Financial research

Pull SEC filings, real-time quotes, historical prices, and macro context for a single ticker in one pass.

When to use this pack

Building a one-pager on a public company — you want fundamentals, recent insider activity, and the macro backdrop without leaving the agent loop.

Tools in this pack

• Stock quote $0.010 GET /api/stock-quote Live stock/index/FX/crypto quote: last price, day range, 52-week range, previous close, currency, exchange, and a relative change vs. previous close, as clean JSON. Backed by Yahoo Finance's public chart endpoint — keyless, no rate limits in practice. Symbols: equities (AAPL), indices (^GSPC), FX (EURUSD=X), crypto (BTC-USD).
• Stock historical bars $0.015 GET /api/stock-history Historical OHLCV bars for a symbol. Configurable interval (1m, 5m, 15m, 30m, 60m, 1d, 1wk, 1mo, 3mo) and range (1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max). Intraday intervals are limited by Yahoo to ~60 days of data. Returns a flat array of bars (time, open, high, low, close, volume) ready for charting or backtests.
• EDGAR recent filings $0.015 GET /api/edgar-filings Recent SEC filings for a company by ticker or CIK, newest first. Optionally filter by form type (10-K, 10-Q, 8-K, 4, S-1, etc.). Each row links to the primary document on SEC.gov. Source: data.sec.gov/submissions (public domain). ?ticker=AAPL&form=10-K&limit=10
• EDGAR XBRL company-facts (all tags) $0.025 GET /api/edgar-company-facts All XBRL concepts reported by a company. Default returns a compact summary per tag (label, unit, latest value, latest end date) — typically a few hundred KB. Pass tags=Revenues,Assets,NetIncomeLoss to get full time-series for just those concepts. Source: data.sec.gov/api/xbrl/companyfacts. ?ticker=AAPL
• EDGAR insider trades (Form 4) $0.015 GET /api/edgar-insider-trades Recent Form 4 insider transactions filed against a company (officer, director, or 10% holder trades). Backed by EDGAR's full-text search (efts.sec.gov) filtered by subject-company CIK — Form 4 is owned by each insider's CIK, not the company's, so this is the only single-call path. ?ticker=AAPL&days=30
• FRED time series $0.015 GET /api/fred-series Fetch any of FRED's ~800,000 economic time series by series ID — GDP (GDPC1), CPI (CPIAUCSL), unemployment (UNRATE), fed funds (DFF), and so on. Supports date windowing and the standard FRED units transformations (lin, chg, ch1, pch, pc1, pca, cca, log). ?seriesId=GDPC1&startDate=2018-01-01&endDate=2023-12-31&units=pc1
• Company research dossier $0.10 GET /api/research-company One-shot company research dossier for a US-listed ticker: recent 10-K / 10-Q / 8-K filings, Form 4 insider trades (last 90 days), live stock quote, and recent news headlines — all merged into a single deterministic JSON response. Fans out to EDGAR, Yahoo Finance, and an independent news index in parallel. Each section reports its own ok/error status so a partial upstream outage degrades gracefully instead of failing the whole call. Replaces ~5 sequential paid calls with one. ?ticker=AAPL

Workflow

1. Get the live quote from stock-quote — current price, market cap, day range, volume.
2. Pull 1Y of OHLCV from stock-history to compute return, vol, and drawdown for the brief.
3. List recent SEC filings (10-K, 10-Q, 8-K) via edgar-filings — link each one in the report.
4. Pull the structured XBRL company facts (revenue, net income, total assets, share count) from edgar-company-facts for the canonical numbers.
5. Check edgar-insider-trades for Form 4 filings in the last 90 days — directional insider activity is a real signal.
6. Drop in macro context (CPI, fed funds, unemployment) from fred-series so the brief contextualizes the company-level view.
7. If you need a 1-call composite, research-company fans out to several of the above in a single paid call.

Run it in Claude

claude mcp add agent402 -s user -- npx -y agent402-mcp@latest

Then paste this prompt into Claude:

Build a one-page research brief on AAPL. Use Agent402 to pull: (1) current quote, (2) 1-year price history with return/vol/max-drawdown, (3) the last 4 SEC filings, (4) XBRL revenue and net income trend, (5) Form 4 insider trades in the last 90 days, (6) CPI and fed funds rate as macro context. Output a clean markdown brief.

← All skill packs