# Trading research with Vaaya and Coinbase

Use Vaaya for external research and supported paid data. Connect at https://vaaya.ai/mcp; the user signs up at https://vaaya.ai/signup and approves OAuth in their browser. Coinbase's remote MCP at https://agents.coinbase.com/mcp provides brokerage portfolio and order tools for eligible accounts; follow its official setup guide at https://docs.cdp.coinbase.com/coinbase-for-agents/skill.md. The two accounts and balances are separate. Reuse existing connections. Do not request credentials in chat.

## Choose tools by question

- **Which instrument?** Use openwebninja/finance-search. Resolve company name to ticker and exchange before comparing data or preparing an order.
- **What is happening now?** Use 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?** Use 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?** Use 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?** Use 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?** Use 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 Vaaya's MCP **consult** if the action or inputs are unclear. A consult suggestion does not run the call. For a known action, call **use** with service, action, params, and max_cost_cents; check the live catalog at https://vaaya.ai/api/catalog and the tool schema before spending. Track actual charged_cents across calls against the user's total budget. The catalog and prices can change. If use returns a Vaaya job_id, poll **result**; if Parallel returns its own run_id, use **parallel/task-status**. Do not restart an async paid task just to check progress.

## Research sequence

1. **Frame the question.** Confirm the instrument, exchange, horizon, thesis, and total spending limit. Discover current tool schemas and prices before any paid call.
2. **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.
3. **Find the catalyst.** Read recent news, then open the primary filing, company release, or exchange notice. Separate the event date from the article date.
4. **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.
5. **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.
6. **Write the brief.** Report cited facts, timestamps, calculations, contrary evidence, unknowns, and actual cost. A research brief is not an order.

Example: for “What changed after this company's earnings?”, resolve the ticker with **openwebninja/finance-search**; compare **stock-quote** and **stock-time-series**; read **stock-news**; fetch the earnings release and relevant 8-K/10-Q through EDGAR; compare revenue, margin, guidance, and cash flow with prior periods. If there is a material unresolved claim, search independent sources or start a focused **parallel/task**. Show the source for each number and the time or reporting period it represents.

### Worked example: investigate an earnings move

Do these only after the user approves a research budget. Check each action's current schema and price before calling use.

1. Resolve the company with openwebninja/finance-search (query: company name); keep the returned symbol and exchange.
2. 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.
3. 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.
4. Compare openwebninja/income-statement and openwebninja/cash-flow (symbol: resolved ticker; period: QUARTERLY) with the filing, including units and comparable quarters.
5. 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.

## Keep analysis and execution separate

If Coinbase is connected, use **portfolios_list** for account context and **products_list** or **products_get** to check equity eligibility and a reference price. For equities, the product price is not a guaranteed executable quote, and **orders_preview** may be unavailable. An external data quote is also not an order price. Only use Coinbase to place a supported brokerage order after the user separately authorizes the exact asset, side, size, portfolio, and order type. Check the current product schema and market session, then confirm order status after submission. Vaaya's **stocks** tool buys Base tokenized shares, not Coinbase brokerage shares. A research request, connector approval, or spending budget does not authorize a trade.

## Paste into an agent

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.