ToolsOverview

Tools Overview

Copinance OS provides a comprehensive suite of tools for stock research and analysis. Tools are executable functions that can be used in workflows, especially agentic workflows where AI agents can dynamically select and use tools to answer questions.

Tool Categories

Analysis Tools

Advanced analytical functions for market regime detection, technical analysis, and other research capabilities.

  • Market Regime Detection: Identify bull/bear markets, volatility regimes, and market cycles
  • See Overview for details

Data Provider Tools

Tools that wrap data provider methods, making them accessible to AI agents and workflows.

  • Market Data Tools: Get quotes, historical prices, search stocks
  • Fundamental Data Tools: Access financial statements, SEC filings, fundamentals
  • See Overview for details

Using Tools

In Agentic Workflows

Tools are automatically available when using agentic workflows:

copinance research ask AAPL "What is the current market trend?"

The AI agent will automatically select and use the appropriate tools to answer your question.

Programmatic Usage

from copinanceos.infrastructure.tools.analysis import create_market_regime_tools
from copinanceos.infrastructure.tools.data_provider import create_market_data_tools
from copinanceos.infrastructure.data_providers import YFinanceMarketProvider
 
provider = YFinanceMarketProvider()
 
# Create tools
regime_tools = create_market_regime_tools(provider)
data_tools = create_market_data_tools(provider)
 
# Use tools
result = await regime_tools[0].execute(symbol="AAPL")

Tool Registry

Tools can be registered in a central registry:

from copinanceos.infrastructure.tools import ToolRegistry
 
registry = ToolRegistry()
registry.register_many(regime_tools)
registry.register_many(data_tools)
 
# Get tool by name
tool = registry.get("detect_market_trend")

Tool Architecture

All tools implement the Tool interface, which provides:

  • Schema Definition: JSON Schema for LLM function calling
  • Parameter Validation: Automatic validation of inputs
  • Error Handling: Structured error responses
  • Metadata: Additional context in results

See Also

ConfigurationOverview