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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Explore what Finance Agent can research
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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Cash flow research
AI Cash Flow Statement Analysis
Trace how a public company generates cash from operations, invests it, funds the business, and changes its cash balance across reported periods.
Example: “Show Apple’s latest available annual cash flow statements. Compare operating, investing, and financing cash flows, working-capital changes, capital expenditure, free cash flow, and ending cash across the reported periods.”
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Filing-based cash flow research
AI As-Reported Cash Flow Statement Research
Inspect a company’s cash flows closer to its filed structure, keep issuer-specific line items visible, and compare operating, investing, and financing activity across periods.
Example: “Show Apple’s two latest available annual cash flow statements as reported. Keep the fiscal period, statement date, reported currency, net income, operating cash flow, investing cash flow, financing cash flow, free cash flow, and reported line-item context together for each statement.”
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Cash flow trend research
AI Cash Flow Growth Analysis
Compare how operating, investing, and financing cash flows, free cash flow, capital spending, and cash balances changed across reported periods.
Example: “Show Apple’s latest available annual cash-flow growth. Compare operating, investing, and financing cash-flow growth with net income, capital expenditure, free cash flow, and the change in cash, and call out the periods that deserve a closer look.”
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Current cash flow research
AI TTM Cash Flow Analysis
Review a company’s latest trailing-twelve-month operating, investing, and financing cash flows, free cash flow, capital spending, and cash balances across rolling periods.
Example: “Show Apple’s latest two available trailing-twelve-month cash-flow periods. Keep the period end, filing date, net income, operating, investing, and financing cash flow, capital expenditure, free cash flow, and cash at end together so I can compare the recent cash picture.”
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Filing-based financial statement research
AI Full As-Reported Financial Statements
Review a company’s income statement, balance sheet, and cash flow together while keeping more of the issuer’s reported line-item structure in view.
Example: “Show Apple’s two latest available annual financial statements as reported. Keep the reported period, statement date, currency, revenue, gross profit, operating income, net income, diluted EPS, total assets, total liabilities, shareholder equity, operating cash flow, investing cash flow, financing cash flow, and reported line-item context together for each year.”
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Company metrics research
AI Key Metrics Analysis
Review a company’s valuation, profitability, efficiency, capital, and financial-quality indicators together across reported periods.
Example: “Show Apple’s latest available annual key metrics across the reported periods. Keep market cap, enterprise value, EV multiples, ROA, ROE, ROIC, current ratio, cash conversion cycle, earnings yield, free-cash-flow yield, net debt to EBITDA, free cash flow, and dates together so I can compare the pattern.”
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Current company metrics research
AI TTM Key Metrics Analysis
Review a company’s latest rolling twelve-month valuation, returns, liquidity, efficiency, leverage, and capital indicators in one view.
Example: “Show Apple’s latest trailing-twelve-month key metrics. Keep valuation, ROA, ROE, ROIC, liquidity, cash conversion cycle, earnings yield, free-cash-flow yield, leverage, free cash flow, and the measurement date together so I can understand the current operating picture.”
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Company ratio research
AI Financial Ratios Analysis
Review profitability, liquidity, efficiency, valuation, leverage, per-share, and dividend ratios together across reported periods.
Example: “Show Apple’s latest available annual financial ratios across the reported periods. Keep profitability margins, current and quick ratios, turnover, P/E, P/B, P/S, EV multiple, debt to equity, per-share measures, dividend yield, payout, dates, and currency together so I can compare the pattern.”
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Current company ratio research
AI TTM Financial Ratios Analysis
Review a company’s latest trailing-twelve-month margins, liquidity, efficiency, valuation, leverage, coverage, and per-share ratios.
Example: “Show Apple’s latest trailing-twelve-month financial ratios. Keep profitability margins, liquidity, turnover, P/E, P/B, P/S, price to free cash flow, EV multiple, debt ratios, cash-flow coverage, per-share measures, dividend yield, and the current measurement context together.”
