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Boutique Research Team · Financial research · Agent data access

Boutique Research Team

I connected a research team's AI assistant to live financial-data tools so analysts could ask questions using their existing workflow.

Delivered and verified against the live API.

What the business needed

The team needed plain-English access to ratings, upgrades, downgrades, price targets, and consensus under a hard deadline.

What I worked on

  1. 01Connected the team’s AI assistant to analyst ratings, rating changes, price targets, consensus, and recent activity.
  2. 02Checked all five requests against the live data service.
  3. 03Kept the work within the agreed scope: one data source used from the team’s existing AI app.

KEY DECISIONS

Put the tool where the question is

Expose structured data to Claude rather than adding a dashboard the team did not request.

Hold the source boundary

Keep the implementation to the single requested data source.

What the project delivered

55 financial-data requests checkedAnalyst ratings, rating changes, price targets, consensus, and recent activity.
3 daysahead of the deadlineDelivered Saturday against the following Tuesday’s deadline.

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