Company research
Stock News Search
Find recent coverage for a company, review the original sources, and continue the analysis in the same Finance Agent conversation.
Example: “What is the latest news for Tesla?”
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Browse focused capability pages to see what Pineify Finance Agent can help you investigate, the questions it can answer, and how each capability fits into financial research.
Research capabilities
Choose what you want to investigate
Market monitoring
Market News Overview
Scan broad financial coverage, identify the stories shaping markets, and keep the original sources ready for deeper research.
Example: “What are the biggest market news stories today? Summarize the main themes and include the original sources.”
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Company announcements
Company Press Release Search
Review press releases associated with a company, identify the changes being announced, and open the source for closer inspection.
Example: “Find the latest press releases associated with Apple and summarize the company-relevant announcements. Include source links and identify who issued each release.”
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Crypto market research
Crypto News Research
Follow news about Bitcoin, Ethereum, and other crypto assets, organize the main themes, and inspect the original coverage.
Example: “Find the latest Bitcoin and Ethereum news. Organize the most important themes and include the original source links.”
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Currency market research
Forex News Research
Follow news about currency pairs, organize the macro themes behind the coverage, and inspect the original publisher sources.
Example: “Find the latest forex news for EURUSD and GBPUSD. Organize the most important macro themes, explain which currency pair each story relates to, and include the original source links.”
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Security identification
Company Ticker Search
Find candidate ticker symbols from a company or asset name, distinguish listings by exchange and currency, and continue research with the right identifier.
Example: “I know the company name but not its ticker. Search for Berkshire Hathaway and show the matching ticker symbols, exchanges, and trading currencies.”
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Company due diligence
SEC Company Profile Research
Review a company’s regulatory identity, business description, industry classification, corporate details, and direct path to its SEC filings.
Example: “Build a due diligence profile for AAPL using SEC company data. Include the registrant identity, business description, CIK, SIC classification, incorporation state, fiscal year end, employee count, and a link to its SEC filings.”
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Market leadership
Sector Performance Analysis
Compare stock market sectors for a chosen date, see which groups led or lagged, and use the ranking to guide deeper industry or company research.
Example: “Show the U.S. stock market sector performance snapshot for September 11, 2026. Rank all available sectors from strongest to weakest by average change, then briefly explain which sectors led and lagged.”
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Industry monitoring
Industry Performance Analysis
Compare stock market industries for a chosen date, find the largest positive and negative average moves, and choose where to investigate next.
Example: “Show the NASDAQ industry performance snapshot for September 11, 2026. Rank the available industries by the magnitude of their average price change, and identify the biggest positive and negative movers.”
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Asset discovery
AI Asset Screener
Describe the stocks, ETFs, or funds you want to find, narrow the market with practical criteria, and compare the matching assets before deeper research.
Example: “Screen for actively traded U.S. Technology stocks on NASDAQ with market cap above $100 billion, price below $500, and daily volume above 5 million. Show the matches and sort them by market cap.”
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Macroeconomic events
AI Economic Calendar
Review scheduled economic releases, see which events may deserve attention, and compare previous readings with expectations and reported results.
Example: “Show the economic calendar for September 15, 2026. I want to plan research around the major macro releases that day.”
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Macroeconomic trends
AI Economic Indicator Analysis
Track economic indicators through time, recognize changes in direction, and bring macroeconomic context into market and company research.
Example: “Show the U.S. unemployment rate from January 2023 through December 2025 and explain how the trend changed over that period.”
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Market movers
AI Top Stock Gainers
Find the stocks posting the largest price gains, compare the size of their moves, and choose which names deserve deeper research.
Example: “Show today's 10 biggest stock gainers. I want to identify which names deserve follow-up research.”
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Market movers
AI Top Stock Losers
Find the securities posting the largest price declines, compare the size of their moves, and choose which names deserve deeper research.
Example: “Show today's 10 biggest stock losers. I want to identify which declines deserve follow-up research.”
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Market activity
AI Most Active Stocks
Find the most actively traded market names, see how each is moving, and decide which activity spikes deserve deeper research.
Example: “Show today's 10 most actively traded stocks. I want to see where market activity is concentrated before choosing names for follow-up research.”
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Options research
AI Options Chain Snapshot
Compare options contracts across strikes and expirations, inspect pricing and activity, and narrow the chain for deeper research.
Example: “Show me a snapshot of 10 AAPL options contracts so I can compare strikes, expirations, bid/ask, volume, open interest, implied volatility, and delta before deciding what to research further.”
