OEM Stock Tracker
Comprehensive OEM investment signal dashboard — volume, share, pricing, DOM, and EV transition mapped to your ticker watchlist
Purpose
A portfolio manager with exposure to multiple OEM tickers needs a single view that synthesizes all relevant operational signals across the entire watchlist. Running individual analyses per ticker is time-consuming and makes cross-ticker comparison difficult.
OEM Stock Tracker pulls volume, market share, ASP, DOM, and EV transition metrics for all tickers in the analyst's watchlist simultaneously and delivers a unified dashboard with signal per ticker, cross-ticker comparison, and a portfolio-level investment summary.
How It Works
Execution flow. MCP tool calls are shown inline on each step.
Loads tracked_tickers from marketcheck-profile.md. Maps all tickers to make lists using built-in OEM ticker→makes mapping.
↔ Parallel Execution
get_sold_summarySingle get_sold_summary call ranked by make for current period — extracts sold_count, average_sale_price, average_days_on_market for all makes at once.
get_sold_summarySame single call for prior period. Computes all MoM metrics per make and aggregates to ticker level.
get_sold_summaryCalls get_sold_summary with fuel_type_category=EV to compute each OEM ticker's EV mix % and EV share bps change.
Assigns composite signal per ticker (BULLISH/BEARISH/MIXED/NEUTRAL) based on volume, ASP, DOM, and EV signals. Ranks watchlist by signal strength.
MCP Tool Calls
| Tool | Calls | Purpose |
|---|---|---|
get_sold_summary | 3–5 | All OEM metrics current/prior period plus EV breakdown |
Example Output
OEM STOCK TRACKER — Watchlist | February 2026 ══════════════════════════════════════════════ Ticker Vol Δ% Share Δ bps ASP Δ% DOM Δ EV Mix% Signal ────── ────── ─────────── ─────── ─────── ─────── ───────── TM +3.1% +40 bps +1.1% -2 days 3.8% BULLISH HYMTF +6.1% +50 bps +0.8% -2 days 9.8% BULLISH GM -1.8% -40 bps +0.5% +1 day 6.1% NEUTRAL F -4.2% -40 bps -2.1% +4 days 4.2% BEARISH STLA -2.9% -40 bps -1.1% +7 days 2.1% BEARISH TSLA +1.4% — +0.2% -1 day 100% NEUTRAL PORTFOLIO SUMMARY OVERWEIGHT: TM, HYMTF (both gaining share with pricing power) UNDERWEIGHT: F, STLA (share loss + ASP decline + DOM building)
Cost Estimate
20 dashboards/month ≈ $3–6
Limitations
- US market only.
- Composite signals are based on US retail sold data — non-US revenue (often 30–60% of OEM total) is not captured.
- EV mix % may be understated for OEMs with large fleet/commercial EV segments not captured in retail sold data.