Finance Monitoring Agent

Overview

The Finance Monitoring Agent is a comprehensive tool designed to help users monitor financial data and investment sentiments by scraping and analyzing information about publicly traded companies.

Included Features

• Apify SDK: Toolkit for building and managing Actors.
• Alpha Vantage: API providing real-time and historical stock, forex, and cryptocurrency data, along with fundamental and technical indicators.
• Quiver Quant: Alternative data provider offering insights into government trading, corporate lobbying, and other unique financial datasets.
• TradingView News API: API for accessing TradingView's financial news, market sentiment, and stock-related insights.
• Dataset: Store structured financial data with consistent attributes.

How It Works

1. Company Overview: Key metrics about the company.
2. Industry Analysis: Insights into the company's market position and financial metrics.
3. Business Model Assessment: Evaluation of the company's revenue streams and business segments.
4. Financial Structure: Key financial indicators such as debt, profitability metrics, and liquidity management.
5. Investor Focus & Stock Market Performance: Analysis of stock performance, market risks, and investor sentiment.
6. Sentiment Analysis: Insights into investor and insider trading sentiment based on recent activities.

Getting Started

For detailed setup instructions, refer to this article.

To run the agent, use the following command:

apify run

⬇️ Input The input should include one or multiple stock symbols, market exchanges, and optional data sources. You can provide inputs as single values.

Example input for tracking AAPL and TSLA on the NASDAQ exchange:

1{
2    "ticker": "AAPL"
3}

⬆️ Output example The extracted stock data will be stored as a dataset, viewable in the Output tab. Here’s an example output in MD format:

1**Financial Monitoring Report: Apple Inc.**
2
31. **Company Overview**
4   Apple Inc. is a leading entity in the TECHNOLOGY sector, providing consumer electronics, computer software, and online services. It operates across multiple segments and has a significant global presence.
5
6    - **Key Highlights:**
7      Market Capitalization: [$3,207.07 billion]
8      Global Presence: [Countries Not Provided]
9      Core Business Areas: [Hardware, Software, Services]
10
112. **Industry Analysis**
12   Apple Inc. operates within the ELECTRONIC COMPUTERS sector, maintaining a competitive market presence.
13
14    - **Key Metrics:**
15      Net Interest Margin (NIM): [Not Provided]
16      Return on Assets (ROA): [22.5%]
17      Loan Performance:
18      Non-Performing Loan (NPL) Ratio: [Not Applicable]
19      Regulatory Compliance:
20      Common Equity Tier 1 (CET1) Ratio: [Not Applicable]
21      Transaction Volume: [$1.5 trillion]
22
233. **Business Model Assessment**
24   Apple Inc. operates through a diversified model focusing on hardware, software, and services.
25
26    - **Key Business Segments:**
27        - Hardware: Revenue of [$211 billion], [10%] YoY growth.
28        - Software: Assets under management (AUM) of [$300 billion].
29        - Services: Revenue contributions of [$60 billion], [15%] YoY growth.
30
314. **Financial Structure**
32   Apple Inc. maintains a solid financial foundation.
33
34    - **Debt & Liquidity Management:**
35      Debt-to-Equity Ratio: [0.48]
36      Liquidity Coverage Ratio (LCR): [150%]
37      Interest Coverage Ratio: [23]
38
39    - **Profitability Metrics:**
40      Earnings Per Share (EPS): [$6.30]
41      Return on Equity (ROE): [136.5%]
42      Operating Efficiency Ratio: [34.5%]
43
445. **Investor Focus & Stock Market Performance**
45   Apple Inc. attracts strong investor interest.
46
47    - **Stock Performance & Valuation:**
48      Stock Price: [$239.65]
49      Price-to-Earnings (P/E) Ratio: [33.89]
50      Dividend Yield: [0.47%]
51      Share Buyback Program: [$90 billion]
52
53    - **Market Risks & Trends:**
54      Economic Outlook: [High demand for products; potential supply chain issues]
55      Recession Risk: [Company well-prepared due to strong cash reserves]
56      Technology Expansion: [Investments in AI and software enhancements]
57
586. **Sentiment Analysis**
59
60    - Overall Sentiment: Neutral
61
62    - **News Summary:**
63      Recent media coverage has been classified as Neutral, with key themes including:
64
65        - Apple added nearly 2% in stock value despite delays in AI enhancements for its Siri assistant.
66        - The overall markets declined for four consecutive weeks due to concerns over a global trade war.
67        - Apple received permits for five iPhone 16 models in Indonesia after a prior sales ban.
68        - Discussions between U.K. and U.S. officials focused on Apple's encrypted data access amid privacy concerns.
69        - The head of the Siri division criticized the delays in AI enhancements as 'ugly.'
70        - Apple is close to resuming iPhone 16 sales in Indonesia after securing permits.
71        - Foxconn's CEO noted that U.S. tariffs are causing disruptions for tech companies, including Apple.
72
73    - **Insider Trading:**
74      **Overall Sentiment:** [Negative]
75
76-   **Key Findings:**
77    -   All top senators are primarily engaged in selling, indicating a bearish outlook.
78    -   High trading volume among top stakeholders suggests strong internal confidence in company performance.
79
80### **Top Senators**
81
82| Name                 | Traded Shares | Transactions | Buy/Sell Amount Ratio | Buy/Sell Transactions Ratio |
83| -------------------- | ------------- | ------------ | --------------------- | --------------------------- |
84| Tommy Tuberville     | 45003         | 3            | 0/45003               | 0/3                         |
85| Sheldon Whitehouse   | 15001         | 1            | 0/15001               | 0/1                         |
86| Shelley Moore Capito | 5005          | 5            | 0/5005                | 0/5                         |
87
88#### **Summary**
89
90| Metric                      | Value  |
91| --------------------------- | ------ |
92| Total Purchase Amount       | $0     |
93| Total Purchase Transactions | 0      |
94| Total Sale Amount           | $65009 |
95| Total Sale Transactions     | 9      |
96
97**Sentiment:** Negative
98
99-   **Key Findings:**
100    -   All top senators are primarily engaged in selling, indicating a bearish outlook.
101    -   Tommy Tuberville has the highest trading activity among them.
102
103### **Top Representatives**
104
105| Name                         | Traded Shares | Transactions | Buy/Sell Amount Ratio | Buy/Sell Transactions Ratio |
106| ---------------------------- | ------------- | ------------ | --------------------- | --------------------------- |
107| Josh Gottheimer (REP)        | 24010         | 10           | 19005/5005            | 5/5                         |
108| Marjorie Taylor Greene (REP) | 3003          | 3            | 3003/0                | 3/0                         |
109| Kathy Manning (REP)          | 3003          | 3            | 3003/0                | 3/0                         |
110
111#### **Summary**
112
113| Metric                      | Value    |
114| --------------------------- | -------- |
115| Total Purchase Amount       | $73017   |
116| Total Purchase Transactions | 17       |
117| Total Sale Amount           | $5180027 |
118| Total Sale Transactions     | 27       |
119
120**Sentiment:** Very Negative
121
122-   **Key Findings:**
123    -   Large sales dominated by Nancy Pelosi (over 5 million shares), highlighting significant offloading.
124    -   Active trading participation from Josh Gottheimer indicated more bullish buying activity compared to others.
125
126### **Top Stakeholders**
127
128| Name                | Position       | Traded Shares | Transactions | Buy/Sell Amount Ratio | Buy/Sell Transactions Ratio |
129| ------------------- | -------------- | ------------- | ------------ | --------------------- | --------------------------- |
130| COOK, TIMOTHY D     | Director, CEO  | 2240635       | 15           | 893213/1347422        | 4/11                        |
131| MAESTRI, LUCA       | Senior VP, CFO | 765675        | 14           | 284493/481182         | 4/10                        |
132| WILLIAMS, JEFFREY E | COO            | 865674        | 16           | 284492/581182         | 3/13                        |
133
134#### **Summary**
135
136| Metric                      | Value    |
137| --------------------------- | -------- |
138| Total Purchase Amount       | $2078525 |
139| Total Purchase Transactions | 34       |
140| Total Sale Amount           | $3819980 |
141| Total Sale Transactions     | 86       |
142
143**Sentiment:** Neutral
144
145-   **Key Findings:**
146    -   High trading volume among top stakeholders, especially purchasing, suggests strong internal confidence in company performance.
147    -   Timothy Cook and Luca Maestri exhibit robust trading activity, indicating engagement in company strategy.
148
149## **Overall Summary**
150
151| Category        | Total Purchase Amount | Total Purchase Transactions | Total Sale Amount | Total Sale Transactions | Sentiment     |
152| --------------- | --------------------- | --------------------------- | ----------------- | ----------------------- | ------------- |
153| Senators        | $0                    | 0                           | $65009            | 9                       | Negative      |
154| Representatives | $73017                | 17                          | $5180027          | 27                      | Very Negative |
155| Stakeholders    | $2078525              | 34                          | $3819980          | 86                      | Neutral       |
156| **Total**       | **$2151542**          | **51**                      | **$9065016**      | **122**                 | **Negative**  |
157
1587. **Summary & Outlook**
159   Apple Inc. maintains a **very strong** financial position with **diversified revenue streams** and a **solid capital structure**. The **neutral** sentiment in media and insider trading reflects **internal confidence amid external challenges**.
160
161    - **Key Takeaways from Company Financials:**
162
163        - Gross profit margins remain robust, reflecting operational efficiency.
164        - Significant investments in R&D illustrate a commitment to innovation.
165
166    - **Key Takeaways from Recent News:**
167
168        - Apple added nearly 2% in stock value despite delays in AI enhancements for its Siri assistant.
169        - Ongoing geopolitical risks and regulatory scrutiny may affect international operations.
170        - The company is on track to resume iPhone 16 sales in Indonesia after securing permits.
171
172    - **Notable Insider Trading Activity:**
173
174        - Significant Sale: Tim Cook sold [2,240,635 shares].
175        - Significant Purchase: Luca Maestri bought [765,675 shares].
176        - Overall Insider Sentiment: Negative
177
178    - **Analyst Expectations:**
179      Analysts expect **bullish** performance for the next quarter, based on strong sales forecasts and market conditions.
180
181    - **Key Focus Areas for Next Quarter:**
182        - ✅ Enhancing Siri's AI capabilities.
183        - ✅ Expanding market presence in Southeast Asia.
184        - ✅ Diversifying supply chains to mitigate tariff impacts.
185        - ✅ Continued focus on product innovation and service growth.