Superfunds

Get comprehensive performance and risk metrics for a specific fund. Includes total returns (MTD through 5Y), annualized returns (CAGR), and risk metrics: volatility, Sharpe ratio, Sortino ratio, VaR, CVaR, and max drawdown with dates.

get_fund_metrics

Full profile for one fund — details + 1Y return & Sharpe — rendered as a card.

get_fund_profile_card

Drill into one curated category — the slug-keyed theme card. Returns the category metadata plus the full fund membership list with per-fund detail (name, manager, AUM, fees, classification). Use after list_curated_categories to inspect a specific theme.

get_curated_category

All documents from a single source within the window — for single-voice deep-dives (e.g., all of Modi Shafrir's posts to verify a framework before quoting).

get_documents_by_source

Canonical filter tag vocabulary used across search and listing tools. Returns the full enumeration of valid theme / strategy / region / geo-theme tags, each with English canonical key and Hebrew display label. Use this for self-discovery: before filtering or interpreting results, call this once to know which values are valid for theme_tags / strategy_tags / geography_tags etc. Returns: Dict mapping each dimension to its allowed values: { "theme": [{en: "defense", he: "ביטחון"}, ...], "strategy": [...], "geography": [...], "geo_theme": [...] }.

get_filter_vocabulary

Fetch detailed information for a specific mutual fund. Includes metadata, classification, exposure profile, and latest AUM.

query_fund_details

Get a comprehensive profile for one fund manager. Includes: fund count, total AUM, type split, fee stats, category breakdown with market share per category, and top funds by AUM. Use list_managers first to find the manager_id.

get_fund_manager_profile

Fetch EOD price and NAV history for a mutual fund.

query_fund_eod

Flat list of every quoted numerical fact (rates, yields, CPI, FX, index levels) extracted from the corpus, with source attribution. Use to ground claims in actual numbers: never assert a rate value or market level without anchoring it to a quoted data point.

get_data_points

Get the latest market context cards — Hebrew market insights generated by the Superfunds news agent. Each card covers a market signal (bonds, equities, rates, macro, etc.) with an original Hebrew headline, summary, and linked fund IDs for comparison.

get_market_news

List all curated category cards — themed fund collections. These are editorially-curated themes (e.g. "Israeli AI exposure", "long-duration bonds", "manager flagships") with hand-picked or rule-based fund membership. Different from get_market_by_category, which enumerates the raw TASE classification tree. Use this when the user asks about themes / topics / "show me funds about X". Returns: Dict with categories: [{slug, title_he, title_en, subtitle_he, category_group, member_count, fund_type_dominant, asset_class_major, geography, tags, is_leveraged, is_kosher, display_order, refreshed_at, fund_ids}], plus a fund_lookup map for the union of all member funds.

list_curated_categories

List all Israeli mutual fund managers with their market position. Returns each manager's fund count, total AUM, and market share percentage. Use this to discover managers before diving into a specific manager's profile. Returns: All managers ranked by AUM with fund count and market share.

list_managers

List Israeli mutual funds that were recently announced (ק131 prospectus). Use this to answer "what new funds launched recently" questions, surface launch trends by manager or category, or pull a Hebrew description of a just-announced fund. Each row is a NEW-FUND ANNOUNCEMENT, not a live trading fund — these may not yet appear in query_funds results.

list_recently_launched_funds

List the intelligence sources catalog with freshness signals. Use this to orient at the start of a research session — see what sources exist, their cadence, and whether any have gone stale (last_doc_date well past expected cadence may indicate scraper issues or meaningful publishing absence).

list_intelligence_sources

AUM growth scorecard for one fund manager — asset-gathering performance. Use this to answer "is X gaining assets", "who is bleeding AUM", "rank managers by recent asset growth". Returns the manager's current total AUM plus absolute + percentage change across standard windows: 1m/3m/6m/1y/2y. AUM change includes both flows AND market performance — a manager whose book is mostly ETFs will see "growth" partly from market moves on their existing assets, not just new investor money. For pure-flow signal, interpret carefully against the manager's fund-type mix (see get_manager_overview.funds_by_type).

