analyze_qualitative
Scores company exposure to predefined or custom themes (0-100) by analyzing SEC filings and earnings calls.
Instructions
Run qualitative (GRAIN) analysis: scans SEC filings and earnings calls to score company exposure to themes (0-100). Supports predefined themes ('AI exposure') or custom themes. Pass either portfolio_id or tickers directly.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| themes | Yes | Themes to score (e.g. ['AI exposure', 'Saudi Arabia risk', 'debt levels']) | |
| tickers | No | Tickers to analyze (e.g. ['AAPL', 'MSFT']). Auto-creates a portfolio if portfolio_id is not given. | |
| max_year | No | Latest filing year to include | |
| min_year | No | Earliest filing year to include | |
| portfolio_id | No | UUID of an existing portfolio. If omitted, provide tickers instead. | |
| source_types | No | Document types: ['10-K', '10-Q', 'earnings_call']. Default: all. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |