finance▌

Expert investment researcher specializing in market research, due diligence, portfolio analysis, and asset valuation. Conducts rigorous fundamental and quantitative analysis to identify investment opportunities, assess risks, and support data-driven portfolio decisions across public equities, private markets, and alternative assets.

Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.

Search the full body text of SEC EDGAR filings (10-K, 10-Q, 8-K, S-1, DEF 14A, 13F, 13D/G, Form 4, etc., 2001-present) via the public efts.sec.gov JSON API, with filters for form type, filer (CIK or name), filer location, SIC code, and date range. Returns structured filing metadata plus canonical filing-index and document URLs.

Submit an employee reimbursement through Ramp MCP or Ramp CLI with receipt extraction, policy/category validation, draft review, and explicit confirmation before submission.

Gets secure, one-time-use payment credentials (cards, tokens) from a Link wallet so agents can complete purchases on behalf of users. Use when the user says "get me a card", "buy something", "pay for X", "make a purchase", "I need to pay", "complete checkout", or asks to transact on any merchant site. Use when the user asks to connect or log in to or sign up for their Link account.

Given a stock ticker, return Yahoo Finance's per-ticker news headlines (title, URL, publisher, age, content type, related tickers) plus the AI-generated Yahoo Scout summary, by deep-linking to /quote/{TICKER}/news/ and extracting from .mainContent.

Compliance-first, read-only diligence on hiive.com: enumerate credible exposure paths for a private-market target (direct Hiive Markets brokerage and Hiive {Issuer} SPVs), cross-verify against FINRA BrokerCheck, SEC EDGAR Form D, SEC IAPD, SIPC, and state/provincial regulators, score on a 100-point rubric, tier 1-3 or Avoid, emit ranked candidate table plus before-wiring checklist. Never advises, contacts, submits forms, bids, lists, wires, bypasses access controls, or calls any option safe.

Download Apple's quarterly Condensed Consolidated Financial Statements PDF from apple.com/newsroom and POST it to Reducto's /extract endpoint with a JSON Schema to return structured revenue, segment + product breakdowns, EPS, and balance-sheet line items. Read-only.

Fast lookup table for 30+ SaaS finance metrics, formulas, benchmarks, and red flags. \n \n Covers four metric families: Revenue & Growth, Unit Economics, Capital Efficiency, and Efficiency Ratios, each with formula, benchmark, and red flag \n Includes four decision frameworks for feature investment, channel scaling, pricing changes, and business health assessment by stage \n Organized for speed: scan the reference table, check red flags by category, apply the relevant framework to your deci

Evaluate financial impact of pricing changes using ARPU, conversion, churn, and payback analysis. \n \n Quantifies revenue lift, conversion risk, churn impact, and CAC payback for price increases, new tiers, add-ons, usage-based pricing, discounts, and packaging changes \n Models three scenarios (conservative, base, optimistic) and identifies go/no-go decisions with supporting math \n Recommends implementation, A/B testing, modified approaches, or holding pricing based on net revenue impact and