AI Stock Analysis Tool¶
Internal tool for automated financial research and stock analysis. Supports eco|monetize's financial.research agent function and provides market intelligence for the CEO and executive team.
Capabilities¶
- Automated company financial analysis (revenue, margins, growth rates)
- Competitor financial benchmarking
- Partner/prospect company financial health signals
- Market segment analysis for ICP refinement
- Integration with Financial Modeling Prep (FMP) API
Data Sources¶
| Source | Data Type | Access |
|---|---|---|
| Financial Modeling Prep (FMP) | Financial statements, ratios, estimates | API key in 1Password |
| Public filings (SEC) | 10-K, 10-Q, 8-K | Via FMP |
| Market data | Price, volume, institutional ownership | Via FMP |
Use Cases¶
- ICP validation — Confirm target companies ($100M–$750M revenue band) via actual financials
- Partner health scoring — Financial stability of ecosystem partners as signal input
- Competitive intelligence — Track competitor revenue growth and investment
- Prospect research — Financial context before Assessment conversations
Current State (2026-04-23)¶
- Epic active (Monday.com: 11618541931) — In Process under Internal Tools roadmap area
- Dashboard HTML artifact exists at
/Claude/scripts/integrations/stock-analyst/stock-analyst-dashboard.html - financial.research agent owns this tooling
- FMP API key stored in 1Password; free-tier rate limited