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Company financial health research
AI Financial Health Scores
Use established financial-strength signals with the company figures that help put profitability, liquidity, and balance-sheet capacity in context.
Example: “Review Apple’s financial health scores and show the Altman Z-Score and Piotroski Score with the supporting revenue, EBIT, assets, liabilities, working capital, retained earnings, market value, dates, and currency. Explain which figures I should verify in the latest filing.”
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Company growth research
AI Financial Statement Growth Analysis
Trace how income, balance-sheet, cash-flow, and long-term per-share growth measures change across reported periods.
Example: “Show Apple’s latest financial statement growth across the available periods. Group revenue, profit, EPS, assets, debt, operating cash flow, free cash flow, capital spending, shares, dividends, and three-, five-, and ten-year per-share growth, then point out what I should verify in the filings.”
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Shareholder cash-flow research
AI Owner Earnings Analysis
Estimate the cash a business may generate for owners after separating maintenance investment from expansion spending.
Example: “Review Apple’s owner earnings across the latest available periods. Show the owner-earnings estimate, per-share value, maintenance CapEx, growth CapEx, average PPE, dates, and currency, then identify the assumptions and filing notes I should verify.”
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Company valuation research
AI Enterprise Value Analysis
Compare market capitalization, cash, debt, shares, stock price, and enterprise value across reported dates.
Example: “Show Apple’s enterprise value across the latest available periods. Keep stock price, market capitalization, shares, cash and equivalents, total debt, enterprise value, dates, and currency together, then identify the capital-structure changes I should verify.”
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Company revenue mix research
AI Product Revenue Segmentation
See which product lines contribute to revenue and how the mix shifts across reported periods.
Example: “Show Apple’s product revenue segmentation across the latest available annual periods. Rank iPhone, Services, Mac, iPad, and Wearables by contribution, include total revenue and dates, and point out the mix changes I should verify in the 10-K.”
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Company market exposure research
AI Geographic Revenue Segmentation
See how reported revenue is distributed across regions and how geographic exposure changes over time.
Example: “Show Apple’s geographic revenue segmentation across the latest available annual periods. Rank the Americas, Europe, Greater China, Japan, and Rest of Asia Pacific by contribution, include total revenue and dates, and point out the regional changes I should verify in the 10-K.”
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Institutional ownership research
AI Institutional Position Summary
Review institutional holder counts, ownership, invested value, position changes, and options activity for a stock and reporting quarter.
Example: “Review Apple’s institutional position summary for the latest available 13F quarter. Show holder count, ownership percentage, shares, invested value, new/increased/closed/reduced positions, calls, puts, put-call ratio, the reporting date, and changes from the prior quarter.”
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Company rating research
AI Financial Ratings Snapshot
Review an overall financial grade with valuation, returns, leverage, and asset-efficiency rating signals in one snapshot.
Example: “Review Apple’s financial ratings snapshot. Show the overall grade and score with the discounted-cash-flow, ROE, ROA, debt-to-equity, P/E, and P/B ratings, then explain which inputs, dates, definitions, and peer context I should verify.”
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Company rating trend research
AI Historical Financial Ratings
Track how a company’s overall grade and valuation, return, leverage, and asset-efficiency signals change over time.
Example: “Show Apple’s latest historical financial ratings. Keep each date, overall grade and score, DCF, ROE, ROA, debt-to-equity, P/E, and P/B ratings together, then identify the changes and methodology details I should verify.”
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Analyst recommendation research
AI Analyst Ratings Search
Find individual analyst recommendations, actions, price targets, and source articles for a stock in one recent view.
Example: “Show me the latest individual analyst ratings for Apple. Group the recent Buy, Hold, and Sell calls by date, analyst, firm, action, price target, and source link.”
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Point-in-time analyst research
AI Stock Analyst Ratings Snapshot
See a stock’s analyst recommendations, price targets, and track-record context as of a chosen research date.
Example: “Show Apple’s point-in-time analyst ratings as of the latest available date. Keep each recommendation, analyst, firm, action, price target, success rate, return context, and source link together.”
