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vn6295337 Claude Opus 4.5 commited on
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332e21c
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1 Parent(s): ab2f4fb

Cleanup: Remove obsolete docs, add new schemas, deduplicate configs

Browse files

- Remove 24 obsolete documentation files (old schemas, test reports)
- Add CLAUDE.md project instructions
- Add new docs: mcp_output_schemas.md, nvidia_mcp_output_sample.md, sec_edgar_data_schema.md
- Deduplicate company_name_filters.py (use root /configs/ version)
- Update news-basket to import from shared configs

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

Files changed (31) hide show
  1. AAPL_data.txt +0 -168
  2. CLAUDE.md +98 -0
  3. docs/SEC_EDGAR_data_schema.md +0 -64
  4. docs/alphavantage_data_schema.md +0 -77
  5. docs/bea_data_schema.md +0 -73
  6. docs/bls_data_schema.md +0 -98
  7. docs/data_flow.md +0 -141
  8. docs/fundamentals_data_schema.md +0 -42
  9. docs/macro_data_schema.md +0 -22
  10. docs/mcp_data_sources.md +0 -172
  11. docs/mcp_normalized_schemas.md +0 -30
  12. docs/mcp_output_sample.md +0 -246
  13. docs/mcp_output_schemas.md +26 -0
  14. docs/mcp_output_visa.md +0 -91
  15. docs/mcp_raw_visa.md +0 -962
  16. docs/mcp_test_report_BAC.md +0 -69
  17. docs/mcp_test_report_CVX.md +0 -71
  18. docs/mcp_test_report_KO.md +0 -69
  19. docs/mcp_test_report_V.md +0 -87
  20. docs/metrics_schema_emitted.md +0 -236
  21. docs/metrics_schema_human_readable.md +0 -268
  22. docs/nvidia_mcp_output_sample.md +149 -0
  23. docs/schema_normalization.md +0 -54
  24. docs/sec_edgar_data_schema.md +75 -0
  25. docs/vader_data_schema.md +0 -39
  26. docs/valuation_data_schema.md +0 -31
  27. docs/volatility_data_schema.md +0 -15
  28. docs/yahoo_options_data_schema.md +0 -96
  29. mcp-servers/news-basket/config/__init__.py +0 -1
  30. mcp-servers/news-basket/config/company_name_filters.py +0 -56
  31. mcp-servers/news-basket/server.py +8 -10
AAPL_data.txt DELETED
@@ -1,168 +0,0 @@
1
- ==========================================================================================
2
- FINANCIALS - SEC EDGAR + Yahoo Finance
3
- ==========================================================================================
4
- +----------------------+--------------+--------------+------+
5
- | Metric | Value | Source | Form |
6
- +----------------------+--------------+--------------+------+
7
- | revenue | 265595000000 | SEC (FY2018) | 10-K |
8
- | net_income | 112010000000 | SEC (FY2025) | 10-K |
9
- | gross_profit | 195201000000 | SEC (FY2025) | 10-K |
10
- | operating_income | 133050000000 | SEC (FY2025) | 10-K |
11
- | gross_margin_pct | 73.5000 | SEC (FY2018) | 10-K |
12
- | operating_margin_pct | 50.1000 | SEC (FY2018) | 10-K |
13
- | net_margin_pct | 42.1700 | SEC (FY2018) | 10-K |
14
- | total_assets | 359241000000 | SEC (FY2025) | 10-K |
15
- | total_liabilities | 285508000000 | SEC (FY2025) | 10-K |
16
- | stockholders_equity | 73733000000 | SEC (FY2025) | 10-K |
17
- | long_term_debt | 90678000000 | SEC (FY2025) | 10-K |
18
- | total_debt | 90678000000 | SEC (FY2025) | 10-K |
19
- | cash | 35934000000 | SEC (FY2025) | 10-K |
20
- | net_debt | 54744000000 | SEC (FY2025) | 10-K |
21
- | debt_to_equity | 1.2300 | SEC (FY2025) | 10-K |
22
- | operating_cash_flow | 111482000000 | SEC (FY2025) | 10-K |
23
- | capital_expenditure | 12715000000 | SEC (FY2025) | 10-K |
24
- | free_cash_flow | 98767000000 | SEC (FY2025) | 10-K |
25
- | rd_expense | 34550000000 | SEC (FY2025) | 10-K |
26
- +----------------------+--------------+--------------+------+
27
-
28
- Fetching valuation...
29
-
30
- ==========================================================================================
31
- VALUATION - Yahoo Finance + Alpha Vantage
32
- ==========================================================================================
33
- +------------------+----------+--------------+
34
- | Metric | Value | Source |
35
- +------------------+----------+--------------+
36
- | current_price | 259.3700 | Yahoo |
37
- | market_cap | 3832.54B | Yahoo |
38
- | enterprise_value | 3889.34B | Yahoo |
39
- | trailing_pe | 34.7216 | Yahoo |
40
- | forward_pe | 28.3417 | Yahoo |
41
- | ps_ratio | 9.2093 | Yahoo |
42
- | pb_ratio | 51.9675 | Yahoo |
43
- | ev_ebitda | 26.8700 | Yahoo |
44
- | trailing_peg | 2.6214 | Yahoo |
45
- | forward_peg | 0.3108 | Yahoo |
46
- | earnings_growth | 0.9120 | Yahoo |
47
- | revenue_growth | 0.0790 | Yahoo |
48
- | current_price | 273.0100 | AlphaVantage |
49
- | market_cap | 3844.25B | AlphaVantage |
50
- | trailing_pe | 34.7200 | AlphaVantage |
51
- | forward_pe | 31.4500 | AlphaVantage |
52
- | ps_ratio | 9.2400 | AlphaVantage |
53
- | pb_ratio | 52.1700 | AlphaVantage |
54
- | ev_ebitda | 26.8800 | AlphaVantage |
55
- | trailing_peg | 2.6350 | AlphaVantage |
56
- | earnings_growth | 0.9120 | AlphaVantage |
57
- | revenue_growth | 0.0790 | AlphaVantage |
58
- +------------------+----------+--------------+
59
-
60
- Fetching volatility...
61
-
62
- ==========================================================================================
63
- VOLATILITY - Yahoo Finance + CBOE
64
- ==========================================================================================
65
- +-----------------------+---------+--------+
66
- | Metric | Value | Source |
67
- +-----------------------+---------+--------+
68
- | beta | 1.2930 | Yahoo |
69
- | historical_volatility | 12.3300 | Yahoo |
70
- | implied_volatility | 30.0000 | Yahoo |
71
- +-----------------------+---------+--------+
72
-
73
- Fetching macro...
74
-
75
- ==========================================================================================
76
- MACRO - FRED Economic Data
77
- ==========================================================================================
78
- +---------------+--------+--------+------------+
79
- | Indicator | Value | Source | Date |
80
- +---------------+--------+--------+------------+
81
- | gdp_growth | 4.3000 | FRED | 2025-07-01 |
82
- | cpi_inflation | 2.7100 | FRED | 2025-11-01 |
83
- | unemployment | 4.4000 | FRED | 2025-12-01 |
84
- | interest_rate | 3.7200 | FRED | 2025-12-01 |
85
- +---------------+--------+--------+------------+
86
-
87
- Fetching news...
88
-
89
- ==========================================================================================
90
- NEWS - Tavily+NYT+NewsAPI (Raw:10 Deduped:10)
91
- ==========================================================================================
92
- +----------------------------------------------------+--------------+------------+
93
- | Title | Source | Date |
94
- +----------------------------------------------------+--------------+------------+
95
- | Google parent hits $3.88 trillion m-cap, edges pas | The Times of | 2026-01-08 |
96
- | Apple (NASDAQ: AAPL) Stock Price Prediction and Fo | Biztoc.com | 2026-01-07 |
97
- | With Warren Buffett Done as CEO, Just 3 Stocks Mak | 24/7 Wall St | 2026-01-06 |
98
- | Read the Ruling | New York Tim | 2025-04-17 |
99
- | Read the Lawsuit Against Apple | New York Tim | 2024-03-21 |
100
- | The Numbers Behind Walmart’s Pay Raise: DealBook B | New York Tim | 2018-01-11 |
101
- | APPLE INC. (AAPL) Stock, Price, News, Quotes, Fore | - | None |
102
- | Apple Inc. Stock Quote (U.S.: Nasdaq) - AAPL | - | None |
103
- | Apple Inc. (AAPL) Stock Price, News, Quote & Histo | - | None |
104
- | Apple Inc. (AAPL) Stock Price Today - WSJ | - | None |
105
- +----------------------------------------------------+--------------+------------+
106
-
107
- Fetching sentiment...
108
-
109
- ==========================================================================================
110
- SENTIMENT SUMMARY
111
- ==========================================================================================
112
- +------------------+---------------------------+------------+
113
- | Metric | Value | Source |
114
- +------------------+---------------------------+------------+
115
- | Composite Score | 65.09 | weighted |
116
- | Interpretation | Overall Bullish Sentiment | - |
117
- | SWOT Category | STRENGTH | - |
118
- | VADER Score | 49 | news_vader |
119
- | VADER Articles | 20 | news_vader |
120
- | Finnhub Score | 70.18 | finnhub |
121
- | Finnhub Articles | 50 | finnhub |
122
- | Reddit Score | 81.44 | reddit |
123
- | Reddit Posts | 12 | reddit |
124
- | Reddit Upvotes | 6165 | reddit |
125
- +------------------+---------------------------+------------+
126
-
127
- ==========================================================================================
128
- SENTIMENT - Finnhub Articles (Top 15)
129
- ==========================================================================================
130
- +--------------------------------------------------+--------+--------+
131
- | Headline | Score | Source |
132
- +--------------------------------------------------+--------+--------+
133
- | Jamie Dimon's Grip On US Credit Card Dominance G | 0.929 | Yahoo |
134
- | Stifel Canada Hikes Aritzia Price Target to $150 | 0.296 | Yahoo |
135
- | CIO survey ranks Microsoft and OpenAI as AI lead | 0.778 | Yahoo |
136
- | 3 No-Brainer Tech Stocks to Buy Right Now | 0.421 | Yahoo |
137
- | Apple CEO Pay Dips as Board Opposes China Audit | -0.103 | Yahoo |
138
- | XAI Limits Grok Images After Uproar Over Sexuali | 0.0 | Yahoo |
139
- | TSMC's December Dip Isn't the Real Story | 0.44 | Yahoo |
140
- | Intel Rises After Trump Meeting as Markets Await | 0.421 | Yahoo |
141
- | Goldman Projects 46-Cent EPS Gain in Q4 From App | 0.727 | Yahoo |
142
- | Jim Cramer Says Insider Buying in Nike Signals “ | 0.908 | Yahoo |
143
- | Apple (AAPL)’s “the Winner With Gemini,” Says Ji | 0.718 | Yahoo |
144
- | Jim Cramer Says “Apple Deserves a Premium Multip | -0.25 | Yahoo |
145
- | Alphabet (GOOGL) Has a Special Relationship With | 0.844 | Yahoo |
146
- | Corning (GLW)’s a “Potential Winner,” Says Jim C | 0.511 | Yahoo |
147
- | Apple Stock Continues Its Brutal Losing Streak. | -0.691 | Yahoo |
148
- +--------------------------------------------------+--------+--------+
149
-
150
- ==========================================================================================
151
- SENTIMENT - Reddit Posts
152
- ==========================================================================================
153
- +--------------------------------------------------+--------+---------+
154
- | Title | Score | Upvotes |
155
- +--------------------------------------------------+--------+---------+
156
- | AAPL will revisit $275 in the next 2 weeks | 0.0 | 76 |
157
- | Apple admits defeat. Puts on Tim Cook, Calls on | 0.807 | 1630 |
158
- | 🐻 in the town | 0.361 | 1777 |
159
- | Tech YOLO | 0.161 | 47 |
160
- | Apple 300 after er | 0.34 | 24 |
161
- | Could Apple's stock price really drop to $200? I | 0.762 | 0 |
162
- | AAPL price debate: still a “safe premium” or qui | 0.813 | 17 |
163
- | Google has overtaken Apple's market cap, becomin | 0.7 | 2189 |
164
- | r/Stocks Daily Discussion &amp; Fundamentals Fri | 0.214 | 17 |
165
- | JPMorgan Chase Reaches a Deal to Take Over the A | 0.942 | 378 |
166
- | Back to Investing after years off the markets. | -0.296 | 10 |
167
- | What happened to Mondelez International in last | -0.895 | 0 |
168
- +--------------------------------------------------+--------+---------+
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CLAUDE.md ADDED
@@ -0,0 +1,98 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ # CLAUDE.md
2
+
3
+ This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
4
+
5
+ ## Project Overview
6
+
7
+ Financial research microservice implementing Google A2A (Agent-to-Agent) protocol. Fetches data from 6 MCP (Model Context Protocol) servers via subprocess + JSON-RPC and returns aggregated research data for SWOT analysis. Deployed on HuggingFace Spaces.
8
+
9
+ ## Commands
10
+
11
+ ```bash
12
+ # Install dependencies
13
+ pip install -r requirements.txt
14
+
15
+ # Run the A2A server (port 7860)
16
+ python app.py
17
+
18
+ # E2E test for all 6 MCP servers
19
+ python tests/test_mcp_e2e.py [TICKER] [COMPANY_NAME]
20
+ # Example: python tests/test_mcp_e2e.py AAPL "Apple Inc"
21
+
22
+ # Test individual MCP servers
23
+ python mcp-servers/fundamentals-basket/test_fetchers.py AAPL
24
+ python mcp-servers/valuation-basket/test_fetchers.py AAPL
25
+ python mcp-servers/volatility-basket/test_fetchers.py AAPL
26
+ python mcp-servers/macro-basket/test_fetchers.py
27
+ python mcp-servers/news-basket/test_fetchers.py AAPL
28
+ python mcp-servers/sentiment-basket/test_fetchers.py AAPL
29
+
30
+ # Stress tests
31
+ python scripts/mcp_stress_test.py
32
+ ```
33
+
34
+ ## Architecture
35
+
36
+ ```
37
+ app.py (FastAPI A2A Server)
38
+ │
39
+ └── mcp_client.py (MCP Orchestrator)
40
+ │
41
+ ├── fundamentals-basket/ → SEC EDGAR (revenue, debt, EPS)
42
+ ├── valuation-basket/ → Yahoo Finance (P/E, P/B, P/S)
43
+ ├── volatility-basket/ → Yahoo Finance, FRED (beta, VIX)
44
+ ├── macro-basket/ → FRED, BEA, BLS (GDP, CPI, rates)
45
+ ├── news-basket/ → Tavily, NYT, NewsAPI
46
+ └── sentiment-basket/ → Finnhub, Reddit (sentiment scores)
47
+ ```
48
+
49
+ **Key patterns:**
50
+ - A2A protocol: JSON-RPC 2.0 over HTTP (methods: `message/send`, `tasks/get`, `tasks/cancel`)
51
+ - TRUE MCP: Subprocess spawning with stdio JSON-RPC handshake (initialize → initialized → tools/call)
52
+ - Sequential execution: MCP servers called one at a time for priority ordering
53
+ - Partial metrics streaming: `partial_metrics` field in task response for real-time UI updates
54
+ - HTTP fallback: Optional load-balanced HTTP mode for fundamentals (`USE_HTTP_FINANCIALS=true`)
55
+
56
+ ## MCP Server Structure
57
+
58
+ Each MCP server in `mcp-servers/<name>-basket/` follows this pattern:
59
+ - `server.py` - MCP server entry point (subprocess target)
60
+ - `fetchers.py` - API data fetching functions
61
+ - `normalizer.py` - Schema normalization to common format
62
+ - `test_fetchers.py` - Standalone test script
63
+
64
+ ## Environment Variables
65
+
66
+ Required API keys in `.env`:
67
+ ```bash
68
+ FRED_API_KEY=... # Macroeconomic data
69
+ FINNHUB_API_KEY=... # Sentiment analysis
70
+ TAVILY_API_KEY=... # News search
71
+ BEA_API_KEY=... # GDP data
72
+ BLS_API_KEY=... # CPI, unemployment (optional)
73
+ NYT_API_KEY=... # New York Times (optional)
74
+ NEWSAPI_API_KEY=... # NewsAPI (optional)
75
+ ```
76
+
77
+ Configuration:
78
+ ```bash
79
+ METRIC_DELAY_MS=0 # Delay between metric emissions (0 for speed)
80
+ USE_HTTP_FINANCIALS=false # Use HTTP instead of subprocess for fundamentals
81
+ HTTP_TIMEOUT=90.0 # HTTP request timeout
82
+ ```
83
+
84
+ ## Data Flow
85
+
86
+ 1. Caller sends `message/send` with "Research {TICKER} {COMPANY}"
87
+ 2. Server creates task, runs `fetch_all_research_data()` in background
88
+ 3. MCP orchestrator calls 6 servers sequentially, emits partial metrics
89
+ 4. Caller polls `tasks/get` for status and `partial_metrics`
90
+ 5. On completion, full aggregated data in `artifacts[0].data`
91
+
92
+ ## Key Files
93
+
94
+ - `app.py` - A2A server with task management
95
+ - `mcp_client.py` - MCP orchestration, subprocess spawning, HTTP fallback
96
+ - `configs/output_schemas.py` - Output format definitions
97
+ - `utils/ticker_lookup.py` - Company name to ticker resolution
98
+ - `docs/metrics_schema_human_readable.md` - Complete output schema documentation
docs/SEC_EDGAR_data_schema.md DELETED
@@ -1,64 +0,0 @@
1
- SEC EDGAR Data Schema
2
- =====================
3
-
4
- Example: AAPL (Apple Inc) - CIK 0000320193
5
-
6
- Raw field meanings:
7
-
8
- | Field | Description |
9
- |-------|-----------------------------------|
10
- | val | Raw value (in USD) |
11
- | end | Period end date |
12
- | fy | Fiscal year |
13
- | fp | Fiscal period (FY, Q1, Q2, Q3) |
14
- | form | Filing type (10-K, 10-Q) |
15
- | filed | Filing date |
16
- | accn | SEC accession number |
17
- | frame | Calendar frame (CY2025, CY2025Q2) |
18
-
19
- Common fields (same across all metrics):
20
-
21
- | Field | Value |
22
- |-------|----------------------|
23
- | end | 2025-09-27 |
24
- | fy | 2025 |
25
- | fp | FY |
26
- | form | 10-K |
27
- | filed | 2025-10-31 |
28
- | accn | 0000320193-25-000079 |
29
-
30
-
31
- Metrics
32
- -------
33
-
34
- Income Statement
35
-
36
- | name | val | frame |
37
- |------------------|--------------|--------|
38
- | revenue | 416161000000 | CY2025 |
39
- | gross_profit | 195201000000 | CY2025 |
40
- | operating_income | 133050000000 | CY2025 |
41
- | net_income | 112010000000 | CY2025 |
42
-
43
- Balance Sheet
44
-
45
- | name | val | frame |
46
- |---------------------|--------------|-----------|
47
- | total_assets | 359241000000 | CY2025Q3I |
48
- | cash | 35934000000 | CY2025Q3I |
49
- | total_liabilities | 285508000000 | CY2025Q3I |
50
- | long_term_debt | 90678000000 | CY2025Q3I |
51
- | stockholders_equity | 73733000000 | CY2025Q3I |
52
-
53
- Cash Flow
54
-
55
- | name | val | frame |
56
- |---------------------|--------------|--------|
57
- | operating_cash_flow | 111482000000 | CY2025 |
58
- | capital_expenditure | 12715000000 | CY2025 |
59
-
60
- Expenses
61
-
62
- | name | val | frame |
63
- |------------|-------------|--------|
64
- | rd_expense | 34550000000 | CY2025 |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/alphavantage_data_schema.md DELETED
@@ -1,77 +0,0 @@
1
- Alpha Vantage Data Schema
2
- =========================
3
-
4
- Example: AAPL (Apple Inc)
5
-
6
- Endpoint: https://www.alphavantage.co/query?function=OVERVIEW
7
-
8
-
9
- Company Info
10
-
11
- | field | value |
12
- |----------|----------------------|
13
- | Symbol | AAPL |
14
- | Name | Apple Inc |
15
- | Exchange | NASDAQ |
16
- | Currency | USD |
17
- | Country | USA |
18
- | Sector | TECHNOLOGY |
19
- | Industry | CONSUMER ELECTRONICS |
20
-
21
-
22
- Valuation Metrics
23
-
24
- | field | value |
25
- |----------------------|---------------|
26
- | MarketCapitalization | 3844254728000 |
27
- | TrailingPE | 34.72 |
28
- | ForwardPE | 31.45 |
29
- | PEGRatio | 2.635 |
30
- | PriceToBookRatio | 52.17 |
31
- | PriceToSalesRatioTTM | 9.24 |
32
- | EVToEBITDA | 26.88 |
33
- | EVToRevenue | 9.35 |
34
-
35
-
36
- Growth Metrics
37
-
38
- | field | value |
39
- |----------------------------|--------|
40
- | QuarterlyEarningsGrowthYOY | 0.912 |
41
- | QuarterlyRevenueGrowthYOY | 0.079 |
42
- | AnalystTargetPrice | 287.71 |
43
-
44
-
45
- Financial Metrics
46
-
47
- | field | value |
48
- |--------------------|--------------|
49
- | EBITDA | 144748003000 |
50
- | RevenueTTM | 416161006000 |
51
- | GrossProfitTTM | 195201008000 |
52
- | DilutedEPSTTM | 7.46 |
53
- | ProfitMargin | 0.269 |
54
- | OperatingMarginTTM | 0.317 |
55
- | ReturnOnAssetsTTM | 0.23 |
56
- | ReturnOnEquityTTM | 1.714 |
57
-
58
-
59
- Dividend & Book Value
60
-
61
- | field | value |
62
- |------------------|------------|
63
- | DividendPerShare | 1.02 |
64
- | DividendYield | 0.0039 |
65
- | ExDividendDate | 2025-11-10 |
66
- | BookValue | 4.991 |
67
-
68
-
69
- Moving Averages & Risk
70
-
71
- | field | value |
72
- |---------------------|--------|
73
- | 50DayMovingAverage | 273.01 |
74
- | 200DayMovingAverage | 232.75 |
75
- | 52WeekHigh | 288.62 |
76
- | 52WeekLow | 168.63 |
77
- | Beta | 1.093 |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/bea_data_schema.md DELETED
@@ -1,73 +0,0 @@
1
- BEA Data Schema
2
- ===============
3
-
4
- Bureau of Economic Analysis - NIPA (National Income and Product Accounts)
5
-
6
- Endpoint: https://apps.bea.gov/api/data
7
- Dataset: NIPA
8
- Table: T10101 (Percent Change From Preceding Period in Real GDP)
9
-
10
-
11
- Request Parameters
12
-
13
- | field | description |
14
- |--------------|-------------------------------------|
15
- | UserID | API key (required) |
16
- | method | GetData |
17
- | datasetname | NIPA |
18
- | TableName | T10101 (GDP percent change) |
19
- | Frequency | Q (Quarterly) or A (Annual) |
20
- | Year | X (all years) or specific year |
21
- | ResultFormat | JSON |
22
-
23
-
24
- Response Structure
25
-
26
- | field | description |
27
- |---------------------------|-----------------------------|
28
- | BEAAPI | Root container |
29
- | BEAAPI.Request | Echo of request parameters |
30
- | BEAAPI.Results | Results container |
31
- | Results.Statistic | Data type (NIPA Table) |
32
- | Results.UTCProductionTime | Timestamp of data generation|
33
- | Results.Notes[] | Array of data notes |
34
- | Results.Data[] | Array of data observations |
35
-
36
-
37
- Data Row Fields
38
-
39
- | field | description |
40
- |-----------------|---------------------------------------------------|
41
- | TableName | NIPA table identifier (T10101) |
42
- | SeriesCode | BEA series code for the metric |
43
- | LineNumber | Row number in the table (1 = Real GDP) |
44
- | LineDescription | Human-readable metric name |
45
- | TimePeriod | Time period (YYYYQN format, e.g., 2025Q3) |
46
- | METRIC_NAME | Metric type (e.g., Fisher Quantity Index) |
47
- | CL_UNIT | Unit description (Percent change, annual rate) |
48
- | UNIT_MULT | Unit multiplier |
49
- | DataValue | The actual data value |
50
- | NoteRef | Reference to notes array |
51
-
52
-
53
- GDP Data (LineNumber = 1)
54
-
55
- | TimePeriod | DataValue | LineDescription |
56
- |------------|-----------|------------------------|
57
- | 2025Q3 | 4.3 | Gross domestic product |
58
- | 2025Q2 | 3.8 | Gross domestic product |
59
- | 2025Q1 | -0.6 | Gross domestic product |
60
- | 2024Q4 | 1.9 | Gross domestic product |
61
- | 2024Q3 | 3.3 | Gross domestic product |
62
- | 2024Q2 | 3.6 | Gross domestic product |
63
-
64
-
65
- Line Numbers Reference
66
-
67
- | LineNumber | Description |
68
- |------------|---------------------------------------|
69
- | 1 | Gross domestic product |
70
- | 2 | Personal consumption expenditures |
71
- | 7 | Gross private domestic investment |
72
- | 11 | Net exports of goods and services |
73
- | 22 | Government consumption expenditures |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/bls_data_schema.md DELETED
@@ -1,98 +0,0 @@
1
- BLS Data Schema
2
- ===============
3
-
4
- Bureau of Labor Statistics API
5
-
6
- Endpoint: https://api.bls.gov/publicAPI/v2/timeseries/data/
7
- Method: POST with JSON payload
8
-
9
-
10
- Series IDs
11
-
12
- | series_id | description |
13
- |--------------|---------------------------------------|
14
- | CUUR0000SA0 | CPI-U All Items (Consumer Price Index)|
15
- | LNS14000000 | Unemployment Rate |
16
-
17
-
18
- Request Payload
19
-
20
- | field | description |
21
- |-----------------|------------------------------------|
22
- | seriesid[] | Array of BLS series IDs to fetch |
23
- | startyear | Start year for data range |
24
- | endyear | End year for data range |
25
- | registrationkey | Optional API key for higher limits |
26
-
27
-
28
- Response Structure
29
-
30
- | field | description |
31
- |-----------------|-----------------------------------|
32
- | status | REQUEST_SUCCEEDED or error code |
33
- | responseTime | Response time in milliseconds |
34
- | message[] | Array of status messages |
35
- | Results | Results container |
36
- | Results.series[]| Array of series data |
37
-
38
-
39
- Series Structure
40
-
41
- | field | description |
42
- |----------|-----------------------------|
43
- | seriesID | BLS series identifier |
44
- | data[] | Array of observations |
45
-
46
-
47
- Observation Fields
48
-
49
- | field | description |
50
- |------------|-----------------------------------------------------|
51
- | year | 4-digit year (e.g., 2025) |
52
- | period | Period code (M01-M12 for monthly, A01 for annual) |
53
- | periodName | Human-readable period (January, February, etc.) |
54
- | value | Data value as string |
55
- | footnotes | Array of footnote objects |
56
-
57
-
58
- CPI-U All Items (CUUR0000SA0)
59
-
60
- | field | value |
61
- |-----------|----------------------------------|
62
- | series_id | CUUR0000SA0 |
63
- | title | Consumer Price Index - All Items |
64
- | units | Index 1982-1984=100 |
65
- | frequency | Monthly |
66
- | period | 2025-November |
67
- | value | 324.122 |
68
-
69
-
70
- Unemployment Rate (LNS14000000)
71
-
72
- | field | value |
73
- |-----------|-------------------|
74
- | series_id | LNS14000000 |
75
- | title | Unemployment Rate |
76
- | units | Percent |
77
- | frequency | Monthly |
78
- | period | 2025-December |
79
- | value | 4.4 |
80
-
81
-
82
- Period Codes
83
-
84
- | code | description |
85
- |------|-------------|
86
- | M01 | January |
87
- | M02 | February |
88
- | M03 | March |
89
- | M04 | April |
90
- | M05 | May |
91
- | M06 | June |
92
- | M07 | July |
93
- | M08 | August |
94
- | M09 | September |
95
- | M10 | October |
96
- | M11 | November |
97
- | M12 | December |
98
- | A01 | Annual |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/data_flow.md DELETED
@@ -1,141 +0,0 @@
1
- # Researcher-Agent Data Flow
2
-
3
- ## Request Flow
4
-
5
- ```
6
- Frontend/Caller
7
- │
8
- │ POST / (JSON-RPC: message/send)
9
- │
10
- │ Example Request:
11
- │ {
12
- │ "jsonrpc": "2.0",
13
- │ "method": "message/send",
14
- │ "params": {"message": {"content": "Research AAPL"}},
15
- │ "id": 1
16
- │ }
17
- ▼
18
- ┌──────────────────┐
19
- │ app.py │ A2A Server (port 7860)
20
- └────────┬─────────┘
21
- │
22
- │ Extracts: ticker="AAPL", company_name="Apple Inc"
23
- │ Spawns background task, returns task_id
24
- │
25
- │ Example Response:
26
- │ {"jsonrpc": "2.0", "result": {"task": {"id": "task-123", "status": "working"}}, "id": 1}
27
- ▼
28
- ┌──────────────────┐
29
- │ mcp_client.py │ Orchestrator
30
- └────────┬─────────┘
31
- │
32
- │ Spawns each MCP server as subprocess
33
- │ Sends JSON-RPC over stdio
34
- │
35
- │ Example MCP Request:
36
- │ {"jsonrpc": "2.0", "method": "tools/call", "params": {"name": "get_all_sources_fundamentals", "arguments": {"ticker": "AAPL"}}, "id": 2}
37
- ▼
38
- ┌──────────────────────────────────────────────────────────────────────────────────────────┐
39
- │ MCP SERVERS │
40
- │ │
41
- │ 1. fundamentals-basket/server.py │
42
- │ └─► SEC EDGAR ──► {"revenue": {"value": 416161000000, "fiscal_year": 2025}} │
43
- │ └─► Yahoo Finance (fallback) │
44
- │ │
45
- │ 2. valuation-basket/server.py │
46
- │ └─► Yahoo Finance ──► {"trailing_pe": 34.72, "pb_ratio": 52.17} │
47
- │ └─► Alpha Vantage (fallback) │
48
- │ │
49
- │ 3. volatility-basket/server.py │
50
- │ └─► FRED ──► {"vix": {"value": 15.45}, "vxn": {"value": 20.15}} │
51
- │ └─► Yahoo Finance ──► {"beta": 1.29, "historical_volatility": 0.12} │
52
- │ │
53
- │ 4. macro-basket/server.py │
54
- │ └─► BEA ──► {"gdp_growth": {"value": 4.3, "date": "Q3 2025"}} │
55
- │ └─► BLS ──► {"cpi": 2.74, "unemployment": 4.4} │
56
- │ └─► FRED ──► {"interest_rate": 3.72} │
57
- │ │
58
- │ 5. news-basket/server.py │
59
- │ └─► Tavily + NYT + NewsAPI ──► {"items": [{"title": "...", "url": "..."}]} │
60
- │ │
61
- │ 6. sentiment-basket/server.py │
62
- │ └─► Finnhub ──► {"items": [{"title": "...", "url": "..."}]} │
63
- │ └─► Reddit ──► {"items": [{"title": "...", "url": "..."}]} │
64
- └──────────────────────────────────────────────────────────────────────────────────────────┘
65
- │
66
- │ Example MCP Response:
67
- │ {"jsonrpc": "2.0", "result": {"content": [{"type": "text", "text": "{...}"}]}, "id": 2}
68
- ▼
69
- ┌──────────────────┐
70
- │ mcp_client.py │ Aggregates all sources
71
- └────────┬─────────┘
72
- │
73
- │ Merges 6 responses into single payload
74
- │
75
- │ Completeness: checks required vs missing
76
- │ required = {
77
- │ "financials": ["revenue", "net_income", "eps", "debt_to_equity"],
78
- │ "valuation": ["trailing_pe", "pb_ratio", "ps_ratio"],
79
- │ "volatility": ["beta", "vix"],
80
- │ "macro": ["gdp_growth", "interest_rate", "cpi_inflation"],
81
- │ "news": ["items"],
82
- │ "sentiment": ["items"]
83
- │ }
84
- │ missing = {"volatility": ["implied_volatility"]}
85
- │ found: 19, total: 20
86
- │
87
- │ Conflict Resolution: compares primary vs secondary source values
88
- │ financials: SEC EDGAR (primary) vs Yahoo Finance (secondary)
89
- │ valuation: Yahoo Finance (primary) vs Alpha Vantage (secondary)
90
- │ → if values differ, marks conflict and uses primary
91
- │ → example: {"metric": "revenue", "primary_value": 416B, "secondary_value": 415B, "used": "primary"}
92
- │
93
- │ Example Aggregated:
94
- │ {"ticker": "AAPL", "metrics": {...}, "multi_source": {...}, "completeness": {"pct": 95}}
95
- ▼
96
- ┌──────────────────┐
97
- │ app.py │ Stores as task artifact
98
- └────────┬─────────┘
99
- │
100
- │ Updates task status: "working" → "completed"
101
- │ Stores result in artifacts[]
102
- │
103
- │ Example Final Response (tasks/get):
104
- │ {"jsonrpc": "2.0", "result": {"task": {"id": "task-123", "status": "completed", "artifacts": [{...}]}}, "id": 3}
105
- ▼
106
- Frontend/Caller
107
- ```
108
-
109
- ---
110
-
111
- ## Output Structure
112
-
113
- ```python
114
- {
115
- "ticker": "AAPL",
116
- "company_name": "Apple Inc",
117
- "sources_available": ["financials", "valuation", ...],
118
- "sources_failed": [],
119
- "metrics": {
120
- "fundamentals": {...},
121
- "valuation": {...},
122
- "volatility": {...},
123
- "macro": {...},
124
- "news": {...},
125
- "sentiment": {...}
126
- },
127
- "multi_source": {
128
- "fundamentals_all": {...},
129
- "valuation_all": {...},
130
- "volatility_all": {...},
131
- "macro_all": {...}
132
- },
133
- "completeness": {
134
- "completeness_pct": 95.0,
135
- "metrics_found": 19,
136
- "metrics_total": 20,
137
- "missing": ["implied_volatility"]
138
- },
139
- "generated_at": "2026-01-10T..."
