Agent Recipes

9 copy-paste prompts and workflows for AI agents in finance.

Educational example only. Not investment advice. Test on paper or sandbox accounts. You are responsible for how you run it and for each data provider's terms. Code and data are provided "as is" and may contain errors. Terms & Disclaimer

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Financial Analysis

Earnings Summary Agent

Automatically summarize earnings calls and extract key metrics.

earningsnlpsummarization

Monitoring

SEC Filing Alert Agent

Monitor SEC EDGAR for new filings and send instant alerts.

sec-filingsmonitoringalerts

Form 4 Filings Monitor

Track SEC Form 4 insider transactions and flag unusual activity.

insider-tradingsec-filingsmonitoring

Portfolio Management

Portfolio Health Check Agent

Daily portfolio risk and performance summary. Educational example — not investment advice; test on paper accounts.

portfoliorisk-managementmonitoring

Sentiment Analysis

News Sentiment Agent

Track real-time news sentiment for target stocks or sectors.

sentimentnewsnlp

Trading

Crypto Price Alert Agent

Monitor crypto prices and send alerts on significant moves or levels. Educational example — not investment advice; test on paper accounts.

cryptoalertstrading

Option Flow Alert Agent

Monitor unusual options activity and generate trade ideas. Educational example — not investment advice; test on paper accounts.

optionstradingreal-time

Agentic Trading Guardrails Agent

Prompt and workflow for an agent that may trade only after risk checks, order preview, and explicit human authorization. Educational example — not investment advice; test on paper accounts.

agentic-tradingrisk-managementmcp

Research

Factor Backtest Agent

Automatically backtest factor strategies and generate reports.

backtestingfactorsquant-research