Livermore MCP Server

Ready-made insider trading screens, the same lists as livermore.club/en/insiders: cluster-buys (companies where 3 or more different insiders bought on the open market in the last 30 days, ranked by total value; returned in `companies`), ceo-cfo-buys (CEO or CFO open-market purchases of $25,000 or more in 30 days, newest first), top-buys-week and top-buys-month (largest open-market purchases filed in the last 7 or 30 days), top-sells-week and top-sells-month (largest open-market sales). Windows count back from now by SEC filing time. Non-derivative transactions only; rows flagged as price outliers, duplicate filings (the same trade reported again in a later filing) and issuers without a ticker are excluded. Trade rows have the same fields as get_insider_trades. Amounts in USD. At most 200 rows.

Insider transactions from SEC Form 4 filings (coverage starts July 2021; updated daily). One row per filing and transaction type: same-day lots are combined, avg_price_usd is value-weighted, value_usd is the USD total, shares_owned_after is the holding after the last lot, ownership_change_pct is the change in the insider's holding in percent (null = new position or not computable). Filter by ticker, insider_cik, filing-date range, codes, the primary insider's role and minimum value. Without ticker or insider_cik the query is market-wide and limited to 30 days of filings (default: last 7 days). Codes: P = open-market or private purchase, S = sale, A = grant or award, D = disposition to the issuer, F = shares withheld for taxes, G = gift, M = option exercise under a company plan, X = in-the-money exercise, C = conversion, W = inheritance, J = other. Default codes P and S. Dates are YYYY-MM-DD; filed_at is ISO 8601 UTC and filed_date its US Eastern date; backfilled filings may only have the date (filed_at at midnight Eastern). price_outlier is true when the reported price or value is not reliable (a typo, a wrong unit or a foreign company's home-market shares priced in local currency instead of US dollars); avg_price_usd and value_usd are then as filed, and the site leaves these rows out of rankings and totals. carried_from is set on rows that a Form 4/A carried over from the original filing: an amendment that restates only some lines leaves the original's other transactions standing, so they are listed under the amendment's accession (amendment true), with the original's accession in carried_from and the original's filed_at and sec_url; it is null otherwise. rule_10b5_1 is null for filings before 2023. Each row links to livermore.club (url) and the SEC filing that reports the transaction (sec_url). At most 200 rows per call; use page for more.

One politician (a member of the U.S. Congress: House or Senate), by bioguide ID or name: party, chamber, state, district, in office or former, terms served with start and end dates; a profile with the official photo_url, position (e.g. U.S. Representative for California's 11th district), district code (CA-11), birthday and age, official website, social accounts and Wikipedia as URLs, leadership roles (Speaker, whips, caucus chairs; current first) and, for politicians in office, current committee and subcommittee seats with titles (chair, ranking_member and so on); trade statistics since 2020 for the chosen assets (listed securities by default: trades, buys, sells, estimated volume in USD, median filing delay in days, late trades and the reports that contain them), unlisted_trades (trades in bonds, private holdings and other assets, whatever asset is), the number of reports and how many are paper or scanned, the latest filing date, and the 5 tickers the politician traded most in the chosen assets, with livermore.club links. Use get_politician_trades with the bioguide ID for the trades. Profiles, committees and photos come from the unitedstates project (public domain), refreshed daily. Data: House and Senate periodic transaction reports (PTRs) filed since 2020-01-01, from the U.S. House Clerk and the Senate Office of Public Records (eFD), updated daily. Only listed securities are included by default: stocks (including ADRs), ETFs and options, the assets with an exchange ticker. Politicians also report Treasury bills and notes, municipal and corporate bonds, private companies, private funds, crypto and other assets; pass asset=other for those or asset=all for everything. Amounts are the statutory ranges members of Congress report, not exact values: amount_min_usd to amount_max_usd, where a null amount_max_usd is an 'Over $X' range; estimated volumes add up range midpoints (an 'Over $X' range counts as X), so treat them as rough sizes. Trades replaced by an amendment and duplicates reported again in a later filing are left out. Paper and scanned reports are listed on politician pages but their trades are not read.