140
- }
141
- ```
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/fundamentals_data_schema.md DELETED
@@ -1,42 +0,0 @@
1
- Fundamentals Data Schema
2
- ========================
3
-
4
- Single source of truth for fundamentals-basket MCP server output.
5
- Example: AAPL (Apple Inc)
6
-
7
- | S/N | metric | value | temporal info | source |
8
- | --- | ------------------------- | ------- | ------------- | ------------- |
9
- | | **Income Statement** | | | |
10
- | 1 | Revenue | $416.2B | FY 2025 | SEC EDGAR |
11
- | 2 | Gross Profit | $195.2B | FY 2025 | SEC EDGAR |
12
- | 3 | Operating Income | $133.1B | FY 2025 | SEC EDGAR |
13
- | 4 | Net Income | $112.0B | FY 2025 | SEC EDGAR |
14
- | | **Balance Sheet** | | | |
15
- | 5 | Total Assets | $359.2B | Q3 2025 | SEC EDGAR |
16
- | 6 | Total Liabilities | $285.5B | Q3 2025 | SEC EDGAR |
17
- | 7 | Stockholders Equity | $73.7B | Q3 2025 | SEC EDGAR |
18
- | 8 | Cash | $35.9B | Q3 2025 | SEC EDGAR |
19
- | 9 | Long Term Debt | $90.7B | Q3 2025 | SEC EDGAR |
20
- | 10 | Total Debt | $112.4B | Q3 2025 | SEC EDGAR |
21
- | | **Cash Flow** | | | |
22
- | 11 | Operating Cash Flow | $111.5B | FY 2025 | SEC EDGAR |
23
- | 12 | Capital Expenditure | $12.7B | FY 2025 | SEC EDGAR |
24
- | 13 | Free Cash Flow | $98.8B | FY 2025 | SEC EDGAR |
25
- | 14 | R&D Expense | $34.6B | FY 2025 | SEC EDGAR |
26
- | | **Margins & Ratios** | | | |
27
- | 15 | Gross Margin | 46.9% | FY 2025 | SEC EDGAR |
28
- | 16 | Operating Margin | 32.0% | FY 2025 | SEC EDGAR |
29
- | 17 | Net Margin | 26.9% | FY 2025 | SEC EDGAR |
30
- | 18 | Debt to Equity | 1.53x | Q3 2025 | SEC EDGAR |
31
- | 19 | Revenue Growth (3yr CAGR) | 7.9% | FY 2025 | SEC EDGAR |
32
- | | **Yahoo-Only Metrics** | | | |
33
- | 20 | Return on Equity (ROE) | 171.4% | Q3 2025 | Yahoo Finance |
34
- | 21 | Return on Assets (ROA) | 23.0% | Q3 2025 | Yahoo Finance |
35
- | 22 | EBITDA Margin | 34.8% | Q3 2025 | Yahoo Finance |
36
- | 23 | Current Ratio | 0.89 | Q3 2025 | Yahoo Finance |
37
- | 24 | Quick Ratio | 0.77 | Q3 2025 | Yahoo Finance |
38
- | 25 | Trailing EPS | $7.47 | FY 2025 | Yahoo Finance |
39
- | 26 | Forward EPS | $9.15 | FY 2026E | Yahoo Finance |
40
- | 27 | Payout Ratio | 13.7% | Q3 2025 | Yahoo Finance |
41
- | 28 | Revenue Growth (QoQ) | 7.9% | Q3 2025 | Yahoo Finance |
42
- | 29 | Earnings Growth (QoQ) | 86.4% | Q3 2025 | Yahoo Finance |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/macro_data_schema.md DELETED
@@ -1,22 +0,0 @@
1
- Macro Economic Data Schema
2
- ==========================
3
-
4
- Single source of truth for macro-basket MCP server output.
5
-
6
- | S/N | metric | value | temporal info | source |
7
- |-----|-------------------|-------|---------------|--------|
8
- | 1 | GDP Growth | 4.3% | Q3 2025 | BEA |
9
- | 2 | CPI / Inflation | 2.74% | Nov 2025 | BLS |
10
- | 3 | Unemployment Rate | 4.4% | Dec 2025 | BLS |
11
- | 4 | Federal Funds Rate| 3.72% | Dec 2025 | FRED |
12
-
13
-
14
- Source Hierarchy
15
- ----------------
16
-
17
- | metric | primary | fallback |
18
- |-------------------|---------|----------|
19
- | GDP Growth | BEA | FRED |
20
- | CPI / Inflation | BLS | FRED |
21
- | Unemployment Rate | BLS | FRED |
22
- | Federal Funds Rate| FRED | - |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/mcp_data_sources.md DELETED
@@ -1,172 +0,0 @@
1
-
2
-
3
- ### fundamentals-basket (29 metrics)
4
-
5
- | S/N | metric | temporal info | primary | secondary |
6
- | --- | ------------------------- | ------------- | ------------- | ------------- |
7
- | | **Income Statement** | | | |
8
- | 1 | Revenue | FY | SEC EDGAR | Yahoo Finance |
9
- | 2 | Gross Profit | FY | SEC EDGAR | Yahoo Finance |
10
- | 3 | Operating Income | FY | SEC EDGAR | Yahoo Finance |
11
- | 4 | Net Income | FY | SEC EDGAR | Yahoo Finance |
12
- | | **Balance Sheet** | | | |
13
- | 5 | Total Assets | Q | SEC EDGAR | Yahoo Finance |
14
- | 6 | Total Liabilities | Q | SEC EDGAR | Yahoo Finance |
15
- | 7 | Stockholders Equity | Q | SEC EDGAR | Yahoo Finance |
16
- | 8 | Cash | Q | SEC EDGAR | Yahoo Finance |
17
- | 9 | Long Term Debt | Q | SEC EDGAR | Yahoo Finance |
18
- | 10 | Total Debt | Q | SEC EDGAR | Yahoo Finance |
19
- | | **Cash Flow** | | | |
20
- | 11 | Operating Cash Flow | FY | SEC EDGAR | Yahoo Finance |
21
- | 12 | Capital Expenditure | FY | SEC EDGAR | Yahoo Finance |
22
- | 13 | Free Cash Flow | FY | SEC EDGAR | Yahoo Finance |
23
- | 14 | R&D Expense | FY | SEC EDGAR | Yahoo Finance |
24
- | | **Margins & Ratios** | | | |
25
- | 15 | Gross Margin | FY | SEC EDGAR | Yahoo Finance |
26
- | 16 | Operating Margin | FY | SEC EDGAR | Yahoo Finance |
27
- | 17 | Net Margin | FY | SEC EDGAR | Yahoo Finance |
28
- | 18 | Debt to Equity | Q | SEC EDGAR | Yahoo Finance |
29
- | 19 | Revenue Growth (3yr CAGR) | FY | SEC EDGAR | Yahoo Finance |
30
- | | **Yahoo-Only Metrics** | | | |
31
- | 20 | Return on Equity (ROE) | Q | Yahoo Finance | - |
32
- | 21 | Return on Assets (ROA) | Q | Yahoo Finance | - |
33
- | 22 | EBITDA Margin | Q | Yahoo Finance | - |
34
- | 23 | Current Ratio | Q | Yahoo Finance | - |
35
- | 24 | Quick Ratio | Q | Yahoo Finance | - |
36
- | 25 | Trailing EPS | FY | Yahoo Finance | - |
37
- | 26 | Forward EPS | FY+1E | Yahoo Finance | - |
38
- | 27 | Payout Ratio | Q | Yahoo Finance | - |
39
- | 28 | Revenue Growth (QoQ) | Q | Yahoo Finance | - |
40
- | 29 | Earnings Growth (QoQ) | Q | Yahoo Finance | - |
41
-
42
- ### valuation-basket (17 metrics)
43
-
44
- | S/N | metric | temporal info | primary | secondary |
45
- |-----|-----------------------|---------------|---------------|---------------|
46
- | | **Price & Size** | | | |
47
- | 1 | Current Price | Market Time | Yahoo Finance | Alpha Vantage |
48
- | 2 | Market Cap | Market Time | Yahoo Finance | Alpha Vantage |
49
- | 3 | Enterprise Value | Market Time | Yahoo Finance | Alpha Vantage |
50
- | | **Earnings Multiples**| | | |
51
- | 4 | Trailing P/E | Market Time | Yahoo Finance | Alpha Vantage |
52
- | 5 | Forward P/E | Market Time | Yahoo Finance | Alpha Vantage |
53
- | 6 | Trailing PEG | Market Time | Yahoo Finance | Alpha Vantage |
54
- | 7 | Forward PEG | Market Time | Yahoo Finance | Alpha Vantage |
55
- | | **Revenue Multiples** | | | |
56
- | 8 | P/S Ratio | Market Time | Yahoo Finance | Alpha Vantage |
57
- | 9 | EV/Revenue | Market Time | Yahoo Finance | Alpha Vantage |
58
- | 10 | EV/EBITDA | Market Time | Yahoo Finance | Alpha Vantage |
59
- | | **Asset Multiples** | | | |
60
- | 11 | P/B Ratio | Market Time | Yahoo Finance | Alpha Vantage |
61
- | | **Risk** | | | |
62
- | 12 | Beta | Market Time | Yahoo Finance | Alpha Vantage |
63
- | | **Alpha Vantage Only**| | | |
64
- | 13 | 50 Day Moving Avg | Market Time | Alpha Vantage | - |
65
- | 14 | 200 Day Moving Avg | Market Time | Alpha Vantage | - |
66
- | 15 | 52 Week High | Market Time | Alpha Vantage | - |
67
- | 16 | 52 Week Low | Market Time | Alpha Vantage | - |
68
- | 17 | Analyst Target Price | Market Time | Alpha Vantage | - |
69
-
70
- ### volatility-basket (5 metrics)
71
-
72
- | S/N | metric | temporal info | primary | secondary |
73
- |-----|-----------------------|---------------|---------------------|---------------|
74
- | | **Market Indices** | | | |
75
- | 1 | VIX | Daily | FRED | Yahoo Finance |
76
- | 2 | VXN | Daily | FRED | - |
77
- | | **Stock-Specific** | | | |
78
- | 3 | Beta | 1yr rolling | Yahoo Finance | Alpha Vantage |
79
- | 4 | Historical Volatility | 30-day | Yahoo Finance | Alpha Vantage |
80
- | 5 | Implied Volatility | ATM option | Yahoo Finance Options| - |
81
-
82
- ### macro-basket (4 metrics)
83
-
84
- | S/N | metric | temporal info | primary | secondary |
85
- |-----|--------------------|---------------|---------|-----------|
86
- | 1 | GDP Growth | Quarterly | BEA | FRED |
87
- | 2 | CPI / Inflation | Monthly | BLS | FRED |
88
- | 3 | Unemployment Rate | Monthly | BLS | FRED |
89
- | 4 | Federal Funds Rate | Monthly | FRED | - |
90
-
91
- ### news-basket (3 sources)
92
-
93
- | S/N | metric | temporal info | sources (collated) |
94
- |-----|---------------|---------------|-------------------------------|
95
- | 1 | News Articles | Real-time | Tavily + NYT + NewsAPI |
96
-
97
- ### sentiment-basket (2 content sources)
98
-
99
- | S/N | content | temporal info | source | note |
100
- |-----|--------------|---------------|---------|-----------------------------------|
101
- | 1 | Finnhub News | Real-time | Finnhub | Raw articles, VADER applied downstream |
102
- | 2 | Reddit Posts | Real-time | Reddit | Raw posts, VADER applied downstream |
103
-
104
- ---
105
-
106
- ## Content Analysis: Source Cutoffs & Roles
107
-
108
- ### News Sources (news-basket)
109
-
110
- | Source | Window | Delay | Role | Content Type | SWOT Value | Rate Limit |
111
- |--------|--------|-------|------|--------------|------------|------------|
112
- | Tavily | 7 days | Real-time | Breaking news, immediate coverage | Headlines, snippets | Identifies emerging threats/opportunities | API key required |
113
- | NYT | 6 days | Real-time | Quality journalism, verified reporting | Full articles | Credible source for major events | Free tier available |
114
- | NewsAPI | 7 days | 24hr | Analysis, opinion pieces, deep dives | Aggregated articles | Provides context after breaking news settles | 100 req/day (free) |
115
-
116
- ### Sentiment Sources (sentiment-basket)
117
-
118
- | Source | Window | Delay | Role | Content Type | SWOT Value | Rate Limit |
119
- |--------|--------|-------|------|--------------|------------|------------|
120
- | Finnhub | 7 days | Real-time | Financial news, earnings coverage | Company news articles | Professional/institutional sentiment | Free tier available |
121
- | Reddit | 7 days | Real-time | Consumer sentiment, retail investor views | Posts, discussions | Grassroots perception, emerging concerns | Public JSON endpoints |
122
-
123
- ### Temporal Strategy
124
-
125
- The staggered timing creates complementary coverage:
126
-
127
- ```
128
- T+0 hours → Tavily, NYT, Finnhub (Breaking news)
129
- T+24 hours → NewsAPI (Analysis/opinion pieces)
130
- T+1 to T+7 → Reddit (Consumer discussion develops)
131
- ```
132
-
133
- **Rationale:**
134
- - Breaking news captures immediate market-moving events
135
- - Delayed analysis provides deeper context and expert opinions
136
- - Consumer sentiment lags announcements as discussions develop organically
137
- - 7-day window balances recency with sufficient volume
138
-
139
- ---
140
-
141
- ## API Endpoints
142
-
143
- | S/N | Source | Base URL | API Key Required |
144
- |-----|---------------|-----------------------------------------------------|------------------|
145
- | 1 | SEC EDGAR | `https://data.sec.gov/api/xbrl/` | No |
146
- | 2 | Yahoo Finance | `https://query1.finance.yahoo.com/` | No |
147
- | 3 | FRED | `https://api.stlouisfed.org/fred/` | Yes (free) |
148
- | 4 | BEA | `https://apps.bea.gov/api/data/` | Yes (free) |
149
- | 5 | BLS | `https://api.bls.gov/publicAPI/v2/timeseries/data/` | Optional (free) |
150
- | 6 | Alpha Vantage | `https://www.alphavantage.co/query` | Yes (free tier) |
151
- | 7 | Tavily | `https://api.tavily.com/` | Yes |
152
- | 8 | NYT | `https://api.nytimes.com/` | Yes (free) |
153
- | 9 | NewsAPI | `https://newsapi.org/v2/` | Yes (free tier) |
154
- | 10 | Finnhub | `https://finnhub.io/api/v1/` | Yes (free tier) |
155
- | 11 | Reddit | `https://oauth.reddit.com/` | Yes (OAuth) |
156
-
157
- ---
158
-
159
- ## API Key Environment Variables
160
-
161
- ```bash
162
- FRED_API_KEY=your_key
163
- BEA_API_KEY=your_key
164
- BLS_API_KEY=your_key
165
- ALPHA_VANTAGE_API_KEY=your_key
166
- TAVILY_API_KEY=your_key
167
- NYT_API_KEY=your_key
168
- NEWS_API_KEY=your_key
169
- FINNHUB_API_KEY=your_key
170
- REDDIT_CLIENT_ID=your_id
171
- REDDIT_CLIENT_SECRET=your_key
172
- ```
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/mcp_normalized_schemas.md DELETED
@@ -1,30 +0,0 @@
1
- # MCP Normalized Output Schemas
2
-
3
- All 6 MCPs normalized to 3 schema groups for consistent downstream processing.
4
-
5
- ---
6
-
7
- ## Group 1: raw_metrics
8
-
9
- | MCP | Function | Schema |
10
- |-----|----------|--------|
11
- | volatility-basket | `get_all_sources_volatility` | `{group, ticker, metrics: {name: {value, source, fallback}}}` |
12
- | macro-basket | `get_all_sources_macro` | `{group, ticker, metrics: {name: {value, source, fallback}}}` |
13
-
14
- ---
15
-
16
- ## Group 2: source_comparison
17
-
18
- | MCP | Function | Schema |
19
- | ------------------- | ---------------------------- | --------------------------------------------------------- |
20
- | fundamentals-basket | `get_all_sources_fundamentals` | `{group, ticker, sources: {source_name: {source, data}}}` |
21
- | valuation-basket | `get_all_sources_valuation` | `{group, ticker, sources: {source_name: {source, data}}}` |
22
-
23
- ---
24
-
25
- ## Group 3: content_analysis
26
-
27
- | MCP | Function | Schema |
28
- | ---------------- | --------------------------- | ------------------------------------------------------------------- |
29
- | news-basket | `get_all_sources_news` | `{group, ticker, items: [{title, content, url, datetime, source}]}` |
30
- | sentiment-basket | `get_all_sources_sentiment` | `{group, ticker, items: [{title, content, url, datetime, source}]}` |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/mcp_output_sample.md DELETED
@@ -1,246 +0,0 @@
1
- # MCP Output Sample: NVIDIA (NVDA)
2
-
3
- Generated: 2026-01-11
4
-
5
- ## Summary
6
-
7
- | Field | Value |
8
- |-------|-------|
9
- | Ticker | NVDA |
10
- | Company | NVIDIA Corporation |
11
- | Sources Available | financials, valuation, volatility, macro, news, sentiment |
12
- | Sources Failed | None |
13
-
14
- ---
15
-
16
- ## Schema Groups
17
-
18
- ### Group 1: Source Comparison (fundamentals-basket, valuation-basket)
19
-
20
- Multi-source data with primary/secondary comparison.
21
-
22
- ```json
23
- {
24
- "group": "source_comparison",
25
- "ticker": "NVDA",
26
- "sources": {
27
- "sec_edgar": {
28
- "source": "SEC EDGAR XBRL",
29
- "data": { ... }
30
- },
31
- "yahoo_finance": {
32
- "source": "Yahoo Finance",
33
- "data": { ... }
34
- }
35
- }
36
- }
37
- ```
38
-
39
- ### Group 2: Raw Metrics (volatility-basket, macro-basket)
40
-
41
- Single-value metrics without interpretation.
42
-
43
- ```json
44
- {
45
- "group": "raw_metrics",
46
- "ticker": "NVDA",
47
- "metrics": {
48
- "vix": {
49
- "value": 15.45,
50
- "source": "FRED (Federal Reserve)",
51
- "fallback": false
52
- }
53
- }
54
- }
55
- ```
56
-
57
- ### Group 3: Content Analysis (news-basket, sentiment-basket)
58
-
59
- Raw content items without scoring.
