AITickerChat

Description

Retrieve USA stock insights from SEC filings as well as Earnings Call Transcripts.

Details

Added7 months ago

Votes0

Total Installations0

Categoryfinance

Websitestock-advisor.com

https://stock-advisor.com/.well-known/ai-plugin.json

{
    "schema_version": "v1",
    "name_for_model": "aitickerchat_document_retrieval",
    "name_for_human": "AI TICKER CHAT",
    "description_for_model": "Plugin for searching through SEC filings and Earnings Transcripts to find answers to stock market questions and retrieve relevant information. Use when asked for stock information that could be found in any SEC filing or Earnings Transcript.  Always summarize with source URL links in every response.",
    "description_for_human": "Retrieve USA stock insights from SEC filings as well as Earnings Call Transcripts.",
    "auth": {
        "type": "service_http",
        "authorization_type": "bearer",
        "verification_tokens": {
            "openai": "b42e50280fe540d7ada86625553a62f3"
        }
    },
    "api": {
        "type": "openapi",
        "url": "https://stock-advisor.com/.well-known/openapi.yaml",
        "has_user_authentication": false
    },
    "logo_url": "https://stock-advisor.com/.well-known/logo.png",
    "contact_email": "scooper@intuitivecloudsolutions.com",
    "legal_info_url": "https://aitickerchat.com/terms-of-service"
}

https://stock-advisor.com/.well-known/openapi.yaml

openapi: 3.0.2
info:
  title: AITickerChat Retrieval Plugin API
  description: A retrieval API for querying and filtering SEC filing documents and Earnings Call Transcripts based on natural language queries and metadata.
  version: 1.0.0
  servers:
    - url: "https://stock-advisor.com"
paths:
  /query:
    post:
      summary: Query
      description: Accepts search query objects with query, filter, optional sort_order and limit. Break down complex questions into sub-questions. Filter by symbol, form_types (prioritize array with '10-K', '10-Q' and 'earnings_transcript'), fiscal_year, fiscal_quarter.
      operationId: query_query_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: "#/components/schemas/QueryRequest"
        required: true
      responses:
        "200":
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/QueryResponse"
        "422":
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/HTTPValidationError"
      security:
        - HTTPBearer: []
components:
  schemas:
    DocumentChunkMetadata:
      title: DocumentChunkMetadata
      type: object
      properties:
        source:
          $ref: "#/components/schemas/Source"
        filename:
          title: Filename
          type: string
        url:
          title: Url
          type: string
        form_type:
          $ref: "#/components/schemas/FormType"
        published_date:
          title: Published Date
          type: integer
        document_id:
          title: Document Id
          type: string
        symbol:
          title: Stock Symbol
          type: string
        cik:
          title: Stock CIK
          type: string
        fiscal_quarter:
          title: Fiscal Quarter
          type: integer
        fiscal_year:
          title: Fiscal Year
          type: integer
        is_xbrl:
          title: Is XBRL
          type: bool
    DocumentChunkWithScore:
      title: DocumentChunkWithScore
      required:
        - text
        - metadata
        - score
      type: object
      properties:
        id:
          title: Id
          type: string
        text:
          title: Text
          type: string
        metadata:
          $ref: "#/components/schemas/DocumentChunkMetadata"
        embedding:
          title: Embedding
          type: array
          items:
            type: number
        score:
          title: Score
          type: number
    DocumentMetadataFilter:
      title: DocumentMetadataFilter
      type: object
      required:
        - symbol
      properties:
        form_types:
          title: Form Types
          type: array
          items:
            $ref: "#/components/schemas/FormType"
        symbol:
          title: Stock Symbol
          type: string
          description: The symbol for the stock being analyzed.  This value should always be provided.
          required: true
        fiscal_quarter:
          title: Fiscal Quarter
          type: integer
          description: The fiscal quarter of the document being retrieved.  This should be an integer from 1 to 4.
        fiscal_year:
          title: Fiscal Year
          type: integer
          description: The fiscal year of the document being retrieved.  This should be an integer of the year (e.g. 2023)
        xbrl_only:
          title: Xbrl Only
          type: bool
    HTTPValidationError:
      title: HTTPValidationError
      type: object
      properties:
        detail:
          title: Detail
          type: array
          items:
            $ref: "#/components/schemas/ValidationError"
    Query:
      title: Query
      required:
        - query
        - filter
      type: object
      properties:
        query:
          title: Query
          type: string
        filter:
          $ref: "#/components/schemas/DocumentMetadataFilter"
        sort_order:
          title: Sort Order
          type: string
          enum:
            - asc
            - desc
          default: desc
          description: The order in which to sort when sorting by date. 'asc' for ascending, 'desc' for descending.
        limit:
          title: Limit Documents
          type: integer
          description: The maximum number of documents to return.  Do not use when form_types is ['8-K'] and instead filter by fiscal_year and fiscal_quarter.
        top_k:
          title: Top K
          type: integer
          default: 20
    QueryRequest:
      title: QueryRequest
      required:
        - queries
      type: object
      properties:
        queries:
          title: Queries
          type: array
          items:
            $ref: "#/components/schemas/Query"
    QueryResponse:
      title: QueryResponse
      required:
        - results
      type: object
      properties:
        results:
          title: Results
          type: array
          items:
            $ref: "#/components/schemas/QueryResult"
        extra_information_for_assistant:
          title: Extra Information
          type: string
          description: Extra information for you on how to respond to queries.
    QueryResult:
      title: QueryResult
      required:
        - query
        - results
      type: object
      properties:
        query:
          title: Query
          type: string
        results:
          title: Results
          type: array
          items:
            $ref: "#/components/schemas/DocumentChunkWithScore"
    Source:
      title: Source
      enum:
        - SEC
        - EarningsCallTranscripts
      type: string
      description: An enumeration.
    FormType:
      title: Form Type
      enum:
        - earnings_transcript
        - 10-K
        - 10-Q
        - 8-K
        - DEFA14A
        - 'DEF 14A'
        - S-1
        - S-3
        - 6-K
        - 20-F
      type: string
      description: An enumeration describing type of document to retrieve.  Always use 'earnings_transcript' for earnings calls. Use '10-K' or '10-Q' to summarize quarterly or annual results.  Use '8-K' for news.  Use 'DEF 14A' for information on a shareholder vote. Use 'S-1' for IPOs.  Use 'S-3' for information on raising capital.
    ValidationError:
      title: ValidationError
      required:
        - loc
        - msg
        - type
      type: object
      properties:
        loc:
          title: Location
          type: array
          items:
            anyOf:
              - type: string
              - type: integer
        msg:
          title: Message
          type: string
        type:
          title: Error Type
          type: string
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer

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