Research a listed company in one sourced brief

A listed company’s quote, fundamentals and insider trades, its latest SEC filings, the news and what investors say on X, in one brief with sources.

Steps

At most, per call

A stock research brief puts a company’s numbers, filings, news and market mood on one page, each fact with its source. With Agentik, your AI reads the quote from Google Finance through DataForSEO, fundamentals and insider trades through Exa, filings from SEC EDGAR, news with Serper and investor posts on X.

Step 1: Read the quote
Google Finance, through DataForSEO, finds the ticker and returns its current quote.
- Google Finance ticker searchDataForSEO · 1 company$0.006
Step 2: Read the fundamentals
Financial Datasets, through Exa, returns eight quarters of revenue, margins and EPS, valuation multiples and recent insider trades.
- Financial Datasets prices, fundamentals and filingsExa · 1 query$1.00
Step 3: Read the filings
SEC EDGAR returns the company’s latest 10-K, 10-Q and 8-K filings.
- SEC EDGAR company filingsSEC EDGAR · 1 companyFree
Step 4: Read the news and sentiment
Serper returns the latest news, and the X API what investors post about the ticker this week.
- Google News searchSerper · 1 search$0.01
- X recent searchX · 50 posts$0.75
Step 5: Write the brief
Your AI writes the brief with a source for each fact, and no buy or sell recommendation.
Your agent does this part, with no tool call.

Cost of the example

At most $1.77one run

One US-listed company, a quote lookup, one Financial Datasets query, its filings, one news search, 50 posts on X.

Give this to your agent

Use my connected Agentik MCP server for this job: stock research brief.

Write a research brief on a listed company. First ask me for the company or ticker and what I want to decide.

Find the ticker and its current quote with dataforseo/google-finance-ticker-search. Get eight quarters of revenue, margins and EPS, valuation multiples and insider trades with exa/financial-datasets. Read its latest 10-K, 10-Q and 8-K filings with sec-edgar/company-filings. Search the news with serper/news and what investors say with x/search-recent.

Finish with a one-page brief (business, numbers, what changed, risks from the filings, sentiment) with a source for each fact. Do not give a buy or sell recommendation.

Before running anything, inspect each tool with inspect_tool, ask me for any input you don’t have instead of inventing it, and tell me the total price. Wait for my go. At the end, tell me what Agentik charged.

5 providers, one connection

What you get

A one-page stock brief with sources.

You provide

The company or ticker
What you want to decide

Your agent returns

Quote, fundamentals and valuation
Insider trades
Risks and changes from the filings
News and investor sentiment, with sources

Stock briefExample layout

Business and quote
Numbers over eight quarters
Risks from the filings
News and sentiment
Sources

Placeholders. Your rows come from your run.

Each provider does one part

No single provider covers this job. Your agent calls each one for its part, from one connection.

Good to know

This is research from public sources, not financial advice.
X posts are a sentiment sample, billed per post returned.

When to use something else

For real-time trading data and charting, use a brokerage or market data terminal. This playbook writes a sourced brief, not trading advice.

Questions

Is this investment advice?

No. It is research from public sources, and the brief never recommends buying or selling.

Which companies work?

US-listed companies get the filings from SEC EDGAR; elsewhere the brief relies on Google Finance, fundamentals and the press.

What does the example cost?

At most $1.77, reserved before each call and settled at the measured usage.

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