Trading task guide

Research GOOGL with ChatGPT

Reconcile GOOGL filing metrics with a verified annual source example, exact SEC tool inputs and a dated research brief.

As of 2026-10-10

Example company
GOOGL
Evidence
Reported financials
Account mode
Read tools

1. Choose a ChatGPT connection that supports this task

On ChatGPT web, an authorized account creates the app under Settings > Apps > Create, or Workspace settings > Apps > Create for an admin. Provide the endpoint below, select OAuth, Scan Tools, finish authorization and Create. In a new ordinary chat, select NexusTrade from the tools menu or mention the app again for each message that needs a fresh tool call.

Pro custom MCP can perform read/fetch actions. A research_topic job is a separate billed submission; use it only if the app exposes and permits that action. Missing Create or tools usually needs the workspace administrator or a permitted connection.

Hosted MCP endpoint

text
https://nexustrade.io/api/mcp

Desktop and plugins use different connections

If an integration is available under Plugins, open its details, install with the plus button, authenticate when requested and start a new chat. Do not assume NexusTrade is listed. The desktop MCP settings configure local Codex tasks: Settings > MCP servers > Add server, name nexustrade, Streamable HTTP, the endpoint above, Save > Restart > Authenticate. Confirm it with /mcp in that local task. Web chats do not read this host configuration.

2. Check the returned account tools

The result is a paginated object with portfolios, total and totalPages. Walk pages when necessary. A new account may return an empty list. Keep authentication errors and missing results separate. Do not infer a successful connection from a tool list alone.

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Use fetch_portfolios with the JSON below. Read a portfolioId returned by that call with get_portfolio, setting its portfolio_id argument to the same value. Compare the name, type and strategies with the intended NexusTrade account. If no portfolio exists, keep the empty result and use the company data request next. Do not create anything during this check.

{
  "include_paper": true,
  "include_live": false,
  "include_chat_portfolios": true,
  "include_positions": false,
  "limit": 20,
  "page": 1
}

3. Retrieve filings before interpreting the company

Expected output is dated filing rows or annual metric records, rather than a generic stock recommendation. If the source has no matching fiscal period, leave the comparison unresolved and follow the issuer link below.

Start the current company brief with the latest filed annual and quarterly periods returned by the tool. The historical worked example below checks your reconciliation method; it does not replace that current filing review.

text
Call sec_edgar with each argument object below. The first requests filing rows; the second requests inline annual XBRL metrics. Keep filing dates, accession identifiers and links returned by the tool. Do not use ingest_filings for this read-only check.

{
  "ticker": "GOOGL",
  "action": "list_filings",
  "forms": [
    "10-K",
    "10-Q"
  ],
  "since": "2025-01-01",
  "limit": 10
}

{
  "ticker": "GOOGL",
  "action": "fundamentals",
  "periods": "annual"
}

Worked source check: Alphabet FY2024

The Alphabet release published 2025-02-04 reports the fiscal year ended 2024-12-31. The statement values below are USD millions. This is a fixed historical source example, not the newest company report.

Dividing operating cash flow by revenue gives 35.80% for this annual period. That cash conversion ratio measures operating cash flow relative to reported sales. It is not free cash flow, a stock-return forecast or a reason to buy. A later release may restate an earlier value; retain the original source and explain any mismatch.

Net sales / revenue350,0182024-12-31
Operating cash flow125,2992024-12-31

Historical issuer-reported values, not trading performance.

4. Reconcile the tool values with the actual statement

Check the cash-flow statement period: a nine-month year-to-date value cannot be compared with a twelve-month revenue value. Normalize millions versus dollars before computing a ratio. Do not add a company metric to a price rule unless its historical availability is represented.

text
Use the returned GOOGL filing rows and annual XBRL metrics. Reconcile FY2024 revenue 350,018 and operating cash flow 125,299, both USD millions, for the year ended 2024-12-31, against this source: https://www.sec.gov/Archives/edgar/data/1652044/000165204425000010/googexhibit991q42024.htm. Build a table with metric, raw value, unit, start/end dates, fiscal period, source publication date and source URL. Separate any quarterly, year-to-date, annual and restated records. Explain mismatches rather than choosing the most favorable number. Return a GOOGL source brief and a separate SPY experiment record that you save after the conversation. Do not create, backtest, deploy or trade a portfolio.

5. Resolve one remaining question without duplicate research

If the brief needs broader evidence, review a specific research_topic message before submitting it. Preserve researchJobId from the accepted response and poll get_research_status with research_job_id set to that exact returned value. PROCESSING means poll the same job; COMPLETED supplies report/citations; FAILED supplies an error. Another research_topic call starts another billed run.

From a question to evidence

research_topic is asynchronous. Poll get_research_status with the same job ID instead of launching another billed research run for the same question.

Read filingssec_edgarIssuer, accession, reporting period and publication date
Read relevant newssearch_stock_newsDated publisher links; distinguish news from filings
Submit bounded researchresearch_topicresearchJobId and source-backed question
Poll the accepted jobget_research_statusSame research_job_id, completed report and citations

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