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Options research
AI Options Contract Lookup
Look up a specific options contract, confirm its underlying and terms, and avoid carrying the wrong contract into deeper analysis.
Example: “Look up the contract specifications for O:AAPL261218C00220000. Show the underlying, contract type, strike, expiration, exercise style, shares per contract, and primary exchange so I can confirm I am researching the intended option.”
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Options research
AI Options Contract Snapshot
Review one options contract's price movement, market activity, implied volatility, and Greeks before deeper strategy and risk research.
Example: “Use only the options contract market snapshot for O:AAPL261218C00250000. Show the available price movement, volume, open interest, implied volatility, Greeks, and underlying or break-even context.”
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Options research
AI Options Contract Search
Find options contracts by underlying, direction, expiration, or strike, then carry the correct contract ticker into deeper market and risk research.
Example: “Use only the options contracts search to find 10 active AAPL call contracts expiring on December 18, 2026, ordered by strike price. Show the contract tickers and reference terms. Do not fetch an options chain snapshot, individual contract lookup, or market quote.”
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Company research
AI Company Profile Research
Build a structured view of a public company’s identity, business, leadership, scale, and available market profile before deeper research.
Example: “Use only the company profile for MSFT. Show the company identity, business description, sector and industry, CEO, headquarters, employee count, IPO date, website, market cap, beta, average volume, last dividend, 52-week range, and the profile price and change. Do not fetch an SEC company profile, separate stock quote, financial statements, news, or analyst data.”
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Management research
AI Company Executive Research
Map the people leading a public company, understand their responsibilities, and identify management questions for deeper research.
Example: “Use only the company executives tool for MSFT. Show the available key executives, including each person’s name, title, birth year, active status, and disclosed compensation. Do not fetch a company profile, SEC profile, separate executive-compensation history, financial statements, stock quote, news, or analyst data.”
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Valuation research
AI DCF Valuation
Compare a dated discounted cash flow estimate with a stock price, measure the valuation gap, and decide which assumptions need deeper investigation.
Example: “Use only the DCF valuation tool for AAPL. Show the dated DCF value, stock price, price-versus-DCF percentage, and valuation label. Do not fetch financial statements, a company profile, levered DCF, a separate stock quote, analyst estimates, or news.”
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Valuation research
AI Levered DCF Analysis
Compare a dated debt-aware cash flow estimate with a stock price, measure the valuation gap, and focus follow-up research on leverage and model assumptions.
Example: “Use only the levered DCF tool for AAPL. Show the dated levered DCF value, stock price, price-versus-levered-DCF percentage, and valuation label. Do not fetch standard DCF, financial statements, a company profile, a separate stock quote, analyst estimates, or news.”
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Management research
AI Executive Compensation Research
Break down disclosed executive pay, compare compensation structures across leaders and years, and frame sharper governance and incentive questions.
Example: “Use only the executive compensation tool for MSFT. Show the available executive compensation records with each executive’s name and position, reporting year, salary, bonus, stock awards, option awards, incentive-plan compensation, other compensation, total compensation, filing date, and source link. Do not fetch the company executives roster, company profile, financial statements, stock quote, analyst estimates, or news.”
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Dividend research
AI Company Dividend History
Review a stock’s dividend history and payment schedule, compare cash distributions over time, and identify income questions for deeper research.
Example: “Use only the company dividends tool for KO. Show Coca-Cola’s recent dividend history and payment schedule, including each cash dividend, yield, frequency, ex-dividend date, record date, declaration date, and payment date. Do not fetch a stock quote, company profile, financial statements, dividend stock screeners, news, or other market data.”
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Earnings research
AI Company Earnings Report
Compare reported EPS and revenue with market estimates across earnings dates, distinguish scheduled reports from completed quarters, and identify follow-up research questions.
Example: “Use only the earnings report tool for AAPL. Show Apple’s recent earnings reports with each report date, actual EPS versus estimated EPS, actual revenue versus estimated revenue, and the last-updated timestamp. Do not fetch a stock quote, company profile, analyst estimates, earnings transcript, news, financial statements, or other market data.”
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Earnings research
AI Earnings Call Transcript
Read a company’s quarterly earnings-call transcript, inspect management commentary and analyst questions, and investigate changes in guidance, priorities, and risk.
Example: “Show Apple’s Q3 2025 earnings call transcript. Help me identify management’s comments on AI investment, tariffs, Services growth, and September-quarter guidance, preserving the speaker and date for each passage.”
