Stock Intelligence Report

Comprehensive alternative data investment intelligence report that combines 14 data sources in parallel to produce five proprietary scoring models: Smart Money Tracker (13F institutional convergence), Congressional Alpha (congressional trading signals), Macro Regime Classifier (economic cycle positioning), Innovation Momentum (patent velocity and R&D hiring), and Consumer Stress Index. Outputs a unified Composite Score with buy/sell signal classification.

Features

• Tracks institutional 13F filings and insider trading to compute a Smart Money convergence score revealing whether top fund managers agree on a position
• Analyzes congressional stock trading disclosures to detect net buying or selling patterns with historical alpha signal
• Classifies the macroeconomic regime (Expansion, Peak, Contraction, Trough) using FRED, BLS, IMF, and OECD economic indicators
• Measures innovation momentum through patent filing velocity and R&D/engineering job posting analysis
• Computes a Consumer Stress Index from CFPB complaint volume, inflation data, savings rates, and consumer sentiment
• Produces a weighted Composite Score (0-100) with signal classification from STRONG BUY to STRONG SELL

Use Cases

• Quantitative Analysts: Feed alternative data signals (13F convergence, congressional alpha, patent velocity) into quantitative models. The structured JSON output integrates directly into backtesting and signal processing pipelines.
• Portfolio Managers: Get a consolidated view of institutional positioning, insider sentiment, macro regime, and innovation momentum before making allocation decisions.
• Retail Investors: Access institutional-grade alternative data signals that are normally locked behind expensive terminals. See what congress members, hedge fund managers, and corporate insiders are doing with a specific stock.
• Macro Strategists: Use the Macro Regime Classifier to position portfolios across economic cycles. The sector rotation recommendations translate regime classification into actionable allocation guidance.
• Risk Analysts: Monitor the Consumer Stress Index and VIX-based risk regime to adjust portfolio risk exposure. Track the yield curve, dollar strength, and crypto sentiment as cross-asset risk indicators.

How to Use

1. Click Try for free on this page
2. Enter a company name or stock ticker (e.g., "AAPL" or "Apple Inc")
3. Optionally provide an explicit ticker symbol and enable/disable insider trading data
4. Click Start and wait for the run to finish
5. Download results from the Dataset tab in JSON, CSV, or Excel

Input Parameters

Parameter	Type	Required	Description
query	string	Yes	Company name or stock ticker symbol to analyze (e.g., "AAPL", "Apple Inc")
ticker	string	No	Explicit ticker symbol. If not provided, the query field is used as the ticker.
includeInsider	boolean	No	Whether to include SEC insider trading data in the analysis (default: true)

Output Example

{
  "reportTitle": "Stock Intelligence Report: Apple Inc",
  "ticker": "AAPL",
  "compositeScore": 72,
  "compositeRating": "MODERATE BUY SIGNAL",
  "smartMoney": {
    "convergenceScore": 85,
    "netDirection": "ACCUMULATING",
    "insiderSentiment": "BULLISH",
    "findings": ["12 institutional filers holding positions — strong convergence"]
  },
  "congressionalAlpha": {
    "alphaScore": 45,
    "netDirection": "NET_BUYING",
    "topTraders": [{ "name": "Nancy Pelosi", "direction": "buyer", "trades": 4 }]
  },
  "macroRegime": {
    "regime": "EXPANSION",
    "confidence": 78,
    "sectorRecommendation": "Favor cyclicals: technology, consumer discretionary, financials"
  },
  "innovation": {
    "momentumScore": 90,
    "patentVelocity": "ACCELERATING",
    "hiringSignal": "STRONG"
  },
  "consumerStress": {
    "stressIndex": 35,
    "level": "ELEVATED"
  }
}

Scoring Model

The report produces five independent scoring models plus a weighted composite:

• Smart Money Score (0-100): Measures institutional convergence from 13F filings. Ten or more distinct filers score 85. Insider buy/sell ratio adjusts the score by +/-10 points. Net direction classified as ACCUMULATING, DISTRIBUTING, MIXED, or INSUFFICIENT DATA.
• Congressional Alpha (-100 to +100): Calculates the buy-sell ratio from congressional stock trading disclosures. Positive alpha (above +20) signals NET BUYING. Negative alpha (below -20) signals NET SELLING. Includes top trader breakdown by volume.
• Macro Regime Classification: Analyzes GDP growth, unemployment, yield curve, CPI, and leading indicators to classify the cycle as EXPANSION, PEAK, CONTRACTION, or TROUGH. An inverted yield curve counts as a double-weighted contraction signal. Includes sector rotation recommendations per regime.
• Innovation Momentum (0-100): Starts at a baseline of 50. Patent filings above 50 add 25. R&D/engineering job postings above 20 add 20. Zero patents subtract 15. Patent velocity classified as ACCELERATING, STEADY, SLOW, or NONE.
• Consumer Stress Index (0-100): Aggregates CFPB complaint volume (up to 30 points), CPI inflation (up to 25 points), personal savings rate (15 points if below 5%), and University of Michigan consumer sentiment (15 points if below 70). Levels: LOW, MODERATE, ELEVATED, HIGH, SEVERE.

Composite Score (0-100): Weighted average of Smart Money (25%), Innovation Momentum (25%), Macro confidence (15%), VIX-adjusted risk (15%), Congressional Alpha (10%), and inverse Consumer Stress (10%). Ratings: STRONG BUY (75+), MODERATE BUY (60-74), NEUTRAL (40-59), MODERATE SELL (25-39), STRONG SELL (0-24).

How Much Does It Cost?

Each run uses approximately $0.15-$0.25 in platform credits due to the 14 parallel data source queries. On the Apify free tier you can run approximately 20-30 stock intelligence reports per month.

Programmatic Access

Python

from apify_client import ApifyClient
client = ApifyClient("YOUR_API_TOKEN")
run = client.actor("ryanclinton/stock-intelligence-report").call(run_input={
    "query": "AAPL",
    "includeInsider": True
})
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(item)

JavaScript

import { ApifyClient } from "apify-client";
const client = new ApifyClient({ token: "YOUR_API_TOKEN" });
const run = await client.actor("ryanclinton/stock-intelligence-report").call({
    query: "AAPL",
    includeInsider: true
});
const { items } = await client.dataset(run.defaultDatasetId).listItems();
console.log(items);

FAQ

What is the Smart Money convergence score? It measures whether multiple large institutional investors (hedge funds, mutual funds, pension funds) are accumulating the same stock, based on their mandatory 13F filings with the SEC. High convergence (many funds holding positions) is a historically bullish signal.

How does the Congressional Alpha work? Members of the US Congress are required to disclose their stock trades. The Congressional Alpha score calculates the ratio of buys to sells. Research has shown that congressional trades tend to outperform the market, making aggregate buying or selling patterns a useful signal.

What macro indicators drive the regime classification? The classifier uses GDP growth rate, unemployment rate, the 10-year minus 2-year Treasury yield spread (yield curve), CPI inflation, and OECD leading indicators. An inverted yield curve is weighted double because it is historically the strongest recession predictor.

Is this financial advice? No. This actor provides data aggregation and scoring from public sources. The Composite Score and signal ratings are analytical outputs, not investment recommendations. Always consult with a qualified financial advisor before making investment decisions.

What is the Consumer Stress Index? It combines CFPB consumer complaint volume (a proxy for financial distress), CPI inflation, the personal savings rate, and the University of Michigan consumer sentiment survey into a single index. High consumer stress historically precedes consumer spending slowdowns.

Integrations

Use this actor with:

• Zapier for automated workflows
• Make for complex automations
• Google Sheets for spreadsheet export
• The Apify API for programmatic access