Trades in stocks, ETFs, options and, on request, other assets reported by politicians (members of the U.S. Congress: House and Senate), one row per trade, newest report first by default. Filter by politician (bioguide ID or name), ticker, asset (listed by default, or stock, option, other, all), chamber, party, type (buy, sell, exchange), report filing dates (filed_from, filed_to) and trade dates (traded_from, traded_to). Each row has the politician (politician_bioguide, politician_name, party, chamber, state), the asset and reported ticker, asset_class, type (purchase, sale_full, sale_partial, sale or exchange), owner (self, spouse, joint or child), traded_date and filed_date, delay_days (days from the trade to its first report; null when the reported trade date is after the filing date, a typo flagged by trade_date_error), late (reported more than 45 days after the trade), the amount range, the official source_url, and livermore.club links for the politician and the stock (stock_url is null when the asset is not a listed company). totals summarize all trades matching the filters, not just this page. Data: House and Senate periodic transaction reports (PTRs) filed since 2020-01-01, from the U.S. House Clerk and the Senate Office of Public Records (eFD), updated daily. Only listed securities are included by default: stocks (including ADRs), ETFs and options, the assets with an exchange ticker. Politicians also report Treasury bills and notes, municipal and corporate bonds, private companies, private funds, crypto and other assets; pass asset=other for those or asset=all for everything. Amounts are the statutory ranges members of Congress report, not exact values: amount_min_usd to amount_max_usd, where a null amount_max_usd is an 'Over $X' range; estimated volumes add up range midpoints (an 'Over $X' range counts as X), so treat them as rough sizes. Trades replaced by an amendment and duplicates reported again in a later filing are left out. Paper and scanned reports are listed on politician pages but their trades are not read. At most 200 rows per call; use page for more.

Short-selling data for one stock, newest first, in four sections: short_interest (FINRA short interest per settlement date since 2021: short_shares, prev_short_shares, change_shares, change_pct, avg_daily_volume, days_to_cover, dtc_capped), short_volume (FINRA daily off-exchange short volume, last two years: short_volume, short_exempt_volume, total_volume, short_volume_pct), fails_to_deliver (SEC fails-to-deliver, last two years: quantity, price, value_usd) and ats_weekly (FINRA weekly ATS and OTC volume since December 2021, per tier: ats_shares, ats_trades, otc_shares, otc_trades, ats_pct). Without dates: about the last year of short interest (24 settlement dates), the last 30 trading days of short volume and of fails-to-deliver, and the last 12 weeks of ATS data; with from and/or to, each section covers that range, up to 200 rows. Short interest (FINRA) is the number of shares sold short and not yet covered on a settlement date, reported twice a month about 8 business days after the settlement date. Daily short volume (FINRA Reg SHO) is something else: the shares sold short on one day among off-exchange trades only (not short interest, and not total market volume); short_volume_pct is not a sentiment indicator, because market makers' hedging short sales are normally around half of off-exchange volume. Fails-to-deliver (SEC) are shares not delivered on the settlement date, with the SEC's price (the previous close). ATS weekly (FINRA) is volume on alternative trading systems (dark pools) and other off-exchange (OTC) trading, published 2 to 4 weeks late; ats_pct is ATS divided by ATS plus OTC, not a share of total volume. There is no short interest as a percent of float or shares outstanding (no reliable float data). Share classes are separate tickers (BRK.A, BRK.B).

Every stock's FINRA short interest for one settlement date (default: the latest), ranked like livermore.club/en/shorts: by change in short shares since the previous settlement date (default; dir=asc gives the largest decreases), change_pct, days_to_cover or short_shares. Only stocks with an average daily volume of at least min_avg_volume shares (default 100,000) are listed, which keeps thinly traded stocks with huge percentage changes out. Rows with missing values, and with days to cover at FINRA's cap of 999.99 (dtc_capped true, days_to_cover null), are listed last in either direction. Each row has our ticker (null when FINRA's symbol is not matched to a listed company), FINRA's symbol, the company name, the market, the short interest figures and the stock's short interest page (url). recent_settlement_dates lists the latest 12 settlement dates. Short interest is reported twice a month, about 8 business days after the settlement date. There is no short interest as a percent of float. At most 200 rows per call; use page.

