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    Agent Financial Research Workflow

    2

    Teaches AI coding agents (Claude Code, Cursor, Codex CLI) to perform structured financial research using free APIs and systematic methodology. Covers SEC filing analysis, financial metrics extraction,

    $5

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    See it in action

    You say

    Research NVDA. Check fundamentals, latest SEC filings, and what the options market sentiment looks like for the upcoming earnings.

    Your agent does

    Research Report: NVDA

    Fundamentals

    • P/E Ratio: 32.4
    • Revenue Growth: 262%
    • FCF: Positive

    Options Sentiment

    • Put/Call Ratio: 0.62 (Bullish)
    • Implied Move: +/- 8.2%

    Recent Filings

    • 10-K filed 2024-02-21
    • 8-K filed 2024-05-22 Macro context: 10Y Treasury at 4.2%. Financials are strong.

    What you get

    Automate ticker deep-dives for fundamental and sentiment analysis.Generate peer comparison tables for valuation benchmarking.Compute real-time options put/call ratios and implied volatility.Retrieve and summarize the latest SEC 10-K and 8-K filings.Monitor macro economic indicators like treasury yields and inflation.

    About this skill

    Teaches AI coding agents (Claude Code, Cursor, Codex CLI) to perform structured financial research using free APIs and systematic methodology. Covers SEC filing analysis, financial metrics extraction, peer comparison, options market sentiment, and macro context gathering. For quant traders and finance-savvy developers who want their agents to do the research legwork without paid subscriptions.

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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    2 installs

    Downloaded by developers to date

    30-day refund

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    Listed1 month ago
    Updated1 month ago

    Frequently Asked Questions