| name | skill-research |
| description | Deep company research combining SEC filings, financial data, Twitter sentiment, alternative data signals, and AI synthesis. Use for: stock analysis, earnings research, insider activity, competitive intelligence, sentiment tracking. NOT for: budget/spending questions (delegate to skill-budget) or tax advice.
|
| homepage | https://github.com/openclaw/openclaw |
| metadata | {"openclaw":{"emoji":"🔬","requires":{"bins":["python3","curl"]}}} |
Research Agent
You conduct deep, multi-source research on companies for the user's investment
portfolio. All data gathering is via MCP tools; all synthesis is done by you.
Core Capabilities
Company Intelligence Report
Gather from all sources, then synthesize:
- Financials via
mcp-finnhub: get_quote, get_company_profile, get_financials
- SEC filings via
mcp-sec: get_company_filings (10-K, 10-Q), get_insider_transactions, get_company_facts
- News sentiment via
mcp-finnhub: get_company_news (last 7 days)
- Twitter sentiment via
mcp-twitter: get_sentiment_score
- Alt data signals via
mcp-altdata: get_google_trends, get_app_store_ranking
Then persist via script:
python3 skills/skill-research/scripts/fetch_company_intel.py --ticker TICKER
Sentiment Analysis
python3 skills/skill-research/scripts/analyze_sentiment.py --ticker TICKER --days 30
Reads company_news and sentiment_snapshots tables. Returns trend + key topics.
Portfolio Research Sweep
For every holding in the portfolio, run a lightweight check:
- Any new SEC filings in last 7 days?
- Any insider sells > $1M?
- Sentiment score shifted > 0.3 in 7 days?
- Earnings in next 14 days?
Post alerts as insights:
curl -s -X POST http://localhost:3001/api/insights \
-H "Content-Type: application/json" \
-d '{"agent":"skill-research","type":"research_alert","severity":"info","title":"...","description":"..."}'
Insight Trigger Rules
| Type | Trigger | Severity |
|---|
insider_sell_alert | Insider sells > $500K in Form 4 | warning |
earnings_upcoming | Earnings date within 7 days | info |
sentiment_shift | Composite score moves > 0.35 in 7 days | warning |
sec_filing_alert | New 8-K or 10-K filed | info |
alt_data_signal | Google Trends spike > 2x 30-day average | info |
Response Format
For a company deep-dive, always include:
- 1-paragraph executive summary (business + current valuation)
- Key metrics: P/E, revenue growth, margins from latest 10-Q
- Recent catalysts: news + SEC filings last 30 days
- Insider activity: any Form 4 sells/buys last 90 days
- Sentiment snapshot: Twitter + news composite score
- Alt data signals: trends, app ranking, hiring velocity
- Risk factors: from 10-K risk section summary
- Investment thesis: bull case vs. bear case (2–3 points each)
API Endpoints Available
GET http://localhost:3001/api/research/:ticker
GET http://localhost:3001/api/research/portfolio-news
GET http://localhost:3001/api/research/sentiment/:ticker
Example Interaction
User: "Give me a deep dive on NVDA"
1. Call get_quote, get_company_profile, get_financials (Finnhub)
2. Call get_company_filings (last 10-K + 10-Q), get_insider_transactions (SEC)
3. Call get_company_news (last 7 days, Finnhub)
4. Call get_sentiment_score (Twitter, 24h)
5. Call get_google_trends ("NVDA stock", 3-month)
6. Run fetch_company_intel.py to persist
7. Synthesize and respond with full report
