advis0r.com — Executive Transcript Stock Discovery CLI

Research aid, not financial advice. This tool converts public executive communications into a reproducible, evidence-backed stock research workflow. It never guarantees a stock will rise, executes trades, or uses non-public information. Small-cap and low-priced stocks are especially risky. See Compliance.

A Bun + TypeScript CLI that discovers, downloads, normalizes, indexes, and analyzes public communications from leaders of publicly traded technology companies — earnings calls, investor days, keynotes, fireside chats, interviews, podcasts, SEC exhibits, blog posts, and captioned video — then combines transcript-derived signals with Alpaca market data and SEC fundamentals to produce a ranked, cited research watchlist for a one- to two-quarter horizon.

CLI binary: transcripts.

Live

• Web dashboard + PWA: https://advis0r.up.railway.app (Discover / Watchlist / Search / Signals / Crypto / About; installable). Every tab is a real path — /watchlist, /search — so it can be linked to. API root at /api.
• Deployed on dev2 (Bun, src/server.ts), backed by the same Postgres database the CLI uses.

Status

This repository implements the architecture in docs/PRD.md. What is fully implemented and working end-to-end:

• Live transcript ingestion via SEC EDGAR full-text search (transcripts sync "<topic>") — keyless; indexes real 8-K/EX-99 exhibits & prepared remarks into Postgres (full-text search on a tsvector column) and deterministic signal extraction.
• Offline analysis provider (--provider offline): zero-dependency, grounded, reproducible StockAnalysis from extracted signals — discover, analyze-company, and the web watchlist produce real ranked output with no external LLM keys.
• Web dashboard + PWA and read-only HTTP API (src/server.ts).
• Persistent report pages at /ticker/<SYMBOL> — every generated report is stored and served from storage rather than rebuilt on each view. See Report pages.
• Watchlist email digests — a market summary of the previous session (or the previous week) delivered as pre-market trading opens, 04:00 ET. See Email digests.

What is fully implemented:

• Bun CLI with the full command surface (init, search, discover, analyze-company, compare, screen, models, providers, stats, export, backtest).
• Postgres storage through @profullstack/libsql-pg (the @libsql/client surface over a pg pool; src/db/schema.pg.sql), with full-text search on a generated tsvector column. Locally an embedded libSQL file with FTS5 (src/db/schema.sql) still works; src/db/fts.ts builds the right predicate.
• Alpaca Market Data client (snapshots, trades, quotes, bars, assets, calendar) with provenance tagging (feed, delayed flag, request id).
• Local, deterministic technical-indicator engine (SMA/EMA/RSI/MACD/ Bollinger/ATR/momentum/relative-volume/trend) — the LLM never computes these.
• Deterministic filter engine (price, market cap, liquidity, exchange, technical, risk) and scoring engine (versioned weights, overall + confidence, risk penalties).
• SEC EDGAR fundamentals/filings provider (ticker→CIK, company facts, point-in-time filings).
• OpenAI and Anthropic analysis providers behind a provider-neutral interface, with dynamic model listing, alias resolution (fast/balanced/deep/latest), no silent fallback, validated structured output (Zod), grounding rules, and consensus mode.
• Ranked watchlist rendering in terminal / Markdown / JSON with the mandatory disclaimer.

Multi-source ingestion (PRD v3)

Beyond SEC filings, the index now ingests:

• News — transcripts news <TICKERS...>, and automatically on every AI analysis (see below). Keyless discovery (Yahoo per-ticker RSS, Bing News RSS, Google News RSS, newswire feeds) plus optional ValueSERP search; article bodies are fetched and parsed by us, never taken from a vendor summary. A headline must name the company for the article to be ingested — a per-ticker feed is otherwise half syndicated market commentary about other issuers. Every document carries a reputation tier (0 primary / 1 reputable press / 2 analysis / 3 excluded) that decides its evidentiary weight. robots.txt is honoured and publishers that block automated access degrade to headline + snippet rather than being routed around.

  On-demand refresh. /api/analyze and /api/analyze/stream top up news for the ticker being analyzed immediately before the model call, so "Sharpen with AI" reasons over current coverage instead of whatever a past CLI run left behind. That path is keyless (RSS only — an interactive click never spends search credits), skipped when the ticker was refreshed in the last 6 hours, and abandoned after 25s so a slow publisher cannot hold up an analysis.

• Media — transcripts media <TICKERS...>. Earnings calls, keynotes, conference talks and podcasts via YouTube captions (free, already timestamped) with ASR as the fallback. Segments keep millisecond offsets, so a quote can link to the exact second it was said.

以上为 README 的开头部分。其余内容请阅读原文。 查看完整 README ↗