alphagbm-company-profile

name

alphagbm-company-profile

description

Build and maintain company research profiles on AlphaGBM — auto-generated from fundamentals, PE/PB Band history, financial red flags, and event radar. Each profile is one user+ticker record that the system refreshes on schedule. Use when: creating a watchlist of companies to track, pulling up a saved research file, refreshing a profile's market data, or checking PE/PB bands. Triggers on: "add AAPL to my knowledge base", "show my profile for NVDA", "refresh my TSLA profile", "list my tracked companies", "PE band for META", "what's in my research brain", "创建公司档案", "我的投研档案".

AlphaGBM Company Profile

Build and manage company research profiles in a user's private knowledge base. Each profile captures fundamentals (PE/PB), 8-year valuation bands, financial red flags, and recent events — auto-refreshed on a schedule.

When to use

• User wants to track a company in their personal research workspace
• User asks to list / view / delete saved companies
• User asks for PE or PB historical band of a ticker
• User asks to refresh a stale profile
• User mentions "知识库" / "投研档案" / "research brain" / "knowledge base"

Prerequisites

• API Key: stored in env ALPHAGBM_API_KEY (format agbm_xxxx…).
• Base URL: default https://alphagbm.zeabur.app. Override with env ALPHAGBM_BASE_URL.
• If the user has no key, direct them to register at https://alphagbm.com and create one at /api-keys.
• Tier requirement: Free tier = 1 profile, Plus = 10, Pro = 50. Create endpoint returns 403 with upgrade_required: true when the cap is hit.

API Endpoints

All endpoints require Authorization: Bearer $ALPHAGBM_API_KEY.

1. List profiles

GET /api/research/profiles?page=1&per_page=20

Response:

{
  "success": true,
  "profiles": [{ "ticker": "AAPL", "company_name": "...", "current_price": 261.0, ... }],
  "total": 3,
  "page": 1,
  "per_page": 20
}

2. Get profile detail (includes thesis if one exists)

GET /api/research/profiles/<TICKER>

Returns the full profile + an embedded thesis field (null if no thesis yet). See Response schema below for field list. Returns 404 if the ticker isn't in the user's knowledge base.

3. Create profile

POST /api/research/profiles
Content-Type: application/json

{"ticker": "AAPL"}

Parameter	Type	Required	Description
ticker	string	yes	Stock ticker (US / HK / A-share), case-insensitive

Behavior: Pulls fundamentals via the data provider, computes red flags and event radar, persists the profile. If a profile already exists for this user+ticker, it's updated in place (idempotent).

Tier limit response (403):

{
  "success": false,
  "error": "Profile limit reached. Upgrade to Plus for 10 profiles.",
  "current": 1,
  "max": 1,
  "upgrade_required": true
}

4. Delete (archive) profile

DELETE /api/research/profiles/<TICKER>

Soft-deletes by flipping status to archived. Returns 404 if not found.

5. Refresh profile data

POST /api/research/profiles/<TICKER>/refresh

Pulls fresh market data, recomputes red flags and events. Use when the user says "refresh my profile" or the last_updated_at is stale (> 7d old).

6. PE/PB Band data (cached 24h)

GET /api/research/profiles/<TICKER>/band

Returns 8-year PE/PB history for building the band chart. Can be called without the ticker being in the user's knowledge base — it's a read-only market data endpoint.

Response:

{
  "success": true,
  "ticker": "AAPL",
  "pe_history": [{"date": "2017-04", "pe": 16.2}, ...],
  "pb_history": [...],
  "current_pe_percentile": 0.82,
  "current_pb_percentile": 0.75
}

Response schema — full profile

{
  id, ticker, company_name, market,          // market = US | HK | CN
  current_price, pe_ratio, pb_ratio,
  pe_band_data,                              // 8yr history, same shape as /band endpoint
  financial_red_flags,                       // [{rule_id, severity: "high|med|low", message}]
  event_radar,                               // [{event_type, timestamp, headline}]
  ai_profile_summary,                        // markdown, ~500 chars
  status,                                    // "active" | "archived"
  last_viewed_at, last_updated_at, created_at
}

Typical Workflow

1. User: "Add NVDA to my research brain"
   → POST /api/research/profiles {"ticker": "NVDA"}
   → Present: "Added NVDA. Current PE 45, 2 red flags, PE at 85th percentile of 8yr range."

2. User: "What's in my knowledge base?"
   → GET /api/research/profiles
   → Present table: ticker · company · PE · last_updated · red flag count

3. User: "Show me my AAPL profile"
   → GET /api/research/profiles/AAPL
   → Present: summary, PE/PB bands, red flags list, event radar, linked thesis (if any)

4. User: "Refresh my TSLA profile"
   → POST /api/research/profiles/TSLA/refresh

Tier Limits

Tier	Max profiles
Free	1
Plus	10
Pro	50

When a create hits the limit, the API returns upgrade_required: true. Surface this to the user with a prompt to upgrade at /pricing.

Output Formatting Tips

When presenting a profile to the user, highlight:

1. Ticker + company name and market flag (US / HK / CN)
2. Current price + PE / PB with percentile context ("PE 32, 85th percentile of 8yr range → rich")
3. Red flags — group by severity, show top 3
4. Event radar — most recent 3-5 events with dates
5. Linked thesis — if present, one-line buy reason + exit trigger summary
6. Staleness — if last_updated_at > 7d old, suggest a refresh

Related Skills

• alphagbm-investment-thesis — Attach buy thesis + exit triggers to a profile
• alphagbm-health-check — Detect stale / drifted profiles across the user's workspace
• alphagbm-stock-analysis — One-off deep analysis (not persisted to the knowledge base)
• alphagbm-theme-research — Group profiles into themes (AI infra, HK dividend, etc.)

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