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Overview

The Advisor is the most data-intensive agent in ClearView. While other agents focus on one data dimension, the Advisor pulls from 6+ data endpoints simultaneously to produce comprehensive research that would normally require checking multiple platforms. It operates through three distinct intents: Deep Dive, Scanner, and Portfolio Analysis.

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Deep Dive

A comprehensive, multi-section analysis of any single stock or crypto asset. This is your pre-earnings research tool, your due diligence companion, and your starting point for any position you are evaluating.

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What It Covers

Price & Valuation

Current price, 52-week high/low, P/E, forward P/E, PEG ratio, price-to-book, price-to-sales, beta

Financials & Growth

Revenue TTM, EPS, revenue per share, profit margin, operating margin

Profitability

Return on equity, return on assets, dividend yield, dividend per share, short ratio

Analyst Ratings

Target price, strong buy/buy/hold/sell/strong sell distribution

Insider Activity

Recent insider transactions (last 10), net buy vs. sell summary with transaction values

News & Sentiment

Five most recent headlines, aggregated sentiment score (bullish/neutral/bearish)

Options Flow

Put/call ratio for the nearest expiration, total calls and puts

Upcoming Catalysts

Next earnings date and EPS estimate (scans the next 90 days)
The deep dive also produces a 52-week candlestick chart showing the full price history for the past year.

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Example Prompts

  • “Give me a deep dive on AAPL”
  • “Analyze NVDA in detail”
  • “Tell me everything about TSLA”
  • “Deep dive on BTC”
Options data availability is limited. EODHD returns no data for many tickers (particularly non-US and crypto). When options data is unavailable, the agent omits that section rather than showing empty data.

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Scanner

Describe what you are looking for in plain English, and the agent translates your criteria into a market screen, runs it, and enriches the results with real-time prices and fundamentals.

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How It Works

1

You describe what you want

Use natural language: “Find large-cap tech stocks with low P/E” or “Show me high-dividend stocks above $50.”
2

Agent builds screener filters

Your description is translated into structured filters: sector, market cap range, dividend yield, exchange. The screener searches US-listed equities.
3

Results are enriched

Each matching stock is enriched with real-time price data and fundamentals (market cap, P/E, dividend yield, sector). Results that require P/E filtering are post-filtered since the screener API does not support direct P/E queries.
4

You receive a ranked table

Up to 10 matching stocks with key metrics, sorted by market capitalization by default.

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Example Prompts

  • “Find large-cap tech stocks with P/E under 20”
  • “Show me high-dividend stocks above $50”
  • “Screen for beaten-down growth stocks”
  • “Find healthcare stocks with high margins”

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Supported Filters

FilterHow to Express It
Sector”tech stocks”, “healthcare companies”, “financial stocks”
Market cap”large-cap”, “above $10B market cap”, “small-cap”
Dividend yield”dividend above 3%”, “high-dividend”
P/E ratio”P/E under 20”, “low P/E”
Price”stocks above 50","under50", "under 100”

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Portfolio Analysis

Paste your positions in any format, and the agent returns a structured analysis of your portfolio with concentration alerts and sector breakdown.

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Input Formats

The agent parses positions flexibly. All of these work:
“Analyze my portfolio: 100 AAPL, 50 MSFT, 200 TSLA, 0.5 BTC”
Common company names are resolved automatically (Apple to AAPL, Google to GOOGL, Bitcoin to BTC, etc.).

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What You Get

  • Current value for each position with real-time prices
  • Position weights showing what percentage each holding represents
  • Sector breakdown across your entire portfolio
  • Weighted P/E for the portfolio as a whole
  • Concentration alerts when any sector exceeds 40% or any single position exceeds 30%
  • Loss alerts when a position is down more than 50% from cost basis (if cost basis is provided)

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Example Prompts

  • “Analyze my portfolio: 50 AAPL, 100 TSLA, 0.5 BTC”
  • “I own 200 shares of NVDA, 100 MSFT, and 50 AMZN. How does my portfolio look?”
  • “Portfolio check: 30 GOOGL, 40 META, 1000 SOL”
The Advisor combines data from 6+ EODHD endpoints per query, making it the most comprehensive single-query analysis available. Use it when you want a complete picture, not just a price check.
For stocks approaching earnings, run a deep dive first. It shows the next earnings date, EPS estimates, insider activity leading up to the report, and options flow — all in one query.
The Advisor is different from the TradFi agent and the Technical agent. Use TradFi for quick data lookups (current price, yield curve, calendar). Use Technical for indicator-based analysis (RSI, MACD, Bollinger). Use Advisor for comprehensive multi-section research reports.