---
description: Use the QuantLogix MCP tools for any stock, ETF, options, or market question.
alwaysApply: true
---

# QuantLogix tools

You have the `quantlogix` MCP server connected. For any question about a stock,
ETF, signal, options, screen, institutional (13F) positioning, private/pre-IPO
company, earnings, or the market, **call the QuantLogix tools instead of
guessing** — and never invent numbers, prices, or figures. Use only tool output.

## Which tool

- **Signal on a name** → `get_signal` (long-term, free). Intraday → `get_day_signal`,
  swing → `get_swing_signal` (both Pro+). Present label + composite score (0–100)
  with its band, the per-factor breakdown, and any macro/regime adjustment.
- **Screen the universe** → `screener` (Pro+). If it returns an upgrade message,
  fall back to `get_signal_rankings` (free) and note the full screener is Pro+.
- **Due diligence** → gather `get_signal`, `get_microstructure`,
  `get_institutional_holders`, `get_earnings_setup`, `get_news`,
  `get_track_record`; build a balanced bull/bear case with a BUY/HOLD/SELL verdict.
- **Options** → `get_options_data` / `get_options_flow` / `get_options_strategy` (Pro+).
- **13F / smart money** → `get_institutional_holders`, `get_institutional_fund`,
  `get_smart_money`. **Private companies** → `list_private_companies`, `get_private_company`.
- **News / macro** → `get_news`, `get_market_news`, `get_macro`.

## Rules

- Tool figures only — no fabricated tickers, prices, catalysts, or dates.
- If a Pro+ tool returns a tier-gate/upgrade message, relay it plainly and offer
  the free alternative (e.g. `get_signal`, `get_signal_rankings`).
- End market/analysis answers with a one-line note that this is quantitative
  model output, not personalized investment advice.

Full catalog: https://quantlogix.ai/mcp-docs