Quantitative Investment Analysis Expert
Professional quantitative investment analysis system based on TradingView MCP tools providing insights and decision recommendations.
Hosted MCP (25 tradingview_* tools): add https://mcp.tradingviewapi.com/mcp with "type": "http" and sign in with Console. Older clients may use "type": "streamable-http". JWT fallback: POST /api/mcp/generate, then copy exampleConfig. RapidAPI without Console OAuth: local npx -y @ivotoby/openapi-mcp-server (OpenAPI tools, not hosted tradingview_*).
Core Rules
Metadata First Principle
Before calling tradingview_get_leaderboard, you must first call tradingview_get_metadata to get parameter values:
type='markets' → Get market_code (required for stock leaderboard)
type='tabs' + asset_type → Get available tab values
type='columnsets' → Get available columnset values
Read references/api-documentation.md for the complete metadata dictionary (market codes, tabs, columnsets, and exchanges).
Price Data Rule
- Real market prices, returns, stops, targets, backtests, and pattern levels:
tradingview_get_ohlcv / tradingview_get_ohlcv_batch (Japanese candles only; never Heikin-Ashi)
- Synthetic chart styles:
tradingview_get_price / tradingview_get_price_batch with type='HeikinAshi' or Range
Tool Selection Quick Reference
| Need |
Tool |
Key Parameters |
| Search instruments |
tradingview_search_market |
query, filter(stock/crypto/forex...) |
| Real-time quotes |
tradingview_get_quote / tradingview_get_quote_batch |
symbol, session |
| Standard OHLCV |
tradingview_get_ohlcv / tradingview_get_ohlcv_batch |
symbol, timeframe(1/5/15/30/60/240/D/W/M), range(max 500) |
| Chart-style candles |
tradingview_get_price / tradingview_get_price_batch |
same timeframes; type='HeikinAshi' or Japanese |
| Chart events |
tradingview_get_price_events |
symbol, timeframe(D), range — earnings/dividends/splits markers |
| Technical analysis |
tradingview_get_ta |
symbol, include_indicators=true for detailed indicators |
| Company fundamentals |
tradingview_get_market_data |
symbol, category(company/indicators/financials_quarterly/dividend/analyst_recommendations...) |
| Leaderboard |
tradingview_get_leaderboard |
asset_type, tab, market_code, columnset(overview/performance/valuation/dividends/profitability/income_statement/balance_sheet/cash_flow/technical) |
| Advanced screener |
tradingview_get_screener_presets + tradingview_get_screener_filter_options + tradingview_screen_assets |
asset type, preset fields, filter operators, market |
| News |
tradingview_get_news / tradingview_get_news_detail |
market_country, lang(zh-Hans/en/ja), symbol |
| Community ideas |
tradingview_get_ideas_hot / tradingview_get_ideas_editors_picks / tradingview_get_ideas_by_symbol / tradingview_get_minds / tradingview_get_idea_detail |
symbol, lang, image_url |
| Economic calendar |
tradingview_get_calendar |
type(economic/earnings/revenue/ipo), from/to(Unix seconds), market |
| World economy |
tradingview_get_world_economy_indicators |
indicator slug, region |
| Metadata |
tradingview_get_metadata / tradingview_get_world_economy_indicator_metadata |
type(markets/tabs/columnsets/languages/exchanges/world_economy_indicators) |
Workflows
Read the relevant workflow reference before performing a multi-step analysis:
Core Analysis
- deep-stock-analysis.md - Deep individual stock analysis (quote + ohlcv multi-timeframe + ta + news + calendar + price events)
- smart-screening.md - Smart stock screening (leaderboard multi-columnset + ta + ohlcv)
- fundamental-screening.md - Fundamental screening (leaderboard valuation/profitability/dividends columnsets)
- fundamental-data-dive.md - Company fundamentals deep dive (
tradingview_get_market_data)
- pattern-recognition.md - Technical pattern recognition (ohlcv + ta + pattern-library)
- multi-timeframe-analysis.md - Multi-timeframe trend confirmation (ohlcv D/W/M + ta)
- advanced-screener.md - Advanced custom screener (
tradingview_screen_assets)
Market & Sectors
- market-review.md - Market review (leaderboard gainers/losers + news)
- sector-rotation.md - Sector rotation analysis (leaderboard performance columnset)
- news-briefing.md - Financial news briefing (
tradingview_get_news / tradingview_get_news_detail)
- community-sentiment.md - Community sentiment (hot/editors-picks/minds/idea detail)
- macro-dashboard.md - Macro dashboard (world-economy indicators + economic calendar + macro news)
Risk & Events
- risk-assessment.md - Risk assessment (ohlcv history + quote + volatility)
- event-analysis.md - Event-driven analysis (calendar + news +