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Earnings research
AI Earnings Call Transcript Dates
Find available earnings-call transcript dates by fiscal quarter and year, choose the right call, and plan a reliable cross-quarter research sequence.
Example: “Show Apple’s available earnings call transcript dates. Organize them by fiscal year and quarter so I can choose which calls to compare.”
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IPO research
AI IPO Calendar
Review available IPO calendar entries, compare scheduled listing details, and identify new issues that deserve deeper company and offering research.
Example: “Show the available IPO calendar entries. Organize them by scheduled date and exchange, and flag entries whose date or expected status I should verify.”
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Institutional research
AI Institutional Holdings Analysis
Compare reported institutional positions for a stock, see which holders added or reduced shares, and prepare questions for deeper filing research.
Example: “Show Apple’s institutional holders for Q4 2025. Compare reported shares, market value, portfolio weight, and ownership changes, and tell me which filings deserve review.”
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Forecast research
AI Analyst Estimates
Compare analyst consensus estimates across future periods, review forecast ranges and contributor counts, and identify the expectations that deserve deeper research.
Example: “Show Apple’s annual analyst estimates for the next two available periods. Compare consensus revenue, EPS, EBITDA, and net income, including each low-to-high range.”
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Company comparison
AI Market Cap Comparison
Compare the market capitalizations of several public companies, rank their equity size, and see the scale difference between stocks in one view.
Example: “Compare the latest available market capitalizations for Apple, Microsoft, NVIDIA, Amazon, and Alphabet. Rank them from largest to smallest and keep the date beside each figure.”
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Market data
AI Stock Quote
Check the latest available quote for a public stock, including its price move, trading ranges, volume, market capitalization, and moving-average context.
Example: “Show me the latest available stock quote for AAPL. Include the timestamp, exchange, price and session change, open, previous close, volume, day range, 52-week range, market cap, and 50-day and 200-day averages.”
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Extended-hours market data
AI After-Hours Trade Tracker
Review a stock’s latest available after-hours trades with the displayed time, price, and trade size, then decide what deserves follow-up research.
Example: “Show me the latest available after-hours trades for AAPL. Keep the displayed time, price, and trade size visible, and make clear when size is unavailable.”
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Extended-hours comparison
AI After-Hours Stock Comparison
Compare the latest available after-hours trades across several stocks, see when and where each one traded, and decide which names deserve follow-up research.
Example: “Compare the latest available after-hours trades for Apple, Microsoft, NVIDIA, and Tesla. Keep each stock’s displayed time, price, and trade size together, and mark unavailable sizes clearly.”
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Market comparison
AI Multi-Stock Quote Comparison
Compare the latest available quotes for several stocks, scan their price moves and trading volume, and decide which names deserve closer research.
Example: “Compare the latest available stock quotes for Apple, Microsoft, NVIDIA, and Tesla. Keep each price, absolute and percentage move, and trading volume together in one view.”
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Price performance
AI Stock Price Change Analysis
Review a stock’s percentage price changes from one day through its longest available history and see how short- and long-term performance differ.
Example: “Show Apple’s available percentage price changes across 1 day, 5 days, 1 month, 3 months, 6 months, year to date, 1 year, 3 years, 5 years, 10 years, and the longest available history. Keep every timeframe in one view.”
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Commodity markets
AI Commodity Quote Scanner
Scan the latest available prices, moves, and trading volume across tracked commodity and futures markets, then choose which contracts deserve closer research.
Example: “Show the latest available commodity and futures quote snapshot in one view. Help me identify which energy, metals, agricultural, and related markets deserve follow-up research, but do not treat absolute price changes as directly comparable across contracts.”
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Cryptocurrency markets
AI Crypto Quote Scanner
Compare the latest available prices, moves, and displayed volume across selected crypto assets, then choose which markets deserve deeper research.
Example: “Compare the latest available quotes for Bitcoin, Ethereum, Solana, XRP, and Cardano. Help me identify which assets deserve follow-up research, but calculate percentage moves before ranking them.”
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Currency markets
AI Forex Quote Scanner
Compare the latest available rates, moves, and displayed volume across selected currency pairs, then choose which markets deserve deeper macro research.
Example: “Compare the latest available quotes for EURUSD, GBPUSD, USDJPY, AUDUSD, and USDCAD. Help me identify which pairs deserve follow-up research, but calculate percentage moves over the same interval before ranking them.”
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Market benchmarks
AI Market Index Quote Scanner
Compare the latest available levels, moves, and displayed volume across major market indexes, then investigate market breadth, risk appetite, and divergence.
