Workflows / Investment Research Suite

Investment Research Suite

Research investment opportunities across stocks and crypto with SEC filings analysis and visual performance comparisons.

This workflow provides a multi-asset investment research capability spanning traditional equities and digital assets. It pulls real-time stock market data alongside cryptocurrency metrics, enabling cross-asset comparison. SEC filings add regulatory depth for public companies.

The automated charting step creates side-by-side performance comparisons, risk-return profiles, and allocation scenarios. Investors get a holistic view across asset classes from a single workflow, replacing hours of manual data gathering across multiple platforms.

Steps

1

Stock Market Data

Stock Market icon
Stock Market

Retrieve current stock quotes, key metrics, and performance data for target equities.

Input: Stock ticker symbols for companies of interest
Output: Real-time quotes with price, volume, market cap, P/E ratio, and daily performance
2

Crypto Market Data

Crypto Prices icon
Crypto Prices

Gather cryptocurrency market data including prices, market caps, volume, and supply metrics for digital assets.

Input: Cryptocurrency identifiers (e.g., bitcoin, ethereum)
Output: Comprehensive crypto market data with price history, volume, and market dominance
3

SEC Filing Research

SEC Filings icon
SEC Filings

Search and analyze recent SEC filings for the target companies including 10-K, 10-Q, and 8-K forms.

Input: Company names or ticker symbols from stock analysis
Output: Recent SEC filings with filing type, date, and key disclosure summaries
4

Investment Charts

Generate Chart icon
Generate Chart

Generate comparative charts showing stock vs. crypto performance, risk metrics, and portfolio allocation scenarios.

Input: Combined stock and crypto market data with SEC filing insights
Output: Investment comparison charts with performance overlays and allocation visualizations

Benefits

  • Covers both traditional equities and cryptocurrency markets
  • Includes SEC filing analysis for regulatory insights
  • Generates cross-asset comparison visualizations
  • Provides real-time pricing and market data

Related Use Cases

Open Get Real-Time Stock Quotes

Get Real-Time Stock Quotes

Fetch live stock prices, bid/ask spreads, and trading volume for any publicly traded company.

Stock Market icon
Stock Market
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Open Research Company Financials

Research Company Financials

Look up company fundamentals, market capitalization, and key financial metrics for investment research.

Stock Market icon
Stock Market
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Open Monitor Crypto Portfolio Value

Monitor Crypto Portfolio Value

Calculate the current value of your crypto holdings by pulling live prices for all tokens in your portfolio.

Crypto Prices icon
Crypto Prices
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Open Research Company Filings

Research Company Filings

Search the SEC EDGAR database for specific company filings including 10-Ks, 10-Qs, 8-Ks, and other regulatory disclosures.

SEC Filings icon
SEC Filings
4 agent guides
Open Monitor Annual Reports

Monitor Annual Reports

Track annual 10-K filings and extract key financial facts to monitor company performance year over year.

SEC Filings icon
SEC Filings
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Open Create Visualizations for Reports

Create Visualizations for Reports

Generate professional charts and graphs for business reports, presentations, and executive summaries.

Generate Chart icon
Generate Chart
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