# Stock copilot pro

A finance workflow for quotes, fundamentals, filings, earnings context, and analyst-style summaries.

## Agent Install Policy

Agents must get explicit user confirmation before installing a skill, writing configuration, or changing the local environment.

1. Read this guide and the manifest: https://qveris.ai/skills/stock-copilot-pro/manifest.json
2. Explain to the user what will be installed and which QVeris API actions may be used.
3. Ask for explicit approval before running an install command or changing local configuration.
4. After approval, install the skill and run one starter prompt.

## Official GitHub Source

- Repository: https://github.com/QVerisAI/open-qveris-skills
- Skill path: stock-copilot-pro
- Skill source: https://github.com/QVerisAI/open-qveris-skills/tree/main/stock-copilot-pro
- Clone and inspect: `git clone https://github.com/QVerisAI/open-qveris-skills.git && cd open-qveris-skills/stock-copilot-pro`

## Install Commands

- OpenClaw: `openclaw skills install stock-copilot-pro`

## Starter Prompts

### Single stock memo
Generate a source-backed research snapshot for one ticker.

```text
Analyze AAPL using live market data, recent fundamentals, valuation context, and the latest relevant filings or news. Separate facts from interpretation and cite which QVeris capabilities were called.
```

### Compare two tickers
Compare market data and company fundamentals in one agent workflow.

```text
Compare NVDA and AMD across price action, revenue growth, margins, valuation, recent news, and key risks. Use QVeris to discover and call the required finance capabilities.
```

### Daily watchlist brief
Turn a watchlist into a repeatable daily report.

```text
Create a daily watchlist brief for AAPL, NVDA, MSFT, and TSLA. For each ticker, identify what changed, the strongest data point, and what to watch next.
```

## QVeris API Actions

- Discover `POST /search`: Search for quote, filings, financial statement, market data, or analyst data capabilities.
- Inspect `POST /tools/by-ids`: Confirm ticker parameters, coverage, latency, success rate, and billing rule before the agent calls a provider.
- Call `POST /tools/execute`: Call selected finance capabilities and compose results into an analyst-style memo.

## Estimated QVeris Usage

A typical stock memo calls several market, fundamentals, filings, or news capabilities after free discovery and inspection.

- Typical paid Call executions: 3-8
- Planning estimate: 3-80 credits
- Free actions: Discover, Inspect
- Paid actions: Call
- Note: The range depends on provider billing rules and how many tickers, filings, or news sources the agent calls.

## Related Cases

- [Use FMP with QVeris](https://qveris.ai/blog/qveris-fmp-finance) - Turn structured financial data into callable agent capabilities.
- [OpenClaw A-share finance assistant](https://qveris.ai/blog/openclaw-a-shares-finance-assistant) - A practical workflow for always-on market monitoring.
- [Twelve Data market capabilities](https://qveris.ai/blog/qveris-twelve-data) - Add market data coverage for agent research tasks.

## Human Page

https://qveris.ai/skills/stock-copilot-pro