What inputs does save_watchlist accept?

name (string, required): Unique-per-user display name. tickers (array, required): US tickers. Normalised to uppercase, deduped. criteria (string, optional): Optional free-form screening criteria description. weights (object|null, optional): Optional relative position weights, ticker → number (e.g. {"AAPL": 40, "MSFT": 60}). They need NOT sum to 1 or 100 — normalisation is a display decision. Any ticker not in `tickers` is dropped. Omit to leave existing weights untouched; pass null to clear them.

Which Valuein plans include save_watchlist?

Available on the free tier (token required) and on Pro and Institutional. Not point-in-time safe.

state

Save Watchlist

save_watchlist

Benchmark and above

Upsert a named watchlist with a list of tickers. Replace semantics — the full ticker list is the source of truth for that name. Use this for both creation AND modification (delete + recreate is not required for edits). 500-ticker cap per list. Names are case-insensitive unique...

Example Call

example_call.pypython

# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool(    "save_watchlist",    arguments={    "name": "EXAMPLE",    "tickers": []})print(result)

Direct tool call:save_watchlist(...)

Inputs

Parameter	Type	Required	Description
`name`	string	required	Unique-per-user display name.
`tickers`	array	required	US tickers. Normalised to uppercase, deduped.
`criteria`	string	optional	Optional free-form screening criteria description.
`weights`	object\|null	optional	Optional relative position weights, ticker → number (e.g. {"AAPL": 40, "MSFT": 60}). They need NOT sum to 1 or 100 — normalisation is a display decision. Any ticker not in `tickers` is dropped. Omit to leave existing weights untouched; pass null to clear them.

Output Fields

watchlistcreated

Example Response

Illustrative

response.jsonjson

{  "watchlist": null,  "created": null}

Shape only — field names match the live schema; values are placeholders, not real filings. See MCP server for the structured response shape.

Notes

Available from the Benchmark plan and above.

Try this tool

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Categorystate

PIT-safeNo

Min planBenchmark

Inputs4 (2 required)

Plan Access

Sample (guest)

Not included

Benchmark (token)

Available

Pro

Available

Institutional

Available

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Resources

Point-in-Time methodology →Parquet schema reference →Bulk Data API reference →Python SDK guide →

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