finance-markets-research

--- name: finance-markets-research description: Researches stocks, crypto, SEC filings, insider/congressional trading, and private-market (VC/PE) profiles via the Crawlora API — Yahoo Finance quotes/financials/history/options, SEC EDGAR filings and financial statements, congressional stock disclosures, CoinGecko crypto markets, and PitchBook company/fund/investor teasers — returning clean JSON. Use when the user asks about a ticker's price/financials/news, a company's SEC filings or insider trades, what a member of Congress traded, a crypto coin's market data, or a private company/fund/investor profile. --- # Finance & markets research Pull equities, crypto, SEC filings, and private-market data as normalized JSON from the Crawlora API — no scraping finance sites or parsing 10-Ks by hand. ## When to use this skill - "What's the price / financials / news for <ticker>?" or "chart its history." - "What are <ticker>'s recent SEC filings / insider trades / institutional holders?" - "What did <member of Congress> trade recently?" - "What's <coin>'s market cap / price / trending right now?" - "Give me a profile of <VC firm / private company / fund / LP>." - Stock screening, earnings calendars, sector/industry overviews. - For sampled Reddit discussion around a ticker alongside same-window price context, use reddit-stock-sentiment-research when installed. ## Setup (one-time) - Get a free Crawlora API key (2,000 credits/mo, no card) at [https://crawlora.net](https://crawlora.net?utm_source=github&utm_medium=referral&utm_campaign=crawlora-skills). - Set `CRAWLORA_API_KEY` in the environment before running the helper. - The helper reads `CRAWLORA_API_KEY` from the environment and sends requests to `https://api.crawlora.net/api/v1`. Missing/invalid key → `401`. ## How it works Pick the data domain, then the job: 1. **Equities (Yahoo Finance)** — `/yahoo-finance/ticker/{symbol}/quote|info|history|financials|analysts|news|options|holders|dividends|splits` for one symbol; `/yahoo-finance/screener/{id}` or `POST /yahoo-finance/screener` to screen; `/yahoo-finance/search` to resolve a name to a symbol; `/yahoo-finance/trending/{region}` for what's hot. 2. **SEC filings** — `/sec/company/search` to resolve ticker→CIK, then `/sec/company/submissions`, `/sec/filing`, `/sec/filing/sections` (10-K/10-Q item extraction), `/sec/financials` (normalized statements), `/sec/insider` (Forms 3/4/5), `/sec/institutional-holdings` (13F-HR). `/sec/full-text-search` searches across all EDGAR filings; `/sec/frames` compares one XBRL concept across every filer for a period. 3. **Congress** — `/congress/stock-disclosures` to search public congressional trade disclosures; `/congress/report` for one filed report's parsed detail. 4. **Crypto (CoinGecko)** — `/coingecko/coin/{id}` for a coin profile, `/coingecko/markets` for market rows, `/coingecko/trending`/`/gainers-losers` for momentum, `/coingecko/global` for the overall market. 5. **Private markets (PitchBook)** — `/pitchbook/company|fund|investor|advisor|limited-partner` free/teaser profile pages (query params identify the entity — see reference). Full endpoint list, methods, and params: [`reference/endpoints.md`](reference/endpoints.md). ## Calling the API ```sh # Equities: scripts/crawlora.sh /yahoo-finance/ticker/AAPL/quote | jq '.' scripts/crawlora.sh /yahoo-finance/ticker/AAPL/history period=1y interval=1d | jq '.' # SEC filings (resolve ticker → CIK first): scripts/crawlora.sh /sec/company/search q="Apple Inc" | jq '.' scripts/crawlora.sh /sec/company/submissions cik=0000320193 | jq '.' scripts/crawlora.sh /sec/insider cik=0000320193 | jq '.' # Congress: scripts/crawlora.sh /congress/stock-disclosures ticker=NVDA | jq '.' # Crypto: scripts/crawlora.sh /coingecko/coin/bitcoin | jq '.' scripts/crawlora.sh /coingecko/trending | jq '.' ``` Use `scripts/crawlora.sh` for all requests; it keeps the API key out of command-line arguments. ## Endpoint reference See [`reference/endpoints.md`](reference/endpoints.md) for every Yahoo Finance, SEC EDGAR, Congress, CoinGecko, and PitchBook endpoint this skill uses. ## Examples - **Ticker deep-dive:** `/yahoo-finance/ticker/{symbol}/info` + `/financials` + `/analysts` + `/ticker-news`, cross-checked against `/sec/financials` for the audited numbers. - **Insider-trading watch:** `/sec/insider` for a company's Form 4 filings, and `/congress/stock-disclosures` filtered by the same ticker to see if lawmakers traded it too. - **Crypto momentum scan:** `/coingecko/gainers-losers` then `/coingecko/coin/{id}` for the top movers' fundamentals. - **VC due diligence:** `/pitchbook/company` for the teaser profile, then `/pitchbook/investor` for its backers. ## Notes & limits - **Credits / pay-on-success:** billed only on `2xx`; free tier 2,000 credits/mo. Key at [https://crawlora.net](https://crawlora.net?utm_source=github&utm_medium=referral&utm_campaign=crawlora-skills). - **Public data only** — public quote/filing/disclosure pages; not investment advice. - **Security:** key lives in `CRAWLORA_API_KEY` only — never hardcode, query-param, or commit it. - **PitchBook profiles are free-tier teasers** (not the paid platform's full data) — treat fields as directional, not exhaustive. - SEC full-text search only covers filings from 2001 onward.

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