60
-
61
- ```json
62
- {
63
- "group": "content_analysis",
64
- "ticker": "NVDA",
65
- "items": [
66
- {
67
- "title": "...",
68
- "content": "...",
69
- "url": "...",
70
- "datetime": "2026-01-09T20:05:00Z",
71
- "source": "Yahoo Entertainment"
72
- }
73
- ]
74
- }
75
- ```
76
-
77
- ---
78
-
79
- ## Fundamentals (source_comparison)
80
-
81
- ### SEC EDGAR Data
82
-
83
- | Metric | Value | Fiscal Year | Form |
84
- |--------|-------|-------------|------|
85
- | Revenue | $26.9B | 2022 | 10-K |
86
- | Net Income | $72.9B | 2025 | 10-K |
87
- | Gross Profit | $97.9B | 2025 | 10-K |
88
- | Operating Income | $81.5B | 2025 | 10-K |
89
- | Total Assets | $111.6B | 2025 | 10-K |
90
- | Total Liabilities | $32.3B | 2025 | 10-K |
91
- | Stockholders Equity | $79.3B | 2025 | 10-K |
92
- | Long Term Debt | $8.5B | 2025 | 10-K |
93
- | Cash | $8.6B | 2025 | 10-K |
94
- | Debt to Equity | 0.11 | 2025 | 10-K |
95
- | Operating Cash Flow | $64.1B | 2025 | 10-K |
96
- | Free Cash Flow | $64.0B | 2025 | 10-K |
97
- | R&D Expense | $12.9B | 2025 | 10-K |
98
-
99
- ### Yahoo Finance Data
100
-
101
- | Metric | Value |
102
- |--------|-------|
103
- | Revenue | $187.1B |
104
- | Net Income | $99.2B |
105
- | Gross Profit | $131.1B |
106
- | Gross Margin | 70.05% |
107
- | Net Margin | 53.01% |
108
- | Total Debt | $10.8B |
109
- | Cash | $60.6B |
110
- | Net Debt | -$49.8B |
111
- | Operating Cash Flow | $83.2B |
112
- | Free Cash Flow | $53.3B |
113
-
114
- ---
115
-
116
- ## Valuation (source_comparison)
117
-
118
- ### Yahoo Finance vs Alpha Vantage
119
-
120
- | Metric | Yahoo Finance | Alpha Vantage |
121
- |--------|---------------|---------------|
122
- | Current Price | $184.86 | $186.70 |
123
- | Market Cap | $4.50T | $4.50T |
124
- | Enterprise Value | $4.44T | - |
125
- | Trailing P/E | 45.64 | 45.64 |
126
- | Forward P/E | 24.37 | 24.21 |
127
- | P/S Ratio | 24.05 | 24.05 |
128
- | P/B Ratio | 37.79 | 37.83 |
129
- | EV/EBITDA | 39.42 | 37.34 |
130
- | Trailing PEG | 0.70 | 0.70 |
131
- | Forward PEG | 0.37 | - |
132
- | Earnings Growth | 66.7% | 66.7% |
133
- | Revenue Growth | 62.5% | 62.5% |
134
-
135
- ---
136
-
137
- ## Volatility (raw_metrics)
138
-
139
- | Metric | Value | Source | Fallback |
140
- |--------|-------|--------|----------|
141
- | VIX | 15.45 | FRED (Federal Reserve) | No |
142
- | VXN | 20.15 | FRED (Federal Reserve) | No |
143
- | Beta | 1.929 | Calculated from Yahoo Finance | No |
144
- | Historical Volatility | 27.72% | Calculated from Yahoo Finance | No |
145
- | Implied Volatility | 30.0% | Market Average (estimated) | Yes |
146
-
147
- ---
148
-
149
- ## Macro (raw_metrics)
150
-
151
- | Metric | Value | Source | Fallback |
152
- | ------------- | ----- | --------------------------------- | -------- |
153
- | GDP Growth | 4.3% | BEA (Bureau of Economic Analysis) | No |
154
- | Interest Rate | 3.72% | FRED (Federal Reserve) | No |
155
- | CPI Inflation | 2.74% | BLS (Bureau of Labor Statistics) | No |
156
- | Unemployment | 4.4% | BLS (Bureau of Labor Statistics) | No |
157
-
158
- ---
159
-
160
- ## News (content_analysis)
161
-
162
- **Sources Configured:** Tavily, NYT, NewsAPI
163
- **Sources Used:** Tavily, NewsAPI
164
- **Item Count:** 7
165
- **Time Window:** 7 days
166
-
167
- ### Tavily (4 items)
168
-
169
- | Title | Date |
170
- |-------|------|
171
- | NVIDIA: NVDA Stock Price Quote & News | - |
172
- | NVDA - NVIDIA Corporation Stock Price | - |
173
- | NVIDIA CORPORATION (NVDA) Stock, Price, News | - |
174
- | NVDA Stock Quote Price and Forecast | - |
175
-
176
- ### NYT (5 items)
177
-
178
- | Title | Date |
179
- |-------|------|
180
- | Google Guys Say Bye to California | 2026-01-09 |
181
- | China Is Investigating Meta's Latest A.I. Acquisition | 2026-01-08 |
182
- | Elon Musk's xAI Raises $20 Billion | 2026-01-06 |
183
- | The Rush to Profit From Maduro's Capture | 2026-01-06 |
184
- | Nvidia Details New A.I. Chips and Autonomous Car Project With Mercedes | 2026-01-05 |
185
-
186
- ### NewsAPI (3 items)
187
-
188
- | Title | Date |
189
- |-------|------|
190
- | Micron vs. NVIDIA: One AI Chip Stock is Poised to Win Big in 2026 | 2026-01-09 |
191
- | NVIDIA (NVDA)'s Gonna Have a Great Q1, Says Jim Cramer | 2026-01-09 |
192
- | Jim Cramer on NVIDIA: "It's Insanely Cheap" | 2026-01-09 |
193
-
194
- ---
195
-
196
- ## Sentiment (content_analysis)
197
-
198
- **Sources Configured:** Finnhub, Reddit
199
- **Sources Used:** Finnhub, Reddit
200
- **Item Count:** 66
201
- **Time Window:** 7 days
202
-
203
- ### Finnhub (50 items)
204
-
205
- | Title | Date |
206
- |-------|------|
207
- | AI Reset Is Complete; Tech's Next Leg Starts Here | 2026-01-10 |
208
- | How BlackRock is fine-tuning market portfolios for 2026 | 2026-01-10 |
209
- | Super Micro Computer: Commoditization Continues | 2026-01-10 |
210
- | NVIDIA Discusses Rubin and Blackwell Performance Advancements | 2026-01-10 |
211
- | Wall Street's start to 2026 is going exactly according to plan | 2026-01-10 |
212
- | Behind Anthropic's stunning growth is a sibling team | 2026-01-10 |
213
- | Are we in an AI bubble? What 40 tech leaders are saying | 2026-01-10 |
214
- | What Moved Markets This Week | 2026-01-10 |
215
- | AI memory is sold out, causing an unprecedented surge in prices | 2026-01-10 |
216
- | Prediction: 2 Ways To Capitalize on AI Stocks in 2026 | 2026-01-10 |
217
-
218
- ### Reddit (16 items)
219
-
220
- | Title | Subreddit | Date |
221
- |-------|-----------|------|
222
- | What's the most unexpected stock tip you got? | r/stocks | 2026-01-09 |
223
- | tough year 2025 | r/wallstreetbets | 2026-01-09 |
224
- | r/Stocks Daily Discussion & Options Trading Thursday | r/stocks | 2026-01-08 |
225
- | China to Approve Nvidia H200 Purchases | r/wallstreetbets | 2026-01-08 |
226
- | Reddit's Top Stocks 2026 ETF Experiment | r/stocks | 2026-01-08 |
227
- | NVDA 125k margin | r/wallstreetbets | 2026-01-07 |
228
- | Going balls deep on GOOG thanks to insiders on Polymarket | r/wallstreetbets | 2026-01-07 |
229
- | What are your top stock picks for 2026? | r/stocks | 2026-01-06 |
230
- | Uber, Lyft Surge Following Nvidia's Self-Driving Tech Announcement | r/stocks | 2026-01-06 |
231
- | Nvidia launches Vera Rubin AI platform at CES 2026 | r/wallstreetbets | 2026-01-06 |
232
-
233
- ---
234
-
235
- ## Conflict Resolution
236
-
237
- | Source Type | Primary | Secondary | Conflicts |
238
- |-------------|---------|-----------|-----------|
239
- | Financials | SEC EDGAR XBRL | Yahoo Finance | None |
240
- | Valuation | Yahoo Finance | Alpha Vantage | None |
241
-
242
- ---
243
-
244
- ## Raw JSON Output
245
-
246
- Full output available at: `/home/vn6295337/.claude/projects/-home-vn6295337-Instant-SWOT-Agent/e881431f-b90d-45c5-88a2-e0b36ca052f8/tool-results/toolu_01PUcLHKRRs9HwWYvdhQWrmb.txt`
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/mcp_output_schemas.md ADDED
@@ -0,0 +1,26 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ # MCP Server Output Schemas
2
+
3
+ ## fundamentals-basket
4
+ sec_edgar: { data: { revenue, net_income, net_margin_pct, total_assets, total_liabilities, stockholders_equity } }
5
+ yahoo_finance: { data: { operating_margin_pct, total_debt, operating_cash_flow, free_cash_flow } }
6
+
7
+ ## valuation-basket
8
+ yahoo_finance: { data: { current_price, market_cap, pe_ratio, forward_pe, ps_ratio, pb_ratio, ev_ebitda, peg_ratio } }
9
+
10
+ ## volatility-basket
11
+ fred: { data: { vix, vxn } }
12
+ yahoo_finance: { data: { beta, historical_volatility, implied_volatility } }
13
+
14
+ ## macro-basket
15
+ bea: { data: { gdp_growth } }
16
+ bls: { data: { cpi_inflation, unemployment } }
17
+ fred: { data: { interest_rate } }
18
+
19
+ ## news-basket
20
+ tavily: { data: { articles[]: { title, url, content, score, published_date } } }
21
+ nyt: { data: { articles[]: { headline, url, snippet, pub_date } } }
22
+ newsapi: { data: { articles[]: { title, url, description, publishedAt, source } } }
23
+
24
+ ## sentiment-basket
25
+ finnhub: { data: { articles[]: { headline, summary, url, source, datetime } } }
26
+ reddit: { data: { posts[]: { title, selftext, permalink, ups, created_utc } } }
docs/mcp_output_visa.md DELETED
@@ -1,91 +0,0 @@
1
- # MCP Output: Visa (V)
2
-
3
- Generated: 2026-01-11
4
-
5
- > Schemas defined in `configs/output_schemas.py`
6
-
7
- ---
8
-
9
- ## Quantitative Data
10
-
11
- | Metric | Value | Data Type | As Of | Filed | Source | Category |
12
- | --------------------- | -------- | ------------- | ------------- | ---------- | -------------- | ------------ |
13
- | Revenue | $40.00B | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
14
- | Net Income | $20.06B | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
15
- | Operating Income | $23.99B | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
16
- | Operating Margin | 59.98% | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
17
- | Net Margin | 50.14% | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
18
- | Total Assets | $99.63B | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
19
- | Total Liabilities | $61.72B | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
20
- | Stockholders Equity | $26.44B | FY | 2011-09-30 | 2011-11-18 | SEC EDGAR | Fundamentals |
21
- | Long Term Debt | $20.98B | FY | 2021-09-30 | 2021-11-18 | SEC EDGAR | Fundamentals |
22
- | Total Debt | $25.17B | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
23
- | Debt to Equity | 0.95 | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
24
- | Operating Cash Flow | $23.06B | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
25
- | Free Cash Flow | $23.00B | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
26
- | Revenue Growth (3yr) | 14.34% | FY | 2025-09-30 | 2025-11-06 | SEC EDGAR | Fundamentals |
27
- | Revenue | $40.00B | TTM | 2025-09-30 | 2026-01-09 | Yahoo Finance | Fundamentals |
28
- | Net Income | $19.85B | TTM | 2025-09-30 | 2026-01-09 | Yahoo Finance | Fundamentals |
29
- | Gross Profit | $39.11B | TTM | 2025-09-30 | 2026-01-09 | Yahoo Finance | Fundamentals |
30
- | Gross Margin | 97.76% | TTM | 2025-09-30 | 2026-01-09 | Yahoo Finance | Fundamentals |
31
- | Net Margin | 49.63% | TTM | 2025-09-30 | 2026-01-09 | Yahoo Finance | Fundamentals |
32
- | Total Debt | $26.08B | Point-in-time | 2025-09-30 | 2026-01-09 | Yahoo Finance | Fundamentals |
33
- | Cash | $19.00B | Point-in-time | 2025-09-30 | 2026-01-09 | Yahoo Finance | Fundamentals |
34
- | Net Debt | $7.09B | Point-in-time | 2025-09-30 | 2026-01-09 | Yahoo Finance | Fundamentals |
35
- | Operating Cash Flow | $23.06B | TTM | 2025-09-30 | 2026-01-09 | Yahoo Finance | Fundamentals |
36
- | Current Price | $349.77 | - | 2026-01-09 | - | Yahoo Finance | Valuation |
37
- | Market Cap | $675.02B | - | 2026-01-09 | - | Yahoo Finance | Valuation |
38
- | Enterprise Value | $677.39B | - | 2026-01-09 | - | Yahoo Finance | Valuation |
39
- | Trailing P/E | 34.26 | - | 2026-01-09 | - | Yahoo Finance | Valuation |
40
- | Forward P/E | 24.25 | - | 2026-01-09 | - | Yahoo Finance | Valuation |
41
- | P/S Ratio | 16.88 | - | 2026-01-09 | - | Yahoo Finance | Valuation |
42
- | P/B Ratio | 18.05 | - | 2026-01-09 | - | Yahoo Finance | Valuation |
43
- | EV/EBITDA | 24.17 | - | 2026-01-09 | - | Yahoo Finance | Valuation |
44
- | Trailing PEG | 1.92 | - | 2026-01-09 | - | Yahoo Finance | Valuation |
45
- | Earnings Growth | -1.4% | - | 2026-01-09 | - | Yahoo Finance | Valuation |
46
- | Revenue Growth | 11.5% | - | 2026-01-09 | - | Yahoo Finance | Valuation |
47
- | Current Price (50DMA) | $339.81 | - | 2026-01-09 | - | Alpha Vantage | Valuation |
48
- | Market Cap | $675.02B | - | 2026-01-09 | - | Alpha Vantage | Valuation |
49
- | Trailing P/E | 34.26 | - | 2026-01-09 | - | Alpha Vantage | Valuation |
50
- | Forward P/E | 27.32 | - | 2026-01-09 | - | Alpha Vantage | Valuation |
51
- | P/S Ratio | 16.88 | - | 2026-01-09 | - | Alpha Vantage | Valuation |
52
- | P/B Ratio | 18.15 | - | 2026-01-09 | - | Alpha Vantage | Valuation |
53
- | EV/EBITDA | 26.20 | - | 2026-01-09 | - | Alpha Vantage | Valuation |
54
- | Trailing PEG | 1.92 | - | 2026-01-09 | - | Alpha Vantage | Valuation |
55
- | VIX | 15.45 | Daily | 2026-01-08 | - | FRED | Volatility |
56
- | VXN | 20.15 | Daily | 2026-01-08 | - | FRED | Volatility |
57
- | Beta | 0.79 | 1Y | 2026-01-09 | - | Yahoo Finance | Volatility |
58
- | Historical Volatility | 22.16% | 30D | 2026-01-09 | - | Yahoo Finance | Volatility |
59
- | Implied Volatility | 30.00% | Forward | 2026-01-11 | - | Market Average | Volatility |
60
- | GDP Growth | 4.30% | Quarterly | 2025Q3 | - | BEA | Macro |
61
- | Interest Rate | 3.72% | Monthly | 2025-12-01 | - | FRED | Macro |
62
- | CPI Inflation | 2.74% | Monthly | 2025-November | - | BLS | Macro |
63
- | Unemployment | 4.40% | Monthly | 2025-December | - | BLS | Macro |
64
-
65
- ---
66
-
67
- ## Qualitative Data
68
-
69
- **News Sources:** Tavily, NewsAPI (filtered to business/finance/tech domains)
70
- **Sentiment Sources:** Finnhub, Reddit
71
- **Item Count:** 64 (News: 6, Sentiment: 58)
72
- **Time Window:** 7 days
73
-
74
- | Title | Date | Source | Subreddit | URL | Category |
75
- | ---------------------------------------------------------------------------------------- | ---------- | ------------- | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------- |
76
- | Big Tech stocks are getting cheaper, and that could mean gains of up to 60% | 2025-12-16 | MarketWatch | - | [Link](https://www.marketwatch.com/story/big-tech-stocks-are-getting-cheaper-and-that-could-mean-gains-of-up-to-60-fdf1b70c) | News |
77
- | Dow, S&P 500 end at records because investors feel good about the economy | 2025-12-11 | MarketWatch | - | [Link](https://www.marketwatch.com/story/dow-s-p-500-end-at-records-because-investors-feel-good-about-the-economy-beyond-the-ai-boom-0dcad0b9) | News |
78
- | V: Visa Inc - Stock Price, Quote and News | - | CNBC | - | [Link](https://www.cnbc.com/quotes/V) | News |
79
- | V Stock Price - Visa Inc. Cl A Stock Quote (U.S.: NYSE) | - | MarketWatch | - | [Link](https://www.marketwatch.com/investing/stock/v) | News |
80
- | Why Visa Stock Could Be A Strong Portfolio Add | - | Forbes | - | [Link](https://www.forbes.com/sites/greatspeculations/2026/01/09/why-visa-stock-could-be-a-strong-portfolio-add/) | News |
81
- | Visa Inc. (V) Interactive Stock Chart | - | Yahoo Finance | - | [Link](https://ca.finance.yahoo.com/quote/V/chart/) | News |
82
- | Googl gains | 2026-01-11 | Reddit | r/wallstreetbets | [Link](https://reddit.com/r/wallstreetbets/comments/1q9r6es/googl_gains/) | Sentiment |
83
- | Oklo ride to 1000$ | 2026-01-10 | Reddit | r/wallstreetbets | [Link](https://reddit.com/r/wallstreetbets/comments/1q9b1qx/oklo_ride_to_1000/) | Sentiment |
84
- | 5 Things That Won't Happen In 2026 (The Alpha Of Inertia) | 2026-01-10 | Finnhub | - | [Link](https://finnhub.io/api/news?id=dc02cc7e318de2d458d5b92b23ef870ba3ca8e58c355af40624245a0a5104aac) | Sentiment |
85
- | Rain Raises $250 Million at $1.95 Billion Valuation for Stablecoin Payments Expansion | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=5b4865a899c398090c883407215234a2257358b44e7887e6273245102ea078e3) | Sentiment |
86
- | Visa's Tokenization Push Is Becoming More Than a Security Play | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=6a13ef2d88f1a76f3e9aa488ff8145e902e35a956e8d738a011cb308c46e00bc) | Sentiment |
87
- | Circle's Non-Interest Revenues Accelerate: Can the Momentum Continue? | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=1289ce4bcc1cdc2007ebf983c1432f188ec44e19f416675d57c7840935a79e3a) | Sentiment |
88
- | Mastercard Up 7.6% in a Month: Are Investors Looking Beyond AI Hype? | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=1f8cda21dfecdb07398c4a91e6db2482c248150caeb8f6e60fa8c75a5dba1866) | Sentiment |
89
- | The Influencer Marketing Factory Unveils Season 6 of "The Influence Factor" Podcast | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=2d14c9529412c1c8e935a931fc5a332c7d5348f12652408c956d87fd2f6d3c10) | Sentiment |
90
- | Fiserv: Potentially In A Bottoming Process | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=a1e7f5530265f365630da945e31e0b63dd4badff90a7accd50a181ce8ead81b7) | Sentiment |
91
- | Why is Mastercard Incorporated (MA) One of the Best Major Stocks to Invest in Right Now? | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=8bd58b88bae91ac0c493840cb9b9f851b4fdf1b61c6ec880020ad51e4ebc2a04) | Sentiment |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/mcp_raw_visa.md DELETED
@@ -1,962 +0,0 @@
1
- # MCP Raw Output: Visa (V)
2
-
3
- Generated: 2026-01-11 12:32:18
4
-
5
- ```json
6
- {
7
- "ticker": "V",
8
- "company_details": {
9
- "longName": "Visa Inc.",
10
- "address1": "P.O. Box 8999",
11
- "city": "San Francisco",
12
- "state": "CA",
13
- "zip": "94128-8999",
14
- "country": "United States",
15
- "sector": "Financial Services",
16
- "industry": "Credit Services"
17
- },
18
- "fundamentals": {
19
- "group": "source_comparison",
20
- "ticker": "V",
21
- "sources": {
22
- "sec_edgar": {
23
- "source": "SEC EDGAR XBRL",
24
- "data": {
25
- "financials": {
26
- "ticker": "V",
27
- "source": "SEC EDGAR XBRL",
28
- "as_of": "2026-01-11",
29
- "revenue": {
30
- "value": 40000000000,
31
- "data_type": "FY",
32
- "end_date": "2025-09-30",
33
- "filed": "2025-11-06",
34
- "fiscal_year": 2025,
35
- "form": "10-K"
36
- },
37
- "net_income": {
38
- "value": 20058000000,
39
- "data_type": "FY",
40
- "end_date": "2025-09-30",
41
- "filed": "2025-11-06",
42
- "fiscal_year": 2025,
43
- "form": "10-K"
44
- },
45
- "operating_income": {
46
- "value": 23994000000,
47
- "data_type": "FY",
48
- "end_date": "2025-09-30",
49
- "filed": "2025-11-06",
50
- "fiscal_year": 2025,
51
- "form": "10-K"
52
- },
53
- "operating_margin_pct": {
54
- "value": 59.98,
55
- "data_type": "FY",
56
- "end_date": "2025-09-30",
57
- "filed": "2025-11-06",
58
- "fiscal_year": 2025,
59
- "form": "10-K"
60
- },
61
- "net_margin_pct": {
62
- "value": 50.14,
63
- "data_type": "FY",
64
- "end_date": "2025-09-30",
65
- "filed": "2025-11-06",
66
- "fiscal_year": 2025,
67
- "form": "10-K"
68
- },
69
- "revenue_growth_3yr": {
70
- "value": 14.34,
71
- "data_type": "FY",
72
- "end_date": "2025-09-30",
73
- "filed": "2025-11-06",
74
- "fiscal_year": 2025,
75
- "form": "10-K"
76
- },
77
- "total_assets": {
78
- "value": 99627000000,
79
- "data_type": "FY",
80
- "end_date": "2025-09-30",
81
- "filed": "2025-11-06",
82
- "fiscal_year": 2025,
83
- "form": "10-K"
84
- },
85
- "total_liabilities": {
86
- "value": 61718000000,
87
- "data_type": "FY",
88
- "end_date": "2025-09-30",
89
- "filed": "2025-11-06",
90
- "fiscal_year": 2025,
91
- "form": "10-K"
92
- },
93
- "stockholders_equity": {
94
- "value": 26437000000,
95
- "data_type": "FY",
96
- "end_date": "2011-09-30",
97
- "filed": "2011-11-18",
98
- "fiscal_year": 2011,
99
- "form": "10-K"
100
- }
101
- },
102
- "debt": {
103
- "ticker": "V",
104
- "source": "SEC EDGAR XBRL",
105
- "as_of": "2026-01-11",
106
- "long_term_debt": {
107
- "value": 20977000000,
108
- "data_type": "FY",
109
- "end_date": "2021-09-30",
110
- "filed": "2021-11-18",
111
- "fiscal_year": 2021,
112
- "form": "10-K"
113
- },
114
- "total_debt": {
115
- "value": 25171000000,
116
- "data_type": "FY",
117
- "end_date": "2025-09-30",
118
- "filed": "2025-11-06",
119
- "fiscal_year": 2025,
120
- "form": "10-K"
121
- },
122
- "cash": {
123
- "value": 17164000000,
124
- "data_type": "FY",
125
- "end_date": "2025-09-30",
126
- "filed": "2025-11-06",
127
- "fiscal_year": 2025,
128
- "form": "10-K"
129
- },
130
- "net_debt": {
131
- "value": 8007000000,
132
- "data_type": "FY",
133
- "end_date": "2025-09-30",
134
- "filed": "2025-11-06",
135
- "fiscal_year": 2025,
136
- "form": "10-K"
137
- },
138
- "debt_to_equity": {
139
- "value": 0.95,
140
- "data_type": "FY",
141
- "end_date": "2025-09-30",
142
- "filed": "2025-11-06",
143
- "fiscal_year": 2025,
144
- "form": "10-K"
145
- }
146
- },
147
- "cash_flow": {
148
- "ticker": "V",
149
- "source": "SEC EDGAR XBRL",
150
- "as_of": "2026-01-11",
151
- "operating_cash_flow": {
152
- "value": 23059000000,
153
- "data_type": "FY",
154
- "end_date": "2025-09-30",
155
- "filed": "2025-11-06",
156
- "fiscal_year": 2025,
157
- "form": "10-K"
158
- },
159
- "capital_expenditure": {
160
- "value": 59000000,
161
- "data_type": "FY",
162
- "end_date": "2025-09-30",
163
- "filed": "2025-11-06",
164
- "fiscal_year": 2025,
165
- "form": "10-K"
166
- },
167
- "free_cash_flow": {
168
- "value": 23000000000,
169
- "data_type": "FY",
170
- "end_date": "2025-09-30",
171
- "filed": "2025-11-06",
172
- "fiscal_year": 2025,
173
- "form": "10-K"
174
- }
175
- }
176
- }
177
- },
178
- "yahoo_finance": {
179
- "source": "Yahoo Finance",
180
- "data": {
181
- "financials": {
182
- "ticker": "V",
183
- "source": "Yahoo Finance",
184
- "as_of": "2026-01-11",
185
- "revenue": {
186
- "value": 40000000000,
187
- "data_type": "TTM",
188
- "end_date": "2025-09-30",
189
- "filed": "2026-01-09"
190
- },
191
- "net_income": {
192
- "value": 19853000704,
193
- "data_type": "TTM",
194
- "end_date": "2025-09-30",
195
- "filed": "2026-01-09"
196
- },
197
- "gross_profit": {
198
- "value": 39105998848,
199
- "data_type": "TTM",
200
- "end_date": "2025-09-30",
201
- "filed": "2026-01-09"
202
- },
203
- "gross_margin_pct": {
204
- "value": 97.76,
205
- "data_type": "TTM",
206
- "end_date": "2025-09-30",
207
- "filed": "2026-01-09"
208
- },
209
- "net_margin_pct": {
210
- "value": 49.63,
211
- "data_type": "TTM",
212
- "end_date": "2025-09-30",
213
- "filed": "2026-01-09"
214
- }
215
- },
216
- "debt": {
217
- "ticker": "V",
218
- "source": "Yahoo Finance",
219
- "as_of": "2026-01-11",
220
- "total_debt": {
221
- "value": 26083999744,
222
- "data_type": "Point-in-time",
223
- "end_date": "2025-09-30",
224
- "filed": "2026-01-09"
225
- },
226
- "cash": {
227
- "value": 18997000192,
228
- "data_type": "Point-in-time",
229
- "end_date": "2025-09-30",
230
- "filed": "2026-01-09"
231
- },
232
- "net_debt": {
233
- "value": 7086999552,
234
- "data_type": "Point-in-time",
235
- "end_date": "2025-09-30",
236
- "filed": "2026-01-09"
237
- }
238
- },
239
- "cash_flow": {
240
- "ticker": "V",
241
- "source": "Yahoo Finance",
242
- "as_of": "2026-01-11",
243
- "operating_cash_flow": {
244
- "value": 23058999296,
245
- "data_type": "TTM",
246
- "end_date": "2025-09-30",
247
- "filed": "2026-01-09"
248
- },
249
- "free_cash_flow": {
250
- "value": 20072873984,
251
- "data_type": "TTM",
252
- "end_date": "2025-09-30",
253
- "filed": "2026-01-09"
254
- }
255
- }
256
- }
257
- }
258
- },
259
- "source": "fundamentals-basket",
260
- "as_of": "2026-01-11"
261
- },
262
- "valuation": {
263
- "group": "source_comparison",
264
- "ticker": "V",
265
- "sources": {
266
- "yahoo_finance": {
267
- "source": "Yahoo Finance",
268
- "regular_market_time": "2026-01-09",
269
- "data": {
270
- "current_price": 349.77,
271
- "market_cap": 675020144640.0,
272
- "enterprise_value": 677386649600.0,
273
- "trailing_pe": 34.25759,
274
- "forward_pe": 24.254278,
275
- "ps_ratio": 16.875504,
276
- "pb_ratio": 18.046125,
277
- "ev_ebitda": 24.168,
278
- "trailing_peg": 1.9228,
279
- "forward_peg": null,
280
- "earnings_growth": -0.014,
281
- "revenue_growth": 0.115
282
- }
283
- },
284
- "alpha_vantage": {
285
- "source": "Alpha Vantage",
286
- "latest_quarter": "2025-09-30",
287
- "fetched_at": "2026-01-09",
288
- "data": {
289
- "current_price": 339.81,
290
- "market_cap": 675020145000.0,
291
- "trailing_pe": 34.26,
292
- "forward_pe": 27.32,
293
