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Documentation/Industry guides
Industry guides

AI Integrator for Finance

Compare filings, economic indicators, historical prices, and public financial data with traceable sources.

Select the data tools

The catalog separates public financial research from market-price providers. Install the entries needed for the analysis, enable the intended Chat or Code surface, and review any key or plan requirements.

Plugin or skillCoverageAccess notes
AI Integrator FinanceFRED, BLS, EIA, SEC EDGAR, Treasury, BEA, CFTC, FDIC, and World BankPublic-data collection; source availability and any platform configuration still apply
StooqHistorical open, high, low, close, and volume for supported instrumentsNo personal API key; coverage varies by instrument
Alpha VantageMarket data, fundamentals, FX, and technical indicatorsPersonal API key; provider limits and plan determine access
AI Integrator GovernmentCensus, spending, legislative, and regulatory context alongside economic dataPlatform-provided collection; useful for policy exposure research
Stripe connectorConnected business payments and customer informationRequires the appropriate account connection; operational tools are separate from market research

Government and Finance share several underlying skills. Disabling one of those child skills applies wherever the same skill appears. Quotes are on the separate Stooq and Alpha Vantage entries, rather than being implied by installing the Finance collection.

Compare data on consistent terms

State the company or instrument, period, units, and calculation. For filings, ask for the form, filing date, reporting period, and source link. For time series, specify whether the comparison should use levels, percentage changes, or another calculation.

Example: “Compare this company's reported revenue for the last three complete fiscal years. Use SEC filings, identify the fiscal year ends, and show the calculation for annual growth.” The SEC provides filing and full-text search tools for checking the original records. SEC filing search.

Example: “Chart these two FRED series over the same period. Keep their units visible and explain any frequency differences.” FRED supplies economic series with source and release information. FRED.

A reproducible financial comparisonScroll horizontally to see the full diagram
View diagram text
flowchart TD
  accTitle: A reproducible financial comparison
  accDescr: Source data is aligned by period and units before calculation, charting, and review.
  A[Filings or time-series source] --> B[Confirm period, units, and adjustments]
  B --> C[Calculate comparable measures]
  C --> D[Table or chart with source dates]
  D --> E[Review the underlying records]

Use Chat for review and Code for repeatable work

Chat is useful for source retrieval, questions, and comparisons. Ask for a graph explicitly when the data tool supports chart output. Code can turn the same task into a local analysis script or report using its installed skills and runtime. Keep input data and calculation assumptions with the output so the result can be reproduced.

Historical observations and filing data are not a promise of a live quote. Record the retrieval time and latest observation, and preserve revisions or reporting differences in comparisons. The research examples here retrieve and analyze data; any connected account action uses its own tool permissions and confirmation flow.

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