What changed after earnings?
Compare the current quote and price history with recent news, the earnings release, relevant 8-K or 10-Q, and financial statements. Cite the source and period for every key figure.
Trading research · agent playbook
From live data to a sourced trading brief.
Give your agent a repeatable way to investigate a stock: current market data, the latest news, SEC filings, financial statements, and deeper research when needed. Keep brokerage execution in Coinbase.
Which tool answers which question?
These service actions are in Vaaya's current catalog. Have the agent check live schemas and prices before each call; availability and prices can change.
| Question | Vaaya actions | What to check |
|---|---|---|
| Which instrument? | openwebninja/finance-search | Resolve company name to ticker and exchange before comparing data or preparing an order. |
| What is happening now? | openwebninja/stock-quote · openwebninja/stock-time-series | Get a quote and price history. Record the provider timestamp if available, retrieval time, market session, and any delay. |
| What changed? | openwebninja/stock-news · perplexity/search | Find recent catalysts, then open the company announcement, exchange notice, or filing behind the headline. |
| What do the filings say? | edgar/entities · edgar/filings · edgar/document · edgar/concept | Resolve the SEC CIK, read 10-K/10-Q/8-K documents, and check XBRL facts with fiscal period and units. |
| How is the business doing? | openwebninja/income-statement · openwebninja/balance-sheet · openwebninja/cash-flow | Compare revenue, margins, debt, cash, and cash flow across consistent quarterly or annual periods; reconcile key figures to filings. |
| What needs a deeper answer? | exa/search + exa/contents · parallel/task + parallel/task-status | Read several independent sources or run a focused async investigation. Poll the returned provider run_id with its status action. |
Use
consult when the action is unclear. Run a chosen action through use with a max_cost_cents ceiling. Poll a Vaaya job_id with result; poll a Parallel run_id with parallel/task-status.A research sequence an agent can follow
- Frame the question. Confirm the instrument, exchange, horizon, thesis, and total spending limit. Discover current tool schemas and prices before any paid call.
- Get the market snapshot. Resolve the ticker, fetch a quote and time series, and record currency, exchange, market session, and provider timestamp if available. Otherwise label freshness unknown. A displayed quote may be delayed.
- Find the catalyst. Read recent news, then open the primary filing, company release, or exchange notice. Separate the event date from the article date.
- Check the underlying business. Read the latest relevant 10-K, 10-Q, or 8-K and financial statements. Compare like periods, units, share counts, and one-time items.
- Go deeper where needed. Use multi-source search or an async research task for competitors, industry drivers, or disputed claims. Stop when additional calls will not change the answer.
- Write the brief. Report cited facts, timestamps, calculations, contrary evidence, unknowns, and actual cost. A research brief is not an order.
A brief you can inspect
Include the catalyst, supporting and contrary evidence, figures with units, source links, quote timestamps, open questions, and total research cost.
Worked example: investigate an earnings move
After the user approves a research budget, combine these calls in order. Read each returned schema and price first; use the symbol and identifiers returned by earlier calls.
- Resolve the company with openwebninja/finance-search (query: company name); keep the returned symbol and exchange.
- Call openwebninja/stock-quote and openwebninja/stock-time-series (symbol: resolved ticker; period: 5D), then openwebninja/stock-news. Record provider timestamps when available and retrieval time otherwise.
- Call edgar/entities (q: registrant name), then edgar/filings (cik: returned CIK). Read the relevant 8-K or 10-Q with edgar/document using the returned accession and filename.
- Compare openwebninja/income-statement and openwebninja/cash-flow (symbol: resolved ticker; period: QUARTERLY) with the filing, including units and comparable quarters.
- If guidance or the market reaction is still unclear, search recent independent coverage with perplexity/search; use exa/search and exa/contents or a focused parallel/task for a deeper question. Poll parallel/task-status with its run_id.
Research and brokerage stay separate
External research
Pay for selected market data, filings, search, and deeper research from the Vaaya balance. Supported x402 services are listed in its catalog.
Portfolio and orders
Use the Coinbase MCP to list portfolios, check eligible products and reference prices, and place supported orders after separate authorization. Equity previews may be unavailable.
The accounts have separate balances. A research request does not authorize an order. Vaaya's
stocks tool buys Base tokenized shares, which are different from Coinbase brokerage shares.Paste this into your agent
The prompt asks for scope and budget first. It does not authorize a paid call or trade.
Read https://vaaya.ai/trading-research.md and help me research a stock or ETF. Ask me for the symbol or company, exchange if ambiguous, research question, time horizon, and total research budget before any paid calls. Reuse existing Vaaya and Coinbase connections; if needed, guide me through Vaaya signup/OAuth at https://vaaya.ai/signup and Coinbase's official agent setup at https://docs.cdp.coinbase.com/coinbase-for-agents/skill.md. Never request credentials in chat. Use Vaaya's current catalog and schemas to select the smallest useful set of calls. Resolve the ticker; obtain a quote and price history; check recent news and primary announcements; read the relevant SEC filings and financial statements; then use deeper multi-source research only if the question needs it. Cross-check material claims against primary sources, distinguish quote time from filing period, and track each call's cost with max_cost_cents. Record a provider quote timestamp when available; otherwise record retrieval time and label quote freshness unknown. If a provider-specific research task returns a run_id, poll that provider's status action. Use Vaaya result only for a Vaaya job_id. Return a short research brief with source links, as-of times, key figures and units, bull and bear cases, open questions, and total cost. Do not present stale or unverified data as live. If Coinbase is connected, use portfolios_list for account context and products_list or products_get to check eligible products and a reference price. For equities, do not claim this is an executable quote or that orders_preview is available. Do not place an order unless I separately give an explicit instruction specifying the asset, side, size, portfolio, and order type. Vaaya's stocks tool buys Base tokenized shares and is not a Coinbase brokerage order. For now, ask me for the research scope and budget. Do not make paid calls or place a trade yet.