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Analyst coverage research
AI Analyst Coverage Snapshot
See an analyst’s latest views across covered stocks, with recommendation changes, targets, track-record context, and source coverage.
Example: “Show Wamsi Mohan’s latest available analyst coverage across stocks. Group each record by ticker, recommendation, date, firm, action, price target, success rate, return context, and source link.”
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Analyst consensus research
AI Stock Ratings Summary
Summarize a stock’s analyst recommendations, action mix, target outcomes, and historical return context over a defined window.
Example: “Summarize the latest available analyst ratings for Apple over the default trailing-twelve-month window. Show the Buy, Hold, and Sell mix, analyst count, actions, target beats and misses, and return context, then tell me what to verify.”
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Analyst performance research
AI Analyst Performance Summary
Review one analyst’s recommendation mix, coverage breadth, actions, target outcomes, and historical return context in one view.
Example: “Summarize Wamsi Mohan’s available analyst performance for the default trailing-twelve-month window. Show the recommendation mix, covered-stock count, actions, target beats and misses, return context, and what I should verify next.”
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Investment firm research
AI Investment Firm Ratings Summary
Review an investment firm’s recommendation mix, analyst coverage, rating actions, target outcomes, and historical return context.
Example: “Summarize Morgan Stanley’s available stock recommendations for the default trailing-twelve-month window. Show the Buy, Hold, and Sell mix, analyst and stock coverage, actions, target beats and misses, return context, and what needs verification.”
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Analyst discovery research
AI Analyst Directory
Browse analyst profiles with rank, stars, success rate, excess return, recommendation history, and links for follow-up research.
Example: “Browse the available Morgan Stanley analyst profiles and show each person’s rank, stars, success rate, excess return, recommendation count, and good-call count. Highlight which profiles deserve a closer source review.”
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Analyst target research
AI Price Target Summary
Compare a stock’s average analyst price targets across recent and longer-term windows, with estimate counts and publisher coverage.
Example: “Summarize Apple’s average analyst price targets for the last month, quarter, year, and all-time windows. Show the estimate count for each and explain what could make the averages move.”
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Analyst target research
AI Price Target Consensus
See the consensus, median, high, and low analyst price targets for a stock, plus the spread between optimistic and conservative views.
Example: “Show Apple’s analyst price-target consensus, median, high, and low. Calculate the range and explain what a wide spread could mean without turning it into a buy or sell recommendation.”
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Analyst recommendation research
AI Stock Grade Changes
Track recent analyst and institution grade changes for a stock, including upgrades, downgrades, maintained views, and the before-and-after labels.
Example: “Show the latest stock grade changes for Apple. Group upgrades, downgrades, and maintained views by date and grading company, and include previous and new grades.”
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Analyst recommendation research
AI Ratings Consensus
See how available analyst grades for a stock split across Strong Buy, Buy, Hold, Sell, and Strong Sell, with the overall consensus.
Example: “Show Apple’s analyst ratings consensus with Strong Buy, Buy, Hold, Sell, and Strong Sell counts. Explain what the distribution says about agreement and what I should verify next.”
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Analyst recommendation research
AI Historical Analyst Grades
Review how a stock’s analyst grade mix has changed over time, with dated Buy, Hold, Sell, and conviction counts.
Example: “Show Apple’s historical analyst-grade snapshots and explain how the Strong Buy, Buy, Hold, Sell, and Strong Sell mix changed month by month. Flag what I should verify next.”
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Insider activity research
AI Insider Trade Search
Find recent insider purchases, sales, awards, and ownership changes for a public company, with the person, role, size, price, and filing trail together.
Example: “Show Apple’s recent insider trades and group them by person and role. Separate acquisitions, dispositions, awards, gifts, and tax-related transactions, then flag what I should verify in the filings.”
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ETF and fund research
AI ETF Fund Holdings
Look inside an ETF or mutual fund to see its largest positions, portfolio weights, share counts, market values, and update time.
