StockResearchAgents

Evidence-first company research for agent harnesses, with versioned contracts, deterministic analytics, durable lifecycle controls, and completed-only dossiers.

Prototype research only. Not financial advice. StockResearchAgents has no broker integration and cannot submit, modify, approve, cancel, or fill an order.

Harness-neutral research capability

StockResearchAgents is an independent capability bundle for MCP-capable agent harnesses and custom applications. A research host retrieves evidence, runs models, invokes tools, and schedules agents. StockResearchAgents supplies the harness-neutral workflow contracts, deterministic validation and analytics, durable stage lifecycle, atomic publication, portable exports, and completed-only presentation. It does not prescribe a model provider, prompt runtime, or agent scheduler. Codex is an optional thin adapter, not a platform dependency.

Open the full-resolution system overview.

The primary company-analytics.v1 profile adds deterministic fundamentals, valuation, consensus, positioning, catalysts, experiments, falsifiable hypotheses, forecasts, and outcome scoring to the evidence-first dossier. The portable core validates exact-cutoff contracts, atomically publishes the completed bundle, and serves a read-only Research Dossier Viewer.

The boundary is deliberate:

• The host owns retrieval, reasoning, credentials, entitlements, tool invocation, exact prompt wording, and agent scheduling.

• Portable owns versioned stage roles/objectives/completion-criteria declarations, contracts, deterministic conformance, stage boundaries, recovery, terminal validation, publication, exports, and completed read models. A host attests intermediate criterion satisfaction; opaque nonterminal content remains host-owned and is not called verified by Portable.

• The viewer owns no research logic. It remains empty until a completed result is published.

Related MCP server: quant-research-mcp

Install a released version

When a tagged version has been published to PyPI, install the CLI in an isolated tool environment:

uv tool install "tradingagents-portable==<VERSION>"
stock-research-agents fixture --events

pipx install "tradingagents-portable==<VERSION>" is equivalent. Applications can use python -m pip install "tradingagents-portable==<VERSION>", and an MCP host can launch the same package with:

uvx --from "tradingagents-portable==<VERSION>" stock-research-agents-mcp

Use a full release tag for direct Git installs, never a moving branch. The release and host-adapter guide documents source, Python, MCP, TestPyPI, and GitHub Release paths: Harnesses and Releasing.

Five-minute deterministic proof

Python 3.11+ and uv are recommended.

uv sync
uv run stock-research-agents fixture --events

This command exercises the local CLI adapter against the deterministic ORCL fixture. It proves the portable contracts and completed-result path; it does not run live retrieval or establish the CLI as the research runtime. Open the returned presentation.url to inspect the exact completed run in the shared loopback viewer.

For normal research, start from a host integration. Codex can use the packaged skill and MCP servers; other harnesses can use MCP, Python, or their own adapter over the same contracts. See Harness integration. Compatibility command names are documented separately in Compatibility.

Choose your path

The complete documentation map is in docs/README.md.

What exists today

The implemented Company Analytics capability provides:

• an exact, timezone-aware research cutoff;

• first-class source, entitlement, timestamp, claim, calculation, peer, valuation, risk, monitoring, and coverage records;

• a 26-stage host-executed workflow with a locally ready compatible sequential runner, a full native-agent adapter contract, a partial coordination/import tools-only mode, and a mandatory sequential fallback;

• deterministic fundamentals, ratios, valuation cases, consensus, positioning, catalysts, point-in-time experiment receipts, hypotheses, forecasts, and reproducible outcome scorecards;

• strict temporal, referential, numerical, debate, portfolio, licensing, and safety validation;

• SQLite/WAL lifecycle checkpoints with optimistic revisions, pause/resume, cooperative cancellation, and recovery;

• content-addressed completed results and atomic publication;

• JSON/Markdown exports, harness and MCP reads, and an automatically discovered, shared loopback-only Research Dossier Viewer with exact source identity/access states, deduplicated planned-versus-held coverage, publisher/host concentration, entitlement gaps, and claim-lineage analysis.

