AI Agents Guide

Stocknear's AI Agents combine large language model intelligence with real-time market data to transform financial analysis. These specialized tools help retail investors make data-driven decisions by providing actionable insights on stocks, options flow, dark pool activity, and institutional positioning.

@StockScreener Agent

Filters stocks based on custom financial criteria and metrics.

Requirements: Define screening rules using financial metrics

Screens stocks using parameters like:

  • Valuation ratios (P/E, P/S)
  • Growth metrics (revenue, EPS)
  • Profitability indicators
  • Technical indicators

Example prompt:

@StockScreener find undervalued tech stocks with P/E under 20 and revenue growth above 15%

@Analyst Agent

Requirements: Stock ticker (e.g., AMD)

Provides Wall Street analyst perspectives including:

  • Upgrades/downgrades
  • Price targets
  • EPS estimates
  • Consensus ratings

Example prompt:

@Analyst show recent analyst actions for Nvidia with price targets

@BullvsBear

Requirements: Stock ticker (e.g., AMD)

Generates balanced investment theses by analyzing:

  • Fundamental strengths/weaknesses
  • Market sentiment indicators
  • Competitive positioning
  • Technical analysis

Example prompt:

@BullvsBear present bull and bear cases for Tesla stock

@CompareStocks

Requirements: 2+ stock tickers (e.g., AMD, INTC)

Compares companies across key dimensions:

  • Financial metrics
  • Growth trajectories
  • Valuation multiples
  • Market positioning

Example prompt:

@CompareStocks compare AMD and Intel on financial health and growth prospects

@DarkPoolData Agent

Requirements: Stock ticker (e.g., AMD)

Reveals institutional dark pool activity including:

  • Block trade volume
  • Unusual liquidity patterns
  • Historical dark pool trends
  • Institutional positioning

Example prompt:

@DarkPoolData show recent dark pool activity for Apple

@FundamentalData Agent

Requirements: Stock ticker (e.g., AMD)

Analyzes SEC filings and financial statements:

  • Income/balance sheet statements
  • Cash flow analysis
  • Financial ratios
  • Ownership metrics

Example prompt:

@FundamentalData analyze Microsoft's latest balance sheet and cash flow

@OptionsData Agent

Requirements: Stock ticker (e.g., AMD)

Examines options market dynamics including:

  • Open interest concentrations
  • Volume anomalies
  • Implied volatility trends
  • Max pain calculations

Example prompt:

@OptionsData show unusual options activity for Amazon

@OptionsFlowFeed Agent

Requirements: None

Tracks institutional options activity in real-time:

  • Large block trades
  • Sweep orders
  • Unusual volume spikes
  • Institutional positioning

Example prompt:

@OptionsFlowFeed show largest institutional options orders today

@Investor Agent

Emulates investment strategies of legendary investors:

Requirements: Investor name + stock ticker
  • @WarrenBuffett - Value investing focus
  • @CharlieMunger - Quality business analysis
  • @BenjaminGraham - Value investing fundamentals & margin of safety
  • @PeterLynch - Growth investing approach
  • @MichaelBurry - Contrarian deep value
  • @CathieWood - Disruptive innovation focus

Example prompt:

@WarrenBuffett would Coca-Cola meet your investment criteria today?