Overview of one US-listed stock: company facts (SEC name, CIK, exchange, SIC industry, other share classes), open-market insider activity in the last 90 days (Form 4 codes P and S, non-derivative: number of filings and total USD), institutional ownership from 13F for the latest complete quarter (number of holders, total shares and market value in USD, and the previous quarter for comparison), and the curated superinvestors holding it (shares, market value, pct_of_portfolio = percent of that superinvestor's 13F portfolio). A quarter is complete once its 45-day filing deadline has passed and the data is loaded; in_progress_quarter is a newer quarter still being filed. Share classes (GOOG/GOOGL, BRK.A/BRK.B) are separate tickers because 13F reports each class separately. A ticker that is no longer on the SEC's list (active false; delisted true when the company has no listed common stock left, with the Form 25 delisting date in delisted_on when known) keeps its page, and its 13F figures are for its last quarter with a full set of 13F holders (f13.note). financials summarizes the latest fiscal year and quarter (revenue, net income, free cash flow and their year-over-year growth, in the reporting currency, which is not always USD) and short_interest the latest FINRA short interest (short shares, change, days to cover); each is null when there is no data. market_cap is the company's market cap in USD. Market cap is the latest daily closing price of the company's primary ticker times the shares outstanding on its latest SEC 10-K or 10-Q cover page (shares_as_of), adjusted for stock splits since then (split_factor, 1 = none). It is recalculated every US trading day after the close; close_date is the trading day of the close used. No stock price is returned. When market_cap is null, market_cap_unavailable gives the reason: no_price or stale_price (no daily close in the last 7 days, for example OTC or halted stocks), no_shares or stale_shares (no cover-page share count within about 400 days, common for companies whose cover lists several share classes separately, such as GOOGL/GOOG, BRK or META), foreign_filer (a Form 20-F filer: the US listing is usually ADSs and the ADS ratio is not in SEC data), shares_mismatch (the cover-page share count does not match the listed shares: 13F institutions report holding more than 1.5 times the cover-page shares, which points to several share classes or ADSs, or the company has two or more traded common lines whose latest closes differ by more than 1.25 times, such as multi-fund ETP trusts like ProShares Trust II that share one cover-page share count) or out_of_range (an implausible value, including a market cap below $1 million); both are null when Livermore has no market cap row for the company. screen_stocks lists companies by market cap. Use get_insider_trades, get_stock_13f_holders, get_financials and get_short_interest for the full lists.

Institutions that reported holding a stock in their 13F-HR filings for one calendar quarter (default: the latest complete quarter, or for a ticker that is no longer listed its last quarter with a full set of 13F holders; 13F is filed up to 45 days after quarter end and covers long positions in US-listed securities only). Each row: institution, shares, market value in USD at quarter end as reported, pct_of_portfolio (percent of that institution's 13F portfolio), and the change versus the previous calendar quarter (action new/added/reduced/unchanged/sold_out, share_change, share_change_pct in percent). When the stock split between the two quarters, previous_shares is converted to this quarter's shares before comparing (split_factor = new shares per old share; the filed count is previous_shares / split_factor) and a change within 0.5% counts as unchanged; the previous totals are as filed. Institutions that held the stock last quarter and filed this quarter without it are listed after the holders as sold_out; institutions that held it last quarter but have not filed this quarter yet are listed at the very end as not_filed (not a sale, shares and value null). Totals (holders, shares, value_usd) cover all holders, not just this page. Multiple CUSIPs of the same ticker are combined. changes_available is false (and the change fields are null) when the previous quarter cannot be compared; `note` explains incomplete or still-filing quarters. At most 200 rows per call; use page.

What data Livermore has and how fresh it is: the Form 4 filing-date range, the 13F quarters loaded (with the number of filers), the latest complete 13F quarter, the number of curated superinvestors, the Schedule 13D, 13G and Form 144 filing-date ranges, the filing-date range of politicians' trade reports (the congress field: reports by members of the U.S. Congress), the date ranges of company filings (10-K, 10-Q, 8-K), FINRA short interest, daily short volume, weekly ATS volume and SEC fails-to-deliver, the number of companies with financial statements, and the number of companies with a market cap with the newest close date used (market_caps); each of these is null until loaded and has its own last_updated. Also the last successful data updates (ISO 8601 UTC), the update schedule and the usage limits of this server. Call it to check whether a date or quarter is covered.

