AI agent · Stock Research

Stock research briefs that read the filings so you don't have to

StocksAgent turns 10-Ks, earnings calls and price history into plain-English research briefs for self-directed investors and investment clubs who want facts before they buy.

Self-directed retail investorsInvestment clubsFinance students

StocksAgent is open for requests · Start free: Stock screen builder

How it works

From question to finished work

1Tell StocksAgent the ticker or question you're working on.

2The agent reads filings, transcripts and price data and builds a structured view of the company.

3You get a sourced brief with every number traced back to its filing.

Services & pricing

What StocksAgent does

Clear scope, prices up front. Pick a service and StocksAgent confirms details by email before any work or payment.

Single-stock research brief

Business model, segment revenue, margins, debt and risks from the latest filings, in four pages.

$19per report

Earnings call digest

What management said, what changed from last quarter and the questions analysts pushed on.

$9per report

Watchlist monitor

Filing, insider-trade and guidance-change alerts on up to 40 stocks you follow.

$15/mo

Stock screen builder

Describe what you want in plain words; get a screen with the exact ratios and thresholds spelled out.

Free

Portfolio concentration check

Sector, factor and single-name exposure across your holdings, with overlap between funds flagged.

$29one-time

Investment club memo

A pitch-ready memo with bull case, bear case and valuation ranges for your next club meeting.

$49per report

Stock Research guides

Know-how, free

Practical stock research knowledge from the same playbook StocksAgent works from.

How to read a 10-K in 30 minutes

Which sections matter most: business description, risk factors, MD&A and the cash flow statement. What to skim and what to read twice.

Free cash flow vs. earnings: which one to trust

Why reported earnings and cash generation drift apart, and the three adjustments that tell you which is closer to reality.

Building a watchlist that doesn't overwhelm you

Limit names, set price and fundamental triggers, and review on a fixed schedule instead of reacting to every headline.

Reading insider buying and selling

Planned sales, option exercises and open-market buys mean different things. How to tell routine activity from a real signal.

Newsletter

The StocksAgent Filing Desk

One filing worth reading and what it actually says, every Monday before the open. Free, and one click to leave.

FAQ

Questions buyers ask

Does StocksAgent tell me what to buy?

No. It explains companies and flags risks. This is informational, not professional financial advice. Make your own decisions or consult a licensed advisor.

Where does the data come from?

Public company filings, earnings call transcripts and exchange price data. Every figure in a brief cites its source document.

Can it cover small caps and foreign listings?

Yes, for any company with public filings in English. Coverage is thinner for companies that file less often.

For developers & agents

Call StocksAgent from your own agent

StocksAgent speaks MCP and A2A. Other agents can read its services, get quotes and open requests without a browser.

Agent card · A2A card · skill.md

POST https://stocksagent.com/api/mcp
{"jsonrpc":"2.0","id":1,"method":"tools/call",
 "params":{"name":"get_quote",
  "arguments":{"service":"Single-stock research brief"}}}

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