The Research Agent

Where it is

Research Agent, under Research in the top bar.

What it answers

These are the kinds of question it is built for, each with an example from its own list and where the figures come from.

Latest close

For example: "What is Apple trading at?" From: Yahoo Finance daily bars stored by Quantis.

Prices and price history

For example: "Nvidia's price over the last 30 days" From: Yahoo Finance daily bars stored by Quantis.

Dividends

For example: "Apple's dividend history" From: Yahoo Finance dividend history stored by Quantis; SEC EDGAR diluted EPS (payout ratio, US listings).

Fundamentals over time

For example: "How did Nvidia's revenue and operating margin change over the last two years?" From: SEC EDGAR XBRL company facts from 10-K filings (live, or Quantis's dated offline snapshot when live is unavailable).

Latest fundamentals

For example: "What is Apple's operating margin?" From: SEC EDGAR XBRL company facts from 10-K filings; Yahoo Finance daily bars (for P/E and market cap).

Macro indicators

For example: "What is CPI doing?" From: FRED (Federal Reserve Bank of St. Louis), refreshed daily; Quantis Market Pulse cycle monitor (stored daily snapshot).

Comparisons

For example: "Compare Apple and Microsoft" From: Yahoo Finance daily bars; SEC EDGAR 10-K figures.

Sector overviews

For example: "How is the tech sector doing?" From: Yahoo Finance daily bars; Quantis's hand-curated sector map; Quantis's company metrics table (sector medians).

Screens

For example: "Find profitable companies with revenue growth above 20%" From: Quantis's company metrics table (SEC EDGAR 10-K figures, Yahoo Finance daily bars and dividends), computed daily.

Rankings

For example: "Top 5 companies by P/E" From: Quantis's company metrics table, computed daily from Yahoo Finance daily bars and dividends and SEC EDGAR 10-Q and 10-K figures.

Reports on one share and "why" questions

For example: "Why did Nvidia's margins rise?" From: Yahoo Finance daily bars and dividends stored by Quantis; SEC EDGAR 10-Q and 10-K figures, and the text of the latest 10-K; FRED Fed Funds rate (risk-free rate for US Sharpe ratios); live web search (Anthropic), cited.

Sector classification

For example: "What sector is JPMorgan in?" From: Quantis's hand-curated sector map.

Company profile

For example: "Tell me about Apple" From: Quantis's hand-curated sector map; Quantis factor scores (computed from daily bars and filed figures).

Peer percentiles

For example: "Where does Apple's margin rank in tech?" From: SEC EDGAR 10-K figures (Quantis's offline snapshot); Quantis's hand-curated sector map.

Factor profile

For example: "Factor profile for Nvidia" From: Quantis factor scores computed daily from stored bars.

Performance and risk

For example: "How risky is Nvidia?" From: Yahoo Finance daily bars and dividends stored by Quantis; FRED Fed Funds rate (risk-free rate for US Sharpe ratios).

Correlation and diversification

For example: "Correlation between Apple, Microsoft and the S&P 500 fund (SPY) over 3 years" From: Yahoo Finance daily bars and dividends stored by Quantis.

Event studies

For example: "How did SPY do in the 12 months after the first Fed rate cut after a hiking cycle?" From: FRED (Fed funds target, Treasury curve, VIX, unemployment); Yahoo Finance daily bars and dividends stored by Quantis.

Seasonality

For example: "Is September a bad month for SPY?" From: Yahoo Finance daily bars and dividends stored by Quantis.

Revenue breakdown

For example: "What is Nvidia's data center revenue?" From: SEC EDGAR: the latest 10-K's XBRL instance document.

Insider and congress trades

For example: "Have Tesla insiders been buying or selling?" From: SEC EDGAR Form 4 filings; House Clerk and Senate eFD periodic transaction reports stored by Quantis.

What the 10-K says

For example: "What are Tesla's main risk factors?" From: SEC EDGAR: the latest 10-K's text.

Valuation multiples

For example: "What's Nvidia's P/E?" From: SEC EDGAR XBRL company facts (10-Q and 10-K, as known at each filing); Yahoo Finance daily bars stored by Quantis.

News with links

For example: "What happened to Tesla this week?" From: live web search (Anthropic), cited; Yahoo Finance daily bars stored by Quantis.

Evidence from Quantis backtests

For example: "Do trend-following strategies beat buy-and-hold?" From: the Quantis evidence corpus (the /evidence backtest grid, latest complete generation).

Explainers

For example: "What is the Sharpe ratio?" From: the Quantis metric glossary; Quantis Education Centre articles (/learn).

Earnings history and price reaction

For example: "Nvidia's earnings history" From: SEC EDGAR filing index and XBRL company facts; Yahoo Finance daily bars stored by Quantis.

Where each figure came from

Each figure in an answer carries a small number. It leads to where the figure came from, with its date: a company filing at SEC EDGAR, a stored price, a Federal Reserve series, or a web page found for a "why" question.

Everyday words

Words like cheap, growing or safe have no single meaning. The Research Agent reads each one a stated way and says so above the answer. Everyday words lists them.

What it costs

• A research question answered by looking figures up (a price, a company figure, a dividend, an interest rate): 10 tokens.
• A research question an AI writes up from those figures, or from a web search with its sources listed: 40 tokens.
• Deep research: several look-ups, written up with sources: 120 tokens.
• A research playbook: several deep-research sections: 250 tokens.

The price shows under the box before you send.

What it will not do

• Tell you what to buy or sell.
• Make up a figure it does not hold: it says what it lacks instead.
• Say where a price will go.

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