday_confirmation` — The board's 10:00 AM Eastern check: which of the morning's names held up after the open — above yesterday's high, above the pre-market high, at the session high, in a long-term uptrend — with each name's levels and the near misses. Give a past date for that day's.

| Input | What it does |
| --- | --- |
| `date` | A past trading day. Leave it out for the latest. A date, YYYY-MM-DD. |

Its answer quotes text written outside WiseView, such as headlines or filings, and arrives marked as quoted material.

### Board track record · Members

`get_board_track_record` — How the board's past picks finished over the last N trading days: how many there were and how often each list worked.

| Input | What it does |
| --- | --- |
| `days` | Trading days back. Default 20. A whole number, 1 to 120. |

## Screeners

### Run a screen · Members

`run_stock_screen` — Run the equity screener on your own filters: the matching stocks with the columns the view names, at most `limit` of them, and how many matched in all. The screener filter list names every filter.

| Input | What it does |
| --- | --- |
| `filters` (required) | Filter tokens from the screener filter list, like cap_largeover and fa_pe_u20. One per filter. A list of up to 20. |
| `signal` | A screener signal, like ta_topgainers. One of `ta_topgainers`, `ta_topgainers_1m`, `ta_topgainers_2m`, `ta_topgainers_3m`, `ta_topgainers_5m`, `ta_topgainers_10m`, `ta_topgainers_15m`, `ta_topgainers_30m`, `ta_topgainers_1h`, `ta_topgainers_2h`, `ta_topgainers_4h`, `ta_toplosers`, `ta_toplosers_1m`, `ta_toplosers_2m`, `ta_toplosers_3m`, `ta_toplosers_5m`, `ta_toplosers_10m`, `ta_toplosers_15m`, `ta_toplosers_30m`, `ta_toplosers_1h`, `ta_toplosers_2h`, `ta_toplosers_4h`, `ta_newhigh`, `ta_newlow`, `ta_mostvolatile`, `ta_mostactive`, `ta_unusualvolume`, `ta_overbought`, `ta_oversold`, `n_downgrades`, `n_upgrades`, `n_earningsbefore`, `n_earningsafter`, `it_latestbuys`, `it_latestsales`, `n_majornews`, `ta_p_horizontal`, `ta_p_tlresistance`, `ta_p_tlsupport`, `ta_p_wedgeup`, `ta_p_wedgedown`, `ta_p_wedgeresistance`, `ta_p_wedgesupport`, `ta_p_wedge`, `ta_p_channelup`, `ta_p_channeldown`, `ta_p_channel`, `ta_p_doubletop`, `ta_p_doublebottom`, `ta_p_multipletop`, `ta_p_multiplebottom`, `ta_p_headandshoulders`, `ta_p_headandshouldersinv`, `f_halted`, `f_ssr`. |
| `view` | Which columns: search shows the figure each filter names; the others are the screener's fixed column sets. Default search. One of `search`, `overview`, `valuation`, `ownership`, `performance`, `financial`, `technical`. |
| `limit` | How many matching stocks. Default 100. A whole number, 1 to 500. |

### Run a saved screen · Members

`run_saved_screen` — Run one of the screener's ready-made screens, or one of your saved screens, by its id from the screener filter list: the matching stocks, answered the way a screen of your own filters is.

| Input | What it does |
| --- | --- |
| `id` (required) | The screen's id, from the screener filter list. |
| `view` | Which columns: search shows the figure each filter names; the others are the screener's fixed column sets. Default search. One of `search`, `overview`, `valuation`, `ownership`, `performance`, `financial`, `technical`. |
| `limit` | How many matching stocks. Default 100. A whole number, 1 to 500. |

### Screener filter list · Members

`get_screener_filters` — Everything the equity screener can run: the ready-made screens and your saved screens (each with its id and filters), every filter as a token with its plain label, by family, and the signals. Read it before running a screen.

It needs nothing from your AI.

### Mean-reversion scanner · Members

`get_mean_reversion_scan` — Today's mean-reversion scan: stocks stretched far from their statistical equilibrium, each with how far (its z-score), how fast such moves have tended to revert, and the odds. Signals of statistical stretch on daily data, not trade recommendations.

| Input | What it does |
| --- | --- |
| `direction` | Stretched_long: stretched below equilibrium; stretched_short: above it. Default all. One of `all`, `stretched_long`, `stretched_short`. |
| `max_half_life_days` | Only moves that tend to halve within this many days. Default 30. A whole number, 1 to 365. |
| `limit` | How many stocks. Default 20. A whole number, 1 to 50. |

Its answer quotes text written outside WiseView, such as headlines or filings, and arrives marked as quoted material.

## Your account

### Your watchlists

`get_my_watchlists` — Your WiseView watchlists and the names on each.

It needs nothing from your AI.

### Your price alerts

`get_my_alerts` — Your price alerts and whether each is armed, newest first. `paused` is true while your plan cannot fire them (after a trial ends).

| Input | What it does |
| --- | --- |
| `status` | Only alerts in this state. One of `active`, `triggered`, `cancelled`. |

### Your trade plans

`get_my_trades` — The trade plans you accepted from your research reports, newest first: each one's entry zone, stop and targets, whether it is waiting, open or closed, and what it made. `paused` is true while your plan cannot run them (after a trial ends) — paused plans are shown as they stand.

| Input | What it does |
| --- | --- |
| `state` | Only trades in this state. One of `waiting`, `open`, `closed`. |

### Your credits

`get_my_credits` — How many WiseView credits you have left, when they refill, and what a lookup costs. Free to call.

It needs nothing from your AI.

**Free to call.**

### Your research reports · Members

`get_my_reports` — The research reports you made in WiseView, newest first, each with its id. Read one by its id.

| Input | What it does |
| --- | --- |
| `symbol` | Only this ticker's reports, like AAPL. |
| `limit` | How many reports. Default 20. A whole number, 1 to 50. |

### One research report · Members

`get_my_report` — The full text of one of your research reports, and its trade playbook when it has one.

| Input | What it does |
| --- | --- |
| `id` (required) | The report's id, from your research reports. |