# alphagbm-company-profile > Build and manage company research profiles in a personal knowledge base, tracking fundamentals, valuation bands, red flags, and events with auto-refresh. - Skill: `alphagbm/alphagbm-company-profile` (Agent Skill) - Install (CLI): `npx skillmds add alphagbm/alphagbm-company-profile` - Raw SKILL.md: https://api.skillmd.com/api/skills/alphagbm/alphagbm-company-profile/raw - Safety review: CAUTION (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Research & Search, Data & Analytics, Data Analysis - Tags: Alphagbm, Api Integration, Company Profile, Event Radar, Financial Red Flags, Pb Band, Pe Band, Stock Research - Author: AlphaGBM (https://skillmd.com/u/alphagbm) - Updated: 2026-07-06 - Page: https://skillmd.com/skills/alphagbm/alphagbm-company-profile --- # AlphaGBM Company Profile Build and manage company research profiles in a user's private knowledge base. Each profile captures fundamentals (PE/PB), 8-year valuation bands, financial red flags, and recent events — auto-refreshed on a schedule. ## When to use - User wants to track a company in their personal research workspace - User asks to list / view / delete saved companies - User asks for PE or PB historical band of a ticker - User asks to refresh a stale profile - User mentions "知识库" / "投研档案" / "research brain" / "knowledge base" ## Prerequisites - **API Key**: stored in env `ALPHAGBM_API_KEY` (format `agbm_xxxx…`). - **Base URL**: default `https://alphagbm.zeabur.app`. Override with env `ALPHAGBM_BASE_URL`. - If the user has no key, direct them to register at and create one at `/api-keys`. - **Tier requirement**: Free tier = 1 profile, Plus = 10, Pro = 50. Create endpoint returns 403 with `upgrade_required: true` when the cap is hit. ## API Endpoints All endpoints require `Authorization: Bearer $ALPHAGBM_API_KEY`. ### 1. List profiles ``` GET /api/research/profiles?page=1&per_page=20 ``` **Response:** ```json { "success": true, "profiles": [{ "ticker": "AAPL", "company_name": "...", "current_price": 261.0, ... }], "total": 3, "page": 1, "per_page": 20 } ``` ### 2. Get profile detail (includes thesis if one exists) ``` GET /api/research/profiles/ ``` Returns the full profile + an embedded `thesis` field (null if no thesis yet). See **Response schema** below for field list. Returns 404 if the ticker isn't in the user's knowledge base. ### 3. Create profile ``` POST /api/research/profiles Content-Type: application/json {"ticker": "AAPL"} ``` | Parameter | Type | Required | Description | |-----------|------|----------|-------------| | `ticker` | string | yes | Stock ticker (US / HK / A-share), case-insensitive | **Behavior:** Pulls fundamentals via the data provider, computes red flags and event radar, persists the profile. If a profile already exists for this user+ticker, it's updated in place (idempotent). **Tier limit response (403):** ```json { "success": false, "error": "Profile limit reached. Upgrade to Plus for 10 profiles.", "current": 1, "max": 1, "upgrade_required": true } ``` ### 4. Delete (archive) profile ``` DELETE /api/research/profiles/ ``` Soft-deletes by flipping `status` to `archived`. Returns 404 if not found. ### 5. Refresh profile data ``` POST /api/research/profiles//refresh ``` Pulls fresh market data, recomputes red flags and events. Use when the user says "refresh my profile" or the `last_updated_at` is stale (> 7d old). ### 6. PE/PB Band data (cached 24h) ``` GET /api/research/profiles//band ``` Returns 8-year PE/PB history for building the band chart. Can be called **without** the ticker being in the user's knowledge base — it's a read-only market data endpoint. **Response:** ```json { "success": true, "ticker": "AAPL", "pe_history": [{"date": "2017-04", "pe": 16.2}, ...], "pb_history": [...], "current_pe_percentile": 0.82, "current_pb_percentile": 0.75 } ``` ## Response schema — full profile ``` { id, ticker, company_name, market, // market = US | HK | CN current_price, pe_ratio, pb_ratio, pe_band_data, // 8yr history, same shape as /band endpoint financial_red_flags, // [{rule_id, severity: "high|med|low", message}] event_radar, // [{event_type, timestamp, headline}] ai_profile_summary, // markdown, ~500 chars status, // "active" | "archived" last_viewed_at, last_updated_at, created_at } ``` ## Typical Workflow ``` 1. User: "Add NVDA to my research brain" → POST /api/research/profiles {"ticker": "NVDA"} → Present: "Added NVDA. Current PE 45, 2 red flags, PE at 85th percentile of 8yr range." 2. User: "What's in my knowledge base?" → GET /api/research/profiles → Present table: ticker · company · PE · last_updated · red flag count 3. User: "Show me my AAPL profile" → GET /api/research/profiles/AAPL → Present: summary, PE/PB bands, red flags list, event radar, linked thesis (if any) 4. User: "Refresh my TSLA profile" → POST /api/research/profiles/TSLA/refresh ``` ## Tier Limits | Tier | Max profiles | |------|-------------| | Free | 1 | | Plus | 10 | | Pro | 50 | When a create hits the limit, the API returns `upgrade_required: true`. Surface this to the user with a prompt to upgrade at `/pricing`. ## Output Formatting Tips When presenting a profile to the user, highlight: 1. **Ticker + company name** and market flag (US / HK / CN) 2. **Current price + PE / PB** with percentile context ("PE 32, 85th percentile of 8yr range → rich") 3. **Red flags** — group by severity, show top 3 4. **Event radar** — most recent 3-5 events with dates 5. **Linked thesis** — if present, one-line buy reason + exit trigger summary 6. **Staleness** — if `last_updated_at` > 7d old, suggest a refresh ## Related Skills - **alphagbm-investment-thesis** — Attach buy thesis + exit triggers to a profile - **alphagbm-health-check** — Detect stale / drifted profiles across the user's workspace - **alphagbm-stock-analysis** — One-off deep analysis (not persisted to the knowledge base) - **alphagbm-theme-research** — Group profiles into themes (AI infra, HK dividend, etc.) --- *Powered by [AlphaGBM](https://alphagbm.com) — Real-data options & research intelligence for traders and AI agents. 10K+ users.*