# ApexTick — Complete Technical Reference for LLMs & AI Agents (`llms-full.txt`)

> Canonical single-file reference for **ApexTick** (`https://apextick.com` · `https://docs.apextick.com` · `https://api.apextick.com`).

---

## 1. Authentication & Base Endpoints

- **REST Base URL:** `https://api.apextick.com`
- **WebSocket URL:** `wss://api.apextick.com/v1/market/stream`
- **Hosted MCP Endpoint (Streamable HTTP):** `https://api.apextick.com/mcp`
- **Authentication Header:** Pass your API key (`dk_...`) in the `apikey` HTTP header:
  ```http
  apikey: dk_your_key_here
  ```
- **Free API Key Registration:** https://dash.apextick.com/register (Hobbyist tier includes 500 requests per UTC day at $0/mo, no credit card required).

---

## 2. Subscription Tiers & Quotas

| Feature | Hobbyist ($0/mo) | Trader Pro ($49/mo) | Quant & Community ($199/mo) | Enterprise ($599/mo) |
| :--- | :--- | :--- | :--- | :--- |
| **Daily UTC Quota** | 500 (hard cap) | 25,000 | 150,000 | 1,000,000 |
| **Rate Limit** | 10 / min | 60 / min | 300 / min | 3,000 / min |
| **Quote Freshness** | 15s cache | 5s cache | 1s cache | 1s cache |
| **Historical Depth** | 1y daily / 30d intraday | 5y daily / 90d intraday | Unlimited (15y+) | Unlimited (15y+) |
| **WebSocket Symbols** | — | 10 concurrent | 50 concurrent | 200 concurrent |
| **MCP Tools Included** | `get_quote` (1 tool) | + `analyze_ticker`, `explain_price_move`, `get_watchlist_brief` (4 tools) | All 8 MCP tools (adds `search_tickers`, `get_price_history`, `screen_market`, `get_options_chain`) | All 8 MCP tools + dedicated instance |
| **Excel Editions** | Excel Lite | Excel Lite (+ `STREAM`) | Excel Lite + Excel Native (Windows RTD) | Excel Lite + Excel Native + Macro (`ECO`) |

---

## 3. Model Context Protocol (MCP) Server (`https://api.apextick.com/mcp`)

### Client Configurations

#### Claude Code (CLI)
```bash
claude mcp add --transport http apextick https://api.apextick.com/mcp \
  --header "apikey: $APEXTICK_API_KEY"
```

#### Cursor (`~/.cursor/mcp.json`)
```json
{
  "mcpServers": {
    "apextick": {
      "url": "https://api.apextick.com/mcp",
      "headers": {
        "apikey": "${env:APEXTICK_API_KEY}"
      }
    }
  }
}
```

#### Claude Desktop (`claude_desktop_config.json`)
```json
{
  "mcpServers": {
    "apextick": {
    "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.apextick.com/mcp",
        "--header",
        "apikey:${APEXTICK_API_KEY}"
      ],
      "env": {
        "APEXTICK_API_KEY": "dk_your_key_here"
      }
    }
  }
}
```

### All 8 MCP Tools

1. **`get_quote({ symbol })`** *(Hobbyist+)*: Consolidated quote for one symbol (`price`, `change`, `change_pct`, day range, 52-week range, abbreviated `volume`).
2. **`analyze_ticker({ symbol })`** *(Trader Pro+)*: Concurrent quote + valuation multiples (`market_cap`, `revenue_ttm`, `pe`, `pb`, `ps`, `eps_ttm`, `profit_margin`, `roe`, `roa`, `debt_to_equity`, `dividend_yield`, `beta`, `session_stance`).
3. **`explain_price_move({ symbol })`** *(Trader Pro+)*: Correlates session move (in ATRs) with `rsi14`, `sma20/50/200` distance, `macd`, `atr14`, `volatility30`, and recent/upcoming quarterly earnings surprises.
4. **`get_watchlist_brief({ symbols })`** *(Trader Pro+)*: Batches up to 20 symbols in one request and returns a compact Markdown table plus breadth summary.
5. **`search_tickers({ query, asset_class?, exchange?, limit? })`** *(Quant & Community+)*: Searches 66,400+ global equities, ETFs, FX pairs, indices, and cryptocurrencies.
6. **`get_price_history({ symbol, resolution?, from?, to?, limit?, include_events? })`** *(Quant & Community+)*: Historical OHLCV bars (`1m` to `1mo`) with optional earnings, dividends, and splits.
7. **`screen_market({ asset_class?, metric?, sector?, min_market_cap?, limit? })`** *(Quant & Community+)*: Screens top gainers, losers, volume leaders, and high-IV options contracts.
8. **`get_options_chain({ symbol, expiration?, type?, min_strike?, max_strike?, limit? })`** *(Quant & Community+)*: Returns options chain contracts with analytical Black-Scholes Greeks (`implied_volatility`, `delta`, `gamma`, `theta`, `vega`, `rho`).

