obai

Central router for OBaI's MCP servers. Trigger this skill whenever the user asks a financial-markets question and the OBaI MCP servers (localhost ports 8001-8010) are available: stock prices, quotes, technicals, fundamentals, valuation, SEC filings, insider trades, earnings, dividends, news catalysts, options chains and Greeks, stock screening, portfolio analysis, ETF holdings, treasury rates, trading-strategy design and backtesting, qualitative company research, Polymarket prediction markets, or Coinbase spot crypto. This skill maps the question to the right OBaI specialist skill and MCP server, then enforces grounding and synthesis rules. Read the matching specialist skill before calling that server's tools.

Real-time and historical stock market data via the OBaI market-data MCP server (http://localhost:8002/mcp). Use for current prices, quotes, OHLCV candles, technical indicators (RSI, SMA, EMA, ADX), market movers, sector snapshots, pre/after-hours quotes, short volume, market hours, and commodity/futures prices (gold, oil, gas). Read before calling any market_data_* tool.

Use the OBaI CLI to answer financial and stock market questions by running `obai query` commands with `--session` for conversation memory. Trigger this skill whenever the user asks about stock prices, earnings, fundamentals, options, market movers, portfolio analysis, portfolio risk, screening, dividends, SEC filings, insider trades, backtesting strategies, commodity or futures prices, company deep dives, competitive positioning, management quality, product sentiment, thematic research, or any financial market question. The agent should autonomously run `obai query "<question>" --json --session <id>`, parse the JSON output, and present the answer — without asking the user to run commands themselves. Always use --session to maintain context across related queries. Also trigger when the user asks to check OBaI server health, run evaluations, or compare stocks.

Autonomous paper trading bot that manages a stock portfolio on Alpaca's paper trading platform. Use this skill when the user asks to: run the daily trading routine, check the portfolio or account status, execute or close trades, evaluate strategy signals, screen stocks, get technical analysis, review trading performance, deploy a new strategy, run portfolio risk analysis, or validate strategy robustness. Trigger on mentions of paper trading, Alpaca, autotrader, buy/sell stocks, portfolio check, market hours, risk limits, strategy signals, or daily routine.

Coinbase spot crypto research via the OBaI crypto MCP server (http://localhost:8010/mcp). Use for Coinbase spot product lookup, crypto OHLCV candles, order books, latest trades and bid/ask, single-product spot strategy backtests, and Coinbase paper-ledger strategy artifacts. Excludes derivatives, DeFi, on-chain analysis, other exchanges, and live order placement. Read before calling any crypto_* tool.

Polymarket prediction-market analysis via the OBaI prediction-markets MCP server (http://localhost:8009/mcp). Use for market discovery, event odds, YES/NO executable pricing and depth, price history, trade flow, holder concentration, trader leaderboards, wallet analysis, trade decision memos, calibration/longshot-bias analysis, rule backtests, edge estimation, and Kelly sizing. Excludes equity strategy backtesting (use obai-strategy). Read before calling any prediction-market tool.

Quantitative equity strategy design and backtesting via the OBaI backtest MCP server (http://localhost:8007/mcp). Use when the user wants to build, test, backtest, optimize, refine, repair, or compare a trading strategy, run walk-forward robustness validation, inspect trade logs, or follow up on a backtest job. Excludes prediction markets (use obai-prediction-markets) and crypto spot (use obai-crypto). Read this file AND reference.md before composing strategy JSON.

Financial news and events via the OBaI events-news MCP server (http://localhost:8003/mcp). Use for company and market news search, news catalysts behind price moves, earnings calendars and surprises, and dividend history/ex-dates. Read before calling any events_news_* tool.

Fundamental analysis via the OBaI fundamentals MCP server (http://localhost:8001/mcp). Use for financial statements, valuation ratios (P/E, P/B, EV/EBITDA, ROE, margins), analyst estimates and price targets, company profiles, SEC filings (10-K, 10-Q, 8-K), insider trading, and revenue segments. Read before calling any fundamentals_* tool.

Options data and analytics via the OBaI options MCP server (http://localhost:8004/mcp). Use for options chains, Greeks, implied volatility, open interest, contract quotes and trades, Black-Scholes pricing, what-if P&L scenario analysis, and multi-leg position risk profiles (spreads, straddles, condors). Read before calling any options_* tool.

Portfolio analysis via the OBaI portfolio MCP server (http://localhost:8006/mcp). Use for parsing portfolio positions, effective exposure with ETF look-through, concentration risk, portfolio risk metrics (volatility, Sharpe, beta, drawdown, VaR), sector/asset-class allocation breakdowns, single-ETF holdings, and US Treasury rates. Read before calling any portfolio_* tool.

Qualitative investment research via the OBaI research MCP server (http://localhost:8008/mcp, Exa semantic web search). Use for company deep dives, business model analysis, management/CEO quality, product sentiment, competitive landscape, moats, and thematic or industry research. Not for live prices, headlines, earnings results, or SEC filings. Read before calling any research_* tool.

Stock screening and ticker discovery via the OBaI screening MCP server (http://localhost:8005/mcp). Use for screening stocks by market cap, sector, industry, price, volume, beta, or dividend filters, resolving company names to tickers, and validating ticker symbols. Read before calling any screening_* tool.

Run the full OBaI end-to-end regression suite — drives the obai CLI across the curated case set, resolves each Opik trace, judges pass/fail. Use ONLY when the user wants the WHOLE suite run after a substantive change. Triggers on "run e2e regression", "/obai-e2e-regression", "validate obai after this change", "regression test obai", "run the full obai suite", "make sure nothing broke before I merge", "run all the e2e tests". Do NOT use for single-query debugging, inspecting one trace ID (that's opik-trace-inspect), running just one specialist, or unit-test scope. Do NOT run automatically after detecting code changes — wait for the user to ask.

Use when the user asks about Coinbase spot crypto products, crypto OHLCV, crypto order books, latest crypto trades or bid/ask, Coinbase spot strategy backtests, crypto strategy artifacts, or follow-ups on prior crypto backtests or artifacts. Excludes equities, options, Polymarket, DeFi, on-chain, and derivatives.

Use when the user intent involves prediction markets, Polymarket, event odds, YES or NO market pricing, market discovery, market comparison, trade memos, wallet or trader analysis, holder or leaderboard analysis, prediction-market backtesting, or follow-ups on prior prediction-market output. Excludes equity strategy backtesting.

Use when the user wants to build, test, backtest, optimize, refine, repair, compare, or follow up on a systematic trading strategy. Covers strategy design, backtesting, optimization, robustness analysis, rule generation, strategy repair/comparison, execution handoff, and strategy job follow-ups. Excludes prediction markets.

Use when deciding whether cached data is sufficient, when live market or prediction-market freshness matters, or when finalizing numeric, time-sensitive, or source-sensitive claims.

Use when the user requests broad investment research, thesis development, bull and bear analysis, evidence comparison, source-grounded company or market research, or synthesis that goes beyond a single data specialist.

Use when finalizing any non-terminal analysis built from one or more evidence-supplier specialists (`market_data_analysis`, `fundamentals_analysis`, `events_news_analysis`, `options_analysis`, `screener_lookup`, `portfolio_analysis`, `research_analysis`). Covers stock, ETF, company, sector, thematic, portfolio, and research-only queries. Do not use for terminal strategy backtest or terminal prediction-market output.