Calculate compound annual growth rate (CAGR) as a percentage.

Retrieve XBRL company facts metadata from SEC EDGAR.

Retrieve annual US-GAAP financial history from SEC EDGAR.

Return supported annual financial metrics and plot-ready histories for a company.

Calculate profitability, liquidity, leverage, and efficiency ratios from SEC data.

Calculate CAPM cost of equity as a decimal rate.

Calculate WACC as a decimal rate from market-value capital weights.

Calculate enterprise value with a constant-growth discounted cash flow model.

Calculate enterprise value from market capitalization, debt, and cash.

Calculate equity value from enterprise value, cash, and debt.

Calculate intrinsic value per diluted share.

Return a structured DCF sensitivity grid for charting or tabulation.

Generate a comprehensive, deterministic financial-health analysis from SEC data.

Return structured revenue, income, cash-flow, debt, and growth data for plotting.

Compare revenue, margins, returns, cash flow, debt, growth, and valuation availability.

Fetch, chunk, and index a known SEC filing document for RAG retrieval.

Search locally indexed SEC filing chunks with attributable lexical retrieval.

Generate an attributable AI-ready research brief from financials and indexed filings.

Analyze position weights, market value, unrealized return, and concentration.

Return delayed public market-price metadata for a ticker.

Return delayed plot-ready market OHLCV history for a ticker.

Aggregate company analysis, financial trends, and optional market data for a dashboard.

Create a Markdown company research report at a relative project path.

Create a PDF company research report at a relative project path.