Example: “Show SPY’s largest holdings with portfolio weights, share counts, market values, and the update time. Explain how concentrated the top positions are and what to verify next.”
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ETF and fund research
AI ETF and Fund Overview
Get a plain-language overview of an ETF or mutual fund, including NAV, assets, fees, inception, holdings count, volume, and sector exposure.
Example: “Give me a concise profile of SPY with NAV, AUM, expense ratio, inception date, holdings count, average volume, and sector exposure. Explain what I should verify next.”
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ETF and fund research
AI ETF Sector Weighting
See how an ETF’s assets are distributed across technology, financials, healthcare, and other sectors, with each weight shown side by side.
Example: “Show SPY’s sector weighting from largest to smallest and explain what its 38.69% technology exposure means for concentration. Keep the interpretation separate from investment advice.”
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Public-official finance research
AI Senate Financial Disclosures
Browse recent U.S. Senate financial disclosures with the official, transaction date, asset, purchase or sale, value range, and filing link.
Example: “Show the latest Senate financial disclosures and group them by senator and owner. Include asset, purchase or sale, value range, transaction date, disclosure date, and source links.”
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Public-official finance research
AI Senate Stock Trades by Symbol
Track disclosed Senate purchases and sales for one stock, with the senator, owner, value range, transaction date, disclosure date, and filing link.
Example: “Show recent Senate trades for AAPL and group them by senator and owner. Include purchase or sale, value range, transaction date, disclosure date, and filing links.”
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Public-official finance research
AI House Financial Disclosures
Browse recent U.S. House financial disclosures with the representative, owner, asset, purchase or sale, value range, dates, and filing source.
Example: “Show the latest House financial disclosures and group them by representative and owner. Include asset, purchase or sale, value range, transaction date, disclosure date, and source links.”
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Cross-market monitoring
AI Unified Market Snapshot
Bring stocks, options, currencies, crypto, and indexes into one market snapshot so price, session range, status, and volume are easy to compare.
Example: “Compare AAPL, MSFT, and NVDA in one market snapshot with price, session change, open, high, low, volume, status, and asset type. Flag unavailable symbols and explain what I should verify next.”
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Stock discovery
AI Popular Stock Rankings
Scan a current popularity-ranked stock list with AI, fundamental, technical, sentiment, risk, performance, and sector context for each name.
Example: “Show me the current popular-stock ranking and explain which names are worth researching next based on the displayed AI, fundamental, technical, sentiment, risk, and recent-performance context. Do not treat the list as a recommendation.”
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Risk-aware stock discovery
AI Low-Risk Stock Rankings
Explore stocks ranked by a low-risk signal, then compare AI, fundamental, technical, sentiment, sector, and recent-performance context.
Example: “Show the current low-risk stock ranking and explain which five names deserve defensive research. Separate the displayed risk signal from volatility, leverage, valuation, and business risks I still need to verify.”
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Income stock discovery
AI Dividend Stock Rankings
Explore dividend-paying stocks ranked with AI and compare their supporting signals, sectors, prices, and recent performance.
Example: “Show the current dividend-stock ranking and select five different income profiles for follow-up research. For each, explain what payout coverage, cash flow, debt, and valuation evidence I should verify.”
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High-yield stock discovery
AI High-Dividend Stock Rankings
Explore higher-yield dividend stocks ranked with AI, then compare risk, business signals, sectors, and recent performance.
Example: “Show the high-dividend ranking and choose five names for payout-sustainability research. For each, list the cash-flow, debt, coverage, and valuation checks I should perform.”
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Growth stock discovery
AI Growth Stock Rankings
Explore growth-oriented stocks ranked with AI and compare their signals, sectors, geographies, prices, and recent performance.
Example: “Show the current growth-stock ranking and select five different growth profiles for research. For each, identify the revenue, margin, cash-flow, competition, and valuation evidence I should verify.”
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Small-price stock discovery
AI Penny Stock Rankings
Explore lower-priced stocks ranked with AI and compare their signals, sectors, geographies, and sharp recent moves.