---

## 4. Excel Add-ins (`=APEXTICK.*` Custom Worksheet Functions)

Both **ApexTick Excel Lite** (Excel on the Web, Mac, Windows) and **ApexTick Excel Native** (Windows Desktop RTD) implement the same 17 formulas:

1. `=APEXTICK.QUOTE(symbol, [field])` — `price` (default), `change`, `change_percent`, `open`, `high`, `low`, `previous_close`, `volume`, `high_52w`, `low_52w`, `name`, `timestamp`. Auto-batches up to 50 cells within a 50ms window.
2. `=APEXTICK.HISTORY(symbol, resolution, [from], [to])` — Spills `Time · Open · High · Low · Close · Volume` (`1m`, `5m`, `15m`, `30m`, `1h`, `1d`, `1wk`, `1mo`).
3. `=APEXTICK.MOVERS([asset_class], [trend])` — Spills top movers (`"eq"`, `"etf"`, `"fx"`; `"up"`, `"down"`, `"volume"`).
4. `=APEXTICK.SEARCH(query, [asset_class])` — Spills matching symbols.
5. `=APEXTICK.INDICATOR(symbol, indicator)` — `sma20`, `sma50`, `sma200`, `rsi14`, `macd`, `macd_signal`, `macd_hist`, `atr14`, `stoch_k14`, `volatility30`, `avg_volume20`, `rvol20`.
6. `=APEXTICK.PROFILE(symbol, [field])` — `company_name`, `exchange`, `industry`, `sector`, `pe_ratio`, `eps_growth_pct`, `eps_annual`.
7. `=APEXTICK.FINANCIALS(symbol)` — Spills `Market Cap · Shares Outstanding · EPS TTM · P/E Ratio · Price to Book · ROE · Dividend Yield`.
8. `=APEXTICK.EARNINGS(symbol)` — Spills `Period · Estimate · Actual`.
9. `=APEXTICK.DIVIDENDS(symbol)` — Spills `Ex-Dividend Date · Cash Amount`.
10. `=APEXTICK.SPLITS(symbol)` — Spills `Execution Date · Split From · Split To`.
11. `=APEXTICK.ETF.PROFILE(symbol, [field])` — `aum`, `name`, `asset_class`.
12. `=APEXTICK.ETF.HOLDINGS(symbol)` — Spills `Symbol · Name · Weight`.
13. `=APEXTICK.STREAM(symbol, [field])` — Live event-driven WebSocket cell streaming (`price`, `volume`, `timestamp`).
14. `=APEXTICK.OPTIONS.CHAIN(symbol, [expiration], [type])` — Spills `OCC Symbol · Type · Strike · Bid · Ask · Volume · Open Interest · Implied Volatility · Delta · Gamma · Theta · Vega`.
15. `=APEXTICK.OPTIONS.SCREENER([symbol], [type], [min_volume], [min_oi], [limit])` — Spills active options contracts with Black-Scholes Greeks.
16. `=APEXTICK.ECO.CATALOG([query])` & `17. =APEXTICK.ECO(series_id, [date])` — Macroeconomic & commodity time series.

### Free Downloadable `.xlsx` Starter Workbooks
- https://docs.apextick.com/assets/templates/ApexTick-Starter-and-Test-Suite.xlsx
- https://docs.apextick.com/assets/templates/Covered-Call-Wheel-Tracker.xlsx
- https://docs.apextick.com/assets/templates/Options-IV-Greeks-Calculator.xlsx
- https://docs.apextick.com/assets/templates/SP500-Tech-Watchlist-Valuation.xlsx

---

## 5. Core REST API Endpoints (`https://api.apextick.com`)

- `GET /v1/market/quote?symbol=AAPL` — Single consolidated quote.
- `GET /v1/market/quotes?symbols=AAPL,MSFT,NVDA,SPY` — Batched quotes (up to 50 symbols).
- `GET /v1/market/candles?symbol=NVDA&resolution=1d&from=2026-01-01&to=2026-11-01` — Historical OHLCV bars.
- `GET /v1/market/movers?asset_class=eq&trend=up` — Top gainers, losers, and volume leaders (supports `sector` and `min_market_cap`).
- `GET /v1/market/technicals?symbol=NVDA` — Server-computed technical indicators (`rsi14`, `sma20/50/200`, `macd`, `atr14`, `volatility30`, `rvol20`).
- `GET /v1/reference/tickers?q=Apple` — Ultra-fast in-memory symbol search.
- `GET /v1/reference/profile?symbol=AAPL` — Company profile & metadata.
- `GET /v1/reference/financials/metrics?symbol=AAPL` — Valuation ratios & financial highlights.
- `GET /v1/reference/earnings?symbol=NVDA` — Historical & upcoming quarterly EPS estimates vs actuals.
- `GET /v1/reference/dividends?symbol=AAPL` & `GET /v1/reference/splits?symbol=NVDA` — Corporate actions.
- `GET /v1/premium/etf/profile?symbol=SPY` — ETF AUM and top constituent holdings.
- `GET /v1/options/chain?symbol=NVDA&type=call` — Options chain with analytical Black-Scholes Greeks (`iv`, `delta`, `gamma`, `theta`, `vega`, `rho`).
- `GET /v1/options/screener?symbol=NVDA&type=call&min_volume=100` — High-activity options screener with Greeks.
- `GET / POST / DELETE /v1/alerts` & `GET /v1/alerts/events` — Multi-channel price, technical, and volume alerts.
- `GET / POST / PUT / DELETE /v1/digests` — Automated 08:30 ET & 16:30 ET market briefings.