- "ps_ratio": 16.88,
294
- "pb_ratio": 18.15,
295
- "ev_ebitda": 26.2,
296
- "trailing_peg": 1.923,
297
- "earnings_growth": -0.014,
298
- "revenue_growth": 0.115
299
- }
300
- }
301
- },
302
- "source": "valuation-basket",
303
- "as_of": "2026-01-11"
304
- },
305
- "volatility": {
306
- "group": "raw_metrics",
307
- "ticker": "V",
308
- "metrics": {
309
- "vix": {
310
- "value": 15.45,
311
- "data_type": "Daily",
312
- "as_of": "2026-01-08",
313
- "source": "FRED (Federal Reserve)",
314
- "fallback": false
315
- },
316
- "vxn": {
317
- "value": 20.15,
318
- "data_type": "Daily",
319
- "as_of": "2026-01-08",
320
- "source": "FRED (Federal Reserve)",
321
- "fallback": false
322
- },
323
- "beta": {
324
- "value": 0.785,
325
- "data_type": "1Y",
326
- "as_of": "2026-01-09",
327
- "source": "Calculated from Yahoo Finance data",
328
- "fallback": false
329
- },
330
- "historical_volatility": {
331
- "value": 22.16,
332
- "data_type": "30D",
333
- "as_of": "2026-01-09",
334
- "source": "Calculated from Yahoo Finance data",
335
- "fallback": false
336
- },
337
- "implied_volatility": {
338
- "value": 30.0,
339
- "data_type": "Forward",
340
- "as_of": "2026-01-11",
341
- "source": "Market Average (estimated)",
342
- "fallback": true
343
- }
344
- },
345
- "source": "volatility-basket",
346
- "as_of": "2026-01-11"
347
- },
348
- "macro": {
349
- "group": "raw_metrics",
350
- "ticker": "MACRO",
351
- "metrics": {
352
- "gdp_growth": {
353
- "value": 4.3,
354
- "data_type": "Quarterly",
355
- "as_of": "2025Q3",
356
- "source": "BEA (Bureau of Economic Analysis)",
357
- "fallback": false
358
- },
359
- "interest_rate": {
360
- "value": 3.72,
361
- "data_type": "Monthly",
362
- "as_of": "2025-12-01",
363
- "source": "FRED (Federal Reserve)",
364
- "fallback": false
365
- },
366
- "cpi_inflation": {
367
- "value": 2.74,
368
- "data_type": "Monthly",
369
- "as_of": "2025-November",
370
- "source": "BLS (Bureau of Labor Statistics)",
371
- "fallback": false
372
- },
373
- "unemployment": {
374
- "value": 4.4,
375
- "data_type": "Monthly",
376
- "as_of": "2025-December",
377
- "source": "BLS (Bureau of Labor Statistics)",
378
- "fallback": false
379
- }
380
- },
381
- "source": "macro-basket",
382
- "as_of": "2026-01-11"
383
- },
384
- "news": {
385
- "group": "content_analysis",
386
- "ticker": "V",
387
- "query": "Visa Inc. (V) stock news",
388
- "items": [
389
- {
390
- "title": "After Three Hot Years, Will Stock Markets Sizzle Again?",
391
- "content": "Returns have been fabulous but consider the potential for setbacks in this already hazardous year, our columnist says.",
392
- "url": "https://www.nytimes.com/2026/01/09/business/stock-market-investing-returns.html",
393
- "datetime": "2026-01-09T14:00:07Z",
394
- "source": "New York Times"
395
- },
396
- {
397
- "title": "Bill Gates Makes a Multibillion-Dollar Divorce Payout",
398
- "content": "The billionaire and philanthropist has made a nearly $8 billion payment to the private foundation of his ex-wife, Melinda French Gates, tax filings show.",
399
- "url": "https://www.nytimes.com/2026/01/09/business/dealbook/gates-divorce-settlement.html",
400
- "datetime": "2026-01-09T12:43:02Z",
401
- "source": "New York Times"
402
- },
403
- {
404
- "title": "Is Visa Inc. (V) One of the Best Major Stocks to Invest in Right Now?",
405
- "content": "Visa Inc. (NYSE:V) is one of the best major stocks to invest in right now. Monness, Crespi, Hardt & Co., Inc. reiterated a Hold rating on Visa Inc. (NYSE:V) ...",
406
- "url": "https://finance.yahoo.com/news/visa-inc-v-one-best-092151784.html",
407
- "datetime": "2026-01-09T09:21:51Z",
408
- "source": "Yahoo Entertainment"
409
- },
410
- {
411
- "title": "All Eyes on the U.S. in 2026",
412
- "content": "Our reporters in Washington tell us what they\u2019re watching from the Trump administration.",
413
- "url": "https://www.nytimes.com/2026/01/07/world/us-trump-venezuela-2026.html",
414
- "datetime": "2026-01-07T21:15:24Z",
415
- "source": "New York Times"
416
- },
417
- {
418
- "title": "Why Trump\u2019s Greenland Strategy Has the World on Edge",
419
- "content": "The president is again focused on acquiring the mineral-rich island. But lack of clarity about his goals and tactics is weighing on political and business leaders.",
420
- "url": "https://www.nytimes.com/2026/01/07/business/dealbook/buy-invade-trump-greenland.html",
421
- "datetime": "2026-01-07T13:21:34Z",
422
- "source": "New York Times"
423
- },
424
- {
425
- "title": "Oil Stocks Rally as Investors Bet on Return to Venezuela",
426
- "content": "The energy sector of the S&P 500 rose 2.7 percent on Monday, lifting the broader market.",
427
- "url": "https://www.nytimes.com/2026/01/05/business/oil-stocks-venezuela.html",
428
- "datetime": "2026-01-05T18:20:06Z",
429
- "source": "New York Times"
430
- },
431
- {
432
- "title": "5 fantastic ASX ETFs for beginners in 2026",
433
- "content": "These funds are highly rated for a reason. Here's what you need to know about them.\nThe post 5 fantastic ASX ETFs for beginners in 2026 appeared first on The Motley Fool Australia.",
434
- "url": "https://www.fool.com.au/2026/01/02/5-fantastic-asx-etfs-for-beginners-in-2026/",
435
- "datetime": "2026-01-02T02:49:20Z",
436
- "source": "Motley Fool Australia"
437
- },
438
- {
439
- "title": "Visa (NYSE: V) Stock Price Prediction and Forecast 2026-2030 (Jan 2026)",
440
- "content": "This year, Visa Inc. (NYSE: V) has unveiled a scam disruption initiative, adoption of its \u201cTap to Phone\u201d technology has soared, it unveiled its vision for artificial intelligence (AI) in commerce, and it expanded its capabilities in the digital currency space\u2026",
441
- "url": "https://biztoc.com/x/c031d63d4b6abfd2",
442
- "datetime": "2026-01-01T13:51:47Z",
443
- "source": "Biztoc.com"
444
- },
445
- {
446
- "title": "V: Visa Inc - Stock Price, Quote and News",
447
- "content": "# Visa Inc V:NYSE. * 52 Week High Date06/11/25. * 52 Week Low Date04/07/25. ## Latest On Visa Inc. * CNBC's Investment Committee's Top Picks for 2026: Amazon, Sabra and VisaCNBC.com. And payment giants are preparingCNBC.com. * Economy grows, chip tariff delay, new S&P 500 record and more in Morning SquawkCNBC.com. ## Latest On Visa Inc. * CNBC's Investment Committee's Top Picks for 2026: Amazon, Sabra and VisaCNBC.com. And payment giants are preparingCNBC.com. * 52 Week High Date06/11/25. * 52 Week Low Date04/07/25. * P/E (TTM)34.66. * Earnings Date01/28/2026(est). * When Stock Recovery Defeats Securities Fraud Claims: The Visa DecisionTipRanks. * Monness Keeps Their Hold Rating on Visa (V)\")TipRanks. * Visa Stock Stumbles While Its Crypto Card Network Sees 525% Volume ExplosionTipRanks. * Visa Updates Class B Conversion Rates After Escrow DepositTipRanks. CNBC's Investment Committee's Top Picks for 2026: Amazon, Sabra and Visa. Visa Inc. is a global payments technology company. Vice Chairman, Chief People and Corporate Affairs Officer and Corporate Secretary. Independent Chairman of the Board.",
448
- "url": "https://www.cnbc.com/quotes/V",
449
- "datetime": null,
450
- "source": null
451
- },
452
- {
453
- "title": "Buy or Sell Visa Stock - V Stock Price Quote & News",
454
- "content": "On 2026-01-09, Visa(V) stock moved within a range of $349.00 to $354.70. With shares now at $355.54, the stock is trading +1.9% above its intraday low and +0.2%",
455
- "url": "https://robinhood.com/us/en/stocks/V/",
456
- "datetime": null,
457
- "source": null
458
- },
459
- {
460
- "title": "Visa Inc. (V) Latest Stock News & Headlines",
461
- "content": "Visa Inc. (V) and Mastercard to Pay $167.5m to Settle Lawsuit Over ATM Fees. Insider Monkey \u2022 11d ago. V. -0.70% \u00b7 MA \u00b7 PayPal Stock",
462
- "url": "https://ca.finance.yahoo.com/quote/V/news/",
463
- "datetime": null,
464
- "source": null
465
- },
466
- {
467
- "title": "V Stock Quote Price and Forecast",
468
- "content": "Here\u2019s Why. by TipRanks Dec 23, 2025 7:15am ET Visa reports Canada holiday spending rises 4.4% by TipRanks Dec 23, 2025 7:05am ET Visa reports holiday retail spending increased 4.2% by TipRanks Dec 23, 2025 3:30am ET Analysts\u2019 Opinions Are Mixed on These Financial Stocks: Visa (V) and Ally Financial (ALLY) by TipRanks Dec 22, 2025 9:15am ET Fiserv collaborates with Visa to accelerate agentic commerce by TipRanks Dec 19, 2025 5:07pm ET 5 Overlooked Stocks With Over 10% Upside for 2026 by TipRanks Dec 19, 2025 1:34pm ET Visa (V), Mastercard Stocks Rise after $168M Settlement Deal for 14-Year-Old Lawsuit by TipRanks Dec 19, 2025 12:52pm ET Credit Card Giants Visa (V) and Mastercard to Pay $167.5 Million in ATM User Fee Legal Case by TipRanks Dec 19, 2025 12:30pm ET Visa, MasterCard to pay $167.5M to settle ATM user fee lawsuit, Reuters says by TipRanks Dec 19, 2025 10:40am ET Crypto Currents: Coinbase starts rollout for stock trading, prediction markets by TipRanks Dec 18, 2025 9:33am ET SoFi Stock Soars after Announcing the Launch of SoFiUSD Dollar-Pegged Stablecoin by TipRanks Dec 17, 2025 5:53pm ET \u2018Risk Geometry\u2019 Identifies Exotic Options Play on Visa Stock (V) by TipRanks Dec 17, 2025 7:12am ET Akamai, Visa announce strategic collaboration for next era of agentic commerce by TipRanks Dec 17, 2025 7:11am ET Akamai, Visa partner on agentic commerce protections by TipRanks Dec 16, 2025 11:35am ET Crypto Currents: Visa launches stablecoin settlement in U.S. by TipRanks Dec 16, 2025 7:46am ET Visa Is Weaponizing USDC to Protect Its $17 Trillion Network from the $50 Trillion Crypto Disruptors by TipRanks Dec 16, 2025 7:05am ET Visa launches USDC settlement in the United States by TipRanks Dec 15, 2025 7:16am ET Visa launches stablecoins advisory practice by TipRanks Dec 15, 2025 1:40am ET Wall Street Analysts Are Bullish on Top Financial Picks by TipRanks Dec 14, 2025 8:17am ET 3 Stocks Bank",
469
- "url": "https://www.cnn.com/markets/stocks/V",
470
- "datetime": null,
471
- "source": null
472
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473
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474
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475
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476
- "Tavily",
477
- "NYT",
478
- "NewsAPI"
479
- ],
480
- "source": "news-basket",
481
- "as_of": "2026-01-11"
482
- },
483
- "sentiment": {
484
- "group": "content_analysis",
485
- "ticker": "V",
486
- "items": [
487
- {
488
- "title": "Googl gains",
489
- "content": "Bought after 2025 February earnings, doubled down in April dip, some more in May dip. Started with 60k. \n\nSold lots of weeklies to you regards against my long calls; just closed my position. \n\nWill dip my legs into goog again for the next run to $400. \n\nMicro contributors - aapl in Jan, Msft in May; avgo after earnings and MU. ",
490
- "url": "https://reddit.com/r/wallstreetbets/comments/1q9r6es/googl_gains/",
491
- "datetime": "2026-01-11T11:07:32",
492
- "source": "Reddit",
493
- "subreddit": "r/wallstreetbets"
494
- },
495
- {
496
- "title": "Oklo ride to 1000$",
497
- "content": "Call me skeptical boys but after losing a 160k I am going to let this ride to the moon. Not going to take profits until expiration. Diamond hands \ud83d\udc8e\ud83d\ude4c Let\u2019s see how much this can make me..",
498
- "url": "https://reddit.com/r/wallstreetbets/comments/1q9b1qx/oklo_ride_to_1000/",
499
- "datetime": "2026-01-10T23:39:51",
500
- "source": "Reddit",
501
- "subreddit": "r/wallstreetbets"
502
- },
503
- {
504
- "title": "5 Things That Won't Happen In 2026 (The Alpha Of Inertia)",
505
- "content": "This article lays out five slow-moving certainties for 2026 that investors can lean on. Click here to read more.",
506
- "url": "https://finnhub.io/api/news?id=dc02cc7e318de2d458d5b92b23ef870ba3ca8e58c355af40624245a0a5104aac",
507
- "datetime": "2026-01-10T14:00:00",
508
- "source": "Finnhub",
509
- "subreddit": null
510
- },
511
- {
512
- "title": "Rain Raises $250 Million at $1.95 Billion Valuation for Stablecoin Payments Expansion",
513
- "content": "ICONIQ led the round as Rain targets growth across the Americas, Europe, Asia and Africa.",
514
- "url": "https://finnhub.io/api/news?id=5b4865a899c398090c883407215234a2257358b44e7887e6273245102ea078e3",
515
- "datetime": "2026-01-09T23:32:31",
516
- "source": "Finnhub",
517
- "subreddit": null
518
- },
519
- {
520
- "title": "Visa's Tokenization Push Is Becoming More Than a Security Play",
521
- "content": "V's tokenization push is evolving beyond security, boosting transaction efficiency, AI-driven insights and seamless payments across devices.",
522
- "url": "https://finnhub.io/api/news?id=6a13ef2d88f1a76f3e9aa488ff8145e902e35a956e8d738a011cb308c46e00bc",
523
- "datetime": "2026-01-09T23:19:00",
524
- "source": "Finnhub",
525
- "subreddit": null
526
- },
527
- {
528
- "title": "Circle's Non-Interest Revenues Accelerate: Can the Momentum Continue?",
529
- "content": "CRCL shows rapid growth in non-interest revenues, lifting 2025 guidance as subscriptions, services and transaction fees scale across its platform.",
530
- "url": "https://finnhub.io/api/news?id=1289ce4bcc1cdc2007ebf983c1432f188ec44e19f416675d57c7840935a79e3a",
531
- "datetime": "2026-01-09T23:06:00",
532
- "source": "Finnhub",
533
- "subreddit": null
534
- },
535
- {
536
- "title": "RDDT 250c 3/20",
537
- "content": "Let\u2019s go 300 after ER. I can feel it in my plums ",
538
- "url": "https://reddit.com/r/wallstreetbets/comments/1q8ep76/rddt_250c_320/",
539
- "datetime": "2026-01-09T23:05:28",
540
- "source": "Reddit",
541
- "subreddit": "r/wallstreetbets"
542
- },
543
- {
544
- "title": "Mastercard Up 7.6% in a Month: Are Investors Looking Beyond AI Hype?",
545
- "content": "MA shares jump 7.6% in a month as investors rotate from AI trades toward durable payment networks with steady growth drivers.",
546
- "url": "https://finnhub.io/api/news?id=1f8cda21dfecdb07398c4a91e6db2482c248150caeb8f6e60fa8c75a5dba1866",
547
- "datetime": "2026-01-09T21:57:00",
548
- "source": "Finnhub",
549
- "subreddit": null
550
- },
551
- {
552
- "title": "The Influencer Marketing Factory Unveils Season 6 of \"The Influence Factor\" Podcast with Cutting-Edge Industry Leaders",
553
- "content": "NEW YORK CITY, NEW YORK / ACCESS Newswire / January 9, 2026 / Global influencer marketing leader The Influencer Marketing Factory today announced Season 6 of its acclaimed podcast,The Influence Factor . Bi-weekly episodes will feature conversations ...",
554
- "url": "https://finnhub.io/api/news?id=2d14c9529412c1c8e935a931fc5a332c7d5348f12652408c956d87fd2f6d3c10",
555
- "datetime": "2026-01-09T19:30:00",
556
- "source": "Finnhub",
557
- "subreddit": null
558
- },
559
- {
560
- "title": "Fiserv: Potentially In A Bottoming Process",
561
- "content": "Fiserv (FISV) stock plunged 70% and FY25 guidance reset.",
562
- "url": "https://finnhub.io/api/news?id=a1e7f5530265f365630da945e31e0b63dd4badff90a7accd50a181ce8ead81b7",
563
- "datetime": "2026-01-09T18:37:01",
564
- "source": "Finnhub",
565
- "subreddit": null
566
- },
567
- {
568
- "title": "Why is Mastercard Incorporated (MA) One of the Best Major Stocks to Invest in Right Now?",
569
- "content": "Mastercard Incorporated (NYSE:MA) is one of the best major stocks to invest in right now. Monness Crespi Hardt & Co., Inc. reiterated a Hold rating on Mastercard Incorporated (NYSE:MA) on January 5 and set a price target of $525.00. In addition, Keefe, Bruyette & Woods maintained a Buy rating on the company on January 2 [\u2026]",
570
- "url": "https://finnhub.io/api/news?id=8bd58b88bae91ac0c493840cb9b9f851b4fdf1b61c6ec880020ad51e4ebc2a04",
571
- "datetime": "2026-01-09T14:51:59",
572
- "source": "Finnhub",
573
- "subreddit": null
574
- },
575
- {
576
- "title": "Is Visa Inc. (V) One of the Best Major Stocks to Invest in Right Now?",
577
- "content": "Visa Inc. (NYSE:V) is one of the best major stocks to invest in right now. Monness, Crespi, Hardt & Co., Inc. reiterated a Hold rating on Visa Inc. (NYSE:V) on January 5 and set a price target of $330.00. In a separate development, Visa Inc. (NYSE:V) and Fiserv, Inc. announced on December 22 a strategic [\u2026]",
578
- "url": "https://finnhub.io/api/news?id=4a7abccded3cd2b373deb1ecf6f665a30923fd414a0e26e1026f228f1885d732",
579
- "datetime": "2026-01-09T14:51:51",
580
- "source": "Finnhub",
581
- "subreddit": null
582
- },
583
- {
584
- "title": "Brown & Brown: A Deep Value Opportunity",
585
- "content": "Brown & Brown stock looks undervalued given its EPS growth and long dividend streak. Click here to see why I rate BRO stock a Buy.",
586
- "url": "https://finnhub.io/api/news?id=bcbec1bc767dc8f96c4bca19f5565fcbc69129c77eb386e6a1e7e648e9452f04",
587
- "datetime": "2026-01-09T13:30:00",
588
- "source": "Finnhub",
589
- "subreddit": null
590
- },
591
- {
592
- "title": "Visa and JPMorgan Use Solana Rails But One Risk Still Worries Banks",
593
- "content": "Major financial institutions, including JPMorgan and Visa, are increasingly turning to .cwp-coin-chart svg path { stroke-width: 0.65 !important; } .cwp-coin-widget-container .cwp-graph-container.positive svg path:nth-of-type(2) { stroke: #008868 !important; } .cwp-coin-widget-container .cwp-coin-trend.positive { color: #008868 !important; background-color: transparent !important; } .cwp-coin-widget-container .cwp-coin-popup-holder .cwp-coin-trend.positive { border: 1px solid #008868; border-radi",
594
- "url": "https://finnhub.io/api/news?id=d01493ec2df5e6ce762d753f6aa91b2b04a0071e70c227eb13ff0060fb4f0b88",
595
- "datetime": "2026-01-09T12:14:22",
596
- "source": "Finnhub",
597
- "subreddit": null
598
- },
599
- {
600
- "title": "Assessing Visa (V) Valuation After Partnerships And Services Fuel Recent Share Price Momentum",
601
- "content": "Visa (V) has been in focus after Deluxe adopted Visa Direct to power dlxFastFunds, offering near real-time funding for businesses and reducing typical settlement delays to support cash flow and day-to-day operations. See our latest analysis for Visa. Those product wins sit alongside a steady share price story, with Visa\u2019s 1 month share price return of 7.9% and 1 year total shareholder return of 13.5%. Its 3 year total shareholder return of 61.1% points to momentum that has built over time...",
602
- "url": "https://finnhub.io/api/news?id=3bca1517d817f4be8e186900396305af36eaa89900335fb6238abe5373ed416f",
603
- "datetime": "2026-01-09T08:45:24",
604
- "source": "Finnhub",
605
- "subreddit": null
606
- },
607
- {
608
- "title": "$8K to $46K in my 0DTE account this week, took out $8K then blew the rest on SPY $588 puts. Wish I took out more, greed &amp; too excited again.",
609
- "content": "",
610
- "url": "https://reddit.com/r/wallstreetbets/comments/1q7sy7u/8k_to_46k_in_my_0dte_account_this_week_took_out/",
611
- "datetime": "2026-01-09T05:47:46",
612
- "source": "Reddit",
613
- "subreddit": "r/wallstreetbets"
614
- },
615
- {
616
- "title": "Visa (V) Stock Falls Amid Market Uptick: What Investors Need to Know",
617
- "content": "Visa (V) closed the most recent trading day at $352.23, moving 1.03% from the previous trading session.",
618
- "url": "https://finnhub.io/api/news?id=e1852c5ac307a1fb1db7702bebe0f1f73f99059bdac6261abfe19a0b2731d857",
619
- "datetime": "2026-01-09T04:15:07",
620
- "source": "Finnhub",
621
- "subreddit": null
622
- },
623
- {
624
- "title": "Top 50 High-Quality Dividend Growth Stocks For January 2026",
625
- "content": "2025 dividend growth stock screen: 50 picks, FCF valuation, +10.55% return. 17 stocks appear potentially undervalued, while 7 saw valuation downgrades. See more.",
626
- "url": "https://finnhub.io/api/news?id=671f8c9315813f7a75e40f073a9858371b2150af06b9af85636d996aba0f4404",
627
- "datetime": "2026-01-09T03:33:27",
628
- "source": "Finnhub",
629
- "subreddit": null
630
- },
631
- {
632
- "title": "Deluxe to Implement Visa Direct to Enable Fast, Seamless Payments with dlxFastFunds",
633
- "content": "MINNEAPOLIS, January 08, 2026--Deluxe (NYSE: DLX), a trusted Payments and Data company, today announced its collaboration with Visa to implement Visa Direct. This collaboration introduces dlxFastFundsSM, a funding solution that leverages Visa\u2019s trusted payment network to help businesses take control of their cash flow by skipping the typical one- to two-day settlement delay.",
634
- "url": "https://finnhub.io/api/news?id=39cfb0684de57341da1b77116e273e6971c05fd8c71cf3ab7f58736916546ba5",
635
- "datetime": "2026-01-09T03:31:00",
636
- "source": "Finnhub",
637
- "subreddit": null
638
- },
639
- {
640
- "title": "ONDS--drones, so hot right now...drones.",
641
- "content": "V cool and v legal company with a lot of room to grow in the coming years. Also, trains are involved...literally an autist's dream. ",
642
- "url": "https://reddit.com/r/wallstreetbets/comments/1q7jaje/ondsdrones_so_hot_right_nowdrones/",
643
- "datetime": "2026-01-08T23:44:38",
644
- "source": "Reddit",
645
- "subreddit": "r/wallstreetbets"
646
- },
647
- {
648
- "title": "Polygon Labs Launches Open Money Stack to Bridge Fiat and Onchain Settlement",
649
- "content": "Polygon Labs has unveiled the Open Money Stack, a new set of rails designed to support regulated stablecoin payments and close the infrastructure gap between wallets, fiat access, routing and orchestration, compliance, and on-chain settlement. The next three years will define how money moves over the next thirty years.The Polygon ...",
650
- "url": "https://finnhub.io/api/news?id=fdda05347f5ac2f705b44111e768cbfa316c11a0bb79c9d19991330d26e65f8d",
651
- "datetime": "2026-01-08T22:03:06",
652
- "source": "Finnhub",
653
- "subreddit": null
654
- },
655
- {
656
- "title": "EA SPORTS\u2122 Presents Madden Bowl to Headline Super Bowl LX Week With Luke Combs, Teddy Swims and More",
657
- "content": "REDWOOD CITY, Calif., January 08, 2026--EA SPORTS\u2122 today unveiled the music lineup for EA SPORTS\u2122 Presents Madden Bowl in Partnership with Visa, delivering Super Bowl week\u2019s premier night of football and culture to the Bay. On Friday, February 6, Luke Combs, Teddy Swims, Stephen Wilson Jr, Gavin Adcock, and the Bay Area\u2019s own LaRussell will take over San Francisco\u2019s Chase Center for a high-energy celebration bringing fans, music, and football together under one roof.",
658
- "url": "https://finnhub.io/api/news?id=2a92a99d52190b4eda53a7f562ce880f50cc2c51e624e686fbbf3a5c8a2fb74f",
659
- "datetime": "2026-01-08T22:00:00",
660
- "source": "Finnhub",
661
- "subreddit": null
662
- },
663
- {
664
- "title": "What Recent Analyst Calls Mean For Visa\u2019s (V) Evolving Story And Valuation",
665
- "content": "Why Visa\u2019s Price Target Just Nudged Higher Visa\u2019s modeled fair value estimate has shifted only slightly to about US$395.85 from US$395.44, a small change that still reflects the company\u2019s central role in global payments and its large, widely used network. This modest move aligns with views that Visa\u2019s brand strength, cross border business and perceived quality versus some peers can support a higher price target, even as more cautious voices point to execution risks and already high...",
666
- "url": "https://finnhub.io/api/news?id=7bdee8df49015189419a1c3f7dd04cbf86dc080cea8ec9bea3afc4d30a091aa0",
667
- "datetime": "2026-01-08T10:38:55",
668
- "source": "Finnhub",
669
- "subreddit": null
670
- },
671
- {
672
- "title": "Third time is charm for posting",
673
- "content": "Whatever is the reason, it keeps getting removed so I am posting gain.",
674
- "url": "https://reddit.com/r/wallstreetbets/comments/1q72kc9/third_time_is_charm_for_posting/",
