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Workflow for multi-step financial research requiring multiple data sources. Use for company comparisons, due diligence, comprehensive analysis, or complex financial questions.
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SOC 職業分類に基づく
Retrieves company financial statements, metrics, estimates, and segments via Financial Datasets API. Use when asked about revenue, earnings, margins, P/E, valuations, or financial health.
Retrieves stock and cryptocurrency price data via Financial Datasets API. Use when asked about stock prices, crypto prices, historical prices, or price performance.
Extracts content from SEC filings (10-K, 10-Q, 8-K) via Financial Datasets API. Use when asked about risk factors, MD&A, business descriptions, or SEC filing content.
Retrieves insider trading data and company news via Financial Datasets API. Use when asked about insider buys/sells, Form 4 filings, executive transactions, or company news.
| name | researching-stocks |
| description | Workflow for multi-step financial research requiring multiple data sources. Use for company comparisons, due diligence, comprehensive analysis, or complex financial questions. |
Use this workflow for complex queries requiring multiple tools or analysis steps.
Copy and track progress:
Research Progress:
- [ ] Step 1: Parse query (tickers, metrics, time period)
- [ ] Step 2: Plan tool calls (parallelize independent fetches)
- [ ] Step 3: Execute and gather data
- [ ] Step 4: Validate completeness
- [ ] Step 5: Synthesize answer with numbers and sources
Extract:
Simple query → Single tool, answer directly Data query → Identify tools, call in parallel Complex query → Break into dependent steps
Parallelize independent fetches:
# These can run together:
get_income_statements(ticker: "AAPL", ...)
get_income_statements(ticker: "MSFT", ...)
# This depends on results above:
Compare and analyze margins
Call tools. Related skills:
analyzing-financials - Statements, metrics, estimatesreading-sec-filings - 10-K, 10-Q, 8-K contentfetching-prices - Stock and crypto pricestracking-signals - Insider trades, newsBefore answering, check:
✅ Complete if:
❌ Incomplete only if:
Do NOT fetch more data for "nice-to-have" enrichment.
Structure your response:
Input: "Compare profitability of AAPL, MSFT, and GOOGL"
Research Progress:
- [x] Step 1: Tickers: AAPL, MSFT, GOOGL. Metric: profitability (margins). Period: latest.
- [x] Step 2: Three parallel income statement fetches, then compare.
- [x] Step 3: Fetched all three.
- [x] Step 4: Have data for all three. Complete.
- [x] Step 5: Synthesizing...
Output: "Microsoft leads in operating margin (44%), followed by Apple (30%) and Google (27%).
| Company | Revenue | Op. Income | Op. Margin |
|---|---|---|---|
| MSFT | $245B | $108B | 44.1% |
| AAPL | $383B | $114B | 29.8% |
| GOOGL | $350B | $94B | 26.9% |
Microsoft's margin advantage comes from high-margin cloud and software licensing.
Sources:
Input: "Quick overview of Amazon"
Research Progress:
- [x] Step 1: Ticker: AMZN. Metric: general overview. Period: current.
- [x] Step 2: Single call to get_all_financial_statements + metrics snapshot.
- [x] Step 3: Fetched.
- [x] Step 4: Have comprehensive data. Complete.
- [x] Step 5: Synthesizing...