Example: “Show the current penny-stock ranking and choose five very different research candidates. For each, identify liquidity, dilution, cash runway, filing, and business risks to verify.”
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Value stock discovery
AI Value Stock Rankings
Explore value-oriented stocks ranked with AI and compare price, signals, sectors, geographies, and recent performance before deeper valuation work.
Example: “Show the current value-stock ranking and choose five different valuation situations for research. For each, identify the earnings, cash-flow, debt, quality, and catalyst evidence I should verify.”
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Short-interest research
AI Shorted Stock Rankings
Explore heavily shorted stocks ranked with AI and compare short-interest context with price, sector, risk, and recent performance.
Example: “Show the current shorted-stock ranking and choose five different positioning cases. For each, explain the short-interest, float, liquidity, fundamental, and catalyst checks I should verify.”
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Small-cap stock discovery
AI Small-Cap Stock Rankings
Explore small-cap stocks ranked with AI and compare company, sector, country, risk, score, and recent-performance context.
Example: “Show the current small-cap ranking and select five different company profiles for research. For each, identify liquidity, dilution, cash runway, governance, and valuation checks.”
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Large-cap stock discovery
AI Large-Cap Stock Rankings
Explore established companies ranked with AI and compare company, sector, country, risk, score, and recent-performance context.
Example: “Show the current large-cap ranking and select five companies with different signal profiles for research. For each, identify valuation, balance-sheet, earnings-quality, and competitive checks.”
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Stock discovery
AI Stock Search
Look up a U.S. stock by ticker or company name and review its AI-rated signals, price, sector, and recent-performance context.
Example: “Search for NVDA and summarize what the displayed AI, fundamental, technical, sentiment, risk, sector, and recent-performance context says I should verify next. Do not treat it as a recommendation.”
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Options research
AI Options Opportunity Screener
Find US option-contract candidates by trading activity, unusual volume, or an earnings window, then inspect why each contract matched.
Example: “Which active AAPL option contracts have the most activity in the latest available screen? Show why each call or put matched and what quote context is available.”
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Web research
AI Web Research Search
Search the web for a finance question and use an AI-summarized answer with source links as a starting point for current research.
Example: “Search the web for the latest NVIDIA investor concerns and catalysts. Give me the source trail and separate reported facts from interpretation.”
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People and management research
AI People Profile Search
Search a public professional profile and gather available identity, role, biography, and social-link context for people research.
Example: “Find the public profile for a company executive and summarize the identity, current role, career context, and links I should verify in first-party sources.”
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Social sentiment research
AI X/Twitter Search
Search public X/Twitter conversations for a finance topic and use the returned summary, links, and posts as sentiment and context leads.
Example: “Search X for the current NVIDIA stock conversation. Group recurring claims, identify the posts worth opening, and list the evidence needed to verify them.”
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Community research
AI Reddit Search
Search public Reddit discussions for a finance topic and use the summary, thread titles, excerpts, and links as community-research leads.
Example: “Search Reddit for NVIDIA stock discussions. Summarize recurring investor questions, link the strongest threads, and list the claims I should verify independently.”
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Trading journal
AI Trading Journal Context
Find your existing journals and check the selected ledger’s currency, timezone, tags and setups before reading or recording activity.
Example: “Show my existing trading journals so I can choose the one to review.”
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Trading journal
AI Trading Journal Review
Read a filtered trade history or open a single trade for its notes and closing records, with the ledger’s currency and timezone.
Example: “Review my AAPL trades opened last month and show their recorded outcomes.”
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Trading journal
AI Trade Recording
Ask Finance Agent to record a trade that already happened, including its symbol, side, entry price, quantity and event time, then review the saved receipt.
Example: “Record an executed AAPL buy in my selected journal: 10 shares at 200 USD on October 2, 2026 at 10:00 New York time.”
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Trading journal
AI Trade Journal Editing
Ask Finance Agent to read a recorded trade and change the specific details you name, while preserving omitted fields and the existing closing history.
Example: “Read my selected trade and correct its review notes to the text I provide; preserve the other fields.”
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Trading journal
AI Trade Close Recording
Record a closing event that already happened and review the journal’s remaining quantity, trade status, net profit or loss and available R result.
Example: “Read my selected trade, then record an executed partial close of 4 shares at 205 USD on October 2, 2026 at 14:00 New York time.”
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Trading journal
AI Trading Diary Review
Browse diary entries by date or read a selected entry in full, then discuss your trading process within your own conversation.
Example: “Show my diary entries for last week in the selected journal.”
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Trading journal
AI Trading Diary Writing
Explicitly ask Finance Agent to create a diary entry or update selected parts of an existing one, with the original text read before an update or append.
Example: “Create a diary entry for October 2, 2026 in my selected journal using the review text I provide.”
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Trading journal
AI Journal Cash Flow Review
Read the deposits and withdrawals saved in your trading journal, including exact recorded amounts, event times and notes in the ledger’s account currency.
Example: “Show the deposits and withdrawals recorded in my selected journal.”
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Trading journal
AI Journal Cash Flow Recording
Explicitly ask Finance Agent to record a deposit or withdrawal that already happened, with a positive amount and clear event time, then review its saved receipt.
Example: “Record a completed deposit of 500 USD in my selected journal on October 2, 2026 at 09:00 New York time.”
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Public-official trade research
AI Congressional Trader Reports
Review recent trade reports for a member of Congress with the reported asset, buy or sell action, value band, transaction date, filing date, and owner context together.
Example: “Show recent trade reports for Nancy Pelosi. Group them by ticker and transaction type, keep the reported value bands and transaction versus filing dates visible, and explain what I should verify in the filings.”
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Public-official disclosure timing
AI Late Congressional Reports
Find congressional trade reports marked as late and review the member, asset, action, reported value band, transaction date, and filing date together.
Example: “Show recent congressional reports marked late. Sort the research view by transaction date and keep member, ticker, buy or sell, value range, and filing date visible.”
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Public-official trading directory
AI Congressional Politician Directory
Browse public officials with available congressional trade activity and compare party, chamber, active status, trade dates, trade counts, and latest report context.
Example: “List Congress members with available trading activity and group them by chamber and party. Highlight the most recent trade dates and explain which individual filings I should open next.”
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Institutional holdings research
AI Institution Directory
Browse public institution profiles with portfolio value, share and options exposure, recent buying and selling flow, holdings, and filing dates in one research view.
Example: “Browse the institution directory and identify organizations with the largest reported share portfolios. Keep total value, share value, options exposure, report date, and filing date together, then tell me what to verify next.”
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Public-official trade research
AI Recent Congressional Trades
Browse recent congressional purchases and sales with the member, asset, action, reported value range, transaction date, and filing date together.
Example: “Show the latest congressional trades and group them by buy or sell. Keep member, ticker, reported value range, transaction date, filing date, and owner context visible, then suggest which filings to verify first.”
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Off-exchange market activity
AI Recent Dark Pool Trades
Scan recent off-exchange stock trades with ticker, size, execution price, premium, market volume, quote context, and timestamp together.
Example: “Scan the latest off-exchange trades and highlight prints with the largest premium relative to size. Keep ticker, price, volume, quote range, settlement, and timestamp visible, then explain what I should verify.”
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Ticker-level off-exchange activity
AI Ticker Dark Pool Trades
Inspect off-exchange trades for one stock with execution time, size, price, premium, quote range, market volume, and settlement context.
Example: “Show today’s AAPL off-exchange trades and highlight the largest premiums and sizes. Keep execution time, price, NBBO, volume, and settlement visible, then separate observations from assumptions.”
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Earnings event research
AI Ticker Earnings History
Review a stock’s historical earnings dates, EPS estimates and actuals, expected move, post-report price moves, and options straddle context.
Example: “Review AAPL earnings history and compare EPS estimate versus actual, expected move, and post-report one-day and one-week stock moves. Highlight recurring patterns but do not treat them as a forecast.”
