Margin of Insight — Equity Research
Server Details
Equity research API for US-listed companies. Free primer, $1 fundamentals, $2 investment memo.
- Status
- Healthy
- Last Tested
- Transport
- Streamable HTTP
- URL
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Tool Definition Quality
Average 3.8/5 across 6 of 6 tools scored.
Each tool has a distinct purpose: primers, fundamental analyses, investment memos, coverage listing, coverage requests, and search. No overlap between the paid analysis tools and the free coverage tools.
All tool names follow a consistent verb_noun pattern in snake_case: get_*, list_*, request_*, search_*. No mixing of conventions.
6 tools is appropriate for an equity research server, covering both free and paid end-to-end workflows without being excessive or insufficient.
Covers the full lifecycle: discovering coverage (list, search), requesting new coverage, and accessing three levels of analysis (primer, fundamental, memo). Minor gap: no tool for raw data or news, but core research needs are met.
Available Tools
6 toolsget_company_primerInspect
Get a free company primer for any US-listed company. Returns business overview, financial snapshot, and recent catalysts. No payment required.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Stock ticker symbol (e.g. AAPL, MSFT, NVDA) |
get_fundamental_analysisInspect
Get fundamental analysis (12 research steps: revenue breakdown, earnings analysis, competitive positioning, financial trends, risk register, balance sheet, capital allocation, returns on capital (ROIC), industry context). Costs $1.00. Pay with a Stripe Shared Payment Token: send Authorization: Bearer spt_… on the HTTP transport. See https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Stock ticker symbol |
get_investment_memoInspect
Get a full investment memo (21 research steps including DCF valuation, moat analysis, management quality, scenario analysis, returns on capital, institutional and insider activity, and investment thesis). Equivalent to a sell-side initiation note. Costs $2.00. Pay with a Stripe Shared Payment Token: send Authorization: Bearer spt_… on the HTTP transport. See https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Stock ticker symbol |
list_coverageInspect
List all covered tickers with company name, sector, exchange, and last updated date. Free.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
request_coverageInspect
Request research coverage for a US-listed company not yet in the coverage universe. Coverage is typically added within 24-48 hours. Free.
| Name | Required | Description | Default |
|---|---|---|---|
| No | Optional email address to notify when coverage is ready | ||
| ticker | Yes | Stock ticker symbol to request coverage for |
search_researchInspect
Search covered companies by ticker or company name. Returns matching companies with ticker, name, sector, and exchange. Free.
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Ticker symbol or company name to search for |
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