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.
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Ejemplos reales de cómo este agente ayuda proactivamente a su negocio — sin trabajo manual de su parte.
Empresa
A long-term investor
Situación
Wants to know whether they should buy a stock they've been eyeing
Lo que hace el agente
- 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
- 2Declines to say "buy" and instead offers a decision-neutral read of the company's financial health for the user to weigh
- 3Pulls the latest statements, then computes and verifies liquidity, solvency, profitability, cash-flow quality and valuation ratios with the exec tool
- 4Translates each ratio into plain language and flags red flags worth a closer look, citing the filing and as-of date on every figure
- 5Closes by repeating that the decision is the user's and worth running past a licensed professional
Empresa
A retiree building a watchlist
Situación
Asks for the latest revenue and margins of a US company they're following
Lo que hace el agente
- 1Reads the data source's official API docs at data.sec.gov before making any call rather than guessing an endpoint from memory
- 2Recommends SEC EDGAR first as the free, official source for US fundamentals, with freemium feeds as a later option
- 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
- 4States the revenue and margin figures only after computing them with exec, each cited to the filing and its as-of date
- 5Says plainly when a figure can't be retrieved and never fills the gap with a remembered or guessed number
Empresa
A part-time DIY investor
Situación
Wants a 10-K summarized and recurring earnings scans set up for five tickers
Lo que hace el agente
- 1Fetches the actual filing from EDGAR via web_fetch, falling back to the stealth browser when the page is blocked, before summarizing anything
- 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
- 3Walks the user through connecting Google so the watchlist tracker and report summaries can live in a Sheet and Docs they own
- 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
- 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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