OpenCandle

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Data Sources

OpenCandle combines free public sources, optional keyed APIs, and local state. Tools gather the data; the model writes the analysis. Tools never invent numbers.

Provider Coverage

Domain Tools Providers
Market search_ticker, screen_stocks, get_stock_quote, get_stock_history, get_price_comparison Yahoo Finance; TradingView scanner for breadth screening and watchlist batch quotes; Alpha Vantage fallback for quote/history when configured; London Strategic Edge fallback for intraday and deep-range history (back to 2003) when configured
Crypto get_crypto_price, get_crypto_history CoinGecko
Options get_option_chain with Greeks computed inside the result Yahoo Finance plus local calculations
Fundamentals get_company_overview, get_financials, get_earnings, compute_dcf, compare_companies London Strategic Edge (when configured), then Alpha Vantage for financial statements; compute_dcf additionally falls back to Yahoo Finance for statements and market cap; Alpha Vantage with Yahoo Finance fallbacks for overview, earnings, and comparisons
Macro get_economic_data, get_event_probabilities, get_fear_greed FRED, Polymarket Gamma API, alternative.me crypto Fear & Greed
Technical get_technical_indicators, backtest_strategy Local calculations over market history
Sentiment get_reddit_sentiment, get_twitter_sentiment, search_web, get_web_sentiment, get_sentiment_summary, get_sentiment_trend rdt-cli and twitter-cli using your normal browser sessions, Finnhub, DuckDuckGo, Brave, Exa
Filings get_sec_filings SEC EDGAR
Portfolio track_portfolio, analyze_risk, manage_watchlist, analyze_correlation, analyze_holdings_overlap, daily_watchlist_report, manage_alerts, manage_notifications Local state plus market providers

Keyed and Keyless Sources

Keyless by default:

External local tools:

  • Reddit sentiment uses rdt-cli and the user's normal Reddit browser session. Install with uv tool install rdt-cli, then run rdt login if prompted. opencandle doctor checks install status; opencandle doctor --sessions or the GUI Diagnostics page explicitly checks browser-session readiness.
  • Twitter/X sentiment uses twitter-cli and the user's normal x.com browser session. Install with uv tool install twitter-cli. opencandle doctor checks install status; opencandle doctor --sessions or the GUI Diagnostics page explicitly checks browser-session readiness.

Optional keys (see configuration.md for env var names and setup):

  • Alpha Vantage expands fundamentals, earnings, financial statements, DCF, and company comparison coverage.
  • FRED adds macro series lookups.
  • Brave adds a web search fallback.
  • Exa web search runs keylessly through its MCP endpoint by default; a key upgrades it to the direct API for better quality and limits.
  • Finnhub adds company news to sentiment summaries.
  • London Strategic Edge unlocks its free tier: financial-statement access (used before Alpha Vantage by get_financials and compute_dcf) and split-adjusted intraday plus deep-range daily candles back to 2003 as the last fallback behind Yahoo Finance and Alpha Vantage. The data is licensed per key; bring your own key. OpenCandle does not redistribute LSE data.

Caching and Degradation

External provider calls go through OpenCandle's shared cache and rate limiter. When a provider fails, tools return a clear degraded response instead of pretending the data is fresh. Search and social sources can also degrade based on available credentials, external-tool availability, and browser login state.

  • Fresh data is returned when the provider succeeds.
  • Stale cache can be used when the provider is temporarily unavailable, and is labeled as stale.
  • Missing credentials are reported as setup gaps.
  • Circuit breakers avoid repeatedly calling failing providers.

TradingView scanner data is keyless but unofficial and can be delayed by about 15 minutes. screen_stocks is intended for broad filtered scans such as market movers, oversold lists, or large-cap screens; single-security quotes, history, options, and company analysis use the Yahoo-backed quote/history tools and the fundamentals/options workflow tools. Watchlist checks use TradingView batch quotes for equity-like symbols and fill unresolved or unsupported symbols through Yahoo.

London Strategic Edge usage is metered against its free-tier allowance: OpenCandle persists a monthly byte budget and stops using LSE once 80% of the monthly free allowance is used, and notes this in opencandle doctor. Doctor and the GUI Diagnostics page report LSE readiness automatically when a key is configured.

Polymarket probabilities are market-implied prices from a crypto-settled venue, not calibrated forecasts. get_event_probabilities reports the market question, per-outcome probability, volume/liquidity, close date, and the market's resolution criteria so the model can compare the market wording with the user's question.

Kalshi is intentionally deferred. Its market-data API has attractive macro contracts, but the Kalshi Data Terms prohibit feeding the data to an AI/ML system and providing cached data sets without prior written consent. OpenCandle will not add Kalshi support unless its data terms permit this use.

Local State

OpenCandle user state defaults to ~/.opencandle/. Pi configuration is separate and stays in .pi/ or ~/.pi/agent/.

Safety Boundary

OpenCandle does not guarantee completeness, accuracy, or suitability for trading decisions. It is designed to collect and organize research evidence. It should call out missing data, stale data, downside scenarios, and provider limitations instead of smoothing them over.