675
- "datetime": "2026-01-08T10:17:17",
676
- "source": "Reddit",
677
- "subreddit": "r/wallstreetbets"
678
- },
679
- {
680
- "title": "Casino Apps USA 2026: LoneStar's Leading Mobile Casino App",
681
- "content": "A 2026 Look at LoneStar\u2019s Mobile-First Sweepstakes Casino Platform, Features, and User Experience in the U.S.Atlantic City, New Jersey, Jan. 07, 2026 (GLOBE NEWSWIRE) -- The LoneStar Casino app has quickly emerged as a top choice for American players since its successful launch in early 2025. Noting the impact of mobile gaming, the sweepstakes casino has mainly focused on convenience and flexibility through a mobile-optimized platform. As a newcomer to the sweepstakes community, LoneStar has ent",
682
- "url": "https://finnhub.io/api/news?id=3cadc758fda0b63f99d52bdd5767671a30c6b458f5faa448dbe318d8954f46c7",
683
- "datetime": "2026-01-08T06:21:00",
684
- "source": "Finnhub",
685
- "subreddit": null
686
- },
687
- {
688
- "title": "SCHD ETF Alternative Strategy Aimed For Higher Total Return",
689
- "content": "4-factor dividend growth portfolio beats SCHD: 14.74% CAGR vs 7.28%. Portfolio turnover averages 40\u00e2\u0080\u009350% annually, with stable dividend growth. See more here.",
690
- "url": "https://finnhub.io/api/news?id=dbd59f8f7ee961e57a20dfa24f9f4284f6813c4bfe3ddd2217fbd06f79f32720",
691
- "datetime": "2026-01-08T04:28:03",
692
- "source": "Finnhub",
693
- "subreddit": null
694
- },
695
- {
696
- "title": "Global Card Fraud Losses at $33 Billion",
697
- "content": "The Nilson Report Marks Decline in Card FraudSANTA BARBARA, Calif., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Payment card fraud losses worldwide dipped 1.2% to $33.41 billion in 2024, according to the Nilson Report, the leading trade publication covering the global payment card industry. This fraud was tied to global card volume of $51.920 trillion. Losses to fraud are incurred by credit, debit and prepaid card issuers, merchants, processors of card payments from merchants and processors of card transa",
698
- "url": "https://finnhub.io/api/news?id=243d4205b93aae6fa120b268c218a30c7586056da88b5a6dc353084ca0a44f1f",
699
- "datetime": "2026-01-07T22:38:00",
700
- "source": "Finnhub",
701
- "subreddit": null
702
- },
703
- {
704
- "title": "WEX or V: Which Is the Better Value Stock Right Now?",
705
- "content": "WEX vs. V: Which Stock Is the Better Value Option?",
706
- "url": "https://finnhub.io/api/news?id=db10552a92d9208e9243100ac6c641d30aa7d824a0385d058880091cad0be3df",
707
- "datetime": "2026-01-07T22:10:08",
708
- "source": "Finnhub",
709
- "subreddit": null
710
- },
711
- {
712
- "title": "Visa Stock's Steady 14.4% Rise in A Year: Can 2026 Add More Firepower?",
713
- "content": "V's quiet consistency powers growth, stablecoin expansion, and AI-ready rails, steady, not flashy, but hard to ignore.",
714
- "url": "https://finnhub.io/api/news?id=99ab1a0174780352d537a5fa91fba8ed2d0753082ced1833a627155f34e12ebc",
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717
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719
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720
- "title": "How nonpayments became big business at Visa and Mastercard",
721
- "content": "With fintechs and legal cases pressuring payment fees, the card companies are leaning more on revenue from other sources.",
722
- "url": "https://finnhub.io/api/news?id=12860aaa4567cbf6661f2e4326a988edcd3ac22f58674961e4a1ee7236f46bd3",
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- "datetime": "2026-01-07T21:30:00",
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725
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727
- {
728
- "title": "Investors Heavily Search Visa Inc. (V): Here is What You Need to Know",
729
- "content": "Zacks.com users have recently been watching Visa (V) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.",
730
- "url": "https://finnhub.io/api/news?id=f163bc032a9a11ef14cb90f78f037851789de56300db553a735c964c297773a6",
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- "datetime": "2026-01-07T19:30:02",
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736
- "title": "Diginex Limited Announces Signing of Definitive Agreement to Acquire Plan A, Creating One of Europe\u2019s Leading Integrated ESG, Carbon Accounting and Decarbonization Platforms",
737
- "content": "The combined business will deliver a single sophisticated platform to expand beyond existing strategic relationships, including HSBC, Coca Cola, Visa, and BMW.LONDON, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Diginex Limited (NASDAQ: DGNX), a leading provider of Sustainability RegTech and data management solutions, today announced the signing of a definitive share purchase and transfer agreement (the \u201cSPTA\u201d), to acquire PlanA.earth GmbH (\"Plan A\"), one of Europe's leading AI-powered carbon accounting an",
738
- "url": "https://finnhub.io/api/news?id=b8513dc445d50098a89a945f4795b079d4972cd3dc7787af8eda7aee4eebb102",
739
- "datetime": "2026-01-07T18:30:00",
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741
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742
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743
- {
744
- "title": "Visa, Mastercard, ACI and Wex: 2026 predictions",
745
- "content": "Major payments companies see several 2026 trends beyond the much-discussed stablecoin and agentic commerce crazes.",
746
- "url": "https://finnhub.io/api/news?id=79b17d21b24b5c097282d9ccc00dd1840b91800c69c082c5decd99ee7b54b06a",
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749
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750
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751
- {
752
- "title": "Visa Crypto Card Spending Jumps 525%: Is Mainstream Adoption Finally Here?",
753
- "content": "Visa-linked crypto card spending jumped 525% in 2025, rising from $14.6M to $91.3M in net spend, according to a Dune dashboard from @obchakevich research. This shift fits a broader pattern. Stablecoins and payment rails now carry trillions of dollars in monthly volume, turning crypto from speculation into something closer to ...",
754
- "url": "https://finnhub.io/api/news?id=d0893c2096069a6eafd7fdc5fbe197be07fa1a9b4aec82a1f15ed17941cfeeba",
755
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756
- "source": "Finnhub",
757
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758
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759
- {
760
- "title": "Visa: The Easiest Way To Benefit From Consumers",
761
- "content": "Visa stock is a \"Buy\" given its tollbooth role in the global economy. Here's what investors need to know.",
762
- "url": "https://finnhub.io/api/news?id=0c74dc085ccd9cf2e470899b1d89b0d0b1a854e62e63b6bfea0f458623641e8e",
763
- "datetime": "2026-01-07T13:30:00",
764
- "source": "Finnhub",
765
- "subreddit": null
766
- },
767
- {
768
- "title": "Visa (V): 3 Reasons We Love This Stock",
769
- "content": "Since July 2025, Visa has been in a holding pattern, floating around $357.79. The stock also fell short of the S&P 500\u2019s 10.8% gain during that period.",
770
- "url": "https://finnhub.io/api/news?id=a708d77d34904a4beb1e1a1e1e746cb8146edc91b6158a3f6d004c7582d0e2f2",
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772
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773
- "subreddit": null
774
- },
775
- {
776
- "title": "Is Visa (V) Still Reasonably Priced After Multi Year Share Price Strength?",
777
- "content": "If you are wondering whether Visa's current share price still offers value, it helps to step back and look at what the recent numbers are actually telling you. Visa shares last closed at US$357.56, with returns of 1.1% over 7 days, 7.9% over 30 days, 3.2% year to date, 15.5% over 1 year, 65.4% over 3 years and 77.5% over 5 years. This gives you a clear snapshot of how the stock has behaved over different time frames. Recent headlines around Visa have largely focused on its role in global...",
778
- "url": "https://finnhub.io/api/news?id=3eb7d568e1fd40b842e6a56df369e6dd7de93cd12ae832778e569cafb5017f62",
779
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- "source": "Finnhub",
781
- "subreddit": null
782
- },
783
- {
784
- "title": "Visa vs. Mastercard: Which Is the Better Growth Stock for 2026?",
785
- "content": "Both companies have impressive business momentum, but one stock looks like the better buy headed into 2026.",
786
- "url": "https://finnhub.io/api/news?id=28bdd8a4f1c45d08c86afe55ddf494344df26baff255304b968ea9f9d8027865",
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790
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791
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792
- "title": "Here\u2019s the net worth and income of America\u2019s top 10%. Are you on track to catch up?",
793
- "content": "Entry into the \"affluent class\" is harder than it used to be.",
794
- "url": "https://finnhub.io/api/news?id=6eb2042ed3384118ef33e26ac6b10b8c56953db2d71f67857fbc85900ca01cb8",
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- {
800
- "title": "Back again with Moderna calls 400 buys $36 calls",
801
- "content": "This time I sold before posting to Reddit ",
802
- "url": "https://reddit.com/r/wallstreetbets/comments/1q5tpzb/back_again_with_moderna_calls_400_buys_36_calls/",
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- "source": "Reddit",
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- {
808
- "title": "How Mastercard Is Diversifying Growth Beyond Card-Based Payments",
809
- "content": "MA is expanding beyond card payments as value-added services like AI-driven security and data solutions fuel revenue growth.",
810
- "url": "https://finnhub.io/api/news?id=9a9263d7cd877a1fb516f01e579bd5f3dc9b3559ae7e69203753c9bf99c6fd1a",
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- {
816
- "title": "Why These 3 Mega-Caps Could Still Surprise Investors in 2026",
817
- "content": "Three durable compounders for 2026: Visa\u2019s payment scale, Walmart\u2019s 52-year dividend streak, and Amazon\u2019s cloud-led rebound after a heavy AI spending cycle.",
818
- "url": "https://finnhub.io/api/news?id=89558854e0cf2937e14daa88815503902d35d14bb220132d4322827d4ab7f471",
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823
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824
- "title": "Russia\u2019s digital ruble will undercut its own card payment system, says analyst",
825
- "content": "Digital ruble launch will see bank card market growth fall by up to 12% a year, expert says. MIR is Russia\u2019s answer to Visa and Mastercard. Digital ruble set to roll out in September. Foreign card firms \u201cwill never again dominate the Russian financial system.\u201d",
826
- "url": "https://finnhub.io/api/news?id=d82bed2d9d6496004aca6f073533eedcac0a0f1292395f71a7c7a649714b526b",
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- "datetime": "2026-01-06T21:37:23",
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- "source": "Finnhub",
829
- "subreddit": null
830
- },
831
- {
832
- "title": "Rose's Income Garden Portfolio: 8 December Raises Report",
833
- "content": "RIG portfolio gained 12.97% in 2025, matching the Dow with a 6.29% forward yield.",
834
- "url": "https://finnhub.io/api/news?id=8cc766fe43a5294b540bc70630cd3174b8a813bd5c2236ca9bafd8d16e15ff21",
835
- "datetime": "2026-01-06T21:27:14",
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- "source": "Finnhub",
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- "subreddit": null
838
- },
839
- {
840
- "title": "Credit Card Processing for Nicotine Pouches is on Tower Payments' Radar for 2026",
841
- "content": "Tower Payments today announced a focused payment gateway and merchant account service that helps nicotine pouch websites restore stable credit card processing after being declined by Stripe, Square, their bank, or PayPal. Looking toward next year, the service solves the immediate problem of sudden account closures and held deposits by providing an underwritten, nicotine\u2013friendly payment solution with clear pricing and one\u2013on\u2013one support.",
842
- "url": "https://finnhub.io/api/news?id=7f539e4137ebba7f22056ecb47743b0df70f5f64c249ea021d011ad08d206e9b",
843
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844
- "source": "Finnhub",
845
- "subreddit": null
846
- },
847
- {
848
- "title": "Visa, Mastercard track roughly 4% US holiday retail sales growth",
849
- "content": "The 2025 holiday season saw consumers shopping across channels to land the best deals and maximize convenience, according to new reports.",
850
- "url": "https://finnhub.io/api/news?id=0d94b758eca0cb33100bfb367ab90de5c2c566b4f52a7f4b95219fb52a772960",
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- "datetime": "2026-01-06T16:30:00",
852
- "source": "Finnhub",
853
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854
- },
855
- {
856
- "title": "Consumer groups attack card settlement",
857
- "content": "Groups representing consumers and small business joined merchants in faulting a proposed Visa, Mastercard card fee settlement.",
858
- "url": "https://finnhub.io/api/news?id=77a4e1444b457be52e1e557105ba25b259aa76d4b5c9a0539c2886f146274acb",
859
- "datetime": "2026-01-06T16:16:00",
860
- "source": "Finnhub",
861
- "subreddit": null
862
- },
863
- {
864
- "title": "My Dividend Growth Income: December 2025 Update",
865
- "content": "Raised forward projected dividend income to $6,289.66 in December. Click here to read my portfolio analysis.",
866
- "url": "https://finnhub.io/api/news?id=5c160c540ce5c6d099deb64a1fcf413c2fcbed9f7742d7e53f04a16119110529",
867
- "datetime": "2026-01-06T13:49:06",
868
- "source": "Finnhub",
869
- "subreddit": null
870
- },
871
- {
872
- "title": "Freedom Capital Sees Strong Results at Mastercard (MA), Maintains Hold View",
873
- "content": "Mastercard Incorporated (NYSE:MA) is included among the 13 Best January Dividend Stocks to Invest in. On December 25, Freedom Capital analyst Mikhail Paramonov raised the firm\u2019s price target on Mastercard Incorporated (NYSE:MA) to $655 from $635 and kept a Hold rating on the shares. The change followed what the firm described as \u201cstrong\u201d Q4 results. [\u2026]",
874
- "url": "https://finnhub.io/api/news?id=4b3e435d2ca911a2998a9d3c7f0eb62b9128c63714bf66681a6856606d3e2928",
875
- "datetime": "2026-01-06T08:13:43",
876
- "source": "Finnhub",
877
- "subreddit": null
878
- },
879
- {
880
- "title": "PayPal Casinos 2026: High 5 Casino Selected as Leading PayPal Casino",
881
- "content": "CasinoTop10 Highlights High 5 Casino\u2019s PayPal Integration, Fast Transactions, and Player-Focused Gaming Experience for 2026 CHICAGO, IL, Jan. 05, 2026 (GLOBE NEWSWIRE) -- CasinoTop10, a trusted voice in igaming reviews, has officially named High 5 Casino as the best PayPal Casino, ranking the platform as the best for lightning-fast PayPal deposits and instant payouts. The site ensures a seamless online gaming experience for all players, enabling them to top up their accounts and withdraw their h",
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- "url": "https://finnhub.io/api/news?id=be6cb4b91f43dc5e99e2f63c101a07e10068099c6783c6a1184a5aabcdb51bb1",
883
- "datetime": "2026-01-06T07:48:00",
884
- "source": "Finnhub",
885
- "subreddit": null
886
- },
887
- {
888
- "title": "Prediction: The S&P 500 $1 Trillion Club Will Double Between 2026 and 2030",
889
- "content": "Several companies could see massive gains by 2030 to join the vaunted club.",
890
- "url": "https://finnhub.io/api/news?id=c21b8422372dcd0fd38b21180a0c04914df14d2c1119ec0bda01a12f79987df4",
891
- "datetime": "2026-01-06T05:50:00",
892
- "source": "Finnhub",
893
- "subreddit": null
894
- },
895
- {
896
- "title": "Why Does Visa Continue to Sit at the Center of Digital Payments?",
897
- "content": "V remains central to digital payments thanks to its massive global network, transaction-based model and expanding value-added services as cash use declines.",
898
- "url": "https://finnhub.io/api/news?id=b5eddf6787f624c20230022bc875bff0829bfbd65bf821721992595f16931e20",
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901
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902
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903
- {
904
- "title": "Visa Inc. Cl A stock underperforms Monday when compared to competitors despite daily gains",
905
- "content": "Visa Inc. Cl A stock underperforms Monday when compared to competitors despite daily gains",
906
- "url": "https://finnhub.io/api/news?id=d571ceea6eeefe63ee6aaab7ecb7cfbbd580622a0b3d8dc8ed2de3f76a1a5e40",
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908
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909
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910
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911
- {
912
- "title": "My Dividend Stock Portfolio: New November Dividend Record - 100 Holdings With 12 Buys",
913
- "content": "Read about the latest moves in my dividend stock portfolio and why I trimmed NVDA/AMD on valuation and rotated into BDCs (ARCC, OBDC, HTGC) for yield.",
914
- "url": "https://finnhub.io/api/news?id=c7d57cc52fce12c1c1fb6836f77982bdb9233d7d33af4280465110aaef63946d",
915
- "datetime": "2026-01-05T21:17:28",
916
- "source": "Finnhub",
917
- "subreddit": null
918
- },
919
- {
920
- "title": "This Week In Digital Payment - South Africa Embraces Cashless Revolution With Rapid Growth",
921
- "content": "South Africa's digital payment landscape is experiencing significant growth, as highlighted by a report from EBC Financial Group. The rapid adoption of cashless transactions is fostering greater financial inclusion and economic participation, with card-based transactions projected to surpass ZAR2.9 trillion ($159 billion) by 2025. This growth is driven by increased merchant acceptance, advancements in contactless technology, and the proliferation of mobile-led payments. Moreover, the...",
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- "datetime": "2026-01-05T18:07:30",
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925
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926
- },
927
- {
928
- "title": "VIG: Proof That A Higher Yield Isn't Everything",
929
- "content": "Vanguard Dividend Appreciation ETF (VIG) mixes dividend growth with favorable sectors. Read more about VIG here.",
930
- "url": "https://finnhub.io/api/news?id=1c161cf429298579cc1f69edda183ab767a637d65062d78afe362969dd6b2950",
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- "datetime": "2026-01-05T12:45:00",
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933
- "subreddit": null
934
- },
935
- {
936
- "title": "Visa-Issued Crypto Card Spending Jumps 525% in 2025",
937
- "content": "Spending through Visa-issued crypto cards surged in 2025, with total net transaction volume rising 525% over the year, signaling growing consumer use of crypto-linked payment products for everyday purchases. Key Takeaways: Visa-issued crypto card spending jumped 525% in 2025, pointing to rising everyday use of crypto-linked payments. EtherFi led all ...",
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940
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941
- "subreddit": null
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943
- {
944
- "title": "Why is no one seeing the bigger picture?",
945
- "content": "&gt;\\*Disclaimer\\*\n\n&gt;The information provided is for educational and informational purposes only and does not constitute financial, investment, legal, or tax advice. Economic conditions, markets, and regulations can change rapidly, and past performance is not indicative of future results. You should conduct your own research and consult with a qualified professional before making any financial decisions.\n\n\n\nOk First of all i'm not good with words im more good with math and numbers... so i'll ",
946
- "url": "https://reddit.com/r/stocks/comments/1q3e6jr/why_is_no_one_seeing_the_bigger_picture/",
947
- "datetime": "2026-01-04T08:16:33",
948
- "source": "Reddit",
949
- "subreddit": "r/stocks"
950
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951
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960
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docs/mcp_test_report_BAC.md DELETED
@@ -1,69 +0,0 @@
1
- # MCP E2E Test Report: Bank of America Corporation (BAC)
2
-
3
- ## Summary
4
-
5
- | S/N | MCP | Status | Expected | Actual | Duration | Errors | Warnings |
6
- |-----|-----|--------|----------|--------|----------|--------|----------|
7
- | 1 | fundamentals | PASS | 9 | 9 | 10215ms | - | - |
8
- | 2 | valuation | PASS | 11 | 11 | 902ms | - | - |
9
- | 3 | volatility | PASS | 5 | 5 | 1873ms | - | - |
10
- | 4 | macro | PASS | 4 | 4 | 4818ms | - | - |
11
- | 5 | news | PASS | - | 4 | 1542ms | - | - |
12
- | 6 | sentiment | PASS | - | 51 | 1826ms | - | - |
13
-
14
- ---
15
-
16
- ## Quantitative Data
17
-
18
- | S/N | Metric | Value | Data Type | As Of | Source | Category |
19
- |-----|--------|-------|-----------|-------|--------|----------|
20
- | 1 | revenue | 101887000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
21
- | 2 | net_income | 27132000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
22
- | 3 | net_margin_pct | 26.63 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
23
- | 4 | total_assets | 3261519000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
24
- | 5 | total_liabilities | 2965960000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
25
- | 6 | stockholders_equity | 295559000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
26
- | 7 | operating_margin_pct | 35.29 | TTM | 2026-01-11 | Yahoo Finance | Fundamentals |
27
- | 8 | total_debt | 763981987840 | TTM | 2026-01-11 | Yahoo Finance | Fundamentals |
28
- | 9 | operating_cash_flow | 61471997952 | TTM | 2026-01-11 | Yahoo Finance | Fundamentals |
29
- | 10 | current_price | 55.85 | - | 2026-01-11 | yahoo_finance | Valuation |
30
- | 11 | market_cap | 422231572480.0 | - | 2026-01-11 | yahoo_finance | Valuation |
31
- | 12 | enterprise_value | 422701367296.0 | - | 2026-01-11 | yahoo_finance | Valuation |
32
- | 13 | trailing_pe | 15.2595625 | - | 2026-01-11 | yahoo_finance | Valuation |
33
- | 14 | forward_pe | 12.838106 | - | 2026-01-11 | yahoo_finance | Valuation |
34
- | 15 | ps_ratio | 4.1621723 | - | 2026-01-11 | yahoo_finance | Valuation |
35
- | 16 | pb_ratio | 1.4716344 | - | 2026-01-11 | yahoo_finance | Valuation |
36
- | 17 | trailing_peg | 1.0583 | - | 2026-01-11 | yahoo_finance | Valuation |
37
- | 18 | forward_peg | 0.4075589206349206 | - | 2026-01-11 | yahoo_finance | Valuation |
38
- | 19 | earnings_growth | 0.315 | - | 2026-01-11 | yahoo_finance | Valuation |
39
- | 20 | revenue_growth | 0.126 | - | 2026-01-11 | yahoo_finance | Valuation |
40
- | 21 | vix | 15.45 | Daily | 2026-01-08 | FRED (Federal Reserve) | Volatility |
41
- | 22 | vxn | 20.15 | Daily | 2026-01-08 | FRED (Federal Reserve) | Volatility |
42
- | 23 | beta | 1.007 | 1Y | 2026-01-09 | Calculated from Yahoo Finance data | Volatility |
43
- | 24 | historical_volatility | 16.93 | 30D | 2026-01-09 | Calculated from Yahoo Finance data | Volatility |
44
- | 25 | implied_volatility | 30.0 | Forward | 2026-01-11 | Market Average (estimated) | Volatility |
45
- | 26 | gdp_growth | 4.3 | Quarterly | 2025Q3 | BEA (Bureau of Economic Analysis) | Macro |
46
- | 27 | interest_rate | 3.72 | Monthly | 2025-12-01 | FRED (Federal Reserve) | Macro |
47
- | 28 | cpi_inflation | 2.74 | Monthly | 2025-November | BLS (Bureau of Labor Statistics) | Macro |
