terminalq

Analyze portfolio allocation by asset class, region, and style

View the audit trail of all TerminalQ tool invocations

Generate a price chart for a symbol

Compare price performance of multiple symbols

Get cryptocurrency prices and market data

Get dividend history and yield for a symbol

Get earnings history and estimates for a company

Get economic indicators or a full macro dashboard

Show upcoming economic events calendar

Search SEC filings for a company

Get financial statements from SEC filings

Get exchange rate for a currency pair

Get historical price data for a symbol

Import or update portfolio data from brokerage statements, CSVs, or pasted text

Get recent news for a ticker or portfolio holdings

Show portfolio holdings with live prices and daily P&L

Get a real-time stock/ETF quote

Get analyst ratings and price targets for a stock

Compute portfolio risk metrics (Sharpe, Sortino, drawdown, VaR, beta)

Show RSU vesting schedule and current employer stock holdings

Screen S&P 500 stocks by criteria

Search the web for market news, research, or financial topics

Interactive onboarding — configure API keys and private data directory for TerminalQ

Get technical analysis indicators for a symbol

View TerminalQ usage statistics and API budget

Show watchlist with live quotes and daily changes

Plot the current US Treasury yield curve

Deep-dive research report on a single company covering financials, technicals, analyst ratings, news catalysts, and portfolio fit. Use this skill when you need to research a stock, perform due diligence, or want a comprehensive company analysis. Ask to "research AAPL", "deep dive into NVDA", "analyze company PINS", "stock analysis", "tell me about MSFT", "due diligence on AMZN", or "look into GOOG" to trigger this workflow. Produces a Research Report contract output.

Earnings season preparation covering upcoming earnings dates, EPS estimates, historical beat rates, pre-earnings technical setups, and portfolio risk assessment. Use this skill to prepare for earnings announcements across your portfolio holdings. Ask for an "earnings preview", "upcoming earnings", "prep for earnings", "earnings season overview", "earnings calendar", "who reports this week", or "earnings this week" to trigger this workflow. Produces an Earnings Preview contract output.

Comprehensive macro economic analysis covering business cycle positioning, inflation trends, labor market conditions, yield curve signals, Fed policy outlook, and portfolio implications. Use this skill when you need to understand the economic environment, assess recession risk, or evaluate how macro conditions affect your portfolio. Ask for an "economic outlook", "macro analysis", "fed watch", "recession risk assessment", "economy overview", "macro outlook", "interest rates analysis", "yield curve check", or "inflation update" to trigger this workflow. Produces an Economic Brief contract output.

Generate a comprehensive morning market briefing covering index performance, sector rotation, macro indicators, and portfolio impact. Use this skill when you need a broad market summary, want to know how markets are doing, or need a morning briefing. Ask for a "market overview", "morning briefing", "market summary", "daily briefing", "what's the market doing", or "what happened in markets" to trigger this workflow. Produces a Market Briefing contract output.

Comprehensive portfolio health check covering performance, risk metrics, asset allocation, RSU exposure, and benchmark comparison. Use this skill when you want to review your portfolio, check diversification, assess risk, or understand RSU concentration. Ask "how is my portfolio", "portfolio health", "portfolio review", "check my portfolio", "portfolio performance", "my holdings", or "am I diversified" to trigger this workflow. Produces a Portfolio Scorecard contract output.

Investment decision support for a specific stock — builds an investment thesis with valuation, technical entry points, portfolio fit analysis, position sizing, and risk management. Use this skill when deciding whether to buy, sell, or hold a position. Ask "should I buy AAPL", "should I sell NVDA", "trade idea for AMZN", "evaluate PINS", "investment thesis for MSFT", "is it a good time to buy GOOG", "trade research on META", or "add to my position in TSLA" to trigger this workflow. Produces a Trade Decision Brief contract output.

2 hooks across 2 events