get_manager_aum_growth

Fee positioning per fund manager — how cheap or expensive each manager is. Returns aggregate fee statistics (avg / min / max management fee, avg trustee fee) for every manager, optionally narrowed to one classification. Use this to find the cheapest provider in a category or compare fee discipline across managers.

get_market_fees

Period total return for one fund manager across their fund book. Use this to answer "how did [manager] do recently", "is X outperforming", "rank managers by recent performance". Computed as the simple (unweighted) mean of per-fund returns across all of the manager's funds — each fund counts once, regardless of AUM. NOT money-weighted. Pair with get_manager_aum_growth for size-vs-performance picture.

get_manager_performance

All TASE classification categories ranked by total AUM. Use this to enumerate the classification space and see how AUM is distributed across asset categories — useful when you don't yet know which specific category to drill into. Returns: List of {category, fund_count, total_aum} ranked by AUM descending. Categories are the canonical Hebrew TASE classification main values (e.g. 'מניות בארץ', 'אג"ח חברות והמרה', 'קרן כספית').

get_market_by_category

Top-level snapshot of the Israeli mutual fund market. Use this to answer "how big is the market", "how many funds exist", "what's the manager / fund-type composition". A starting point before drilling into managers, categories, or specific funds. Returns: Dict with manager_count, fund_count, total_aum (₪), and a funds_by_type mapping (e.g. {"קרן מחקה": 812, "קרן נאמנות": ...}).

get_market_overview

Flexible natural-language search over the Israeli mutual fund market. Accepts a single free-text query (Hebrew or English) and returns ranked matching funds with enum attributes. Uses hybrid retrieval (BM25 + semantic + reranker) over LLM-generated English fund cards. Understood filter dimensions (extracted automatically from the query): - fund_type: mutual / tracking / etf / foreign-etf - manager, asset_class_major, currency_denom - is_leveraged, is_kosher, is_irish - theme: defense, cyber, healthcare, technology, green-energy, financials, banks, digital-assets, bitcoin, etc. - strategy: leveraged, inverse, large-cap, blend, value, growth, target-maturity, bullet, investment-grade, esg, etc. - geography: country code (US/IL/JP), region (Asia/Europe), or theme (emerging/developed/global) For numeric filters (fee, AUM, returns) or sorting, compose with the existing query_fund_eod / get_fund_metrics / compare_funds_by_metric tools on the returned fund_ids.

search_funds_flex

Filterable document pull with full enrichment (summary, tags, sentiment, key_data_points, markets, asset_types, relevance). Replaces the snippet-only RAG pattern: instead of `search → snippets`, query `give me last 14 days of high-relevance docs from research sources where bonds sentiment is bearish`.

get_intelligence_documents

RANK funds by a performance or risk metric — best/worst returns, most/least volatile, highest/lowest Sharpe. Use this for any "top N" or "best X" question. Do NOT use query_funds for ranking — it filters by attributes only and does not sort by performance. Optionally filter the ranked universe by classification category or fund manager.

compare_funds_by_metric

Resolve a category by slug to its current member fund_ids. For SQL-pure categories (category_type='sql'), runs the deterministic filter live and returns fresh fund_ids (always up-to-date with the current fund universe). For dynamic categories (category_type='dynamic'), returns the cached fund_ids from the last build run. Use this to answer 'who is currently in category X?' without needing to list the full /categories endpoint.

resolve_category

Search Israeli market RESEARCH — research reports, analyst notes, central bank publications. Supports English and Hebrew queries. Use this for opinions, commentary, and analysis ABOUT the market — NOT for finding specific funds. To find actual funds, use search_funds_flex or query_funds instead. Uses hybrid retrieval (BM25 + semantic + reranker) over enriched topic-segmented chunks from multiple research sources.

search_market_intelligence

Funds with the largest AUM movement (inflows or outflows) over a window. Use this to answer "what's hot", "where is money flowing", "which funds are bleeding assets". Movement is measured as % AUM change between the start and end of the window.

get_market_trending_funds

Top tags by mention count, classified as surging / new heat / fading / steady based on recent vs prior split of the window.

aggregate_tags