48
- | 29 | unemployment | 4.4 | Monthly | 2025-December | BLS (Bureau of Labor Statistics) | Macro |
49
-
50
- ---
51
-
52
- ## Qualitative Data
53
-
54
- | S/N | Title | Date | Source | Subreddit | URL | Category |
55
- |-----|-------|------|--------|-----------|-----|----------|
56
- | 1 | Bank of America Corporation (BAC) Latest Press Releases ... | - | Tavily | - | [Link](https://finance.yahoo.com/quote/BAC/press-releases/) | News |
57
- | 2 | BAC: Bank of America Corp - Stock Price, Quote and News | - | Tavily | - | [Link](https://www.cnbc.com/quotes/BAC) | News |
58
- | 3 | BAC: Bank of America Corp - Stock Price, Quote and News | - | Tavily | - | [Link](https://www.cnbc.com/quotes/%20BAC) | News |
59
- | 4 | Page 75 | Bank of America Corporation (BAC) Latest Stock News | - | Tavily | - | [Link](https://seekingalpha.com/symbol/BAC/news?page=75) | News |
60
- | 5 | Wall Street Week Ahead | 2026-01-11 | Finnhub | - | [Link](https://finnhub.io/api/news?id=b22a32ad6036940dc56e0844256e89500603d818f63c8ba5a719d3f195f3951c) | Sentiment |
61
- | 6 | Earnings Season To Kick Off As Banking Heavyweights Report, Inflation Data In Fo | 2026-01-10 | Finnhub | - | [Link](https://finnhub.io/api/news?id=df06e522851fab7e7e52a52c2772429b8519081ab650a97a5d595e492d60f9ab) | Sentiment |
62
- | 7 | Visible Alpha Breakdown Of U.S. Banks' Fourth Quarter Earnings Expectations | 2026-01-10 | Finnhub | - | [Link](https://finnhub.io/api/news?id=8d45119c0787924e04b3d56b4f0d2d9fbc398ab60154496334914d4b77e78151) | Sentiment |
63
- | 8 | Bank earnings, CPI inflation data, Fed comments: What to Watch | 2026-01-10 | Finnhub | - | [Link](https://finnhub.io/api/news?id=cd815b49c50a31ef2697ad510a56a230f483ed2ea86dbaf3af13ef99447303e0) | Sentiment |
64
- | 9 | Stock Market Today, Jan. 9: NuScale Power Jumps After Bank of America Upgrade | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=ae754c1d8897be1cb2b593bf80c23cb7eac143b0e258bf78e79decd2d03cef2c) | Sentiment |
65
- | 10 | Options: A look into the financial sector ahead of bank earnings | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=0d0046e5210ad5e8d8735c87c0e10035c1cae179e90bfa25be379d35288965fb) | Sentiment |
66
- | 11 | Bank of America Announces Redemption of $3,000,000,000 5.080% Fixed/Floating Rat | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=0ae27a3122896c2a97b30731b6801478fe3f164afda93b40c21af24e3503857c) | Sentiment |
67
- | 12 | Why The Narrative Around West Pharmaceutical Services (WST) Is Shifting On 2026 | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=42a8ba501a8f44026b9193eb01272e0da59d9639e79ed8e902d0ef045e872283) | Sentiment |
68
- | 13 | Is It Too Late To Consider Bank Of America (BAC) After A 24% One Year Gain? | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=ec4ed6055fee024455757a96ae11683a3d136cad46d86f8ebbb941508666c804) | Sentiment |
69
- | 14 | Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked st | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=3a0779d04224c658a3decaf2dea43f2c985a332b942b20b8923c9394e4d942b2) | Sentiment |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/mcp_test_report_CVX.md DELETED
@@ -1,71 +0,0 @@
1
- # MCP E2E Test Report: Chevron Corporation (CVX)
2
-
3
- ## Summary
4
-
5
- | S/N | MCP | Status | Expected | Actual | Duration | Errors | Warnings |
6
- |-----|-----|--------|----------|--------|----------|--------|----------|
7
- | 1 | fundamentals | PASS | 9 | 11 | 12114ms | - | - |
8
- | 2 | valuation | PASS | 11 | 11 | 8105ms | - | - |
9
- | 3 | volatility | PASS | 5 | 5 | 5789ms | - | - |
10
- | 4 | macro | PASS | 4 | 4 | 7236ms | - | - |
11
- | 5 | news | PASS | - | 4 | 6433ms | - | - |
12
- | 6 | sentiment | PASS | - | 55 | 5084ms | - | - |
13
-
14
- ---
15
-
16
- ## Quantitative Data
17
-
18
- | S/N | Metric | Value | Data Type | As Of | Source | Category |
19
- |-----|--------|-------|-----------|-------|--------|----------|
20
- | 1 | revenue | 193414000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
21
- | 2 | net_income | 17661000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
22
- | 3 | net_margin_pct | 9.13 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
23
- | 4 | total_assets | 256938000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
24
- | 5 | total_liabilities | 103781000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
25
- | 6 | stockholders_equity | 152318000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
26
- | 7 | oil_gas_revenue | 193414000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
27
- | 8 | depletion | 17282000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
28
- | 9 | total_debt | 41543999488 | Point-in-time | 2025-09-30 | Yahoo Finance | Fundamentals |
29
- | 10 | operating_cash_flow | 31844999168 | TTM | 2025-09-30 | Yahoo Finance | Fundamentals |
30
- | 11 | free_cash_flow | 15743875072 | TTM | 2025-09-30 | Yahoo Finance | Fundamentals |
31
- | 12 | current_price | 162.11 | - | 2026-01-12 | yahoo_finance | Valuation |
32
- | 13 | market_cap | 326622871552.0 | - | 2026-01-12 | yahoo_finance | Valuation |
33
- | 14 | enterprise_value | 365985988608.0 | - | 2026-01-12 | yahoo_finance | Valuation |
34
- | 15 | trailing_pe | 22.76826 | - | 2026-01-12 | yahoo_finance | Valuation |
35
- | 16 | forward_pe | 22.051102 | - | 2026-01-12 | yahoo_finance | Valuation |
36
- | 17 | ps_ratio | 1.73103 | - | 2026-01-12 | yahoo_finance | Valuation |
37
- | 18 | pb_ratio | 1.7193798 | - | 2026-01-12 | yahoo_finance | Valuation |
38
- | 19 | trailing_peg | 3.1673 | - | 2026-01-12 | yahoo_finance | Valuation |
39
- | 20 | forward_peg | - | - | 2026-01-12 | yahoo_finance | Valuation |
40
- | 21 | earnings_growth | -0.266 | - | 2026-01-12 | yahoo_finance | Valuation |
41
- | 22 | revenue_growth | -0.014 | - | 2026-01-12 | yahoo_finance | Valuation |
42
- | 23 | vix | 15.45 | Daily | 2026-01-08 | FRED (Federal Reserve) | Volatility |
43
- | 24 | vxn | 20.15 | Daily | 2026-01-08 | FRED (Federal Reserve) | Volatility |
44
- | 25 | beta | 0.683 | 1Y | 2026-01-09 | Calculated from Yahoo Finance data | Volatility |
45
- | 26 | historical_volatility | 27.6 | 30D | 2026-01-09 | Calculated from Yahoo Finance data | Volatility |
46
- | 27 | implied_volatility | 30.0 | Forward | 2026-01-12 | Market Average (estimated) | Volatility |
47
- | 28 | gdp_growth | 4.3 | Quarterly | 2025Q3 | BEA (Bureau of Economic Analysis) | Macro |
48
- | 29 | interest_rate | 3.72 | Monthly | 2025-12-01 | FRED (Federal Reserve) | Macro |
49
- | 30 | cpi_inflation | 2.74 | Monthly | 2025-November | BLS (Bureau of Labor Statistics) | Macro |
50
- | 31 | unemployment | 4.4 | Monthly | 2025-December | BLS (Bureau of Labor Statistics) | Macro |
51
-
52
- ---
53
-
54
- ## Qualitative Data
55
-
56
- | S/N | Title | Date | Source | Subreddit | URL | Category |
57
- |-----|-------|------|--------|-----------|-----|----------|
58
- | 1 | Chevron Corporation (CVX) Latest Stock News & Headlines | - | Tavily | - | [Link](https://finance.yahoo.com/quote/CVX/news/) | News |
59
- | 2 | CVX: Chevron Corp - Stock Price, Quote and News | - | Tavily | - | [Link](https://www.cnbc.com/quotes/CVX) | News |
60
- | 3 | CVX Chevron Corporation Stock Price & Overview | - | Tavily | - | [Link](https://seekingalpha.com/symbol/CVX) | News |
61
- | 4 | Chevron - CVX - Stock Price & News | - | Tavily | - | [Link](https://www.fool.com/quote/nyse/cvx/) | News |
62
- | 5 | Trump Pushes Venezuela Oil Investment as Political Risks Loom | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=4bd9554c63299a6d185eb386ac66113a65a3c2142538b39c2e37d66b773dba22) | Sentiment |
63
- | 6 | Chevron Corporation's (NYSE:CVX) Stock On An Uptrend: Could Fundamentals Be Driv | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=e73167fa7eed0ebaa552782f612d05724c9bcafa6fd13b2a1ebc2cd040383b13) | Sentiment |
64
- | 7 | Trump's magic number in Venezuela is oil at $50 per barrel | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=00eea749a137e2ca61c5570e7caf68884968914395d224e7cf5a9b3402ffbf48) | Sentiment |
65
- | 8 | Trump ‘Inclined’ to Keep Exxon Out of Venezuela | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=e8a561541ca1dd06a87ce7602ca45dde4b4f6c902655bb814d58614f86224f66) | Sentiment |
66
- | 9 | Energy Stocks: Winners And Losers At The Start Of 2026 | 2026-01-11 | Finnhub | - | [Link](https://finnhub.io/api/news?id=fc0a691fdf514129ccf8302385630e7864f71b5a93797d8bd6dfc7a3f95eb1d6) | Sentiment |
67
- | 10 | Energy Secretary Says at Least a Dozen Oil Companies Eager for Venezuela | 2026-01-11 | Finnhub | - | [Link](https://finnhub.io/api/news?id=ac097cc854e23441d94bba402ebd895d68fe4209ee559a614a813bbdc892d913) | Sentiment |
68
- | 11 | Energy Is Still My No. 1 Buy - Even With Venezuela, Politics, And Everything Els | 2026-01-11 | Finnhub | - | [Link](https://finnhub.io/api/news?id=d6fee5c4b9143c17c124b39b2089f158e9763ef335413be7c41afa0f3ecfa69c) | Sentiment |
69
- | 12 | DLN: Diversified Large Value ETF With Risk Screening | 2026-01-11 | Finnhub | - | [Link](https://finnhub.io/api/news?id=f22b9cd12374143fe7f0d9443a755c3efd39b084c1d28926cea65f46dc33a445) | Sentiment |
70
- | 13 | Jim Mellon Says Venezuela's Oil Recovery Is 5+ Years Away, But US Refiners Could | 2026-01-10 | Finnhub | - | [Link](https://finnhub.io/api/news?id=0ca15289a90e3799333ef758956f7336c1d7afb55a6c734b5cb534ff3aab7a4e) | Sentiment |
71
- | 14 | Can Chevron Stock Hit $205 in 2026? | 2026-01-10 | Finnhub | - | [Link](https://finnhub.io/api/news?id=20d3d06abcd6c11df1288a9eec97e52017ecabd73d7d9600b21b19d1b344840f) | Sentiment |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/mcp_test_report_KO.md DELETED
@@ -1,69 +0,0 @@
1
- # MCP E2E Test Report: The Coca-Cola Company (KO)
2
-
3
- ## Summary
4
-
5
- | S/N | MCP | Status | Expected | Actual | Duration | Errors | Warnings |
6
- |-----|-----|--------|----------|--------|----------|--------|----------|
7
- | 1 | fundamentals | PASS | 9 | 9 | 15284ms | - | - |
8
- | 2 | valuation | PASS | 11 | 11 | 2224ms | - | - |
9
- | 3 | volatility | PASS | 5 | 5 | 2277ms | - | - |
10
- | 4 | macro | PASS | 4 | 4 | 7671ms | - | - |
11
- | 5 | news | PASS | - | 4 | 3370ms | - | - |
12
- | 6 | sentiment | PASS | - | 50 | 1736ms | - | - |
13
-
14
- ---
15
-
16
- ## Quantitative Data
17
-
18
- | S/N | Metric | Value | Data Type | As Of | Source | Category |
19
- |-----|--------|-------|-----------|-------|--------|----------|
20
- | 1 | revenue | 47061000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
21
- | 2 | net_income | 10631000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
22
- | 3 | net_margin_pct | 22.59 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
23
- | 4 | total_assets | 100549000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
24
- | 5 | stockholders_equity | 24856000000 | FY | 2024-12-31 | SEC EDGAR | Fundamentals |
25
- | 6 | operating_margin_pct | 32.37 | TTM | 2026-01-11 | Yahoo Finance | Fundamentals |
26
- | 7 | total_debt | 48161001472 | TTM | 2026-01-11 | Yahoo Finance | Fundamentals |
27
- | 8 | operating_cash_flow | 7602999808 | TTM | 2026-01-11 | Yahoo Finance | Fundamentals |
28
- | 9 | free_cash_flow | 1412875008 | TTM | 2026-01-11 | Yahoo Finance | Fundamentals |
29
- | 10 | current_price | 70.51 | - | 2026-01-11 | yahoo_finance | Valuation |
30
- | 11 | market_cap | 303451570176.0 | - | 2026-01-11 | yahoo_finance | Valuation |
31
- | 12 | enterprise_value | 337706450944.0 | - | 2026-01-11 | yahoo_finance | Valuation |
32
- | 13 | trailing_pe | 23.347683 | - | 2026-01-11 | yahoo_finance | Valuation |
33
- | 14 | forward_pe | 21.887728 | - | 2026-01-11 | yahoo_finance | Valuation |
34
- | 15 | ps_ratio | 6.366606 | - | 2026-01-11 | yahoo_finance | Valuation |
35
- | 16 | pb_ratio | 9.70811 | - | 2026-01-11 | yahoo_finance | Valuation |
36
- | 17 | trailing_peg | 2.1982 | - | 2026-01-11 | yahoo_finance | Valuation |
37
- | 18 | forward_peg | 0.7271670431893688 | - | 2026-01-11 | yahoo_finance | Valuation |
38
- | 19 | earnings_growth | 0.301 | - | 2026-01-11 | yahoo_finance | Valuation |
39
- | 20 | revenue_growth | 0.051 | - | 2026-01-11 | yahoo_finance | Valuation |
40
- | 21 | vix | 15.45 | Daily | 2026-01-08 | FRED (Federal Reserve) | Volatility |
41
- | 22 | vxn | 20.15 | Daily | 2026-01-08 | FRED (Federal Reserve) | Volatility |
42
- | 23 | beta | 0.042 | 1Y | 2026-01-09 | Calculated from Yahoo Finance data | Volatility |
43
- | 24 | historical_volatility | 16.41 | 30D | 2026-01-09 | Calculated from Yahoo Finance data | Volatility |
44
- | 25 | implied_volatility | 30.0 | Forward | 2026-01-11 | Market Average (estimated) | Volatility |
45
- | 26 | gdp_growth | 4.3 | Quarterly | 2025Q3 | BEA (Bureau of Economic Analysis) | Macro |
46
- | 27 | interest_rate | 3.72 | Monthly | 2025-12-01 | FRED (Federal Reserve) | Macro |
47
- | 28 | cpi_inflation | 2.74 | Monthly | 2025-November | BLS (Bureau of Labor Statistics) | Macro |
48
- | 29 | unemployment | 4.4 | Monthly | 2025-December | BLS (Bureau of Labor Statistics) | Macro |
49
-
50
- ---
51
-
52
- ## Qualitative Data
53
-
54
- | S/N | Title | Date | Source | Subreddit | URL | Category |
55
- |-----|-------|------|--------|-----------|-----|----------|
56
- | 1 | The Coca-Cola Company (KO) Latest Stock News & ... | - | Tavily | - | [Link](https://finance.yahoo.com/quote/KO/news/) | News |
57
- | 2 | The Coca-Cola Company (KO) Stock Price, News, Quote & History | - | Tavily | - | [Link](https://ca.finance.yahoo.com/quote/KO/latest-news/) | News |
58
- | 3 | The Coca-Cola Company (KO) Latest Press Releases & ... | - | Tavily | - | [Link](https://ca.finance.yahoo.com/quote/KO/press-releases/) | News |
59
- | 4 | KO The Coca-Cola Company Stock Price & Overview | - | Tavily | - | [Link](https://seekingalpha.com/symbol/KO) | News |
60
- | 5 | January Dogs Of The Dow: One Ideal 'Safer' Dividend Buy | 2026-01-10 | Finnhub | - | [Link](https://finnhub.io/api/news?id=1660b2a2ba8c3d9e6bd7a573907b58ceded4a1a0c4d63c9ba3a114cc975bf4d3) | Sentiment |
61
- | 6 | Coca-Cola Consolidated, Inc. Announces First Quarter Dividend | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=7c03bea3f2fd3da7e1123de8ae152fed743c7045fbd27a719f6ec895fb4af5fe) | Sentiment |
62
- | 7 | The Best Warren Buffett Stocks to Buy With $2,500 Right Now | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=61ca0e60be9146fb269b7e554fb1aa61cba1c75836b1e4648e42c9575017e819) | Sentiment |
63
- | 8 | PepsiCo's Stock Valuation Looks Attractive: Buy or Wait for Now? | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=01073ece29404b65546702142a72ce42e29b47dfda613081c5a9f2c4e25a510c) | Sentiment |
64
- | 9 | The Best Stocks to Buy With $1,000 Right Now | 2026-01-09 | Finnhub | - | [Link](https://finnhub.io/api/news?id=140f1634015c1d3869855516b7d0df434fa67f215dec82d0d059558f7604c256) | Sentiment |
65
- | 10 | 5 Under-the-Radar Consumer Staples Stocks With Pricing Power | 2026-01-08 | Finnhub | - | [Link](https://finnhub.io/api/news?id=9e436f5e94ba7056919dec63710b46705b14eb7e5386c37f11d889e7e290b31b) | Sentiment |
66
- | 11 | Wells Fargo Adds Coca-Cola (KO) to Q1 2026 Tactical Ideas List | 2026-01-08 | Finnhub | - | [Link](https://finnhub.io/api/news?id=909e7eb1a346dc9067b8ee2498b8a2f55b12324ff41187b8611e951d40671984) | Sentiment |
67
- | 12 | The 3 Best Dividend Aristocrats to Buy for 2026 | 2026-01-08 | Finnhub | - | [Link](https://finnhub.io/api/news?id=d385258e91b24623ae1bf88aec7116e8cf0b0fb695ac0755ed1e3172f629f3d6) | Sentiment |
68
- | 13 | Betting Markets Say Supreme Court Will Scrap Trump Tariffs. How to Play It. | 2026-01-08 | Finnhub | - | [Link](https://finnhub.io/api/news?id=6e0fc5222e594ab3889889bab0e6ffd74edf31d51dce852ef5242d2e5bb21f59) | Sentiment |
69
- | 14 | The Dividend Aristocrats No One’s Talking About (And Their 30+ Year Track Record | 2026-01-08 | Finnhub | - | [Link](https://finnhub.io/api/news?id=2ecc1591039f3c4ed06c25fc03db644f3a68a8f82c1d14447587d7c340c7532d) | Sentiment |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/mcp_test_report_V.md DELETED
@@ -1,87 +0,0 @@
1
- # MCP E2E Test Report: Visa Inc. (V)
2
-
3
- ## Summary
4
-
5
- | S/N | MCP | Status | Expected | Actual | Duration | Errors | Warnings |
6
- |-----|-----|--------|----------|--------|----------|--------|----------|
7
- | 1 | fundamentals | PASS | 9 | 11 | 26990ms | - | - |
8
- | 2 | valuation | PASS | 11 | 11 | 8717ms | - | - |
9
- | 3 | volatility | PASS | 5 | 5 | 5323ms | - | - |
10
- | 4 | macro | PASS | 4 | 4 | 7508ms | - | - |
11
- | 5 | news | PASS | - | 6 | 4933ms | - | - |
12
- | 6 | sentiment | PASS | - | 56 | 5479ms | - | - |
13
-
14
- ---
15
-
16
- ## Company Info
17
-
18
- | Field | Value |
19
- |-------|-------|
20
- | Name | VISA INC. |
21
- | CIK | 0001403161 |
22
- | SIC | 7389 (Services-Business Services, NEC) |
23
- | State | DE |
24
- | Fiscal Year End | 0930 |
25
- | Address | P.O. BOX 8999 |
26
- | | SAN FRANCISCO, CA 94128-8999 |
27
-
28
- ---
29
-
30
- ## Quantitative Data
31
-
32
- | S/N | Metric | Value | Data Type | As Of | Source | Category |
33
- |-----|--------|-------|-----------|-------|--------|----------|
34
- | 1 | revenue | 40000000000 | FY | 2025-09-30 | SEC EDGAR | Fundamentals |
35
- | 2 | net_income | 20058000000 | FY | 2025-09-30 | SEC EDGAR | Fundamentals |
36
- | 3 | net_margin_pct | 50.14 | FY | 2025-09-30 | SEC EDGAR | Fundamentals |
37
- | 4 | total_assets | 99627000000 | FY | 2025-09-30 | SEC EDGAR | Fundamentals |
38
- | 5 | total_liabilities | 61718000000 | FY | 2025-09-30 | SEC EDGAR | Fundamentals |
39
- | 6 | stockholders_equity | 26437000000 | FY | 2011-09-30 | SEC EDGAR | Fundamentals |
40
- | 7 | deferred_revenue | 81000000 | FY | 2015-09-30 | SEC EDGAR | Fundamentals |
41
- | 8 | goodwill | 19879000000 | FY | 2025-09-30 | SEC EDGAR | Fundamentals |
42
- | 9 | total_debt | 26083999744 | Point-in-time | 2025-09-30 | Yahoo Finance | Fundamentals |
43
- | 10 | operating_cash_flow | 23058999296 | TTM | 2025-09-30 | Yahoo Finance | Fundamentals |
44
- | 11 | free_cash_flow | 20072873984 | TTM | 2025-09-30 | Yahoo Finance | Fundamentals |
45
- | 12 | current_price | 339.78 | - | 2026-01-12 | yahoo_finance | Valuation |
46
- | 13 | market_cap | 655898312704.0 | - | 2026-01-12 | yahoo_finance | Valuation |
47
- | 14 | enterprise_value | 677386649600.0 | - | 2026-01-12 | yahoo_finance | Valuation |
48
- | 15 | trailing_pe | 33.287148 | - | 2026-01-12 | yahoo_finance | Valuation |
49
- | 16 | forward_pe | 23.56721 | - | 2026-01-12 | yahoo_finance | Valuation |
50
- | 17 | ps_ratio | 16.393513 | - | 2026-01-12 | yahoo_finance | Valuation |
51
- | 18 | pb_ratio | 17.534918 | - | 2026-01-12 | yahoo_finance | Valuation |
52
- | 19 | trailing_peg | 1.9228 | - | 2026-01-12 | yahoo_finance | Valuation |
53
- | 20 | forward_peg | - | - | 2026-01-12 | yahoo_finance | Valuation |
54
- | 21 | earnings_growth | -0.014 | - | 2026-01-12 | yahoo_finance | Valuation |
55
- | 22 | revenue_growth | 0.115 | - | 2026-01-12 | yahoo_finance | Valuation |
56
- | 23 | vix | 14.49 | Daily | 2026-01-09 | FRED (Federal Reserve) | Volatility |
57
- | 24 | vxn | 19.06 | Daily | 2026-01-09 | FRED (Federal Reserve) | Volatility |
58
- | 25 | beta | 0.787 | 1Y | 2026-01-12 | Calculated from Yahoo Finance data | Volatility |
59
- | 26 | historical_volatility | 23.82 | 30D | 2026-01-12 | Calculated from Yahoo Finance data | Volatility |
60
- | 27 | implied_volatility | 30.0 | Forward | 2026-01-12 | Market Average (estimated) | Volatility |
61
- | 28 | gdp_growth | 4.3 | Quarterly | 2025Q3 | BEA (Bureau of Economic Analysis) | Macro |
62
- | 29 | interest_rate | 3.72 | Monthly | 2025-12-01 | FRED (Federal Reserve) | Macro |
63
- | 30 | cpi_inflation | 2.74 | Monthly | 2025-November | BLS (Bureau of Labor Statistics) | Macro |
64
- | 31 | unemployment | 4.4 | Monthly | 2025-December | BLS (Bureau of Labor Statistics) | Macro |
65
-
66
- ---
67
-
68
- ## Qualitative Data
69
-
70
- | S/N | Title | Date | Source | Subreddit | URL | Category |
71
- |-----|-------|------|--------|-----------|-----|----------|
72
- | 1 | Big Tech stocks are getting cheaper, and that could mean gains of up to 60% | 2025-12-16 | MarketWatch | - | [Link](https://www.marketwatch.com/story/big-tech-stocks-are-getting-cheaper-and-that-could-mean-gains-of-up-to-60-fdf1b70c) | News |
73
- | 2 | Dow, S&P 500 end at records because investors feel good about the economy — beyo | 2025-12-11 | MarketWatch | - | [Link](https://www.marketwatch.com/story/dow-s-p-500-end-at-records-because-investors-feel-good-about-the-economy-beyond-the-ai-boom-0dcad0b9) | News |
74
- | 3 | Visa Inc. (V) Stock Price, News, Quote & History | - | Tavily | - | [Link](https://ca.finance.yahoo.com/quote/V/) | News |
75
- | 4 | V: Visa Inc - Stock Price, Quote and News | - | Tavily | - | [Link](https://www.cnbc.com/quotes/V) | News |
76
- | 5 | Is Visa Inc. (V) One of the Best Major Stocks to Invest in ... | - | Tavily | - | [Link](https://finance.yahoo.com/news/visa-inc-v-one-best-092151784.html) | News |
77
- | 6 | Visa Inc. (V) Stock Price, Quote, News & Analysis | - | Tavily | - | [Link](https://seekingalpha.com/symbol/V) | News |
78
- | 7 | Capital One, Credit Cards Dive As Trump Aims To Cap Interest Rates. | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=f14f8c1ccfdda6a9068faa37a8dde58ea9101ed9679737fd209638d779a84143) | Sentiment |
79
- | 8 | JPMorgan, Visa Stocks Fall After Trump Calls for Credit-Card Rate Cap | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=dfaff595a6a512f56a475e0d1b62e7f95f5c4a7c8a793000929d7bb6d2072e98) | Sentiment |
80
- | 9 | Stocks Fall Pre-Bell as Fed Chair Powell Faces Department of Justice Probe | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=dc954fbc0276d687ba5f759a9f5a19458cb9e6ac646bc4250440abbdd840b7f0) | Sentiment |
81
- | 10 | Latest News In Digital Payment - Euronet Expands Through Strategic CrediaBank Pa | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=a80fd83da78d5f30d43512e15e0dd3fa414afc813a8457c405db530fc1f1c884) | Sentiment |
82
- | 11 | FIS Launches Industry-First Offering Enabling Banks to Lead and Scale in Agentic | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=a96f73e317961b213a9ca0f890d2b14b55ff554dc426401b7df31bf50de9de10) | Sentiment |
83
- | 12 | Major credit card stocks slide after Trump comments on credit card rates | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=83c74a108744a4273876ed809513a71ef3db9d71ec403ecf36a52f0540cb584f) | Sentiment |
84
- | 13 | If I Were Starting A Dividend Portfolio In 2026, Here's How I Would Invest | 2026-01-12 | Finnhub | - | [Link](https://finnhub.io/api/news?id=32f4909f469af6dff4c17103f9119e7f14fce514a3beabf244b99a535852eee7) | Sentiment |
85
- | 14 | 2 Top Dividend Stocks I'd Own Over the Next Decade | 2026-01-11 | Finnhub | - | [Link](https://finnhub.io/api/news?id=5bbdac3350f76a959bd87fa2e497cc760a4b6bb20d30a36f8af8b1cd67ccefd2) | Sentiment |
86
- | 15 | 3 Dividend Stocks to Buy in 2026 and Hold Forever | 2026-01-11 | Finnhub | - | [Link](https://finnhub.io/api/news?id=60600fbee5d92497ffb0a1450483cacc710a22c0be92f8454b9b9772023b4ca8) | Sentiment |
87
- | 16 | Does Trump’s 10% Credit Card Rate Cap Make Visa and Mastercard a Buy? | 2026-01-10 | Finnhub | - | [Link](https://finnhub.io/api/news?id=b30fc6d903d414f158b9367342c05ed0f355815db628416a2118ae29aa55edf3) | Sentiment |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/metrics_schema_emitted.md DELETED
@@ -1,236 +0,0 @@
1
- ## MCP Output Schema - Emitted Format
2
-
3
- JSON/dict structure returned by each `get_all_sources_*()` function.