Example: “Compare the latest available levels for the S&P 500, Nasdaq Composite, Dow Jones, Russell 2000, and VIX. Calculate percentage moves over the same interval before comparing the equity indexes, and interpret VIX separately.”
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Commodity market discovery
AI Commodity Symbol Finder
Discover tracked commodity and futures markets, match instrument names to symbols, and check the available contract context before researching prices or market drivers.
Example: “Show the available commodity and futures markets. Group them into energy, metals, agriculture, livestock, rates, currencies, and equity-index futures, while preserving each symbol, trade month, currency label, and exchange when available.”
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Commodity market data
AI Commodity Quote Lookup
Inspect one commodity or futures quote with its price move, trading ranges, volume, moving averages, and timestamp before researching the market in depth.
Example: “Show the latest available quote for GCUSD Gold Futures. Keep the price, absolute and percentage move, open, previous close, day range, 52-week range, volume, 50-day average, 200-day average, exchange label, and timestamp together.”
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Financial statement research
AI Income Statement Analysis
Review how a public company moves from revenue to gross profit, operating income, net income, and earnings per share across reported periods.
Example: “Show Apple’s latest available annual income statements. Keep revenue, cost of revenue, gross profit, R&D, SG&A, operating income, EBITDA, EBIT, taxes, net income, basic and diluted EPS, filing date, and reported currency together for each period.”
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Filing-based financial research
AI As-Reported Income Statement Research
Inspect a company’s income statement closer to its reported filing structure, preserve issuer-specific line items, and trace headline profit figures back to the disclosure.
Example: “Show Apple’s two latest available annual income statements as reported. Keep the fiscal period, statement date, reported currency, revenue, gross profit, operating income, net income, diluted EPS, and reported line-item count together for each statement.”
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Financial trend research
AI Income Statement Growth Analysis
Compare how revenue, costs, operating profit, net income, earnings per share, and share counts changed across reported annual or quarterly periods.
Example: “Show Apple’s latest available annual income-statement growth. Keep revenue, cost of revenue, gross profit, operating expenses, operating income, net income, basic and diluted EPS, and share-count growth together for each period.”
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Current profitability research
AI TTM Income Statement Analysis
Review a company’s latest trailing-twelve-month revenue, costs, operating profit, net income, margins, and earnings per share without waiting for fiscal year-end.
Example: “Show Apple’s latest two available trailing-twelve-month income statements. Keep the period end date, fiscal year label, revenue, cost of revenue, gross profit, R&D, SG&A, operating expenses, operating income, EBITDA, EBIT, taxes, net income, basic and diluted EPS, net margin, filing date, and currency together for each TTM snapshot.”
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Financial position research
AI Balance Sheet Analysis
Review what a public company owns, owes, and finances, then compare liquidity, debt, and shareholder equity across reported balance-sheet dates.
Example: “Show Apple’s latest available annual balance sheets. Keep cash, short-term investments, receivables, inventory, current assets, total assets, current liabilities, short- and long-term debt, total liabilities, shareholder equity, net debt, current ratio, filing date, and reported currency together for each date.”
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Filing-based financial position research
AI As-Reported Balance Sheet Research
Inspect a company’s balance sheet closer to its reported filing structure, retain issuer-specific line items, and trace assets, liabilities, and equity back to the disclosure.
Example: “Show Apple’s two latest available annual balance sheets as reported. Keep the fiscal period, statement date, reported currency, total assets, current assets, cash, total liabilities, current liabilities, shareholder equity, and reported line-item count together for each statement.”
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Financial position trend research
AI Balance Sheet Growth Analysis
Compare how cash, assets, liabilities, debt, retained earnings, and shareholder equity changed across reported annual or quarterly balance sheets.
Example: “Show Apple’s latest available annual balance-sheet growth. Keep cash, short-term investments, receivables, inventory, current assets, total assets, current and total liabilities, shareholder equity, total debt, and net debt together for each period.”
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Current financial position research
AI TTM Balance Sheet Analysis
Review a company’s latest TTM-labeled balance-sheet snapshots and compare liquidity, assets, obligations, debt, and shareholder equity between reporting dates.
Example: “Show Apple’s latest two available TTM balance-sheet snapshots. Keep the reporting date, fiscal-year label, cash, short-term investments, receivables, inventory, current assets, total assets, current and total liabilities, shareholder equity, total debt, net debt, current ratio, debt-to-equity, filing date, and currency together for each snapshot.”
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