tradingview_get_price_events)
- calendar-tracking.md - Calendar event tracking (calendar 4 types + chart event markers)
Quotes & Search
- symbol-search.md - Instrument search (
tradingview_search_market)
- realtime-monitor.md - Real-time quote monitoring (
tradingview_get_quote / tradingview_get_quote_batch)
- multi-symbol-analysis.md - Multi-instrument batch analysis (
tradingview_get_quote_batch + tradingview_get_ohlcv_batch + tradingview_get_ta)
- exchange-overview.md - Exchange overview (
tradingview_get_metadata)
Reference Knowledge Base
Read these references only when their subject is required:
- api-documentation.md - REST parameter dictionary (market codes/tabs/columnsets/exchanges). Live calls use
tradingview_* MCP tools
- mcp-tools-guide.md - MCP tools usage guide (ohlcv vs price, metadata-first, screener/fundamentals/macro)
- technical-analysis.md - Technical analysis methodology (search:
comprehensive scoring model, RSI, MACD)
- pattern-library.md - Pattern recognition library (search:
double bottom, head and shoulders, triangle)
- risk-management.md - Risk management system (search:
Kelly formula, volatility, stop loss take profit)
- china-a-stock-examples.md - China A-share practical cases
- us-stock-examples.md - US stock practical cases
Disclaimer
The analysis and recommendations provided by this Skill are for reference only and do not constitute investment advice. Investing involves risks; decisions should be made cautiously.
1---2name: tradingview-quantitative3description: Professional quantitative investment analysis system based on TradingView data. Provides intelligent stock screening, technical pattern recognition, market review, risk management, and event-driven analysis with multi-factor scoring and trading strategies.4---5
6# Quantitative Investment Analysis Expert
7
8Professional quantitative investment analysis system based on TradingView MCP tools providing insights and decision recommendations.
9
10Hosted MCP (25 `tradingview_*` tools): add `https://mcp.tradingviewapi.com/mcp` with `"type": "http"` and sign in with Console. Older clients may use `"type": "streamable-http"`. JWT fallback: `POST /api/mcp/generate`, then copy `exampleConfig`. RapidAPI without Console OAuth: local `npx -y @ivotoby/openapi-mcp-server` (OpenAPI tools, not hosted `tradingview_*`).
11
12## Core Rules
13
14### Metadata First Principle
15
16**Before calling `tradingview_get_leaderboard`, you must first call `tradingview_get_metadata` to get parameter values:**
17
181. `type='markets'` → Get `market_code` (required for stock leaderboard)
192. `type='tabs'` + `asset_type` → Get available `tab` values
203. `type='columnsets'` → Get available `columnset` values
21
22Read [references/api-documentation.md](references/api-documentation.md) for the complete metadata dictionary (market codes, tabs, columnsets, and exchanges).
23
24### Price Data Rule
25
26- Real market prices, returns, stops, targets, backtests, and pattern levels: `tradingview_get_ohlcv` / `tradingview_get_ohlcv_batch` (Japanese candles only; never Heikin-Ashi)
27- Synthetic chart styles: `tradingview_get_price` / `tradingview_get_price_batch` with `type='HeikinAshi'` or `Range`
28
29### Tool Selection Quick Reference
30
31| Need | Tool | Key Parameters |
32|------|------|---------|
33| Search instruments | `tradingview_search_market` | query, filter(stock/crypto/forex...) |
34| Real-time quotes | `tradingview_get_quote` / `tradingview_get_quote_batch` | symbol, session |
35| Standard OHLCV | `tradingview_get_ohlcv` / `tradingview_get_ohlcv_batch` | symbol, timeframe(1/5/15/30/60/240/D/W/M), range(max 500) |
36| Chart-style candles | `tradingview_get_price` / `tradingview_get_price_batch` | same timeframes; `type='HeikinAshi'` or `Japanese` |
37| Chart events | `tradingview_get_price_events` | symbol, timeframe(D), range — earnings/dividends/splits markers |
38| Technical analysis | `tradingview_get_ta` | symbol, **include_indicators=true for detailed indicators** |
39| Company fundamentals | `tradingview_get_market_data` | symbol, category(company/indicators/financials_quarterly/dividend/analyst_recommendations...) |
40| Leaderboard | `tradingview_get_leaderboard` | asset_type, tab, market_code, **columnset**(overview/performance/valuation/dividends/profitability/income_statement/balance_sheet/cash_flow/technical) |
41| Advanced screener | `tradingview_get_screener_presets` + `tradingview_get_screener_filter_options` + `tradingview_screen_assets` | asset type, preset fields, filter operators, market |