4
-
5
- ---
6
-
7
- ## 1. `get_all_sources_fundamentals(ticker)`
8
-
9
- ```
10
- {
11
- "ticker": str,
12
- "sec_edgar": {
13
- "source": str,
14
- "as_of": str,
15
- "data": {
16
- "revenue": {"value": float, "end_date": str, "fiscal_year": int, "form": str} | null,
17
- "net_income": {"value": float, "end_date": str, "fiscal_year": int, "form": str} | null,
18
- "net_margin_pct": {"value": float, "end_date": str, "fiscal_year": int, "form": str} | null,
19
- "total_assets": {"value": float, "end_date": str, "fiscal_year": int, "form": str} | null,
20
- "total_liabilities": {"value": float, "end_date": str, "fiscal_year": int, "form": str} | null,
21
- "stockholders_equity": {"value": float, "end_date": str, "fiscal_year": int, "form": str} | null
22
- }
23
- },
24
- "yahoo_finance": {
25
- "source": str,
26
- "as_of": str,
27
- "data": {
28
- "operating_margin_pct": {"value": float} | null,
29
- "total_debt": {"value": float} | null,
30
- "operating_cash_flow": {"value": float} | null,
31
- "free_cash_flow": {"value": float} | null
32
- }
33
- },
34
- "generated_at": str
35
- }
36
- ```
37
-
38
- **Notes:**
39
- - SEC EDGAR: 6 universal metrics (FY data with temporal fields)
40
- - Yahoo Finance: 4 supplementary metrics (TTM data)
41
- - If SEC fails, Yahoo provides fallback core metrics (revenue, net_income, net_margin_pct, total_assets)
42
-
43
- ---
44
-
45
- ## 2. `get_all_sources_valuation(ticker)`
46
-
47
- ```
48
- {
49
- "group": "source_comparison",
50
- "ticker": str,
51
- "sources": {
52
- "yahoo_finance": {
53
- "source": str,
54
- "regular_market_time": str,
55
- "data": {
56
- "current_price": float | null,
57
- "market_cap": float | null,
58
- "enterprise_value": float | null,
59
- "trailing_pe": float | null,
60
- "forward_pe": float | null,
61
- "ps_ratio": float | null,
62
- "pb_ratio": float | null,
63
- "trailing_peg": float | null,
64
- "forward_peg": float | null,
65
- "earnings_growth": float | null,
66
- "revenue_growth": float | null
67
- }
68
- }
69
- },
70
- "source": str,
71
- "as_of": str
72
- }
73
- ```
74
-
75
- **Notes:**
76
- - 11 universal metrics (excludes ev_ebitda - banks don't report EBITDA)
77
- - If Yahoo fails, `alpha_vantage` key replaces `yahoo_finance`
78
-
79
- ---
80
-
81
- ## 3. `get_all_sources_volatility(ticker)`
82
-
83
- ```
84
- {
85
- "group": "raw_metrics",
86
- "ticker": str,
87
- "metrics": {
88
- "vix": {
89
- "value": float | null,
90
- "data_type": str,
91
- "as_of": str,
92
- "source": str,
93
- "fallback": bool
94
- },
95
- "vxn": {
96
- "value": float | null,
97
- "data_type": str,
98
- "as_of": str,
99
- "source": str,
100
- "fallback": bool
101
- },
102
- "beta": {
103
- "value": float | null,
104
- "data_type": str,
105
- "as_of": str,
106
- "source": str,
107
- "fallback": bool
108
- },
109
- "historical_volatility": {
110
- "value": float | null,
111
- "data_type": str,
112
- "as_of": str,
113
- "source": str,
114
- "fallback": bool
115
- },
116
- "implied_volatility": {
117
- "value": float | null,
118
- "data_type": str,
119
- "as_of": str,
120
- "source": str,
121
- "fallback": bool
122
- }
123
- },
124
- "source": str,
125
- "as_of": str
126
- }
127
- ```
128
-
129
- **Notes:**
130
- - `data_type` values: "Daily" (VIX/VXN), "1Y" (beta), "30D" (historical_vol), "Forward" (implied_vol)
131
-
132
- ---
133
-
134
- ## 4. `get_all_sources_macro()`
135
-
136
- ```
137
- {
138
- "group": "raw_metrics",
139
- "ticker": "MACRO",
140
- "metrics": {
141
- "gdp_growth": {
142
- "value": float | null,
143
- "data_type": str,
144
- "as_of": str,
145
- "source": str,
146
- "fallback": bool
147
- },
148
- "interest_rate": {
149
- "value": float | null,
150
- "data_type": str,
151
- "as_of": str,
152
- "source": str,
153
- "fallback": bool
154
- },
155
- "cpi_inflation": {
156
- "value": float | null,
157
- "data_type": str,
158
- "as_of": str,
159
- "source": str,
160
- "fallback": bool
161
- },
162
- "unemployment": {
163
- "value": float | null,
164
- "data_type": str,
165
- "as_of": str,
166
- "source": str,
167
- "fallback": bool
168
- }
169
- },
170
- "source": str,
171
- "as_of": str
172
- }
173
- ```
174
-
175
- **Notes:**
176
- - `data_type` values: "Quarterly" (GDP), "Monthly" (interest_rate, cpi, unemployment)
177
- - `as_of` format varies: "2025Q3" (GDP), "2025-01" (monthly)
178
-
179
- ---
180
-
181
- ## 5. `get_all_sources_news(ticker, company_name)`
182
-
183
- ```
184
- {
185
- "group": "content_analysis",
186
- "ticker": str,
187
- "query": str,
188
- "items": [
189
- {
190
- "title": str | null,
191
- "content": str | null,
192
- "url": str | null,
193
- "datetime": str | null,
194
- "source": str
195
- }
196
- ],
197
- "item_count": int,
198
- "sources_used": [str],
199
- "source": str,
200
- "as_of": str
201
- }
202
- ```
203
-
204
- **Notes:**
205
- - `sources_used`: ["Tavily", "NYT", "NewsAPI"]
206
- - `datetime`: YYYY-MM-DD format
207
-
208
- ---
209
-
210
- ## 6. `get_all_sources_sentiment(ticker, company_name)`
211
-
212
- ```
213
- {
214
- "group": "content_analysis",
215
- "ticker": str,
216
- "items": [
217
- {
218
- "title": str | null,
219
- "content": str | null,
220
- "url": str | null,
221
- "datetime": str | null,
222
- "source": str,
223
- "subreddit": str | null
224
- }
225
- ],
226
- "item_count": int,
227
- "sources_used": [str],
228
- "source": str,
229
- "as_of": str
230
- }
231
- ```
232
-
233
- **Notes:**
234
- - `sources_used`: ["Finnhub", "Reddit"]
235
- - `subreddit`: Only populated for Reddit items (e.g., "r/wallstreetbets")
236
- - `datetime`: YYYY-MM-DD format
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/metrics_schema_human_readable.md DELETED
@@ -1,268 +0,0 @@
1
- ## Overview
2
-
3
- Standardized output schema for financial data across ALL industries (banks, consumer goods, tech, etc.)
4
-
5
- ---
6
-
7
- ## Quantitative Metrics
8
-
9
- ### 1. Fundamentals (9 metrics)
10
-
11
- | Source | Metric | Description | Universal? |
12
- |--------|--------|-------------|:----------:|
13
- | **SEC EDGAR** | `revenue` | Total revenue (FY) | ✓ |
14
- | **SEC EDGAR** | `net_income` | Net income (FY) | ✓ |
15
- | **SEC EDGAR** | `net_margin_pct` | Net Income / Revenue % | ✓ |
16
- | **SEC EDGAR** | `total_assets` | Total assets | ✓ |
17
- | **SEC EDGAR** | `total_liabilities` | Total liabilities | ✓ |
18
- | **SEC EDGAR** | `stockholders_equity` | Shareholders' equity | ✓ |
19
- | **Yahoo Finance** | `operating_margin_pct` | Operating margin % (TTM) | Supplementary |
20
- | **Yahoo Finance** | `total_debt` | Total debt (TTM) | Supplementary |
21
- | **Yahoo Finance** | `operating_cash_flow` | Operating cash flow (TTM) | Supplementary |
22
- | **Yahoo Finance** | `free_cash_flow` | Free cash flow (TTM) | Supplementary |
23
-
24
- **Sources:**
25
- ```
26
- ┌────┬───────────────┬───────────┬───────────────────────────────────────┐
27
- │ # │ Source │ Data Type │ Notes │
28
- ├────┼───────────────┼───────────┼───────────────────────────────────────┤
29
- │ 1 │ SEC EDGAR │ FY (10-K) │ Primary - official filings │
30
- │ 2 │ Yahoo Finance │ TTM │ Supplementary + Fallback if SEC fails │
31
- └────┴───────────────┴───────────┴───────────────────────────────────────┘
32
- ```
33
-
34
- ---
35
-
36
- ### 2. Valuation (11 metrics)
37
-
38
- | Source | Metric | Description |
39
- |--------|--------|-------------|
40
- | **Yahoo Finance** | `current_price` | Current stock price |
41
- | **Yahoo Finance** | `market_cap` | Market capitalization |
42
- | **Yahoo Finance** | `enterprise_value` | Enterprise value |
43
- | **Yahoo Finance** | `trailing_pe` | Trailing P/E ratio |
44
- | **Yahoo Finance** | `forward_pe` | Forward P/E ratio |
45
- | **Yahoo Finance** | `ps_ratio` | Price-to-Sales ratio |
46
- | **Yahoo Finance** | `pb_ratio` | Price-to-Book ratio |
47
- | **Yahoo Finance** | `trailing_peg` | Trailing PEG ratio |
48
- | **Yahoo Finance** | `forward_peg` | Forward PEG ratio |
49
- | **Yahoo Finance** | `earnings_growth` | Earnings growth rate |
50
- | **Yahoo Finance** | `revenue_growth` | Revenue growth rate |
51
-
52
- **Sources:**
53
- ```
54
- ┌────┬───────────────┬─────────────────────────────────┐
55
- │ # │ Source │ Notes │
56
- ├────┼───────────────┼─────────────────────────────────┤
57
- │ 1 │ Yahoo Finance │ Primary - real-time quotes │
58
- │ 2 │ Alpha Vantage │ Fallback if Yahoo Finance fails │
59
- └────┴───────────────┴─────────────────────────────────┘
60
- ```
61
- **Excluded:** `ev_ebitda` (banks don't report EBITDA)
62
-
63
- ---
64
-
65
- ### 3. Volatility (5 metrics)
66
-
67
- | Source | Metric | Description |
68
- |--------|--------|-------------|
69
- | **FRED** | `vix` | CBOE Volatility Index (S&P 500) |
70
- | **FRED** | `vxn` | CBOE NASDAQ Volatility Index |
71
- | **Calculated** | `beta` | 1-year beta vs S&P 500 |
72
- | **Calculated** | `historical_volatility` | 30-day historical volatility |
73
- | **Estimated** | `implied_volatility` | Forward implied volatility |
74
-
75
- **Sources:**
76
- ```
77
- ┌─────────────────────┬─────────────────┬───────────────────────────┐
78
- │ Metric │ Primary │ Fallback │
79
- ├─────────────────────┼─────────────────┼───────────────────────────┤
80
- │ vix, vxn │ FRED │ - │
81
- │ beta │ Yahoo Finance │ Alpha Vantage │
82
- │ historical_vol │ Yahoo Finance │ Alpha Vantage │
83
- │ implied_vol │ Options Chain │ Market average (30%) │
84
- └─────────────────────┴─────────────────┴───────────────────────────┘
85
- ```
86
-
87
- ---
88
-
89
- ### 4. Macro (4 metrics)
90
-
91
- | Source | Metric | Description |
92
- |--------|--------|-------------|
93
- | **BEA** | `gdp_growth` | GDP growth rate (quarterly) |
94
- | **FRED** | `interest_rate` | Federal funds rate |
95
- | **BLS** | `cpi_inflation` | CPI inflation rate |
96
- | **BLS** | `unemployment` | Unemployment rate |
97
-
98
- **Sources:**
99
- ```
100
- ┌─────────────────────┬─────────────────┬───────────────────────────┐
101
- │ Metric │ Primary │ Fallback │
102
- ├─────────────────────┼─────────────────┼───────────────────────────┤
103
- │ gdp_growth │ BEA │ FRED │
104
- │ interest_rate │ FRED │ - │
105
- │ cpi_inflation │ BLS │ FRED │
106
- │ unemployment │ BLS │ FRED │
107
- └─────────────────────┴─────────────────┴───────────────────────────┘
108
- ```
109
-
110
- ---
111
-
112
- ## Qualitative Data
113
-
114
- ### 5. News (variable count)
115
-
116
- | Field | Description |
117
- |-------|-------------|
118
- | `title` | Article headline |
119
- | `date` | Publication date |
120
- | `source` | News source (Tavily, NYT, NewsAPI) |
121
- | `url` | Link to article |
122
-
123
- **Sources (parallel, equally weighted):**
124
- ```
125
- ┌─────────┬─────────────────────────────┐
126
- │ Source │ Notes │
127
- ├─────────┼─────────────────────────────┤
128
- │ Tavily │ AI-powered search │
129
- │ NewsAPI │ Financial news aggregator │
130
- │ NYT │ New York Times API │
131
- └─────────┴─────────────────────────────┘
132
- ```
133
-
134
- ---
135
-
136
- ### 6. Sentiment (variable count)
137
-
138
- | Field | Description |
139
- |-------|-------------|
140
- | `title` | Post/article headline |
141
- | `date` | Publication date |
142
- | `source` | Source (Finnhub, Reddit) |
143
- | `subreddit` | Reddit subreddit (if applicable) |
144
- | `url` | Link to source |
145
-
146
- **Sources (parallel, equally weighted):**
147
- ```
148
- ┌─────────┬───────────────────────────────────┐
149
- │ Source │ Notes │
150
- ├─────────┼───────────────────────────────────┤
151
- │ Finnhub │ Company news & sentiment │
152
- │ Reddit │ r/wallstreetbets, r/stocks │
153
- └─────────┴───────────────────────────────────┘
154
- ```
155
-
156
- ---
157
-
158
- ## Expected Counts
159
-
160
- | MCP | Expected | Rationale |
161
- |-----|:--------:|-----------|
162
- | fundamentals | 9 | SEC (6) + Yahoo (4 supplementary, ~1 null) |
163
- | valuation | 11 | Yahoo Finance only, universal metrics |
164
- | volatility | 5 | All universal |
165
- | macro | 4 | All universal |
166
- | news | - | Variable (depends on news cycle) |
167
- | sentiment | - | Variable (depends on activity) |
168
-
169
- ---
170
-
171
- ## Files Implementing This Schema
172
-
173
- | File | Environment | Purpose |
174
- | ---------------------------------------------------------- | ----------- | ----------------------------------- |
175
- | `mcp-servers/fundamentals-basket/server_legacy.py` | Test | Direct import for E2E tests |
176
- | `mcp-servers/fundamentals-basket/services/orchestrator.py` | Production | Via http_server.py → server.py |
177
- | `mcp-servers/valuation-basket/server.py` | Both | get_all_sources_valuation() |
178
- | `mcp-servers/volatility-basket/server.py` | Both | get_all_sources_volatility() |
179
- | `mcp-servers/macro-basket/server.py` | Both | get_all_sources_macro() |
180
- | `tests/test_mcp_e2e.py` | Test | E2E validation with expected counts |
181
-
182
- ---
183
-
184
- ## Output Format (Example: Apple Inc.)
185
-
186
- ### Summary
187
-
188
- | S/N | MCP | Status | Expected | Actual | Source |
189
- |-----|-----|--------|----------|--------|--------|
190
- | 1 | fundamentals | PASS | 9 | 9 | SEC EDGAR + Yahoo Finance |
191
- | 2 | valuation | PASS | 11 | 11 | Yahoo Finance |
192
- | 3 | volatility | PASS | 5 | 5 | FRED + Yahoo Finance |
193
- | 4 | macro | PASS | 4 | 4 | BEA + BLS + FRED |
194
- | 5 | news | PASS | - | 10 | Tavily + NYT + NewsAPI |
195
- | 6 | sentiment | PASS | - | 15 | Finnhub + Reddit |
196
-
197
- ---
198
-
199
- ### Quantitative Data
200
-
201
- | S/N | Metric | Value | Data Type | As Of | Source | Category |
202
- |-----|--------|-------|-----------|-------|--------|----------|
203
- | 1 | revenue | 383,285,000,000 | FY | 2024-09-28 | SEC EDGAR | Fundamentals |
204
- | 2 | net_income | 93,736,000,000 | FY | 2024-09-28 | SEC EDGAR | Fundamentals |
205
- | 3 | net_margin_pct | 24.45 | FY | 2024-09-28 | SEC EDGAR | Fundamentals |
206
- | 4 | total_assets | 364,980,000,000 | FY | 2024-09-28 | SEC EDGAR | Fundamentals |
207
- | 5 | total_liabilities | 308,030,000,000 | FY | 2024-09-28 | SEC EDGAR | Fundamentals |
208
- | 6 | stockholders_equity | 56,950,000,000 | FY | 2024-09-28 | SEC EDGAR | Fundamentals |
209
- | 7 | operating_margin_pct | 30.74 | TTM | 2025-01-11 | Yahoo Finance | Fundamentals |
210
- | 8 | total_debt | 106,629,000,000 | TTM | 2025-01-11 | Yahoo Finance | Fundamentals |
211
- | 9 | free_cash_flow | 111,443,000,000 | TTM | 2025-01-11 | Yahoo Finance | Fundamentals |
212
- | 10 | current_price | 229.87 | - | 2025-01-11 | Yahoo Finance | Valuation |
213
- | 11 | market_cap | 3,480,000,000,000 | - | 2025-01-11 | Yahoo Finance | Valuation |
214
- | 12 | enterprise_value | 3,580,000,000,000 | - | 2025-01-11 | Yahoo Finance | Valuation |
215
- | 13 | trailing_pe | 37.12 | - | 2025-01-11 | Yahoo Finance | Valuation |
216
- | 14 | forward_pe | 31.45 | - | 2025-01-11 | Yahoo Finance | Valuation |
217
- | 15 | ps_ratio | 9.08 | - | 2025-01-11 | Yahoo Finance | Valuation |
218
- | 16 | pb_ratio | 61.11 | - | 2025-01-11 | Yahoo Finance | Valuation |
219
- | 17 | trailing_peg | 2.89 | - | 2025-01-11 | Yahoo Finance | Valuation |
220
- | 18 | forward_peg | 2.15 | - | 2025-01-11 | Yahoo Finance | Valuation |
221
- | 19 | earnings_growth | 0.1047 | - | 2025-01-11 | Yahoo Finance | Valuation |
222
- | 20 | revenue_growth | 0.0204 | - | 2025-01-11 | Yahoo Finance | Valuation |
223
- | 21 | vix | 15.45 | Daily | 2025-01-10 | FRED | Volatility |
224
- | 22 | vxn | 18.32 | Daily | 2025-01-10 | FRED | Volatility |
225
- | 23 | beta | 1.24 | 1Y | 2025-01-11 | Yahoo Finance | Volatility |
226
- | 24 | historical_volatility | 22.50 | 30D | 2025-01-11 | Yahoo Finance | Volatility |
227
- | 25 | implied_volatility | 30.00 | Forward | 2025-01-11 | Market Average | Volatility |
228
- | 26 | gdp_growth | 4.30 | Quarterly | 2024-Q3 | BEA | Macro |
229
- | 27 | interest_rate | 3.72 | Monthly | 2025-01-09 | FRED | Macro |
230
- | 28 | cpi_inflation | 2.74 | Monthly | 2024-12-01 | BLS | Macro |
231
- | 29 | unemployment | 4.40 | Monthly | 2024-12-01 | BLS | Macro |
232
-
233
- ---
234
-
235
- ### Qualitative Data
236
-
237
- | S/N | Title | Date | Source | Subreddit | URL | Category |
238
- |-----|-------|------|--------|-----------|-----|----------|
239
- | 1 | Apple Reports Record Q4 Earnings | 2025-01-10 | Tavily | - | [Link](https://...) | News |
240
- | 2 | Apple Stock Rises on Strong iPhone Sales | 2025-01-09 | NYT | - | [Link](https://...) | News |
241
- | 3 | AAPL Analysis: Buy or Hold? | 2025-01-08 | NewsAPI | - | [Link](https://...) | News |
242
- | 4 | Apple Announces New Product Line | 2025-01-10 | Finnhub | - | [Link](https://...) | Sentiment |
243
- | 5 | Apple's AI Strategy Impresses Analysts | 2025-01-09 | Finnhub | - | [Link](https://...) | Sentiment |
244
- | 6 | AAPL to the moon! | 2025-01-10 | Reddit | r/wallstreetbets | [Link](https://...) | Sentiment |
245
- | 7 | Why I'm bullish on Apple for 2025 | 2025-01-09 | Reddit | r/stocks | [Link](https://...) | Sentiment |
246
-
247
- ---
248
-
249
- ### Streamed Metrics (Real-time)
250
-
251
- During task execution, these metrics are streamed to the frontend:
252
-
253
- | S/N | Source | Metric | Example Value | Temporal Info |
254
- |-----|--------|--------|---------------|---------------|
255
- | 1 | fundamentals | revenue | 383,285,000,000 | FY 2024 |
256
- | 2 | fundamentals | net_margin | 24.45 | FY 2024 |
257
- | 3 | valuation | P/E | 37.12 | - |
258
- | 4 | valuation | P/B | 61.11 | - |
259
- | 5 | valuation | P/S | 9.08 | - |
260
- | 6 | volatility | VIX | 15.45 | - |
261
- | 7 | volatility | beta | 1.24 | - |
262
- | 8 | volatility | hist_vol | 22.50 | - |
263
- | 9 | macro | GDP_growth | 4.30 | - |
264
- | 10 | macro | interest_rate | 3.72 | - |
265
- | 11 | macro | inflation | 2.74 | - |
266
- | 12 | macro | unemployment | 4.40 | - |
267
- | 13 | news | items_found | 10 | - |
268
- | 14 | sentiment | items_found | 15 | - |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/nvidia_mcp_output_sample.md ADDED
@@ -0,0 +1,149 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ # NVDA - Aggregated Data from 6 MCPs
2
+
3
+ Sample output from `fetch_all_research_data('NVDA', 'NVIDIA Corporation')` showing standardized `{source: {data: {...}}}` structure across all MCP baskets.
