Equity Research

OpenAlice provides a suite of equity research tools powered by its in-process market-data engine. They work out of the box with no API keys — the Data Hub serves the keyed sources (FMP, FRED, …) for free, with the free yfinance provider as the local fallback. Beyond that global yfinance default, regional equity vendors can be enabled — eastmoney for CN A-shares and twse for Taiwan — to add native-language search, quotes, metrics, and profiles that yfinance doesn't serve for those names.

Available Tools

equityGetProfile

Company overview combined with key valuation metrics.

Returns: name, sector, industry, description, website, CEO, employee count, market cap, PE ratio, PB ratio, EV/EBITDA, dividend yield, and more.

You: Tell me about Apple.

Alice: [calls equityGetProfile("AAPL")]

      Apple Inc (AAPL) — Technology / Consumer Electronics
      Market Cap: $3.2T | PE: 32.5 | Dividend Yield: 0.5%
      ...

equityGetFinancials

Financial statements: income statement, balance sheet, or cash flow.

Parameters:

• type — income, balance, or cash
• period — annual or quarter (default: annual)
• limit — Number of periods (default: 5)

You: Show me Apple's quarterly income for the last 4 quarters.

Alice: [calls equityGetFinancials("AAPL", type="income", period="quarter", limit=4)]

equityGetRatios

Financial ratios across profitability, liquidity, leverage, and efficiency.

Returns: ROE, ROA, gross margin, net margin, operating margin, current ratio, quick ratio, debt/equity, asset turnover, inventory turnover.

equityGetEarningsCalendar

Upcoming and recent earnings release dates.

Parameters:

• symbol — Specific company (optional)
• start_date / end_date — Date range for market-wide calendar

Check the earnings calendar before holding positions through earnings — these events carry significant risk.

equityGetInsiderTrading

Recent buy/sell transactions by company insiders (executives, directors, major shareholders).

Parameters:

• symbol — Company ticker
• limit — Number of transactions (default: 20)

Insider buying is often a bullish signal. Large insider selling may warrant caution.

equityDiscover

Market movers — what's trending right now, enriched with volume context.

Parameters:

• type — gainers (top price gainers), losers (top losers), or active (most traded by volume)
• sortBy (optional) — default (keep the provider's ranking), relative_volume (re-rank by unusual volume), or dollar_volume (re-rank by traded notional — where the money actually is)

Each row carries volume context so you can separate a real anomaly from an ever-active mega-cap:

You: What's moving on unusual volume today?

Alice: [calls equityDiscover(type="active", sortBy="relative_volume")]

      1. RDW   +8.1%   RVOL 2.3×
      2. AVGO  +3.4%   RVOL 3.3×
      ...

Sorting active by relative_volume surfaces genuine anomalies instead of names that are always heavily traded (NVDA at a normal RVOL of ~1.0); dollar_volume instead ranks by sheer notional.

The same gainers / losers / most-active cross-section (plus Yahoo screeners) is also available pre-assembled as the movers Data Hub board — marketGetBoard(board="movers"), or the Movers board in the Web UI — when you want the whole picture in one call rather than a single type.

ETF tools

Thematic and structural lookups on ETFs — one level finer than the broad GICS sector rotation:

You: What's actually inside SMH?

Alice: [calls etfGetHoldings("SMH")]
      NVDA 21% · TSM 13% · AVGO 8% · …

Data Providers

The default provider is yfinance (free, no API key). Some tools draw on premium providers — but the Data Hub relays those keyless, so you only need your own key to bypass the hub or cover a dataset it doesn't. For regional equity coverage, the Chart Vendors picker adds eastmoney (CN A-shares) and twse (Taiwan) — these are keyless and simply toggled on, not keyed. For .TW/.TWO names, twse adds official Taiwan key metrics (P/E · 殖利率/yield · P/B) and company profiles on top of yfinance:

To supply your own key (per-install), add it in ~/.openalice/data/config/market-data.json; for a machine-wide key shared across checkouts, use ~/.openalice/provider-keys.json instead (they merge local-wins):

{
  "providerKeys": {
    "fmp": "your-fmp-key"
  }
}

Usage Tips

• Always use marketSearchForResearch first if you're unsure of the exact symbol
• Financial data is fetched live — no caching, always current
• Combine multiple tools for comprehensive analysis: profile for overview, financials for fundamentals, estimates for sentiment, insider trading for signals

Next Steps

• Symbol Search — Resolve research symbols before analysis.
• Data Hub — Understand the zero-key provider path.
• Technical Analysis — Add price/volume structure to a thesis.
• Trading Setup — Move from research symbols to tradeable contracts.