Equity Analyst — AI Investment Research Agent

Give it tickers; it pulls primary SEC data (EDGAR: XBRL financials + filing history + 10-K narrative) and writes a structured, cited investment memo — thesis, bull/bear cases, financial-trend read, risks, recent developments, verdict. Point it at a previous run and it flags new filings since then = ongoing portfolio monitoring.

Every AI finance actor stops at Google News sentiment. This one is grounded in the actual filings, with citations — a real analyst memo, not a bullish/bearish tag.

Not investment advice. For research and educational purposes only.

🔗 Chain it after your scraper

Already screening markets with Yahoo Finance Scraper (architjn/yahoo-finance), Yahoo Finance Scraper (benthepythondev/yahoo-finance-scraper) or SEC EDGAR Filings Scraper (constant_quadruped/sec-edgar-filings-scraper)? Take the tickers from your screen and drop them in — each one comes back as a filings-grounded, cited investment memo instead of a raw quote. Works with any stock-screener or finance scraper's output.

Quick start

1. Fill in the input — set the fields in the input tab (prefilled with a working example).
2. Click Start — the Actor runs and writes one record per item to the dataset.
3. Get your data — export to JSON, CSV or Excel, or pull it via the API.

What it does

Per ticker:

• Resolves the ticker → SEC CIK
• Pulls multi-year financials from XBRL company facts (revenue, net income, operating income, gross profit, assets, liabilities, equity, cash, diluted EPS)
• Reads the recent filing history (10-K, 10-Q, 8-K, Form 4 insider, etc.)
• Extracts 10-K narrative (business, risk factors, MD&A) — full depth on deep
• Writes a structured, cited investment memo and (with a baseline) flags new filings since the last run

Input

Field	Type	Description
tickers	array	US-listed tickers (e.g. AAPL, MSFT). Required.
depth	string	standard or deep (full 10-K analysis).
baselineDatasetId	string	A previous run's dataset ID → flag new filings (monitoring).

{ "tickers": ["AAPL", "MSFT", "NVDA"], "depth": "standard" }

Output

One memo record per ticker: financials series, recent filings, the structured memo (thesis / bull / bear / trend / risks / verdict), and source citations.

Pricing (pay-per-event)

Event	When	Price
company-analyzed	per company (memo from primary SEC data)	$0.50
deep-report	per company on deep depth (full 10-K analysis)	$3.00
monitoring-update	per company per re-run that finds new filings	$0.50

Who it's for

Retail investors, analysts, founders and small funds priced out of AlphaSense/Bloomberg.

Notes

• Requires an OpenAI API key (OPENAI_API_KEY).
• US-listed companies only (data from SEC EDGAR). Not investment advice — verify before relying on any output.

Related actors

• Analyst Agent — Autonomous Research & Monitoring — Give it a question; get a structured, cited analyst-grade report. Plans sub-questions
• Argus — Autonomous Intelligence Agent — Describe a mission in plain English; Argus plans what to watch, gathers from public
• AI Company Enrichment — Turn a list of domains into structured company profiles — firmographics, contacts