Discover & Resolve Tools
These tools answer questions like:
- "What's TSMC's ticker?"
- "What megatrend node is HBM memory under?"
- "What GICS code is 'banks'?"
- "Who are the listed players in the solid-state battery theme?"
- "Which private companies are active in the AI agent space?"
- "Who are NVDA's competitors and peers?"
Tools at a glanceβ
| Tool | What it does | Credits |
|---|---|---|
find_stock | Resolve any name/ticker/private company to a MarketIV ticker | Free |
find_megatrend | Resolve a theme phrase to taxonomy node id(s) | Free |
find_gics | Resolve a sector/industry name to a GICS code | Free |
list_themes | Browse the full megatrend taxonomy tree | Free |
theme_players | Curated roster of listed member companies in a theme | 1 credit |
private_movers | Private companies in a theme that appeared in news | 1 credit |
relationships | Competitors + peers of a company | 1 credit |
suggest_cta | AI-suggested next explorations for a scope | 1 credit |
find_stock β Resolve any name to a tickerβ
The essential first step whenever you're not 100% sure of the exact MarketIV ticker β especially for non-US companies. MarketIV uses its own exchange suffixes (Korea = .KO not .KS, Taiwan = .TW, Japan = .JP), so guessing a foreign ticker typically 404s.
Accepts: company name, partial ticker, alias, ISIN, or a non-English name. Lexical matching runs first (exact symbol/prefix/alias), with semantic fallback so phrases and foreign names still resolve.
Also resolves:
- Commodities:
"gold"βGOLD.COMM,"oil"βWTI.COMM - Crypto:
"bitcoin"βBTC-USD.CC - Government bond yields:
"US 10-year"βUS-10Y.GB - Money-market rates:
"SOFR"βSOFR.MM - Private companies:
"OpenAI"βoc:52,"SpaceX"β their internaloc:id
Private company oc: ids can be passed to stock_impact to see their news history.
Batch modeβ
Pass queries=["Apple", "Samsung", "TSMC"] to resolve several names in one call. Each query returns a match_quality: strong (clear winner β auto-accept), weak (ambiguous β disambiguation recommended), or none.
:::caution Translate generic commodity/sector concepts to English first The resolver is English-canonical for generic concepts. Company proper names pass as-is:
- ΰΈΰΈΰΈΰΈΰΈ³ β
"gold"β (not the raw Thai) - θ ε° β resolves as-is β
- εε°δ½ β
"semiconductors"β - γγ¨γΏ β resolves as-is β :::
find_megatrend β Resolve a theme phrase to a node idβ
MarketIV's taxonomy has 25+ tier-1 theme families with hundreds of sub-nodes. This tool resolves natural-language terms to the exact node id(s) needed by screen_unified, brief, theme_players, write_note, and more.
Pass a list of terms β each gets its own ranked candidate list. You pick the best match and reuse the id.
Example resolutions:
| Input | Resolves to |
|---|---|
"EV" | Electrification & Mobility (broad node) |
"HBM" | Memory β DRAM, NAND & HBM |
"foundry" | Foundry & Contract Manufacturing |
"CRISPR" | Gene & Cell Editing |
"stablecoin" | Stablecoin Issuers & Distribution |
"GLP-1" | Metabolic, Diabetes & Obesity |
"AI agents" | Agentic AI & Autonomous Workflows |
:::tip Theme vs sector
find_megatrend is for trend/theme concepts. For established industry names (banks, airlines, retail), use find_gics instead β those live in GICS, not the megatrend taxonomy.
:::
find_gics β Resolve a sector name to a GICS codeβ
The GICS tree is English-named. Pass the English industry word β returns candidate codes at multiple granularities.
| Input | Returns (examples) |
|---|---|
"banks" | 4010 (Banking group), 401010 (Diversified Banks), 401020 (Regional Banks) |
"semiconductors" | 4530 (group), 453010 (industry) |
"biotech" | 352010 |
"airlines" | 203020 |
"retail" | 255010, 255020 (specialty/internet) |
Pick the granularity you need, then pass the code to screen_unified, brief, screen_stocks, etc.
:::caution Translate sector names to English first
ΰΈΰΈΰΈ²ΰΈΰΈ²ΰΈ£ β "banks", εε°δ½ β "semiconductors", ιθ‘ β "banks".
:::
list_themes β Browse the megatrend taxonomyβ
Returns the full taxonomy tree β 25+ tier-1 families, each with sub-nodes. Useful for discovery ("what sub-themes exist under biotech?") or when you want to browse rather than search.
Pass an optional query to filter the tree by keyword.
theme_players β Listed companies in a themeβ
Returns the curated roster of investable, publicly listed member companies for a theme. Rolls up sub-themes β a parent node returns its children's members too.
This is the correct tool for "who are the players in X?" β not screen_stocks, which is a news-ranked subset. theme_players gives the full curated membership.
| Param | Description |
|---|---|
theme | Name or node id (name is resolved automatically) |
country | Default all (full cross-market roster); ISO-2 to scope to one trading venue |
exposure | Filter to core exposure only (stricter membership) |
limit | Default 20, max 50; large themes have many more |
If total > count in the response, you're seeing a top slice β say so rather than implying it's the full list.
:::caution Listing venue, not home country
country filters by where the stock trades, not the company's home country. A European aerospace company listed on the LSE appears under GB, not its home country β use all when in doubt.
:::
private_movers β Private companies in a themeβ
Off-coverage (private/pre-IPO) companies whose news mapped into a theme. Returns the most news-active private companies in the theme, most mentioned first.
Each company has an internal oc:<id> identifier. Pass it to stock_impact(oc:id) to see the articles that mentioned them.
Useful for: "Which private AI companies are getting the most coverage?" or "What private players are competing in EV batteries?"
relationships β Competitors and peersβ
Returns two lists for a company:
- Competitors β direct product/market competitors, ranked by competitive closeness
- Peers β companies sharing the same megatrend exposure axes, grouped by theme
Example: relationships("NVDA.US") returns AMD, Intel as competitors; and themed peer groups for AI accelerators, data center, memory-adjacent names.
The response includes total for each list. For large themes, you're seeing a top slice β raise limit or say more exist.
Routing guideβ
| You want to⦠| Use |
|---|---|
| Get the ticker for TSMC / Samsung / OpenAI | find_stock |
| Get a node id for "EV theme" / "HBM" | find_megatrend |
| Get a GICS code for "banks" / "semiconductors" | find_gics |
| Browse what themes exist | list_themes |
| See who's listed in the solid-state battery theme | theme_players |
| Find private AI companies in the news | private_movers |
| See NVDA's competitors and peers | relationships |