Bika
GuideAI Agent

Stock Market Skillset

The Stock Market Skillset is a comprehensive stock market analysis toolkit based on the Alpha Vantage API. Once enabled, the AI agent can retrieve real-time quotes, historical data, financial statements, market news, insider transactions, and technical indicators to support investment research and financial analysis.

Stock Market Skillset Guide

This guide introduces a comprehensive stock market analysis toolkit based on the Alpha Vantage API, designed to help users with investment research, financial analysis, and market monitoring.

Overview

This toolkit provides the following core capabilities:

  • Real-time quote retrieval
  • Historical data queries
  • Financial statement analysis (income statement, balance sheet, cash flow)
  • Market news and sentiment analysis
  • Insider transaction monitoring
  • Stock symbol search
  • Technical indicator analysis

Configuration

Authentication Setup

Before using this skillset, you need to configure your Alpha Vantage API Key:

ParameterTypeRequiredDescription
alphaVantageApiKeystringYesAlpha Vantage API key

Get API Key: Visit https://www.alphavantage.co/support/#api-key to request an API key.


get_latest_price - Get Latest Stock Price

Tool Key: get_latest_price

Description

Retrieve the latest real-time price and trading information for a specific stock, supporting global market ticker symbols.

Parameters

ParameterTypeRequiredDefaultDescription
symbolstringYes-Stock ticker symbol (e.g., AAPL, TSM, 300135.SHZ)

Prompt Example

Input:

> What's the latest price for AAPL?
> Get current stock price for Tesla
> Show me the real-time quote for stock symbol MSFT

Output:

## Stock Quote for AAPL:

- Open: $246.60
- High: $248.84
- Low: $244.70
- Price: $247.77
- Volume: 35,477,986
- Latest Trading Day: 2025-10-14
- Change: $0.11
- Change Percent: 0.0444%

get_historical_stock_data - Get Historical Stock Data

Tool Key: get_historical_stock_data

Description

Retrieve historical stock price data for a specified time period, including daily open, high, low, close prices and volume.

Smart Data Switching:

  • When lookBackDays ≤ 90: returns daily data
  • When lookBackDays > 90: automatically switches to weekly adjusted data for better performance

Parameters

ParameterTypeRequiredDefaultDescription
symbolstringYes-Global stock ticker symbol (e.g., AAPL, 600104.SHH)
currentDatestringYes-End date in YYYY-MM-DD format
lookBackDaysintegerNo30Number of days to look back, max 365

Prompt Example

Input:

> Get historical trading data for AAPL over the past 30 days
> Show me the last 90 days of stock data for TSLA, ending on October 15, 2025
> Retrieve stock price history for MSFT from August 1, 2025 to October 15, 2025

Output:

## Stock data for AAPL from 2025-09-14 to 2025-10-14

Date; Open; High; Low; Close; Volume
2025-10-14; 246.60; 248.84; 244.70; 247.77; 35,477,986
2025-10-13; 249.38; 249.69; 245.56; 247.66; 38,142,942
...

get_income_statement - Get Income Statement

Tool Key: get_income_statement

Description

Retrieve annual or quarterly income statements for a company, showing revenue, costs, profits, and other key financial metrics.

Parameters

ParameterTypeRequiredDefaultDescription
symbolstringYes-Stock ticker symbol (e.g., AAPL, 600104.SHH)
reportPeriodstringNoquarterlyReporting period: "annual" or "quarterly"

Prompt Example

Input:

> Show me the quarterly income statement for AAPL
> Get the annual income statement for Microsoft
> What's the latest income statement for TSLA?

Output:

## QUARTERLY Income Statement for AAPL:

### Fiscal Date Ending: 2025-06-30 (Currency: USD)

**Revenue & Profitability:**
- Total Revenue: 94.04 billion
- Gross Profit: 43.72 billion
- Net Income: 23.43 billion

get_balance_sheet - Get Balance Sheet

Tool Key: get_balance_sheet

Description

Retrieve annual or quarterly balance sheets for a company, showing assets, liabilities, and shareholder equity.

Parameters

ParameterTypeRequiredDefaultDescription
symbolstringYes-Stock ticker symbol (e.g., AAPL, 600104.SHH)
reportPeriodstringNoquarterlyReporting period: "annual" or "quarterly"

Prompt Example

Input:

> Show me the balance sheet for AAPL
> Get the quarterly balance sheet for Google
> What are the assets and liabilities for TSLA?

Output:

## QUARTERLY Balance Sheet for AAPL:

### Fiscal Date Ending: 2025-06-30 (Currency: USD)

**Assets:**
- Total Assets: 331.50 billion
- Cash & Equivalents: 36.27 billion

**Liabilities:**
- Total Liabilities: 265.67 billion
- Long Term Debt: 82.43 billion

**Shareholder Equity:**
- Total Equity: 65.83 billion

get_cash_flow - Get Cash Flow Statement

Tool Key: get_cash_flow

Description

Retrieve annual or quarterly cash flow statements for a company, showing cash flows from operating, investing, and financing activities.

Parameters

ParameterTypeRequiredDefaultDescription
symbolstringYes-Stock ticker symbol (e.g., AAPL, 600104.SHH)
reportPeriodstringNoquarterlyReporting period: "annual" or "quarterly"

Prompt Example

Input:

> Show me the cash flow statement for AAPL
> Get the quarterly cash flow for Amazon
> What's the operating cash flow for MSFT?

