# Research a listed company in one sourced brief. Numbers, filings, news and sentiment 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. - For: Individual investors, analysts and finance teams - Providers: 5 (DataForSEO, Exa, SEC EDGAR, Serper and X), 5 tools - Example (One US-listed company, a quote lookup, one Financial Datasets query, its filings, one news search, 50 posts on X): at most $1.77, computed from the live catalog - Updated: 2026-10-10 ## Each provider does one part No single provider covers this job. Through Agentik your AI calls each one for its part, from one connection and one prepaid balance. - **DataForSEO** (1 tool, at most $0.006): The ticker and its current quote from Google Finance. - **Exa** (1 tool, at most $1.00): Fundamentals, valuation and insider trades through Financial Datasets. - **SEC EDGAR** (1 tool, free): The company’s official filings with the SEC. - **Serper** (1 tool, at most $0.01): Recent news coverage. - **X** (1 tool, at most $0.75): What investors post about the ticker this week. ## Give this to your agent ```text 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. ``` ## You provide - The company or ticker - What you want to decide ## What you get: a one-page stock brief with sources - Quote, fundamentals and valuation - Insider trades - Risks and changes from the filings - News and investor sentiment, with sources ## How to research a listed company in Claude or ChatGPT Prices are the most each call can reserve for this example: One US-listed company, a quote lookup, one Financial Datasets query, its filings, one news search, 50 posts on X. ### 1. Read the quote Google Finance, through DataForSEO, finds the ticker and returns its current quote. - [Google Finance ticker search](/tools/dataforseo/google-finance-ticker-search.md) `dataforseo/google-finance-ticker-search` (DataForSEO, 1 company): at most $0.006 ### 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 filings](/tools/exa/financial-datasets.md) `exa/financial-datasets` (Exa, 1 query): at most $1.00 ### 3. Read the filings SEC EDGAR returns the company’s latest 10-K, 10-Q and 8-K filings. - [SEC EDGAR company filings](/tools/sec-edgar/company-filings.md) `sec-edgar/company-filings` (SEC EDGAR, 1 company): free ### 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 search](/tools/serper/news.md) `serper/news` (Serper, 1 search): at most $0.01 - [X recent search](/tools/x/search-recent.md) `x/search-recent` (X, 50 posts): at most $0.75 ### 5. Write the brief Your AI writes the brief with a source for each fact, and no buy or sell recommendation. Example total: at most $1.77. Each call is billed for measured usage; unused reservations are released. ## Ask it your way - Give me a one-page brief on NVIDIA with sources. - What changed in this company’s last two quarters, and what do its filings flag as risks? - Have insiders bought or sold this stock in the last 90 days? - What are investors saying about this ticker this week? ## Why through Agentik - Market data, fundamentals, filings, news and posts come from five providers through one connection. - SEC EDGAR is free; Financial Datasets and the X posts are most of the price. ## 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. ## Stock research brief: 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. ## Keep going - [Morning market brief](/morning-market-brief.md): Indexes, top movers, crypto and currencies, the market news and your watchlist’s headlines, read aloud as a two-minute audio brief. - [Company due diligence](/company-due-diligence.md): Its legal identity and status, its SEC filings when it is US-listed, how long its website has existed, and any lawsuits or liquidation in the news. - [Crypto project check](/crypto-check.md): A token’s price and market cap, the value locked in its protocol, its developers’ activity on GitHub, its Telegram channel, and what X and the news say. - [Finance tools for your agent](/tools/finance.md) - [News tools for your agent](/tools/news.md) - [Company data tools for your agent](/tools/company.md) [All playbooks](/playbooks.md) · [Connection guides](/docs/clients.md) · [Billing](/docs/billing.md) --- [HTML page](/stock-research) · [Agent index](/llms.txt)