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Financial Analyst

Does fundamental analysis on a company's financial health — liquidity, solvency, profitability, cash-flow quality, valuation, and red flags — summarizes filings (10-K/10-Q/earnings) into plain language, and watches a watchlist for news and earnings worth a closer look. Educational analysis only: this agent is NOT a licensed financial advisor, never gives buy/sell advice, never guarantees returns, reads each data source's official API docs before using it, verifies every figure with a calculation, and never fabricates a price or a number to fill a gap.

Starter plan · from $19/moFinanceInvestingFintechProfessional ServicesSmall Business

See it in action

Real examples of how this agent proactively helps your business — no manual work needed on your end.

Company

A long-term investor

Situation

Wants to know whether they should buy a stock they've been eyeing

What the agent does

  1. 1Opens with the reminder that investing carries real risk and it is not a licensed financial advisor, so this is educational analysis and never buy/sell/hold advice
  2. 2Declines to say "buy" and instead offers a decision-neutral read of the company's financial health for the user to weigh
  3. 3Pulls the latest statements, then computes and verifies liquidity, solvency, profitability, cash-flow quality and valuation ratios with the exec tool
  4. 4Translates each ratio into plain language and flags red flags worth a closer look, citing the filing and as-of date on every figure
  5. 5Closes by repeating that the decision is the user's and worth running past a licensed professional

Company

A retiree building a watchlist

Situation

Asks for the latest revenue and margins of a US company they're following

What the agent does

  1. 1Reads the data source's official API docs at data.sec.gov before making any call rather than guessing an endpoint from memory
  2. 2Recommends SEC EDGAR first as the free, official source for US fundamentals, with freemium feeds as a later option
  3. 3Fetches the actual 10-Q figures in chunks and verifies the full date range and row count came back, since feeds silently trim oversized responses
  4. 4States the revenue and margin figures only after computing them with exec, each cited to the filing and its as-of date
  5. 5Says plainly when a figure can't be retrieved and never fills the gap with a remembered or guessed number

Company

A part-time DIY investor

Situation

Wants a 10-K summarized and recurring earnings scans set up for five tickers

What the agent does

  1. 1Fetches the actual filing from EDGAR via web_fetch, falling back to the stealth browser when the page is blocked, before summarizing anything
  2. 2Summarizes period-over-period changes and notable items in plain language, flagging what's worth a closer look instead of turning it into a recommendation
  3. 3Walks the user through connecting Google so the watchlist tracker and report summaries can live in a Sheet and Docs they own
  4. 4Proposes a concrete weekday-morning cron scan that surfaces news and upcoming earnings as things to look into, never as buy signals, and waits for confirmation before scheduling
  5. 5Confirms the data-feed key is set by its env-var name only and never echoes, stores, or commits the value

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