Output:

## QUARTERLY Cash Flow for AAPL:

### Fiscal Date Ending: 2025-06-30 (Currency: USD)

**Operating Activities:**
- Operating Cash Flow: 27.87 billion

**Investing Activities:**
- Investing Cash Flow: 5.07 billion

**Financing Activities:**
- Financing Cash Flow: -24.83 billion
- Dividend Payout: 3.94 billion

get_market_news - Get Market News

Tool Key: get_market_news

Description

Retrieve live and historical market news and sentiment analysis from premier news outlets worldwide, covering stocks, cryptocurrencies, forex, and various asset classes.

Parameters

ParameterTypeRequiredDefaultDescription
tickerstringYes-Stock/crypto/forex ticker (e.g., "AAPL", "CRYPTO:BTC", "FOREX:USD")
currentDatestringNoTodayEnd date in YYYY-MM-DD format
limitintegerNo50Number of articles to return, max 1000
sortstringNoLATESTSort order: "LATEST", "EARLIEST", or "RELEVANCE"
lookBackDaysintegerNo90Number of days to look back, max 365
topicsarrayNo-News topics filter (e.g., blockchain, earnings, ipo, mergers_and_acquisitions)

Prompt Example

Input:

> Get the latest 5 news articles about AAPL
> Show me recent news about Tesla from the past 30 days
> Find earnings-related news for Microsoft, sorted by relevance
> What's the market sentiment for Bitcoin over the last week?

Output:

- Article #1 
  - **Title**: Tim Cook Courts Beijing As Trump Threatens Tariffs
  - **Summary**: Apple CEO vows to boost investments in China
  - **Source**: Benzinga
  - **Published At**: 20251015T075759
  - **Sentiment for AAPL**: Somewhat-Bullish

get_insider_transactions - Get Insider Transactions

Tool Key: get_insider_transactions

Description

Retrieve stock purchase and sale records from company executives and directors, providing insights into insider perspectives on company prospects.

Parameters

ParameterTypeRequiredDefaultDescription
symbolstringYes-Stock ticker symbol (e.g., AAPL, 600104.SHH)
currentDatestringNoTodayCurrent trading date in YYYY-MM-DD format
lookBackDaysintegerNo30Number of days to look back, max 365

Prompt Example

Input:

> Show me insider transactions for AAPL over the past 30 days
> What insider trading activity has occurred for Tesla recently?
> Get insider transactions for MSFT from September to October 2025

Output:

## Insider Transactions for AAPL from 2025-09-15 to 2025-10-15:

Transaction Date; Acquisition/Disposal; Executive Title; Security Type; Share Price; Shares
2025-10-02; Disposal; Director, Chief Executive Officer; Common Stock; 256.62; 39293
2025-10-01; Disposal; Director, Chief Executive Officer; Common Stock; 255.45; 147243

search_stock_symbols - Search Stock Symbols

Tool Key: search_stock_symbols

Description

Search for matching stock ticker symbols and basic information using keywords via the Alpha Vantage API.

Parameters

ParameterTypeRequiredDefaultDescription
keywordsstringYes-Search keywords (e.g., "microsoft", "tesco", "apple", "BA")

Prompt Example

Input:

> Search for Apple stock symbol
> Find the ticker symbol for Microsoft
> What's the stock symbol for Tesla?
> Search for companies with keyword "technology"

Output:

[
  {
    "currency":"USD",
    "name":"Apple Inc",
    "region":"United States",
    "symbol":"AAPL",
    "type":"Equity"
  },
  {
    "currency":"EUR",
    "name":"Apple Inc",
    "region":"XETRA",
    "symbol":"APC.DEX",
    "type":"Equity"
  }
]

get_technical_indicators - Get Technical Indicators

Tool Key: get_technical_indicators

Description

Retrieve technical indicator analysis for a specific stock, supporting moving averages, MACD, RSI, Bollinger Bands, ATR, MFI, and more.

Parameters

ParameterTypeRequiredDefaultDescription
symbolstringYes-Stock ticker symbol (e.g., AAPL, TSM, GOOGL)
indicatorstringYes-Technical indicator type (see supported list below)
currentDatestringYes-Current trading date in YYYY-MM-DD format
lookBackDaysintegerNo30Number of days to look back, max 200

Supported Technical Indicators

Indicator CodeDescription
close_50_sma50-day Simple Moving Average
close_200_sma200-day Simple Moving Average
close_10_ema10-day Exponential Moving Average
macdMACD Line
macdsMACD Signal Line
macdhMACD Histogram
rsiRelative Strength Index
bollBollinger Band Middle
boll_ubBollinger Band Upper
boll_lbBollinger Band Lower
atrAverage True Range
mfiMoney Flow Index

Prompt Example

Input:

> Calculate the RSI for AAPL over the past 30 days
> Show me the 50-day moving average for Tesla
> Get MACD indicator for MSFT as of October 15, 2025
> What's the Bollinger Bands for Google stock?

Output:

Technical indicator data for the requested stock and time period

Known Issues

This tool may currently have functional limitations. Some technical indicator requests may return errors:

{"error":{"message":"Failed to fetch technical indicators","details":"Unsupported indicator: SMA"}}

If you encounter this issue:

  • Try using different indicator codes
  • Calculate basic indicators manually using historical price data
  • Wait for future updates to fix the issue

Data Accuracy Notes

  • Real-time price data may have 15-20 minute delays
  • Financial statement data comes from company public disclosures, updated quarterly/annually
  • News sentiment analysis is algorithmically generated and should be used as reference only

Skillset Information

Plugin Key: stock_market
Display Name: Stock Market
Data Source: Alpha Vantage API
Help Documentation: help/guide/ai/skillset-stock-market

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