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ETF flow research
AI ETF Inflow and Outflow History
Review an ETF’s reported share creation and redemption flow with premium change, close price, volume, event tags, and market dates together.
Example: “Review SPY ETF inflow and outflow history and highlight the largest share changes. Compare premium change, close, volume, and market events without treating flow as a direct buy or sell signal.”
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ETF allocation research
AI ETF Allocation Weights
Review an ETF’s country and sector mix together to see where its exposure is concentrated and how the fund is diversified.
Example: “Show SPY’s country and sector allocation from largest to smallest. Highlight concentration, explain what the snapshot establishes, and keep interpretation separate from investment advice.”
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Insider activity research
AI Insider Transactions
Browse recent company insider transactions with the ticker, reporting person, role, transaction type, shares, price, sector, and filing context together.
Example: “Show the latest company insider transactions and group them by ticker, person, role, and buy or sell action. Keep awards, gifts, and planned transactions separate from open-market activity.”
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Sector insider activity research
AI Insider Sector Flow
Review aggregated insider buying and selling by sector, with daily premium, volume, transaction counts, and unique-insider context.
Example: “Review Technology-sector insider buying and selling over the recent period. Compare daily premium, volume, transaction count, and unique insiders, then explain what I should verify at the company and filing level.”
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Ticker insider activity research
AI Ticker Insider Flow
Track aggregated insider buying and selling for one stock with dated premium, average price, volume, transaction count, and unique-insider context.
Example: “Review AAPL ticker insider flow over the available history. Highlight the largest buy and sell dates, compare premium, volume, average price, and unique insiders, and keep the evidence separate from interpretation.”
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Institutional portfolio research
AI Institution Holdings
Explore a reported institution portfolio with holdings, units, value, price context, ownership share, and position changes together.
Example: “Review the reported holdings of Lowe Brockenbrough & Co. Rank positions by value and portfolio share, highlight unit changes, and separate the snapshot evidence from conclusions about conviction.”
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Institutional ownership research
AI Institution Ownership
See which institutions report owning a stock, with position value, units, average price, report and filing dates, and ownership context.
Example: “Review institutional ownership for AAPL. Rank reported holders by position value, show units and average price, and keep report and filing dates separate from any interpretation.”
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Institutional portfolio research
AI Institution Sector Exposure
See how a reported institution portfolio is distributed across sectors, with position counts, value, and movement context.
Example: “Review Lowe Brockenbrough & Co’s reported sector exposure. Rank sectors by value, show position counts and increases or decreases, and keep the 2025-12-31 snapshot date visible.”
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Institutional disclosure research
AI Latest Institution Filings
Keep up with newly reported institution filings, including filing dates, entity names, identifiers, and profile context.
Example: “Show the latest institutional filings and group them by filing date. Highlight newly filed entities, identifiers, and any available hedge-fund or profile tags, then tell me what primary sources to open.”
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Options market research
AI Market Options Flow
Follow market-wide intraday options premium and volume by time interval to frame broad participation and sentiment.
Example: “Review the latest market-wide options flow in five-minute intervals. Highlight the largest changes in call and put premium, net volume, and the times that deserve follow-up without calling them predictions.”
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Options market research
AI Market Top Net Impact
Find the tickers with the largest positive and negative options premium impact in the market’s latest available session.
Example: “Scan the latest market top net impact. Rank the positive and negative contributors, show the premium values, and list the option-chain and catalyst evidence I should verify for the top five.”
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Biotech catalyst research
AI FDA Catalyst Calendar
Discover drug and biotech catalyst records with target dates, development stage, indication, market context, and source links.
Example: “Find FDA-related catalysts for biotech tickers I specify. Group them by target date and phase, explain the event type, and link the source announcement without predicting the outcome.”
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Market news research
AI News Headlines
Scan recent market headlines with source, time, related tickers, tags, sentiment, and major-news context in one feed.
Example: “Scan recent headlines for AAPL and summarize only developments that could change the business or valuation. Include source, time, related tickers, and the primary evidence I should verify.”
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