The thesis
Track record
OptimistFi's dated track record on a company: each time a filing crossed or held its thesis's break condition. A crossing whose thesis predates the filing is a genuine call, dated before the event.
get_track_recordcurl https://mcp.optimistfi.com/mcp \
-H "Content-Type: application/json" \
-H "Accept: application/json, text/event-stream" \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_track_record","arguments":{"entity":"MSFT"}}}'When a model calls it
Models choose a tool from its description. This is the one the server publishes:
OptimistFi's dated track record on a company: each time a filing crossed or held its thesis's break condition. A crossing whose thesis predates the filing is a genuine call, dated before the event. Use when the user asks: has OptimistFi been right on X; did X's thesis break. response_mode=plain for beginners. Args: entity.
- has OptimistFi been right on X
- did X's thesis break
Parameters
entitystringrequired
The company: a ticker (AAPL, BRK.B), a company name (Apple) or an SEC CIK.
response_modestringdefault "standard"
standard- the full read with the investment case
plain- a short beginner-friendly explanation at the reading_level grade
Accepts standard, plain.
reading_levelinteger
With response_mode plain, who the explanation is written for: 5 a complete beginner, 10 a general reader, 13 an informed investor (unset reads as 13, with precise figures).
Accepts 5, 10, 13.
Response
A real response to the example call, trimmed: lists cut to two items, long text cut short. The result's content holds the answer as JSON text; parsed, it reads:
{
"entity": {
"ticker": "MSFT",
"name": "MICROSOFT CORP",
"cik": "0000789019",
"figi": "BBG000BPH459"
},
"type": "track_record",
"confidence": "estimated",
"source": {
"name": "OptimistFi — thesis break-condition checks over filed facts",
"url": "https://optimistfi.com/stocks/MSFT",
"license": "computed"
},
"data": {
"forward_calls": [],
"checks": [
{
"ticker": "MSFT",
"cik": "0000789019",
"period_end": "2026-06-30",
"filing_date": "2026-07-29",
"crossed": 0,
"thesis_computed": "2026-08-28T17:35:13Z"
},
{
"ticker": "MSFT",
"cik": "0000789019",
"period_end": "2026-06-30",
"filing_date": "2026-07-29",
"crossed": 0,
"thesis_computed": "2026-08-20T03:48:43Z"
}
],
"confluence": {
"count": 0,
"kinds": [],
"stacked": false
},
"standing": {
"price": {
"close": 535.070007,
"date": "2026-10-09"
},
"range_52w": {
"low": 352.83,
"high": 542.07,
"sessions": 252,
"position_pct": 96.3
},
"valuation": {
"as_of": "2026-10-12",
"close_date": "2026-10-09",
"pe_ratio": 29.71,
"ps_ratio": 11.97,
"price_to_book": 8.98,
"price_to_cash_flow": 21.72,
"ev_to_ebitda": 21.06,
"market_cap": 3973186677848
},
"analyst_target": {
"consensus": 574.5,
"median": 572.5,
"high": 725,
"low": 440,
"as_of": "2026-10-12",
"analysts_publishing_last_month": 9,
"target_basis": "consensus",
"implied_move_pct": 7.4,
"basis": "published analyst price targets, not an OptimistFi forecast; the implied move is the distance from the last close to the consensus, and the count is how many analysts published in the last month, not total coverage"
},
"analyst_actions_12m": {
"downgrade": 7,
"hold": 2,
"initialise": 4,
"maintain": 100,
"upgrade": 6
},
"thesis_state": {
"state": "intact",
"rules_watched": 2,
"rules_crossed": 0
}
},
"dependents": [
{
"ticker": "AAOI",
"pct": 28.8,
"fiscal_year": "2025",
"receipt": "https://www.sec.gov/Archives/edgar/data/1158114/000143774926005875/aaoi20251231_10k.htm"
},
{
"ticker": "EA",
"pct": 16,
"fiscal_year": "2026",
"receipt": "https://www.sec.gov/Archives/edgar/data/712515/000162828026033617/ea-20260331.htm"
},
"… 1 more"
]
}
}Fields are explained in Reading a response.
Errors
isError: true and the reason in words. A company or market the server cannot match comes back as a result naming what was not found. See Errors and limits.