A company's SEC filings, or the whole market's: 10-K (annual report, including 10-KT), 10-Q (quarterly report), 8-K (current report), 20-F and 40-F (foreign companies' annual reports), each with its amendments (/A), newest first, since 2009. Each row: accession, form, the 8-K item codes with their descriptions (for example 2.02 Results of operations, 4.02 Non-reliance on previously issued financial statements, 5.02 Departure or appointment of directors or officers), filed_date, accepted_at (ISO 8601 UTC), period_of_report (the period end for 10-K and 10-Q, the event date for 8-K), the company with its ticker, url (the company's filings page on livermore.club), sec_url (the main document on SEC.gov) and index_url (the SEC filing index with all exhibits). Livermore does not store the text of filings. To learn what an 8-K reports, or a 10-K or 10-Q's business description, risk factors or management's discussion, fetch sec_url; the press release of an 8-K with Item 2.02 is usually exhibit EX-99.1, listed on index_url. With ticker or cik the company's whole history is searchable (filings under a former CIK included). Without either, the query covers the whole market (companies with a ticker) and at most 30 days of filing dates (default: the last 7 days); note says when the range was narrowed. items keeps 8-K filings with any of the given item codes. At most 200 rows per call; use page.

Financial statements of one company from the XBRL data in its 10-K, 10-Q, 20-F and 40-F filings (SEC companyfacts), newest period first: income statement (revenue, cost_of_revenue, gross_profit, operating_expenses, rd_expense, sga_expense, operating_income, interest_expense, tax_expense, net_income, eps_basic, eps_diluted, shares_basic, shares_diluted), balance sheet (cash_and_equivalents ... total_assets, total_liabilities, total_equity including minority interest), cash flow (operating_cash_flow, capex, free_cash_flow = operating cash flow minus capex, dividends_paid, share_buybacks, ..., depreciation_amortization, stock_based_compensation) and the cover-page shares outstanding (shares, with change_1y_pct). period=annual gives fiscal years (FY), quarterly gives single fiscal quarters (Q1-Q4). IMPORTANT: amounts are in the company's reporting currency (`currency`, for example TWD for TSMC), not US dollars; for other currencies usd_rate gives US dollars per unit: multiply income statement and cash flow amounts by usd_rate.average and balance sheet amounts by usd_rate.period_end. EPS is in that currency per share. Each period has its filing (form, filed_date, accession, sec_url), reported_date (the earnings 8-K, Item 2.02), margins (gross, operating and net margin, stock-based compensation as a percent of revenue) and yoy_pct (growth against the same fiscal period a year earlier). Numbers are as filed in each period's original report or its amendment. Known gaps: foreign companies (20-F, 40-F) have annual statements only; EPS and share counts are not adjusted for stock splits (stock_splits lists the splits in the range); for ADRs EPS is per ordinary share, not per ADS; Q4 and single-quarter cash flows are mostly derived by subtraction (listed in derived); banks' revenue may be interest income only; companies with several share classes may have no EPS or cover-page share count. `note` explains what applies to this company, including why there are no statements (ETFs and funds have none). No stock prices are returned and no valuation ratios are computed; get_stock has the company's market cap in USD (convert foreign-currency statements with usd_rate before comparing).

Form 144 notices of proposed sales of restricted or control stock by insiders (officers, directors, large holders), newest first, like livermore.club/en/ownership/144. A notice is a plan to sell, not a completed sale. Notices replaced by a Form 144/A are left out. Filter by ticker (one company's whole history), seller_cik, query (seller or company name, or a ticker) and filing dates. Without ticker or seller_cik the query is market-wide and limited to 365 days of filings (default: the last 30 days), and notices whose market value is clearly misreported are left out, as on the website; with ticker or seller_cik they are listed with value_outlier true. A notice is flagged when the price per share its market value implies is far above the company's reference prices from Form 4 trades and 13F holdings around the planned sale date; values that are too low are not flagged. Each row has the company, the seller and their relationships to it, shares_to_sell, market_value_usd, shares_outstanding, approx_sale_date, plan_adoption_date (a Rule 10b5-1 plan, when given), the broker, and links to livermore.club and the SEC filing. Coverage: XML notices since 2023 (required since 2023-04-13); call get_data_coverage for the loaded date range. At most 200 rows per call; use page for more.

