Financial Research

Produces a concise equity research briefing: headline valuation, recent fundamentals, forward estimates, peer context, and upcoming catalysts. Powered by viaNexus.

Step 1 — Resolve Tickers

From the user's message, identify one primary ticker (the company being researched) and optionally a peer set. If the user names a company, map to its symbol (e.g. "Apple" → AAPL, "NVIDIA" → NVDA). If the user asks for a peer comparison without specifying peers, pick 3–5 obvious industry peers (e.g. AAPL peers: MSFT, GOOGL, META).

Step 2 — Get Today's Date

Call viaNexus:current_date so "recent" and "upcoming" are anchored correctly.

Step 3 — Pull Fundamentals

For the primary ticker AND each peer, call viaNexus:fetch:

• dataset_name: summary_normalized_financials
• product: core
• endpoint: data
• symbols: comma-separated tickers
• last: 4 (gets last few fiscal periods so you can see trend)

Key fields returned per period: revenue, ebit, ebitda, incomeNet, basicEPS, PERatio, enterpriseValueToEBITDA, marketCap, pricePerRevenue, fiscalQuarter, fiscalYear, reportType (quarterly / ttm / annual), periodEndDate.

Use reportType: ttm rows for the headline valuation snapshot and the quarterly rows to show YoY revenue/EPS growth.

Step 4 — Pull Forward Estimates

For the primary ticker, call viaNexus:fetch:

• dataset_name: truebeats_eps_revenue_forecasts
• product: edge
• endpoint: data
• symbols: primary ticker
• last: 4

Key fields: fiscalPeriod, truebeatEps (ExtractAlpha EPS surprise score, positive = beat expected), truebeatSales, numberOfAnalystsEps.

Step 5 — Pull Upcoming Earnings Date

Call viaNexus:fetch:

• dataset_name: earnings_calendar
• product: core
• endpoint: data
• symbols: primary ticker
• last: 1

Step 6 — (Optional) Pull Company Description

If the user hasn't indicated they already know the business, call:

• dataset_name: company_descriptions
• product: core
• endpoint: data
• symbols: primary ticker

Step 7 — Synthesize

Structure the output:

## [Company] ([TICKER]) — Research Briefing — [Today]

### 📌 Snapshot
- Market cap: $X.XB | P/E (TTM): XX.X | EV/EBITDA: XX.X | Price / Revenue: X.X
- TTM revenue: $X.XB | TTM net income: $X.XB | TTM EPS: $X.XX

### 📈 Fundamentals Trend
| Period | Revenue | Net Income | EPS | P/E |
|--------|---------|-----------|-----|-----|
| FY26 Q1 | ... | ... | ... | ... |

Highlight YoY growth or decline in 1–2 sentences.

### 🔮 Forward Estimates (ExtractAlpha TrueBeats)
- Next FY EPS beat score: +X.X% (N analysts)
- Next FY revenue beat score: +X.X%
Briefly interpret: positive score = consensus likely to be beaten.

### 🏁 Peers
| Ticker | Market Cap | P/E TTM | EV/EBITDA | Rev Growth YoY |
|--------|-----------|---------|-----------|----------------|
| AAPL   | $X.XT     | XX.X    | XX.X      | +X.X%          |
| ...    |           |         |           |                |

One-line takeaway on where the primary ticker sits vs peers.

### 🗓️ Next Catalyst
Earnings expected: YYYY-MM-DD (confidence: high/medium/low).

Rules:

• Never fabricate numbers — only report what the API returned.
• If a dataset returns empty, say so explicitly and skip that section.
• Keep the report scannable — use tables for peer and trend data.
• Round large numbers sensibly: $3,995,778,162,360 → $4.0T.
• Don't give investment advice. State facts; let the user decide.

Example Triggers

• "Research report on AAPL"
• "Compare NVDA and AMD fundamentals"
• "What's Microsoft's P/E and EV/EBITDA?"
• "Is Tesla expensive vs its peers?"
• "When does Apple report next?"
• "Pull financials on XOM, CVX, COP"