Investment Research & Stock Screener

# Investment Research & Stock Screener

Research stocks, ETFs, and funds using Brave Search and public financial APIs. Compare holdings side-by-side with key metrics.

## When to Use

- "Research AAPL vs MSFT"
- "What are the best S&P 500 ETFs?"
- "Show me dividend stocks with 4%+ yield"

## Requirements

- **Brave Search MCP** for financial research
- **curl** + **jq** for public API queries
- **python3** for calculations
- No API key needed (uses free public endpoints)

## Workflow

### Step 1 — Identify Research Targets

Collect:
- **Tickers** or **fund names** to research
- **Comparison type** (stocks vs stocks, ETF comparison, sector screen)
- **Criteria** (growth, dividend, value, market cap)

### Step 2 — Fetch Data via Public APIs

```bash
# Yahoo Finance public endpoint (no API key required)
TICKER="AAPL"
curl -s "https://query1.finance.yahoo.com/v8/finance/chart/${TICKER}?range=1y&interval=1mo" | \
  jq '{
    symbol: .chart.result[0].meta.symbol,
    price: .chart.result[0].meta.regularMarketPrice,
    prev_close: .chart.result[0].meta.previousClose,
    currency: .chart.result[0].meta.currency,
    exchange: .chart.result[0].meta.exchangeName
  }'
```

### Step 3 — Research via Brave Search

```
brave_web_search: "{TICKER} stock analysis 2026 ratings"
brave_web_search: "{TICKER} vs {TICKER2} comparison which is better"
brave_web_search: "best {SECTOR} ETFs {YEAR} low expense ratio"
brave_web_search: "{TICKER} dividend history yield payout ratio"
```

### Step 4 — Build Comparison Table

```markdown
# Investment Research: {TICKERS}

⚠️ **Disclaimer**: This is research only, not investment advice.

## Side-by-Side Comparison
| Metric | {TICKER1} | {TICKER2} |
|--------|-----------|----------|
| Price | ${X} | ${X} |
| Market Cap | ${X}B | ${X}B |
| P/E Ratio | {X} | {X} |
| Dividend Yield | {X}% | {X}% |
| 52-Week Range | ${L}-${H} | ${L}-${H} |
| YTD Return | {X}% | {X}% |
| 1Y Return | {X}% | {X}% |
| Expense Ratio (ETF) | {X}% | {X}% |

## Key Insights
- {Insight from Brave Search research}
- {Analyst consensus or recent news}

## Sources
- [Source 1](URL)
- [Source 2](URL)
```

### Step 5 — Save Research

```bash
mkdir -p outputs/finance
cat > "outputs/finance/research-{TICKERS}-{DATE}.md" << 'EOF'
{RESEARCH_REPORT}
EOF
```

## Important Rules

- **Always include disclaimer**: "This is research only, not financial advice"
- Never recommend buying, selling, or holding specific securities
- Present objective data and let user make decisions
- Cite sources for all data points
- Note that data may be delayed (not real-time)

## Example Prompts

- "Compare AAPL, MSFT, and GOOGL"
- "What are the best tech ETFs with low fees?"
- "Research SCHD dividend history and yield"