One 13F filer (an institution or a curated superinvestor) by SEC CIK: names (and the superinvestor's manager and style), the quarters it filed (newest 12, with quarters_total: number of positions, portfolio value in USD, filing time, amendments), and its holdings for one quarter (default: the latest it filed) with shares, market value in USD at quarter end, pct_of_portfolio (percent) and the change versus the previous calendar quarter (new/added/reduced/unchanged, share_change_pct in percent). When a stock split between the two quarters, previous_shares is converted to this quarter's shares before comparing (split_factor = new shares per old share) and a change within 0.5% counts as unchanged; a split that changed the CUSIP is shown as one row under the new CUSIP. Also returns the 10 largest positions sold out that quarter and the 10 largest option positions (put/call market value), each with its total count. Portfolio value counts long positions and excludes options. If the institution did not file the previous quarter, changes and sold-out positions are not reported. Securities without a ticker (bonds, some ETFs and foreign shares) have url null. At most 200 holdings per call; use page.

The current holders of 5% or more of a stock according to their latest Schedule 13D or 13G filing, largest first, like the Major holders tab on livermore.club. Each holder has pct_of_class (percent of the share class, 7.5 = 7.5%) and shares from its latest filing, the change against the previous filing of the same position (previous_pct_of_class, pct_of_class_change in percentage points; new_position is true for a first filing), the form (13D, 13G, 13D/A, 13G/A), filing and event dates, when the position was first filed and how many filings it has, and links to the holder's livermore.club page (institutions and insiders) and the SEC filing. In a group filing each member reports the shares it counts as its own, so the figure is the largest single stake, not a sum. Share classes (GOOG, GOOGL) are split by the CUSIP in the filing. Limits: holders stop filing after a company is acquired or delisted, and holders whose latest filing is an older SC 13D or SC 13G (before 2024-12-18) have no percent and are not counted. Structured 13D/13G filings (voluntary since 2023-12-18, required since 2024-12-18) carry the percent, shares and event date; older SC 13D and SC 13G filings (since 2021) list only the filer, the company and the date (legacy true). Call get_data_coverage for the loaded date range.

Schedule 13D and 13G filings by holders of more than 5% of a company, newest first, like livermore.club/en/ownership. 13D is filed by holders who may seek to influence the company (activists), 13G by passive holders; /A marks an amendment. Filter by form, ticker (one stock's whole history), filer_cik (an institution's or person's filings, including those it is named in), query (filer or company name, or a ticker) and filing dates. Without ticker or filer_cik the query is market-wide and limited to 365 days of filings (default: the last 30 days); note says when the range was narrowed. Each row has the company (issuer_cik, issuer_name, ticker), the filer (filer_cik, filer_name, the superinvestor name when it is one, reporting_persons in a group filing), pct_of_class and shares, the change against the previous filing of the same position (previous_pct_of_class, pct_of_class_change in percentage points, new_position), below_5_pct (an exit or a drop below the threshold), the event date, and links to livermore.club (filer_url, stock_url) and the SEC filing. Structured 13D/13G filings (voluntary since 2023-12-18, required since 2024-12-18) carry the percent, shares and event date; older SC 13D and SC 13G filings (since 2021) list only the filer, the company and the date (legacy true). Call get_data_coverage for the loaded date range. At most 200 rows per call; use page for more.

US-listed companies by market cap, largest first (dir=asc for smallest first), optionally within min_market_cap_usd and max_market_cap_usd (US dollars, both inclusive; give either, both or neither). For companies around $100 million, try for example min_market_cap_usd 50000000 and max_market_cap_usd 200000000. Market cap is the latest daily closing price of the company's primary ticker times the shares outstanding on its latest SEC 10-K or 10-Q cover page (shares_as_of), adjusted for stock splits since then (split_factor, 1 = none). It is recalculated every US trading day after the close; close_date is the trading day of the close used. No stock price is returned. Companies without a market cap are not listed: no_price or stale_price (no daily close in the last 7 days, for example OTC or halted stocks), no_shares or stale_shares (no cover-page share count within about 400 days, common for companies whose cover lists several share classes separately, such as GOOGL/GOOG, BRK or META), foreign_filer (a Form 20-F filer: the US listing is usually ADSs and the ADS ratio is not in SEC data), shares_mismatch (the cover-page share count does not match the listed shares: 13F institutions report holding more than 1.5 times the cover-page shares, which points to several share classes or ADSs, or the company has two or more traded common lines whose latest closes differ by more than 1.25 times, such as multi-fund ETP trusts like ProShares Trust II that share one cover-page share count) or out_of_range (an implausible value, including a market cap below $1 million). So Form 20-F issuers whose US shares are ADSs, companies whose cover page lists several share classes and multi-fund ETP trusts are missing. One row per company: ticker (the priced ticker), name, exchange, SIC industry, market_cap_usd, close_date, shares, shares_as_of, split_factor and url (the stock page). total counts every matching company and as_of is the newest close date. To research a company, follow up with get_stock, get_financials and get_insider_trades. At most 200 rows per call; use page.

Find US stocks, 13F institutions (including the curated superinvestors, matched by fund or manager name, e.g. 'Buffett' or 'Pershing', and large asset managers matched by their common name, e.g. 'Fidelity' finds FMR LLC and 'Capital Group' its three 13F filers), corporate insiders (Form 4 reporting persons) and politicians (members of the U.S. Congress: House and Senate members who served in 2019 or later, by name, nickname, last name or bioguide ID; current members first) by ticker or name. Returns up to `limit` matches per group, best match first, with the identifier the other tools take: `ticker` for get_stock, get_insider_trades, get_stock_13f_holders, get_major_holders and the other stock filters; institution `cik` for get_institution and get_ownership_filings(filer_cik); insider `cik` for get_insider_trades(insider_cik) and get_form144_notices(seller_cik); politician `bioguide` for get_politician and get_politician_trades(politician). Names are SEC names in English (insiders appear as 'Cook Timothy D'); superinvestors and those asset managers also match their Chinese names. Tickers match exactly or by prefix; a CIK (e.g. 1067983) or a 9-character CUSIP (e.g. 037833100) matches exactly; names need at least 2 characters. Stocks carry the company in `name`; `detail` is the manager for superinvestors ('13F filer' for other institutions) and the latest title and company for insiders. Politicians have party (D, R, I), chamber (house or senate), state, district (House seats; 0 is at-large) and in_office. Every item has its livermore.club `url`.

What the curated superinvestors bought and sold in one quarter according to 13F, compared with the previous calendar quarter (default: the latest complete quarter). Without superinvestor_cik: most_bought (stocks the most superinvestors opened or added to), most_sold (reduced or sold out) and per-superinvestor counts of new/added/reduced/sold-out positions. With superinvestor_cik: that superinvestor's individual moves grouped by action, largest positions first (shares_change_pct in percent for added and reduced). Only superinvestors that filed both quarters are compared; added and reduced are decided by share count, not value, and when a stock split between the two quarters the previous share count is converted first (split_factor). Securities are merged by ticker (CUSIP when there is none). 13F is filed up to 45 days after quarter end.

The curated list of superinvestors (well-known long-term investors such as Warren Buffett's Berkshire Hathaway, Bill Ackman's Pershing Square, Li Lu's Himalaya Capital) with their latest 13F quarter: portfolio value in USD (long positions, excluding options), number of positions, filing date, and the 3 largest holdings with pct_of_portfolio (percent). Sorted by portfolio value. Names are in English with Chinese names in name_zh and manager_zh. source_cik is set when the latest quarter was filed under a predecessor CIK (pass it to get_institution to see that quarter). Use get_institution(cik) for full holdings and get_superinvestor_activity for what they bought and sold in a quarter.