Use tools for filtering and profiling

These tools help you filter, rank, and create detailed profiles for stocks, news, and themes. They are valuable when you need to narrow down content or find relevant stocks based on specific themes or profiles.

1. Filter news by topic

What it is: The Filter news by topic tool filters news articles to focus only on those related to a specific topic.

What it’s for: When you want to narrow down news to a particular theme or subject.

Example: “From these Microsoft news articles, show me only those about cloud computing.”

Key features:

• Filters news content based on the topic

• Focuses only on articles relevant to the chosen theme

• Does not filter stocks—only news content

• Returns full news articles (not summaries)

2. Generate profiles

What it is: The Generate profiles tool creates detailed profiles on how companies relate to a given theme or topic.

What it’s for: When you need to identify various ways companies might connect to a subject, often in preparation for more complex filtering.

Example: “Create profiles for how companies might be involved in renewable energy.”

Key features:

• Develops multiple detailed profiles for one topic

• Helps prepare stocks for filtering based on nuanced themes

• Goes beyond simple keyword matching

• Useful for categorizing companies by how they relate to a theme

3. Generate profiles per idea

What it is: The Generate profiles per idea tool creates profiles for each idea in a list of themes.

What it’s for: When you need to understand how companies might relate to multiple ideas or trends.

Example: “For each AI trend identified, create profiles for how companies might be involved.”

Key features:

• Creates individual profiles for each idea from a brainstorming session

• Uses the "IDEA" placeholder in templates for profiling

• Allows for in-depth matching of companies to complex themes

• Typically used in preparation for stock filtering

4. Filter stocks by profile

What it is: The Filter stocks by profile tool filters and ranks stocks based on how well they match a theme or profile.

What it’s for: When you want to identify and rank stocks based on their relevance to a particular theme.

Example: “Find companies that are leaders in sustainable manufacturing.”

Key features:

• Filters stocks according to a profile or theme

• Scores stocks on their relevance, providing explanations for matches

• Can rank stocks from best to worst using complete_ranking

• Allows setting a score_threshold to filter for high-relevance stocks

• Includes options to limit to the top N or include bottom M stocks

5. Filter/rank stocks by profile per idea

What it is: The Filter/rank stocks by profile per idea tool filters and ranks stocks for each idea in a list of themes.

What it’s for: When you need to find stocks for multiple themes or ideas and rank them accordingly.

Example: “For each renewable energy trend identified, find the most relevant companies.”

Key features:

• Filters stocks for each individual idea from a list

• Scores and ranks stocks based on relevance to each idea

• Organizes results by idea and provides reasoning for each stock's relevance

• Can rank stocks fully with complete_ranking

• Includes options for top N and bottom M filtering