Merge pull request #426 from coding-kitties/dev

feat: MCP server enhancements - filtering, orders & positions

Author: MDUYN

examples/tutorial/notebooks/09_report_and_llm_workflow.ipynb

@@ -265,46 +265,53 @@
     "```\n",
     "\n",
     "Once running, your LLM in Copilot Chat (or any MCP client) automatically\n",
-    "discovers **23 tools** it can call."
+    "discovers **25 tools** it can call."
    ]
   },
   {
    "cell_type": "markdown",
    "id": "11",
    "metadata": {},
    "source": [
-    "## Step 4 — The LLM Toolkit (23 MCP Tools)\n",
+    "## Step 4 — The LLM Toolkit (25 MCP Tools)\n",
     "\n",
     "When the MCP server starts, the LLM gets access to these tool categories:\n",
     "\n",
     "### Data Exploration\n",
+    "| Tool | What it does | Supports `strategy_ids`? | Supports `tag`? |\n",
+    "|------|-------------|:---:|:---:|\n",
+    "| `list_strategies` | List all strategies with key metrics | ✅ | ✅ |\n",
+    "| `get_strategy_details` | Deep-dive into one strategy (all metrics, parameters) | — | — |\n",
+    "| `rank_strategies` | Rank by any metric (CAGR, Sharpe, max drawdown, etc.) | ✅ | ✅ |\n",
+    "| `compare_strategies` | Side-by-side comparison of 2 strategies | — | — |\n",
+    "| `get_full_analysis` | Complete data dump for AI analysis | ✅ | ✅ |\n",
+    "| `get_trading_activity` | Trading Activity table — all 12 trading metrics | ✅ | ✅ |\n",
+    "\n",
+    "### Time Series (all support multi-strategy stacking + window filter)\n",
+    "| Tool | What it does | Supports `strategy_ids`? | Supports `tag`? |\n",
+    "|------|-------------|:---:|:---:|\n",
+    "| `get_equity_curve` | Equity curve (portfolio value over time) | ✅ | ✅ |\n",
+    "| `get_drawdown_series` | Drawdown over time | ✅ | ✅ |\n",
+    "| `get_monthly_returns` | Monthly return heatmap grid | ✅ | ✅ |\n",
+    "| `get_yearly_returns` | Yearly return summary | ✅ | ✅ |\n",
+    "| `get_rolling_sharpe` | Rolling Sharpe ratio series | ✅ | ✅ |\n",
+    "| `get_correlation_matrix` | Strategy correlation matrix | ✅ | ✅ |\n",
+    "| `get_window_coverage` | Backtest window coverage info | ✅ | ✅ |\n",
+    "| `get_portfolio_snapshots` | Portfolio initial/final value & growth | ✅ | ✅ |\n",
+    "\n",
+    "### Trades, Orders & Positions (single strategy)\n",
     "| Tool | What it does |\n",
     "|------|-------------|\n",
-    "| `list_strategies` | List all strategies with key metrics |\n",
-    "| `get_strategy_details` | Deep-dive into one strategy (all metrics, parameters) |\n",
-    "| `rank_strategies` | Rank by any metric (CAGR, Sharpe, max drawdown, etc.) |\n",
-    "| `compare_strategies` | Side-by-side comparison of 2+ strategies |\n",
-    "| `get_full_analysis` | Complete data dump for AI analysis |\n",
-    "| `get_trading_activity` | Trading Activity table — all 12 trading metrics for every strategy |\n",
-    "\n",
-    "### Time Series & Trades (all support multi-strategy stacking + window filter)\n",
-    "| Tool | What it does | Multi-strategy? |\n",
-    "|------|-------------|:---:|\n",
-    "| `get_equity_curve` | Equity curve (portfolio value over time) | ✅ stacked table |\n",
-    "| `get_drawdown_series` | Drawdown over time | ✅ stacked table |\n",
-    "| `get_monthly_returns` | Monthly return heatmap grid | ✅ sequential per strategy |\n",
-    "| `get_yearly_returns` | Yearly return summary | ✅ stacked table |\n",
-    "| `get_rolling_sharpe` | Rolling Sharpe ratio series | ✅ stacked table |\n",
-    "| `get_trades` | All trades with entry/exit prices, P&L | single |\n",
-    "| `get_symbol_breakdown` | Per-symbol performance breakdown | single |\n",
-    "| `get_return_scenarios` | Best/worst case return scenarios | single |\n",
-    "| `get_correlation_matrix` | Strategy correlation matrix | all strategies |\n",
-    "| `get_window_coverage` | Backtest window coverage info | all strategies |\n",
-    "| `get_portfolio_snapshots` | Portfolio initial/final value & growth | ✅ stacked table |\n",
+    "| `get_trades` | All trades with entry/exit prices, P&L (top N by return magnitude) |\n",
+    "| `get_orders` | All orders with side, type, status, price, amount, filled, cost, fee, fee_rate, slippage. Supports `window` filter and `limit` (default 50) |\n",
+    "| `get_positions` | All positions with symbol, amount, cost. Supports `window` filter |\n",
+    "| `get_symbol_breakdown` | Per-symbol performance breakdown |\n",
+    "| `get_return_scenarios` | Best/worst case return scenarios |\n",
     "\n",
     "**Multi-strategy usage:** Pass `strategy_ids: [\"strat_A\", \"strat_B\", \"strat_C\"]`\n",
-    "instead of `strategy_id` to get a stacked comparison. Add `window: \"2024\"` to\n",
-    "filter to a specific backtest window.\n",
+    "instead of `strategy_id` to get a stacked comparison. Add `window: \"2024\"`\n",
+    "to filter to a specific backtest window. Or use `tag: \"experiment_A\"`\n",
+    "to filter by batch tag.\n",
     "\n",
     "### Notes & Report Building\n",
     "| Tool | What it does |\n",
@@ -314,7 +321,7 @@
     "| `get_note` | Read a note (shows snapshot IDs for embedding) |\n",
     "| `update_note` | Update note content, selections, or embed snapshots |\n",
     "| `delete_note` | Remove a note |\n",
-    "| `filter_strategies` | Apply a note's keep/maybe/reject selections to the dashboard |"
+    "| `filter_strategies` | Filter strategies by metric conditions (supports `strategy_ids` + `tag` pre-filtering) |"
    ]
   },
   {