The isolated research-data MCP, launched with the preferred stock-research-data-mcp executable, implements SourceBatch v1 and registers six public tools by default: SEC filings/fundamentals/statements, GDELT company/global news discovery metadata plus publisher links, and World Bank macro observations. Its manifest key remains tradingagents-research-data for compatibility. The coordination MCP remains isolated from data retrieval. Prices and indicators require an entitled host SourcePort, Reddit requires host OAuth, and StockTwits is denied/unregistered. The World Bank API supplies current-vintage values and cannot reconstruct historical revision lineage. GDELT results are discovery records—not opened publisher evidence—and saturated result sets are reported as partial.

Portable therefore has partial live public-source coverage, not complete live company research. Live correctness still depends on source availability, host entitlements, model behavior, exact-cutoff discipline, and the missing market-data/social provider coverage. The public run_sequential_company_lifecycle fallback is the locally ready execution path: it drives the same 26 durable stage contracts through one host executor and resumes at the first incomplete stage. Full native-agent execution remains host-adapter work, and tools-only execution remains partial because live research provider coverage is incomplete. Native multi-agent harnesses may schedule the same contracts differently without changing their observable meaning.

Company research from a host

Plan the primary analytics flow from a v3-compatible company request:

The example below uses the CLI as a thin local adapter. Codex, MCP, Python, and custom harness adapters consume the same plan and terminal contract without inheriting CLI orchestration.

uv run stock-research-agents analytics-plan \
  --input examples/company-request.v3.json \
  --output plan.json

A host executes the returned versioned roles, objectives, completion criteria, dependencies, capabilities, and output contracts with its own agents and tools. It may then import a complete, schema-valid terminal submission:

uv run stock-research-agents analytics-import \
  --input submission.v4.json \
  --output result.json

For a durable 26-stage run, use analytics-init, then the shared host/run lifecycle controls. Opaque nonterminal envelopes are recorded as committed, not independently verified stage completions. Commits advance one first-incomplete stage at a time, resume restarts there, and finalization validates the exact canonical 26-stage run card and v4 bundle before atomically publishing authoritative RunResult sidecars. The recoverable quality outcome index is reconstructed from those completed artifacts when necessary. analytics-import remains the stateless seam for an already-complete v4 payload. See Integration.

Stable product language

Wire identifiers remain versioned and are never renamed cosmetically. See Glossary and Compatibility.

Versioned compatibility

The analytics profile wraps rather than widens v3. Existing v3 readers remain valid while v4-aware readers consume typed sidecars.

TradingAgents reference and compatibility

The specialized research roles, adversarial discussion, and risk-review ideas in TradingAgents and TradingAgents: Multi-Agents LLM Financial Trading Framework are reference points and sources of inspiration. StockResearchAgents independently expresses those broad ideas as harness-neutral contracts and application services; it is not a fork, replacement, or CLI wrapper around TradingAgents, and it does not copy upstream prompts, workflow business logic, providers, or persistence internals.

Upstream remains external and intact. An exact revision is used only as a scoped compatibility oracle and by an opt-in adapter. Portable conformance passes or fails on StockResearchAgents' own contracts; the report exposes upstream compatibility as a separate verified, unverified, or incompatible status. The adapter is excluded from the default credential-free plugin and is not part of the portable core. Its current support and eventual removal gates are maintained in Compatibility and Legacy transition.

Current proof boundary

Local tests prove deterministic contracts, lifecycle behavior, safety, and generic symbol handling for fixture submissions. They do not prove:

• that every future host retrieves complete or correct live evidence;

• access to licensed providers or redistribution rights;

• recommendation quality, investment performance, or forecast calibration;

• token-level resume inside a model response or tool call; or

• broker or order execution, which is prohibited.

See Capability and proof status and Validation for the evidence ledger.