Research AAPL with Meta Muse: dated filings and a stock brief

1. Ask Muse to create the NexusTrade custom connector

Open a Muse personal-agent conversation and send the connection request below. Meta documents creating a Custom Connector by asking Muse in chat. Follow its authentication handoff and sign in to the intended NexusTrade account; review access before consent. Use the secure credential flow if requested, and keep passwords and tokens out of chat.

Discover the actual NexusTrade tools after authentication. Keep approval for portfolio changes and paid tests in Muse Settings; manage or disconnect the connection under Settings → Connectors. After Muse creates the connector, run the account read below before asking it to work with your portfolio.

Create a Custom Connector named NexusTrade using the Streamable HTTP MCP URL https://nexustrade.io/api/mcp. Use server OAuth discovery and guide me through sign-in. List the tools after authentication. Start with read-only owned portfolio access; do not run research jobs, backtests, edit portfolios, deploy or place orders.

2. Check the account with an owned portfolio read

Ask the agent to call fetch_portfolios with the arguments below. Compare the returned portfolio names, IDs and types with your NexusTrade account. fetch_portfolios returns portfolioId; pass that exact value as portfolio_id to get_portfolio. Inspect the structured portfolio.portfolioId, portfolio.type, portfolio.isActive, portfolio.strategies, portfolio.initialValue and portfolio.deployment. For a new account, an authenticated empty list is a valid result. Public stock commentary does not establish account access.

This request excludes live books and positions, includes chat drafts and inactive paper books, and returns up to 50 records per page. Follow subsequent pages before concluding a named book is absent. If OAuth expired, reconnect and repeat this read. For a missing tool, inspect the included app, environment and action permissions. An account mismatch must be fixed before a write.

{
  "include_live": false,
  "include_paper": true,
  "include_chat_portfolios": true,
  "include_inactive": true,
  "include_positions": false,
  "limit": 50,
  "page": 1
}

3. Work through an AAPL filing brief

Apple's July 30, 2026 release covers fiscal Q3 ended June 27, 2026. Revenue was $109.4 billion, 16% above the prior-year quarter. Gross margin was 50.1%, with approximately 2 percentage points from tariff refunds. Keep those units and the refund qualification together.

The reported sales grew, and a refund contributed to the margin. That does not establish the recurring margin or a stock-price forecast. Ask Muse to compare the filing's product and regional tables, then separate durable operating changes from the disclosed benefit. The release's statement about operating cash flow is not a numeric value; retrieve the financial statement before reporting a figure.

No matching rows. Clear the filter to see all records.

4. Read the filing list before starting paid research

Use sec_edgar to list AAPL filings with the read-only request below. Open the relevant 10-Q and earnings 8-K; confirm issuer, accession, reporting period and filed date. The example above is a dated source check, not a claim that it will remain the latest quarter.

Missing filing values stay unresolved. action=ingest_filings persists source text and is a separate write, so listing filings does not grant permission to ingest them.

{
  "ticker": "AAPL",
  "action": "list_filings",
  "forms": [
    "10-Q",
    "8-K"
  ],
  "since": "2026-07-01",
  "limit": 10
}

Read the reported quarterly fundamentals

Use this separate sec_edgar request to read available quarterly XBRL metrics. Match each observation to its fiscal period, unit and filing date rather than assuming the first row is the quarter in this example. Open the issuer statement to resolve any discrepancy. A missing operating cash-flow value remains missing.

{
  "ticker": "AAPL",
  "action": "fundamentals",
  "periods": "quarterly"
}

5. Submit one bounded question, then poll its ID

After reviewing the question and its usage cost, explicitly approve one research_topic call with message. The structured result returns researchJobId and status. Copy that returned ID into get_research_status as research_job_id. PROCESSING means poll the same job; COMPLETED should include the report and citations; FAILED includes an error to inspect.

If the response is lost, inspect the task transcript for the accepted ID before starting another request. A second research_topic call can create another billed job. A missing or foreign ID is an ownership or identity problem, not an instruction to invent a result. Read each primary citation before accepting the brief.

After I approve one research_topic request, use message: "Research AAPL using the primary earnings release and corresponding 10-Q. Compare reported revenue and operating cash flow with the matching prior-year period. Preserve GAAP basis, units, quarter-end and publication dates. Explain disclosed one-off items, customer concentration and missing evidence. Return facts, interpretation and disconfirming evidence with source URLs. Do not draft orders or alter portfolios."
Save the returned researchJobId. Call get_research_status with research_job_id set to that exact value until terminal status.

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.

No matching rows. Clear the filter to see all records.

6. Review the brief in Muse before saving a candidate

Ask Muse to return a short AAPL brief with one row per fact and a separate interpretation paragraph. Compare its revenue and margin qualification with the primary release above. Review the approval request before any follow-on paid research or portfolio write; connector sign-in does not approve those actions.

Keep the source links and unresolved cash-flow question in the conversation. If the connector reports expired authentication, reconnect from Settings → Connectors, repeat the read-only account check and resume the same accepted research job.

Return my AAPL brief with source URL, fiscal period, publication date, metric, unit and GAAP basis for every row. Explain the tariff-refund margin benefit separately. Mark operating cash flow unresolved until you read the statement. Give one condition that would weaken the growth interpretation. Stop before creating a strategy.

Choose a separate strategy experiment

A filing brief ends with a documented thesis and what would change it. Turning that thesis into a rule requires a separate entry, exit, sizing and timing decision. The price-rule guide below tests mechanics; it does not retrospectively treat a 2026 earnings release as information known in 2021.

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