domains / families / research / equibles-research

equibles-research

separate

Use when the user asks about a US-listed company or the US market and wants sourced numbers, such as SEC filings and what a 10-K or 10-Q says, income statements and balance sheets, earnings call transcripts, insider or congressional trades, 13F institutional holders, short interest, stock prices, option chains, stock screens or macroeconomic indicators. Calls the Equibles MCP server.

When to use

• US-listed company research
• SEC filings and 10-K/10-Q analysis
• Income statements and balance sheets
• Earnings call transcripts
• Insider and congressional trades
• 13F institutional holders
• Short interest and stock prices
• Option chains and macroeconomic indicators

When not to use

• Placing trades
• Moving money
• Providing investment advice
• Presenting data as a forecast

Skill page

Source