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StockReason
Research workbench中

StockReason

Data Sources

A platform-wide view of the evidence providers StockReason uses today and plans to add.

Source availability is managed centrally so every Reason Role can work from the same evidence contracts and disclose the same limitations.

Connected

These sources can contribute evidence to current research runs when data is available for the selected company.

6

Regulatory filings

SEC filings

Primary filing excerpts used for company fundamentals and risk disclosures.

Connected
Provider
U.S. Securities and Exchange Commission
Evidence strength
Strong
Coverage
The two most recent primary 10-K and 10-Q filings for U.S. issuers.
Update cadence
Fetched when a Reason run starts and frozen with that run.
Limitations
Current extraction is section-based and does not yet include event or offering forms.
Provider website

Market data

Daily market history

Daily close and volume history used to compute price, trend, momentum, and volume indicators.

Connected
Provider
Alpha Vantage
Evidence strength
Medium
Coverage
Up to 100 daily observations, narrowed to the latest three months.
Update cadence
Loaded on demand with a configurable cache; the default cache lifetime is six hours.
Limitations
No adjusted prices, intraday data, order book, options chain, or long-horizon history.
Provider website

News

Company news

Recent ticker news, publisher summaries, and provider sentiment labels.

Connected
Provider
Alpha Vantage
Evidence strength
Medium
Coverage
Up to eight usable ticker news items returned by the provider.
Update cadence
Requested for the seven-day window ending at the Reason run time.
Limitations
Publisher coverage is provider-dependent; dedicated macro news is outside the current request budget.
Provider website

Market data

VIX market stress

Official VIX daily closes summarized as a broad U.S. equity market-stress signal.

Connected
Provider
Cboe Global Markets
Evidence strength
Strong
Coverage
Latest close, five-session change, 20-session average, and trailing 252-session percentile.
Update cadence
Latest daily close available in Cboe's published history.
Limitations
VIX estimates expected 30-day S&P 500 volatility and is not ticker-specific sentiment.
Provider website

Regulatory filings

SEC event, offering, and IR exhibits

Event, registration, and prospectus filings plus qualifying EX-99 financial-results and investor-presentation exhibits.

Connected
Provider
U.S. Securities and Exchange Commission
Evidence strength
Strong
Coverage
The latest primary 8-K, 6-K, S-3 or S-3ASR, and 424B filing, including bounded EX-99.1 and EX-99.2 IR exhibits.
Update cadence
Fetched when a Reason run starts and frozen with that run.
Limitations
Only same-accession HTML or text EX-99.1/99.2 exhibits whose content identifies financial results or an investor presentation are accepted.
Provider website

Company disclosures

Earnings transcripts

Prepared remarks and question-and-answer records for management guidance, demand, qualification, and capacity signals.

Connected
Provider
Alpha Vantage
Evidence strength
Medium
Coverage
The latest usable quarterly earnings-call transcript returned for the selected symbol.
Update cadence
Checks the current and four preceding quarters when a selected role requests transcripts.
Limitations
The provider does not publish a call date, so the fiscal-quarter end is used as the evidence date; transcripts can contain errors and forward-looking management claims.
Provider website

Requires authorization

These sources require provider credentials, commercial approval, or both. They do not contribute evidence to production research runs until authorization is verified.

2

Sentiment

StockTwits discussion

Ticker discussion is a candidate source for identifying retail narratives and disagreement.

Requires authorization
Provider
StockTwits
Evidence strength
Weak
Coverage
Intended coverage is a bounded set of recent public messages for the selected ticker.
Update cadence
Approved API access must be verified before enabling production retrieval.
Limitations
StockTwits requires approved Enterprise API access; public posts also remain self-selected, unaudited, and weak evidence.
Provider website

Sentiment

Reddit discussion

Public posts are a candidate source for surfacing investor narratives, catalysts, and counterarguments.

Requires authorization
Provider
Reddit
Evidence strength
Weak
Coverage
Intended coverage is a bounded ticker search across selected investing communities.
Update cadence
OAuth access and the applicable data-use approval must be verified before enabling production retrieval.
Limitations
Reddit requires OAuth and may require separate approval for commercial use; posts are weak evidence and cannot independently support a conclusion.
Provider website

Planned

These sources are on the integration roadmap and do not contribute evidence yet.

4

Company disclosures

Company investor relations

First-party earnings releases, investor presentations, product updates, and capacity disclosures.

Planned
Provider
Issuer investor-relations sites
Evidence strength
Strong
Coverage
Planned issuer-specific investor-relations documents and announcements.
Update cadence
Planned retrieval from the latest dated issuer materials.
Limitations
Not connected; issuer sites vary in structure and present management-selected information.

Sentiment

X attention radar

Public posts used only to discover emerging supply-chain claims, narratives, and possible catalysts.

Planned
Provider
X
Evidence strength
Weak
Coverage
Planned query and account watchlists relevant to each company and supply chain.
Update cadence
Planned near-current retrieval for tracked companies and topics.
Limitations
Not connected; posts are unverified leads and require corroboration from primary sources before use in conclusions.
Provider website

Sentiment

Bluesky attention radar

Recent public posts used only to discover emerging company and supply-chain narratives.

Planned
Provider
Bluesky
Evidence strength
Weak
Coverage
A bounded ticker query through Bluesky's public AppView search endpoint.
Update cadence
The adapter requests the latest matching public posts on demand.
Limitations
Adapter implemented but deployment connectivity is not yet verified; public posts are unverified leads and cannot independently support conclusions.
Provider website

News

GDELT news attention

Recent news-index matches used to identify topics that may deserve primary-source follow-up.

Planned
Provider
GDELT Project
Evidence strength
Weak
Coverage
A bounded ticker query across the GDELT DOC news index.
Update cadence
The adapter requests the most recent matching DOC API results on demand.
Limitations
Adapter implemented but deployment connectivity is not yet verified; indexed headlines are discovery leads, not primary evidence.
Provider website

How to read this catalog

Connected does not mean complete or real-time. Each Reason freezes the evidence actually retrieved for that run. Sources requiring authorization and planned sources cannot support a production claim until their access and integration are verified.