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docs: update README with core-path tools, remove .pi folder
- Add search_symbols, get_market_metainfo, get_ta_summary, rank_by_ta to MCP Tools table and CLI Commands table - Add usage examples for symbol discovery, metainfo, TA summary, TA ranking - Update feature list with new capabilities - Remove .pi/ folder (internal tooling, not part of the PR) - Bump tool count from 8 to 12
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.pi/agents/supervisor.md

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.pi/taskplane.json

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README.md

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- **100+ screener fields** including Piotroski F-Score, Altman Z-Score, Graham Number, analyst consensus, and dividend growth streaks
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- **18 filter operators** including `crosses_above` / `crosses_below` for golden cross detection
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- **14 pre-built strategies** covering value, growth, quality, GARP, deep value, breakouts, compounders, and macro monitoring
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- **Symbol discovery** — search for TradingView symbols by name, ticker, or description via `search_symbols`
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- **Technical analysis** — TradingView-style buy/sell/neutral summaries and multi-timeframe TA ranking via `get_ta_summary` and `rank_by_ta`
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- **Market metadata** — discover available screener fields per market via `get_market_metainfo`
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- **9 investor workflow commands** — from `/due-diligence` to `/macro-dashboard` — built on top of the MCP tools
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- **Multi-asset coverage** — stocks, ETFs, forex, and crypto with asset-specific field discovery via `list_fields`
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- **Smart caching and rate limiting** — configurable TTL and requests-per-minute to keep usage responsible
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# Discover available screening fields
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tradingview-cli fields --asset-type stock --category fundamental
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# Search for a symbol
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tradingview-cli search apple --exchange NASDAQ
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# Get market metadata
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tradingview-cli metainfo america --fields name,close,market_cap_basic
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# Technical analysis summary
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tradingview-cli ta NASDAQ:AAPL NASDAQ:NVDA
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# Rank symbols by TA score
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tradingview-cli rank-ta NASDAQ:AAPL NASDAQ:MSFT NASDAQ:NVDA --timeframes 60,1D --weights '{"1D":3}'
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```
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### Output Formats
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| `screen crypto [opts]` | Screen cryptocurrencies |
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| `screen etf [opts]` | Screen ETFs |
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| `lookup <symbols...>` | Look up specific symbols by ticker |
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| `search <query> [opts]` | Search for symbols by name, ticker, or description |
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| `metainfo <market> [opts]` | Get metadata about a market screener |
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| `ta <symbols...> [opts]` | Get technical analysis summary for symbols |
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| `rank-ta <symbols...> [opts]` | Rank symbols by weighted TA scores |
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| `fields [opts]` | List available screening fields |
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| `preset <name>` | Get a preset strategy's details |
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| `presets` | List all available presets |
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## MCP Tools
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Eight tools are exposed to Claude:
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Twelve tools are exposed to Claude:
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| Tool | Description | Key Parameters |
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|---|---|---|
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| `screen_etf` | Screen ETFs by performance and technical criteria | `filters`, `markets`, `sort_by`, `limit` |
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| `lookup_symbols` | Direct lookup by ticker — required for indexes like `TVC:SPX` | `symbols` (up to 100), `columns` |
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| `list_fields` | Discover available fields for any asset type | `asset_type` (`stock`, `forex`, `crypto`, `etf`), `category` |
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| `search_symbols` | Search for symbols by name, ticker, or description | `query`, `exchange`, `asset_type`, `limit` |
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| `get_market_metainfo` | Get metadata about a market screener and available fields | `market`, `fields`, `mode` (`summary`/`raw`) |
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| `get_ta_summary` | TradingView-style technical analysis summary (buy/sell/neutral) | `symbols`, `timeframes`, `include_components` |
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| `rank_by_ta` | Rank symbols by weighted TA scores across timeframes | `symbols`, `timeframes`, `weights` |
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| `get_preset` | Retrieve a pre-configured screening strategy by key | `preset_name` |
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| `list_presets` | List all available preset strategies with descriptions ||
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Cross-field comparison (second example above) enables golden cross / death cross detection without needing a value on the right-hand side.
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### Symbol Discovery
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Use `search_symbols` to find exact TradingView identifiers before screening:
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```json
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// Search for Apple
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{ "query": "apple" }
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// Narrow by exchange and type
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{ "query": "bitcoin", "exchange": "BINANCE", "asset_type": "crypto" }
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```
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Returns normalized symbols with exchange, type, and currency.
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### Market Metainfo
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Use `get_market_metainfo` to discover available fields for a market:
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```json
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// All fields for US stocks
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{ "market": "america" }
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// Specific fields only
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{ "market": "america", "fields": ["name", "close", "market_cap_basic"] }
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// Raw passthrough for debugging
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{ "market": "america", "mode": "raw" }
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```
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### Technical Analysis Summary
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Use `get_ta_summary` for TradingView-style buy/sell/neutral labels:
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```json
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// Single symbol, default timeframes (60m, 4H, 1D, 1W)
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{ "symbols": ["NASDAQ:AAPL"] }
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// Multiple symbols with custom timeframes
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{ "symbols": ["NASDAQ:AAPL", "NASDAQ:NVDA"], "timeframes": ["60", "240", "1D", "1W"] }
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```
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Returns labels (`strong_buy`, `buy`, `neutral`, `sell`, `strong_sell`) plus raw scores based on oscillators and moving averages.
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### TA Ranking
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Use `rank_by_ta` to compare symbols by weighted technical alignment:
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```json
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// Equal-weight ranking
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{ "symbols": ["NASDAQ:AAPL", "NASDAQ:MSFT", "NASDAQ:NVDA"] }
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// Weight daily timeframe 3x more
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{ "symbols": ["NASDAQ:AAPL", "NASDAQ:MSFT"], "weights": { "1D": 3, "1W": 2 } }
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```
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Returns ranked list with per-timeframe breakdown and weighted average score.
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## Screening Fields

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