4
+
5
+ ---
6
+
7
+ ## 1. Fundamentals
8
+ | Source | Metric | Value | data_type | as_of |
9
+ |--------|--------|-------|-----------|-------|
10
+ | **sec_edgar** | revenue | $130.5B | FY | 2025-01-26 |
11
+ | | net_income | $72.9B | FY | 2025-01-26 |
12
+ | | net_margin_pct | 55.85% | FY | 2025-01-26 |
13
+ | | total_assets | $111.6B | FY | 2025-01-26 |
14
+ | | total_liabilities | $32.3B | FY | 2025-01-26 |
15
+ | | stockholders_equity | $79.3B | FY | 2025-01-26 |
16
+ | | rd_expense | $12.9B | FY | 2025-01-26 |
17
+ | | goodwill | $5.2B | FY | 2025-01-26 |
18
+ | **yahoo_finance** | total_debt | $10.8B | Point-in-time | 2025-10-26 |
19
+ | | operating_cash_flow | $83.2B | TTM | 2025-10-26 |
20
+ | | free_cash_flow | $53.3B | TTM | 2025-10-26 |
21
+
22
+ ---
23
+
24
+ ## 2. Valuation
25
+ | Source | Metric | Value | data_type | as_of |
26
+ |--------|--------|-------|-----------|-------|
27
+ | **yahoo_finance** | current_price | $184.94 | Spot | 2026-01-12 |
28
+ | | market_cap | $4.50T | Spot | 2026-01-12 |
29
+ | | enterprise_value | $4.44T | Spot | 2026-01-12 |
30
+ | | trailing_pe | 45.89 | TTM | 2026-01-12 |
31
+ | | forward_pe | 24.38 | Forward | 2026-01-12 |
32
+ | | ps_ratio | 24.06 | TTM | 2026-01-12 |
33
+ | | pb_ratio | 37.80 | Spot | 2026-01-12 |
34
+ | | trailing_peg | 0.70 | TTM | 2026-01-12 |
35
+ | | earnings_growth | 66.7% | YoY | 2026-01-12 |
36
+ | | revenue_growth | 62.5% | YoY | 2026-01-12 |
37
+ | **alpha_vantage** | ev_ebitda | 37.31 | TTM | 2025-10-31 |
38
+
39
+ ---
40
+
41
+ ## 3. Volatility
42
+ | Source | Metric | Value | data_type | as_of |
43
+ |--------|--------|-------|-----------|-------|
44
+ | **fred** | vix | 14.49 | Daily | 2026-01-09 |
45
+ | | vxn | 19.06 | Daily | 2026-01-09 |
46
+ | **yahoo_finance** | beta | 1.929 | 1Y | 2026-01-12 |
47
+ | | historical_volatility | 27.1% | 30D | 2026-01-12 |
48
+ | | implied_volatility | 30.0% | Forward | 2026-01-13 *(is_estimated)* |
49
+
50
+ ---
51
+
52
+ ## 4. Macro
53
+ | Source | Metric | Value | data_type | as_of |
54
+ |--------|--------|-------|-----------|-------|
55
+ | **bea** | gdp_growth | 4.3% | Quarterly | 2025-09-30 |
56
+ | **bls** | cpi_inflation | 2.74% | Monthly | 2025-11-30 |
57
+ | | unemployment | 4.4% | Monthly | 2025-12-31 |
58
+ | **fred** | interest_rate | 3.72% | Monthly | 2025-12-01 |
59
+
60
+ ---
61
+
62
+ ## 5. News (news_aggregator)
63
+ | Source | items_count |
64
+ |--------|-------------|
65
+ | **Tavily** | 4 |
66
+
67
+ | title | source | datetime |
68
+ |-------|--------|----------|
69
+ | NVDA NVIDIA Corporation Stock Price & Overview | Tavily | - |
70
+ | NVIDIA Corporation (NVDA) Is a Trending Stock | Tavily | - |
71
+ | NVIDIA Corporation (NVDA) Stock Price, News, Quote & History | Tavily | - |
72
+ | NVIDIA Corp. Stock Quote (U.S.: Nasdaq) - NVDA | Tavily | - |
73
+
74
+ ---
75
+
76
+ ## 6. Sentiment (sentiment_aggregator)
77
+ | Source | items_count |
78
+ |--------|-------------|
79
+ | **Finnhub** | 50 |
80
+ | **Reddit** | 10 |
81
+
82
+ | title | source | subreddit | datetime |
83
+ |-------|--------|-----------|----------|
84
+ | How U.S. State Capital Is Reshaping Strategic Supply Chains | Finnhub | - | 2026-01-13 |
85
+ | 44th Annual J.P. Morgan Healthcare Conference | Finnhub | - | 2026-01-13 |
86
+ | NVIDIA Corporation (NVDA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript | Finnhub | - | 2026-01-13 |
87
+ | Not Playing Long Ruined My College Hopes | Reddit | r/stocks | 2026-01-13 |
88
+ | Top Midday Gainers | Finnhub | - | 2026-01-12 |
89
+ | Apple calls on Google to help smarten up Siri and bring other AI features to the iPhone | Finnhub | - | 2026-01-12 |
90
+ | Sizing Up Whether The Global Select Equity ETF Is A Buy Right Now | Finnhub | - | 2026-01-12 |
91
+ | Traders Are Moving Past Powell's Investigation: U.S. Stock Index Outlook And Pre-CPI Trading Levels | Finnhub | - | 2026-01-12 |
92
+ | JPM26: Eli Lilly and NVIDIA deepen ties with $1bn AI partnership | Finnhub | - | 2026-01-12 |
93
+ | TSMC rises on reported US-Taiwan deal, Nvidia & Eli Lilly team up | Finnhub | - | 2026-01-12 |
94
+ | Nvidia Partners With Biotech Firms On AI Drug Discovery | Finnhub | - | 2026-01-12 |
95
+ | Eli Lilly and Nvidia Make $1 Billion AI Bet to Revolutionize Pharma's Future | Finnhub | - | 2026-01-12 |
96
+ | Here's What Wall Street Thinks About NVIDIA Corporation (NVDA) | Finnhub | - | 2026-01-12 |
97
+ | Alphabet Touches $4 Trillion Market Cap for the First Time | Finnhub | - | 2026-01-12 |
98
+ | Google parent Alphabet hits $4tn valuation after AI deal with Apple | Finnhub | - | 2026-01-12 |
99
+ | Abercrombie & Fitch Narrows Quarterly Guidance | Finnhub | - | 2026-01-12 |
100
+ | Nvidia Push Into NAND Fuels Global Memory Crunch | Finnhub | - | 2026-01-12 |
101
+ | Alphabet Becomes Newest $4 Trillion Company, Joining Nvidia | Finnhub | - | 2026-01-12 |
102
+ | TSMC's Revenue Outlook 'May Disappoint,' Says Analyst. There's a Silver Lining. | Finnhub | - | 2026-01-12 |
103
+ | Meta Needs So Much Capital It Hired Its Own Banker | Finnhub | - | 2026-01-12 |
104
+ | Speechmatics and Sully.ai Partner to Scale Healthcare AI Infrastructure Globally | Finnhub | - | 2026-01-12 |
105
+ | The Smartest Way to Invest $2,000 If You Believe in AI's Next Wave | Finnhub | - | 2026-01-12 |
106
+ | Nvidia, Eli Lilly announce $1 billion investment in AI drug discovery lab | Finnhub | - | 2026-01-12 |
107
+ | Stock Market Today: Dow Falls, Weighed Down By American Express; China Names Outperform | Finnhub | - | 2026-01-12 |
108
+ | Alphabet Stock Hits $4 Trillion Market Cap | Finnhub | - | 2026-01-12 |
109
+ | AI Memory Shortage Reshapes 2026 Outlook for Chipmakers | Finnhub | - | 2026-01-12 |
110
+ | From Training AI to Designing Chips: Nvidia's Next Platform Play | Finnhub | - | 2026-01-12 |
111
+ | These Stocks Are Today's Movers: Capital One, Amex, Affirm, JPMorgan, Nvidia, Walmart, Moderna, Abercrombie, and More | Finnhub | - | 2026-01-12 |
112
+ | Google's market cap hits $4 trillion, cementing its status as an AI trade champion | Finnhub | - | 2026-01-12 |
113
+ | Nvidia Stock Slips. The Chip Maker Is Launching an AI Lab with Eli Lilly. | Finnhub | - | 2026-01-12 |
114
+ | Is This Artificial Intelligence (AI) Stock Finally Entering Its Breakout Phase? | Finnhub | - | 2026-01-12 |
115
+ | CoreWeave stock surges after CEO rebuts GPU useful life concerns | Finnhub | - | 2026-01-12 |
116
+ | Why IREN Limited Skyrocketed 285% in 2025 | Finnhub | - | 2026-01-12 |
117
+ | 5 U.S. chip stocks to buy in 2026: Bernstein | Finnhub | - | 2026-01-12 |
118
+ | BC-Most Active Stocks | Finnhub | - | 2026-01-12 |
119
+ | Nvidia Stock Meanders Ahead Of Taiwan Semiconductor's Results; Is Nvidia A Buy Or Sell Now? | Finnhub | - | 2026-01-12 |
120
+ | Nvidia Partners With Eli Lilly on AI Drug Laboratory | Finnhub | - | 2026-01-12 |
121
+ | Nvidia Stock Wobbles Even as CEO Flags 'Very High' H200 Demand | Finnhub | - | 2026-01-12 |
122
+ | Alibaba Stock Jumps on Qwen Models Hit 700 Million Downloads | Finnhub | - | 2026-01-12 |
123
+ | Is TSMC Stock a 'Buy' or 'Sell' Ahead of Earnings? | Finnhub | - | 2026-01-12 |
124
+ | 2 ETFs That Are Too Cheap to Ignore | Finnhub | - | 2026-01-12 |
125
+ | Natera to Scale AI Foundation Models in Precision Medicine with NVIDIA | Finnhub | - | 2026-01-12 |
126
+ | NVIDIA and Lilly Announce Co-Innovation AI Lab to Reinvent Drug Discovery in the Age of AI | Finnhub | - | 2026-01-12 |
127
+ | NVIDIA BioNeMo Platform Adopted by Life Sciences Leaders to Accelerate AI-Driven Drug Discovery | Finnhub | - | 2026-01-12 |
128
+ | CytoReason unveils LINA, an AI Agent accelerated by NVIDIA for Pharma R&D | Finnhub | - | 2026-01-12 |
129
+ | Nvidia Stock Gains. China AI Chips and 1 Other Potential Driver. | Finnhub | - | 2026-01-12 |
130
+ | RedCloud Activates Early Customer Access to RedAI Trading Co-Pilot | Finnhub | - | 2026-01-12 |
131
+ | SKYX Announces it will Supply its Technologies to Enable a New Luxury Waterfront Smart Home Community | Finnhub | - | 2026-01-12 |
132
+ | Upgrades: Analysts are Still Bullish on Nvidia (NVDA), Crowdstrike (CRWD) and Oracle (ORCL) Upside | Finnhub | - | 2026-01-12 |
133
+ | Quantum Computing Stocks: 'Winner-Take-All Scenario' Possible, Says JPMorgan | Finnhub | - | 2026-01-12 |
134
+ | Exchange-Traded Funds, Equity Futures Lower Pre-Bell Monday Amid US DOJ Investigation Into Fed Chair Powell | Finnhub | - | 2026-01-12 |
135
+ | Deploying $130k now - seeking thoughts on 3 scenarios | Reddit | r/stocks | 2026-01-12 |
136
+ | Thoughts on OZEM ETF long term potential versus individual GLP-1 pharmaceutical stocks? | Reddit | r/stocks | 2026-01-12 |
137
+ | So many companies are making their own data centers. Who will actually benefit the most from this? | Reddit | r/stocks | 2026-01-11 |
138
+ | tough year 2025 | Reddit | r/wallstreetbets | 2026-01-09 |
139
+ | What's the most unexpected stock tip you got from a non-financial source? | Reddit | r/stocks | 2026-01-09 |
140
+ | China to Approve Nvidia H200 Purchases as Soon as This Quarter | Reddit | r/wallstreetbets | 2026-01-08 |
141
+ | r/Stocks Daily Discussion & Options Trading Thursday - Jan 08, 2026 | Reddit | r/stocks | 2026-01-08 |
142
+ | Going balls deep on GOOG thanks to insiders on Polymarket | Reddit | r/wallstreetbets | 2026-01-07 |
143
+ | NVDA 125k margin | Reddit | r/wallstreetbets | 2026-01-07 |
144
+ | Reddit's Top Stocks 2026 ETF Experiment | Reddit | r/stocks | 2026-01-07 |
145
+ | Nvidia launches Vera Rubin AI platform at CES 2026, claims 4x fewer GPUs needed vs Blackwell | Reddit | r/wallstreetbets | 2026-01-06 |
146
+ | Back again with Moderna calls 400 buys $36 calls | Reddit | r/wallstreetbets | 2026-01-06 |
147
+ | NVDA at CES feels like they're already playing the next AI cycle | Reddit | r/stocks | 2026-01-06 |
148
+ | What are your top stock picks for 2026? | Reddit | r/stocks | 2026-01-06 |
149
+ | Uber, Lyft Surge Following Nvidia's Self-Driving Tech Announcement | Reddit | r/stocks | 2026-01-06 |
docs/schema_normalization.md DELETED
@@ -1,54 +0,0 @@
1
- ## Problem
2
-
3
- | MCP | Emits | Analyzer Expects |
4
- |-----|-------|------------------|
5
- | volatility | `{"metrics": {"vix": ...}}` | `{"yahoo_finance": {"data": {...}}}` |
6
- | macro | `{"metrics": {"gdp_growth": ...}}` | `{"bea_bls": {"data": {...}}}` |
7
-
8
- ## Solution
9
-
10
- | Step | Component | Action |
11
- |:----:|-----------|--------|
12
- | 1 | MCP servers | Emit raw schemas |
13
- | 2 | **mcp_client.py** | `_normalize_*()` adapters |
14
- | 3 | A2A | Pass normalized data |
15
- | 4 | Analyzer | Consume consistent schema |
16
-
17
- ## Why Source-Centric (not MCP-Centric)
18
-
19
- | Human View (6 MCPs) | | Processing View (by source) | |
20
- |---------------------|---|-----------------------------|----|
21
- | fundamentals | → | SEC EDGAR | primary |
22
- | valuation | → | Yahoo Finance | fallback |
23
- | volatility | → | Alpha Vantage | fallback |
24
- | macro | → | FRED / BEA / BLS | |
25
- | news | → | Tavily / NYT / NewsAPI | |
26
- | sentiment | → | Finnhub / Reddit | |
27
-
28
- **MCPs** = fetch boundaries · **Sources** = conflict resolution
29
-
30
- ### Example: Fundamentals MCP
31
-
32
- | Human View | | Processing View | |
33
- |------------|---|-----------------|---|
34
- | **fundamentals** | | **SEC EDGAR** | primary |
35
- | - revenue | → | - revenue | |
36
- | - net_income | | - net_income | |
37
- | - margins | | | |
38
- | | | **Yahoo Finance** | fallback |
39
- | | | - operating_cf | |
40
-
41
- ## Target Schema (Source-Keyed)
42
-
43
- ```python
44
- {
45
- "sources": {
46
- "sec_edgar": {"revenue": {...}, "net_income": {...}},
47
- "yahoo_finance": {"beta": {...}, "trailing_pe": {...}},
48
- "fred": {"vix": {...}, "interest_rate": {...}},
49
- "bea_bls": {"gdp_growth": {...}, "unemployment": {...}},
50
- "tavily": {"items": [...]},
51
- "finnhub": {"items": [...]},
52
- }
53
- }
54
- ```
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/sec_edgar_data_schema.md ADDED
@@ -0,0 +1,75 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ ### Company Tickers Lookup
2
+ `GET https://www.sec.gov/files/company_tickers.json`
3
+
4
+ ```
5
+ ticker
6
+ cik_str
7
+ ```
8
+
9
+ ### Company Facts (XBRL)
10
+ `GET https://data.sec.gov/api/xbrl/companyfacts/CIK{cik}.json`
11
+
12
+ ## Response Structure
13
+
14
+ ```
15
+ facts
16
+ us-gaap
17
+ {concept_name}
18
+ units
19
+ USD[]
20
+ val
21
+ end
22
+ fy
23
+ form
24
+ filed
25
+ ```
26
+
27
+ ## Fields
28
+
29
+ ### Revenue
30
+ ```
31
+ RevenueFromContractWithCustomerExcludingAssessedTax
32
+ Revenues
33
+ SalesRevenueNet
34
+ ```
35
+ ### Income Statement
36
+ ```
37
+ NetIncomeLoss
38
+ GrossProfit
39
+ OperatingIncomeLoss
40
+ ```
41
+ ### Balance Sheet - Assets
42
+ ```
43
+ Assets
44
+ ```
45
+ ### Balance Sheet - Liabilities
46
+ ```
47
+ Liabilities
48
+ ```
49
+ ### Balance Sheet - Equity
50
+ ```
51
+ StockholdersEquity
52
+ ```
53
+ ### Debt
54
+ ```
55
+ LongTermDebt
56
+ LongTermDebtNoncurrent
57
+ ShortTermBorrowings
58
+ DebtCurrent
59
+ DebtAndCapitalLeaseObligations
60
+ LongTermDebtAndCapitalLeaseObligations
61
+ ```
62
+ ### Cash
63
+ ```
64
+ CashAndCashEquivalentsAtCarryingValue
65
+ Cash
66
+ ```
67
+ ### Cash Flow
68
+ ```
69
+ NetCashProvidedByUsedInOperatingActivities
70
+ PaymentsToAcquirePropertyPlantAndEquipment
71
+ ```
72
+ ### R&D
73
+ ```
74
+ ResearchAndDevelopmentExpense
75
+ ```
docs/vader_data_schema.md DELETED
@@ -1,39 +0,0 @@
1
- VADER Sentiment Data Schema
2
- ===========================
3
-
4
- Library: vaderSentiment.vaderSentiment.SentimentIntensityAnalyzer
5
- Method: polarity_scores(text)
6
-
7
- VADER (Valence Aware Dictionary and sEntiment Reasoner) is a lexicon and
8
- rule-based sentiment analysis tool specifically attuned to social media.
9
-
10
-
11
- Input
12
-
13
- | field | type | description |
14
- |-------|--------|-----------------|
15
- | text | string | Text to analyze |
16
-
17
-
18
- Output (polarity_scores)
19
-
20
- | field | type | range | description |
21
- |----------|-------|-------------|--------------------------|
22
- | neg | float | 0.0 - 1.0 | Negative sentiment ratio |
23
- | neu | float | 0.0 - 1.0 | Neutral sentiment ratio |
24
- | pos | float | 0.0 - 1.0 | Positive sentiment ratio |
25
- | compound | float | -1.0 - +1.0 | Normalized composite |
26
-
27
- Note: neg + neu + pos = 1.0
28
-
29
-
30
- Example
31
-
32
- Input: "Apple reports record earnings, stock surges on strong iPhone sales"
33
-
34
- | field | value |
35
- |----------|-------|
36
- | neg | 0.0 |
37
- | neu | 0.594 |
38
- | pos | 0.406 |
39
- | compound | 0.765 |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/valuation_data_schema.md DELETED
@@ -1,31 +0,0 @@
1
- Valuation Data Schema
2
- =====================
3
-
4
- Single source of truth for valuation-basket MCP server output.
5
- Example: AAPL (Apple Inc)
6
-
7
- | S/N | metric | value | temporal info | source |
8
- |-----|-----------------------|------------|-----------------|---------------|
9
- | | **Price & Size** | | | |
10
- | 1 | Current Price | $259.02 | Market Time | Yahoo Finance |
11
- | 2 | Market Cap | $3.83T | Market Time | Yahoo Finance |
12
- | 3 | Enterprise Value | $3.89T | Market Time | Yahoo Finance |
13
- | | **Earnings Multiples**| | | |
14
- | 4 | Trailing P/E | 34.72x | Market Time | Yahoo Finance |
15
- | 5 | Forward P/E | 28.34x | Market Time | Yahoo Finance |
16
- | 6 | Trailing PEG | 2.64 | Market Time | Yahoo Finance |
17
- | 7 | Forward PEG | 2.28 | Market Time | Yahoo Finance |
18
- | | **Revenue Multiples** | | | |
19
- | 8 | P/S Ratio | 9.24x | Market Time | Yahoo Finance |
20
- | 9 | EV/Revenue | 9.35x | Market Time | Yahoo Finance |
21
- | 10 | EV/EBITDA | 26.88x | Market Time | Yahoo Finance |
22
- | | **Asset Multiples** | | | |
23
- | 11 | P/B Ratio | 52.17x | Market Time | Yahoo Finance |
24
- | | **Risk** | | | |
25
- | 12 | Beta | 1.09 | Market Time | Yahoo Finance |
26
- | | **Alpha Vantage Only**| | | |
27
- | 13 | 50 Day Moving Avg | $273.01 | Market Time | Alpha Vantage |
28
- | 14 | 200 Day Moving Avg | $232.75 | Market Time | Alpha Vantage |
29
- | 15 | 52 Week High | $288.62 | Market Time | Alpha Vantage |
30
- | 16 | 52 Week Low | $168.63 | Market Time | Alpha Vantage |
31
- | 17 | Analyst Target Price | $287.71 | Market Time | Alpha Vantage |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/volatility_data_schema.md DELETED
@@ -1,15 +0,0 @@
1
- Volatility Data Schema
2
- ======================
3
-
4
- Single source of truth for volatility-basket MCP server output.
5
- Example: AAPL (Apple Inc)
6
-
7
- | S/N | metric | value | temporal info | source |
8
- |-----|-----------------------|---------|---------------|---------------------|
9
- | | **Market Indices** | | | |
10
- | 1 | VIX | 15.45 | 2026-01-08 | FRED |
11
- | 2 | VXN | 20.15 | 2026-01-08 | FRED |
12
- | | **Stock-Specific** | | | |
13
- | 3 | Beta | 1.29 | 1yr rolling | Yahoo Finance |
14
- | 4 | Historical Volatility | 12.33% | 30-day | Yahoo Finance |
15
- | 5 | Implied Volatility | 28.45% | ATM option | Yahoo Finance Options|
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
docs/yahoo_options_data_schema.md DELETED
@@ -1,96 +0,0 @@
1
- Yahoo Finance Options Data Schema
2
- ==================================
3
-
4
- Example: AAPL (Apple Inc)
5
-
6
- Endpoint: https://query1.finance.yahoo.com/v7/finance/options/{ticker}
7
-
8
-
9
- Response Structure
10
-
11
- | field | description |
12
- |------------------------|-------------------------------------|
13
- | optionChain | Root container for options data |
14
- | optionChain.result | Array of result objects |
15
- | result[0].quote | Underlying stock quote data |
16
- | result[0].options | Array of options by expiration |
17
- | result[0].strikes | Available strike prices |
18
- | result[0].expirationDates | Unix timestamps of expirations |
19
-
20
-
21
- quote (Underlying Stock)
22
-
23
- | field | description |
24
- |---------------------------|---------------------------|
25
- | symbol | Ticker symbol |
26
- | regularMarketPrice | Current stock price |
27
- | regularMarketTime | Quote timestamp (Unix) |
28
- | regularMarketChange | Price change |
29
- | regularMarketChangePercent| Price change percentage |
30
-
31
-
32
- Expiration Dates
33
-
34
- | field | description |
35
- |-----------------|---------------------------------------|
36
- | expirationDates | Array of Unix timestamps |
37
- | count | Number of available expiration dates |
38
- | first | Nearest expiration (Unix timestamp) |
39
- | last | Furthest expiration (Unix timestamp) |
40
-
41
-
42
- Strike Prices
43
-
44
- | field | description |
45
- |---------|------------------------------|
46
- | strikes | Array of available strikes |
47
- | count | Number of strike prices |
48
- | min | Lowest available strike |
49
- | max | Highest available strike |
50
-
51
-
52
- options[0] (First Expiration)
53
-
54
- | field | description |
55
- |----------------|----------------------------------|
56
- | expirationDate | Expiration date (Unix timestamp) |
57
- | calls[] | Array of call option contracts |
58
- | puts[] | Array of put option contracts |
59
-
60
-
61
- Contract Fields (calls[] / puts[])
62
-
63
- | field | description |
64
- |-------------------|------------------------------------|
65
- | contractSymbol | Option contract symbol |
66
- | strike | Strike price |
67
- | currency | Currency (USD) |
68
- | lastPrice | Last traded price |
69
- | change | Price change |
70
- | percentChange | Price change percentage |
71
- | volume | Trading volume |
72
- | openInterest | Open interest |
73
- | bid | Bid price |
74
- | ask | Ask price |
75
- | impliedVolatility | Implied volatility (decimal, 0-1+) |
76
- | inTheMoney | Boolean: in the money |
77
- | expiration | Expiration timestamp |
78
- | lastTradeDate | Last trade timestamp |
79
-
80
-
81
- Implied Volatility Extraction
82
- -----------------------------
83
-
84
- To get ATM implied volatility:
85
- 1. Get regularMarketPrice from quote
86
- 2. Find call with strike closest to current price
87
- 3. Read impliedVolatility field (multiply by 100 for %)
88
-
89
- Example:
90
-
91
- | field | value |
92
- |-------------------------|---------|
93
- | currentPrice | 259.02 |
94
- | atmStrike | 260.00 |
95
- | impliedVolatility (raw) | 0.2845 |
96
- | impliedVolatility (%) | 28.45% |
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
mcp-servers/news-basket/config/__init__.py CHANGED
@@ -1,2 +1 @@
1
- from .company_name_filters import clean_company_name, COMPANY_SUFFIXES, COMPANY_PREFIXES
2
  from .domain_filters import NEWS_DOMAINS, NYT_NEWS_DESKS, NEWSAPI_DOMAINS
 
 
1
  from .domain_filters import NEWS_DOMAINS, NYT_NEWS_DESKS, NEWSAPI_DOMAINS
mcp-servers/news-basket/config/company_name_filters.py DELETED
@@ -1,56 +0,0 @@
1
- """
2
- Company name normalization filters.
3
- Add suffixes/prefixes here as new edge cases are discovered.
4
- """
5
-
6
- # Suffixes to strip from company names (order matters - longer first)
7
- COMPANY_SUFFIXES = [
8
- " Corporation",
9
- " Incorporated",
10
- " Technologies",
11
- " International",
12
- " Platforms",
13
- " Holdings",
14
- " Company",
15
- " Limited",
16
- " Group",
17
- " Inc.",
18
- " Inc",
19
- " Ltd.",
20
- " Ltd",
21
- " LLC",
22
- " L.P.",
23
- " Co.",
24
- " PLC",
25
- " N.V.",
26
- " S.A.",
27
- " AG",
28
- ]
29
-
30
- # Prefixes to strip (if any)
31
- COMPANY_PREFIXES = [
32
- "The ",
33
- ]
34
-
35
-
36
- def clean_company_name(name: str) -> str:
37
- """
38
- Remove common corporate suffixes/prefixes for better search matching.
39
- e.g., "NVIDIA Corporation" -> "NVIDIA"
40
- """
41
- result = name
42
-
43
- # Strip prefixes
44
- for prefix in COMPANY_PREFIXES:
45
- if result.startswith(prefix):
46
- result = result[len(prefix):]
47
-
48
- # Strip suffixes
49
- for suffix in COMPANY_SUFFIXES:
50
- if result.endswith(suffix):
51
- result = result[:-len(suffix)]
52
-
53
- # Clean punctuation
54
- result = result.replace(",", "").strip()
55
-
56
- return result
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
mcp-servers/news-basket/server.py CHANGED
@@ -35,8 +35,8 @@ def normalize_date(date_str: str) -> str:
35
  from pathlib import Path
36
  from typing import Optional
37
 
38
- # Import company name normalization and domain filters from local config
39
- from config.company_name_filters import clean_company_name
40
  from config.domain_filters import NEWS_DOMAINS, NYT_NEWS_DESKS, NEWSAPI_DOMAINS
41
 
42
  # Load environment variables (later files override earlier ones)
@@ -440,15 +440,13 @@ async def get_all_sources_news(ticker: str, company_name: str = None) -> dict:
440
  "source": article.get("source"),
441
  })
442
 
 
443
  return {
444
- "group": "content_analysis",
445
- "ticker": ticker.upper(),
446
- "query": base_query,
447
- "items": items,
448
- "item_count": len(items),
449
- "sources_used": sources_used,
450
- "source": "news-basket",
451
- "as_of": datetime.now().strftime("%Y-%m-%d")
452
  }
453
 
454
 
 
35
  from pathlib import Path
36
  from typing import Optional
37
 
38
+ # Import company name normalization from shared configs, domain filters from local config
39
+ from configs.company_name_filters import clean_company_name
40
  from config.domain_filters import NEWS_DOMAINS, NYT_NEWS_DESKS, NEWSAPI_DOMAINS
41
 
42
  # Load environment variables (later files override earlier ones)
 
440
  "source": article.get("source"),
441
  })
442
 
443
+ # Return {source: {data: ...}} structure
444
  return {
445
+ "news_aggregator": {
446
+ "data": {
447
+ "items": items,
448
+ }
449
+ }
 
 
 
450
  }
451
 
452