Equity research
Pull fundamentals, filings summaries, and earnings data into entity files so the agent can research a company from local structured text.
The equity research capability fetches fundamentals, recent filings, and earnings summaries from your configured data provider and writes them into the entity file for the symbol, making all data available to the agent as local structured text.
What gets pulled
An equity research pull retrieves three categories of data: fundamentals (valuation ratios, income statement line items, balance sheet figures, and cash flow metrics), filings summaries (a structured extract of the most recent annual and quarterly reports), and earnings events (past EPS actuals vs. estimates and the next scheduled earnings date).
All of this data is written into the [fundamentals], [filings], and [earnings] sections of the entity file at entities/<symbol>.toml. The agent reads from this file during research sessions rather than calling the provider API inline, keeping research fast and reproducible.
MCP tool call: equity_research
// Tool call
{
"tool": "equity_research",
"input": {
"symbol": "NVDA",
"sections": ["fundamentals", "filings", "earnings"],
"filing_periods": 2
}
}
// Abbreviated result written to entities/nvda.toml
// [fundamentals]
// pe_ttm = 68.4
// pb = 30.1
// ev_ebitda = 54.2
// revenue_ttm_usd = 96100000000
// net_margin = 0.553
// roe = 1.238
// debt_equity = 0.41
// last_updated = "2026-07-04"
//
// [filings.fy2025_annual]
// period = "FY2025"
// revenue_usd = 96100000000
// net_income = 53200000000
// summary = "Revenue grew 114 % YoY driven by data-center GPU demand..."
//
// [earnings]
// last_eps_actual = 0.89
// last_eps_estimate = 0.85
// next_earnings_date = "2026-08-20"Fundamentals fields written to the entity file
| Field | Description |
|---|---|
pe_ttm | Price-to-earnings on trailing twelve months earnings. |
pb | Price-to-book ratio. |
ev_ebitda | Enterprise value divided by EBITDA. |
revenue_ttm_usd | Trailing twelve months revenue in USD. |
net_margin | Net income as a fraction of revenue (TTM). |
roe | Return on equity (TTM). |
debt_equity | Total debt divided by total equity. |
current_ratio | Current assets divided by current liabilities. |
fcf_yield | Free cash flow yield (FCF / market cap). |
Filing summaries
The filing_periods parameter controls how many recent filings are summarized (annual and quarterly counted separately). Each filing section contains the period label, key income and balance sheet figures, and a short text summary field generated from the filing's management discussion and analysis section.
The text summary is written by the agent during the research pull using the raw filing data as input. It is stored in the entity file alongside the structured fields so you can read it directly without re-running the agent.
Trigger a research pull from the inbox
Drop a brief into inbox/ that says 'Pull full equity research for TSLA and NVDA and summarize relative valuation'. The agent will call equity_research for both symbols, update their entity files, and write a comparative research note to research/.
Fundamentals lag real-time price
Fundamental data is refreshed daily at most (configurable). Intraday trades should not rely on fundamentals for timing — use the technical_analysis tool for near-term signal. Fundamentals are most useful for screening, position sizing, and longer-horizon thesis validation.