Prepare a research run
Inspect provider readiness and generate a command plan before running deeper workflows.
Namespaces
Finance CLI commands are grouped by the research job they support. Use this page when you know the workflow you want but do not know the exact command namespace yet.
Work from source documents
Discover SEC filings, read canonical filing sections, scan documents, extract tables, and inspect investor presentations.
Build market context
Resolve symbols, fetch quote and history context, inspect calendars, and explore sectors, industries, screens, and fundamentals.
Collect attributed evidence
Search news, gather price-event context, read transcripts, and extract KPI evidence with snippets.
Run deterministic calculations
Use explicit inputs for formulas, valuation, estimates, and VectorBT strategy or factor workflows.