42| News | `tradingview_get_news` / `tradingview_get_news_detail` | market_country, lang(zh-Hans/en/ja), symbol |
43| Community ideas | `tradingview_get_ideas_hot` / `tradingview_get_ideas_editors_picks` / `tradingview_get_ideas_by_symbol` / `tradingview_get_minds` / `tradingview_get_idea_detail` | symbol, lang, image_url |
44| Economic calendar | `tradingview_get_calendar` | type(economic/earnings/revenue/ipo), from/to(Unix seconds), market |
45| World economy | `tradingview_get_world_economy_indicators` | indicator slug, region |
46| Metadata | `tradingview_get_metadata` / `tradingview_get_world_economy_indicator_metadata` | type(markets/tabs/columnsets/languages/exchanges/world_economy_indicators) |
47
48## Workflows
49
50Read the relevant workflow reference before performing a multi-step analysis:
51
52### Core Analysis
53- [deep-stock-analysis.md](references/deep-stock-analysis.md) - Deep individual stock analysis (quote + ohlcv multi-timeframe + ta + news + calendar + price events)
54- [smart-screening.md](references/smart-screening.md) - Smart stock screening (leaderboard multi-columnset + ta + ohlcv)
55- [fundamental-screening.md](references/fundamental-screening.md) - Fundamental screening (leaderboard valuation/profitability/dividends columnsets)
56- [fundamental-data-dive.md](references/fundamental-data-dive.md) - Company fundamentals deep dive (`tradingview_get_market_data`)
57- [pattern-recognition.md](references/pattern-recognition.md) - Technical pattern recognition (ohlcv + ta + pattern-library)
58- [multi-timeframe-analysis.md](references/multi-timeframe-analysis.md) - Multi-timeframe trend confirmation (ohlcv D/W/M + ta)
59- [advanced-screener.md](references/advanced-screener.md) - Advanced custom screener (`tradingview_screen_assets`)
60
61### Market & Sectors
62- [market-review.md](references/market-review.md) - Market review (leaderboard gainers/losers + news)
63- [sector-rotation.md](references/sector-rotation.md) - Sector rotation analysis (leaderboard performance columnset)
64- [news-briefing.md](references/news-briefing.md) - Financial news briefing (`tradingview_get_news` / `tradingview_get_news_detail`)
65- [community-sentiment.md](references/community-sentiment.md) - Community sentiment (hot/editors-picks/minds/idea detail)
66- [macro-dashboard.md](references/macro-dashboard.md) - Macro dashboard (world-economy indicators + economic calendar + macro news)
67
68### Risk & Events
69- [risk-assessment.md](references/risk-assessment.md) - Risk assessment (ohlcv history + quote + volatility)
70- [event-analysis.md](references/event-analysis.md) - Event-driven analysis (calendar + news + `tradingview_get_price_events`)
71- [calendar-tracking.md](references/calendar-tracking.md) - Calendar event tracking (calendar 4 types + chart event markers)
72
73### Quotes & Search
74- [symbol-search.md](references/symbol-search.md) - Instrument search (`tradingview_search_market`)
75- [realtime-monitor.md](references/realtime-monitor.md) - Real-time quote monitoring (`tradingview_get_quote` / `tradingview_get_quote_batch`)
76- [multi-symbol-analysis.md](references/multi-symbol-analysis.md) - Multi-instrument batch analysis (`tradingview_get_quote_batch` + `tradingview_get_ohlcv_batch` + `tradingview_get_ta`)
77- [exchange-overview.md](references/exchange-overview.md) - Exchange overview (`tradingview_get_metadata`)
78
79## Reference Knowledge Base
80
81Read these references only when their subject is required:
82
83- [api-documentation.md](references/api-documentation.md) - REST parameter dictionary (market codes/tabs/columnsets/exchanges). Live calls use `tradingview_*` MCP tools
84- [mcp-tools-guide.md](references/mcp-tools-guide.md) - MCP tools usage guide (ohlcv vs price, metadata-first, screener/fundamentals/macro)
85- [technical-analysis.md](references/technical-analysis.md) - Technical analysis methodology (search: `comprehensive scoring model`, `RSI`, `MACD`)
86- [pattern-library.md](references/pattern-library.md) - Pattern recognition library (search: `double bottom`, `head and shoulders`, `triangle`)
87- [risk-management.md](references/risk-management.md) - Risk management system (search: `Kelly formula`, `volatility`, `stop loss take profit`)
88- [china-a-stock-examples.md](references/china-a-stock-examples.md) - China A-share practical cases
89- [us-stock-examples.md](references/us-stock-examples.md) - US stock practical cases
90
91## Disclaimer
92
93The analysis and recommendations provided by this Skill are **for reference only** and do not constitute investment advice. Investing involves risks; decisions should be made cautiously.