Tools/Capital rotation

capital_rotation

12 crread-only

THE flagship 'where is smart money rotating' signal. Aggregates quarter-over-quarter SEC 13F position changes across ALL tracked institutions into per-SECTOR capital flows: which sectors institutions are net BUYING into vs SELLING out of this quarter, with breadth (how many funds agree), net flow as % of the sector's book, and a rotation rank. Price-free, point-in-time, every number traced to 13F. Answers 'is smart money rotating out of tech into energy/utilities, and is it broad-based?' — what the sell-side ships as a static quarterly PDF. Pass `period` (ISO quarter-end) for a specific quarter, else the latest well-covered one. NOT investment advice; backward-looking (13F lags ~45 days).

Parameters#

ParameterTypeDescription
periodoptstringQuarter end as YYYY-MM-DD (e.g. 2026-03-31). Omit for the latest well-covered quarter.
weight_byoptstringfund_quality (default) weights each fund's flow by a price-free smart-money quality score (concentration, selectivity, AUM growth, insider co-buy) so index/market-maker money counts less; equal treats every filer the same.one of: fund_quality, equal
directionoptstringFilter to sectors money is rotating into, out of, or both (default both).one of: into, out_of, both
limitoptnumberMax sectors to return (1-12, default 12).

Example call#

bash
curl -X POST https://arkolith.com/api/mcp \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "capital_rotation",
    "arguments": {
      "direction": "into",
      "limit": 12
    }
  }
}'

Example response#

Shape varies
Output depends on your arguments and live data. Make the call above to see the exact response. Every result includes a provenance block where the source carries one.

Related tools#

get_smart_money_leaderboardget_ticker_confluence
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