Opening request
Establish identity and source authority first.
Set the active track to US. Resolve AAPL to an exact venue listing. Use SEC primary sources for the company review, preserve every accession and duplicate, and list any data or entitlement facts that remain unknown.
The statusline for this track looks like US · USD · America/New_York · src:<percent>% · feat:<percent>% · agent:<configured|unconfigured>. src is evidence maturity; feat is installed feature breadth for this track only. Neither is a completeness or correctness verdict. Use /finance-track us or /us-track to switch navigation without relabelling data.
Exact identity
Do not guess from a ticker-shaped string.
- A US listing is a symbol plus an exact MIC such as XNYS or XNAS. Caller declarations are not verified listing status.
- SEC company search returns ticker-file candidates. A ticker is not a CIK, and a CIK is not a venue listing.
- Alpaca quote and OHLCV requests require an explicit IEX or SIP feed. A successful request is not a real-time or entitlement claim.
- XBRL facts keep raw numeric lexemes, periods, accessions, amendments, frames, units, and duplicates. Do not convert them through binary floats or collapse alternatives.
- OHLCV gap classification needs the copied projection hash plus calendar, listing, and status receipts. A matching digest is not a provider signature.
Canonical route
Move through four evidence phases.
Listing, venue, and session context
Resolve the security and distinguish XNYS/XNAS rules and calendars. Caller declarations are not treated as verified status.
Daily market evidence, primary filings, and exact facts
Acquire explicitly selected Alpaca quote/OHLCV evidence, then read SEC submissions and XBRL facts without flattening numeric lexemes, filing identity, periods, units, amendments, frames, or duplicates.
Compare, value, and write a thesis
Resolve candidates before formulas, prove same-period and same-filing context, then produce cited comparison, valuation, quality, growth, governance, thesis, and report artifacts.
Portfolio and point-in-time replay
Keep portfolio legs labelled and use canonical manifests to prevent survivorship, vintage, or experiment-ledger ambiguity.
Follow-up requests
Keep later questions on the same receipts.
After the SEC company and XBRL facts are in hand, compose a source-fact brief from the exact receipts. Refuse symbol, feed, CIK, or source mismatch. State that receipt integrity is not cryptographically proven.
Fetch the latest Alpaca best bid/ask for this exact US listing on the selected IEX or SIP feed, then one bounded daily OHLCV series. Keep freshness, session, latency, and size units unknown unless the provider states them.
List the supported stock_fundamental definitions, then resolve one exact period under the stated filing policy. If the period is Ambiguous, stop. Do not derive Q4 or TTM until every input shares one filing context.
Provider truth
Keep these limitations in the answer.
- SEC EDGAR requests require a caller-identifying product and contact; the identity values are configuration, not secrets.
- Alpaca credentials in T1/T2 are read-only market-data inputs. No trading or broker mutation permission belongs in this product.
- US OHLCV joins must prove listing, calendar, status, and provider receipts; a matching digest is not a provider signature.
- The T6 US leg reviews one explicitly selected external transaction-tape capability packet and its provider identity, rights, sequence, clocks, conditions, recovery, and limitations. Futu OpenD, Alpaca, or IBKR connectivity remains caller-owned and outside the package.
Runtime configuration
Only configure adapters you intend to select.
These variables belong to the local Pi process—not this website, a prompt, a receipt, or source control. Values must never enter model context.
Shared operator identity
CN · HK · USNon-secret caller identificationAGENT_CONTACTSet once and reuse everywhere. It identifies the operator to public-source adapters and the statusline; it grants no provider, entitlement, or cross-track authority.
SEC EDGAR
USPublic, read-onlyNo provider-specific environment variable. EDGAR and XBRL use the shared monitored AGENT_CONTACT and fixed plugin product labels.
Alpaca Market Data
USCredentialed, read-only market dataALPACA_API_KEY_IDALPACA_API_SECRET_KEYThese are the actual Alpaca market-data credentials; caller identification comes from AGENT_CONTACT. The T6 broker review accepts explicit external capability packets or receipts and does not bundle an Alpaca SDK, account session, or trading authority.
Interactive Brokers
US broker reviewCaller-owned external gateway or exportIBKR Gateway/TWS, its SDK, credentials, login state, and entitlements are not bundled. Select an external adapter or bounded caller-owned receipt explicitly; Pi Sparkles receives no broker mutation authority.
Futu OpenD
CN · HK · US tape capabilityCaller-owned external process and entitlementsOpenD, the Futu SDK, credentials, login state, quote rights, and provider certification are not bundled. T6 validates an explicitly selected bounded capability packet; it does not start, install, authenticate, or silently fall back to OpenD.
OpenFIGI
Shared identityCredentialed, read-onlyOPENFIGI_API_KEYOptional identity resolution adapter. The returned mapping does not silently move a request between tracks.
Twelve Data
US company profileCredentialed, read-onlyTWELVE_DATA_API_KEYOptional company-profile source with provider terms and coverage limitations retained.
FRED
US / macroCredentialed, read-onlyFRED_API_KEYOptional macro adapter. Series metadata and vintage assumptions remain explicit.