LONA Trading Assistant

Retrieves metadata for a single market data symbol by ID. Returns the symbol name, description, data type, and whether it is a global or user-uploaded dataset. The metadata field may include exchange, asset_class, frequency, quote_currency, and timeframe availability.

lona_get_symbol

Retrieves OHLCV (Open, High, Low, Close, Volume) time-series price data for a symbol by ID.

lona_get_symbol_data

Lists the user's backtest reports with status, performance metrics (return, Sharpe ratio, trades), and timestamps. Supports filtering by strategy_id or status (PENDING, EXECUTING, PROCESSING, COMPLETED, FAILED) and pagination via skip/limit.

lona_list_reports

Lists available market data symbols. Returns user-uploaded data files by default, or pre-loaded global datasets (US equities, crypto, forex) when is_global=true. Each symbol has an ID usable as a data_id in lona_run_backtest.

lona_list_symbols

Lists the user's saved trading strategies. Returns strategy names, IDs, descriptions, and version info. Supports pagination via skip/limit parameters.

lona_list_strategies

Executes a trading strategy backtest against historical market data. Runs asynchronously and returns a report_id for checking progress with lona_get_report_status. Required inputs: - strategy_id: a Lona strategy ID (from lona_list_strategies, lona_create_strategy, or lona_create_strategy_from_description) - data_ids: array of Lona symbol IDs (from lona_list_symbols, lona_download_market_data, or lona_upload_market_data) Configurable parameters: - frequency: candle frequency available for every selected data_id (defaults to 1d when available, otherwise the first common available frequency) - initial_cash: Starting capital (default: 100000) - commission: Trading commission as decimal (default: 0.001 = 0.1%) - leverage: Maximum leverage allowed (default: 1) - parameters: Override strategy parameters (passed to the strategy's params tuple)

lona_run_backtest

Modifies an existing trading strategy. Accepts updates to the name, description, or code individually or all at once. This operation uses immutable versioning: the update creates a new version of the strategy and returns a new strategy ID. The previous version is replaced in listings. The returned strategyId represents the latest version.

lona_update_strategy

Uploads user-provided CSV market data and creates a new symbol in the user's Lona account. Returns a symbol_id usable as a data_id in lona_run_backtest. Accepts data via the file parameter (when user attaches a CSV) or the csv_content parameter (raw CSV string). This tool accepts OHLCV (Open-High-Low-Close-Volume) price data in CSV format. CSV Requirements: - Header row with column names - Minimum 10 data rows - Maximum ~15MB - Must contain at minimum: a timestamp/date column and a close price column - Additional columns (open, high, low, volume) are optional but recommended Supported timestamp formats (auto-detected): - ISO 8601: 2024-01-15T00:00:00Z - Date-time: 2024-01-15 00:00:00 - Date only: 2024-01-15 - Slash format: 01/15/2024 or 15/01/2024 (auto-detected) - Unix timestamps: 1705276800 (seconds), 1705276800000 (ms) Standard column names (auto-detected, case-insensitive): - Timestamp: "timestamp", "date", "time", "datetime" - Price: "open", "high", "low", "close" (or "adj close", "price") - Volume: "volume", "vol" If your CSV uses non-standard column names, provide the column_mapping parameter.

lona_upload_market_data