ReportGem Global Research (报告驿站)

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Global investment research knowledge base: 16M+ bank reports, filings, earnings calls, charts.

Finance & Payments Research & Knowledge

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get_evidence

Return bounded, page-cited source excerpts, or a sequential reading window (reading_mode="sequential" with next_cursor) for whole documents; unmatched material is never presented as verified evidence. 返回有界真实摘录或可续读的连续正文窗口；不能把无匹配的资料当作已验证证据。

source_idstring, required

Source identifier returned by a search tool

source_typestring, required

Source type returned by a search tool

querystring

Claim or fact to locate in the source; optional in sequential reading mode

cursorstring

next_cursor returned by the previous sequential call; pass it back unchanged

start_pagestring

Optional first page when starting a new sequential reading

max_passagesinteger

reading_modestring

relevant: passages matching query; sequential: read the document in page order

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Tools (5)

get_evidence

Argument	Type	Description
query	string	Claim or fact to locate in the source; optional in sequential reading mode
cursor	string	next_cursor returned by the previous sequential call; pass it back unchanged
source_id*	string	Source identifier returned by a search tool
start_page	any	Optional first page when starting a new sequential reading
source_type*	string	Source type returned by a search tool
max_passages	integer
reading_mode	string	relevant: passages matching query; sequential: read the document in page order

Input schema (JSON)

{
  "type": "object",
  "title": "get_evidenceArguments",
  "required": [
    "source_type",
    "source_id"
  ],
  "properties": {
    "query": {
      "type": "string",
      "title": "Query",
      "default": "",
      "maxLength": 300,
      "description": "Claim or fact to locate in the source; optional in sequential reading mode"
    },
    "cursor": {
      "type": "string",
      "title": "Cursor",
      "default": "",
      "maxLength": 64,
      "description": "next_cursor returned by the previous sequential call; pass it back unchanged"
    },
    "source_id": {
      "type": "string",
      "title": "Source Id",
      "maxLength": 128,
      "minLength": 1,
      "description": "Source identifier returned by a search tool"
    },
    "start_page": {
      "anyOf": [
        {
          "type": "integer",
          "maximum": 1000000,
          "minimum": 1
        },
        {
          "type": "null"
        }
      ],
      "title": "Start Page",
      "default": null,
      "description": "Optional first page when starting a new sequential reading"
    },
    "source_type": {
      "enum": [
        "foreign",
        "jinyunqi",
        "cn",
        "sec",
        "china_filing",
        "meeting",
        "china_meeting",
        "paper"
      ],
      "type": "string",
      "title": "Source Type",
      "description": "Source type returned by a search tool"
    },
    "max_passages": {
      "type": "integer",
      "title": "Max Passages",
      "default": 4,
      "maximum": 6,
      "minimum": 1
    },
    "reading_mode": {
      "enum": [
        "relevant",
        "sequential"
      ],
      "type": "string",
      "title": "Reading Mode",
      "default": "relevant",
      "description": "relevant: passages matching query; sequential: read the document in page order"
    }
  }
}

search_filings

Search US SEC filings and China listed-company announcements; returns verifiable internal source links. 检索美国 SEC 文件和中国公司公告，并返回可核验的内部来源链接。

Argument	Type	Description
limit	integer
query*	string	Company, ticker or filing keyword
market	string
date_to	any
date_from	any
form_type	string	SEC form such as 10-K, 10-Q, 8-K, 6-K, 20-F, or all

Input schema (JSON)

{
  "type": "object",
  "title": "search_filingsArguments",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 10,
      "maximum": 20,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "title": "Query",
      "maxLength": 300,
      "minLength": 1,
      "description": "Company, ticker or filing keyword"
    },
    "market": {
      "enum": [
        "us",
        "china",
        "all"
      ],
      "type": "string",
      "title": "Market",
      "default": "all"
    },
    "date_to": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Date To",
      "default": null
    },
    "date_from": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Date From",
      "default": null
    },
    "form_type": {
      "type": "string",
      "title": "Form Type",
      "default": "all",
      "maxLength": 32,
      "description": "SEC form such as 10-K, 10-Q, 8-K, 6-K, 20-F, or all"
    }
  }
}

search_meetings

Search global and China earnings-call transcripts and meeting notes, distinguishing body-text evidence from listing-only hits. 检索全球和中国会议纪要、业绩会记录，区分正文证据与清单命中。

Argument	Type	Description
limit	integer
query*	string	Company, ticker, institution, industry or meeting keyword
region	string
date_to	any
date_from	any
output_language	string

Input schema (JSON)

{
  "type": "object",
  "title": "search_meetingsArguments",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 10,
      "maximum": 20,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "title": "Query",
      "maxLength": 300,
      "minLength": 1,
      "description": "Company, ticker, institution, industry or meeting keyword"
    },
    "region": {
      "enum": [
        "global",
        "china",
        "all"
      ],
      "type": "string",
      "title": "Region",
      "default": "all"
    },
    "date_to": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Date To",
      "default": null
    },
    "date_from": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Date From",
      "default": null
    },
    "output_language": {
      "enum": [
        "en",
        "zh"
      ],
      "type": "string",
      "title": "Output Language",
      "default": "en"
    }
  }
}

search_research

Search sell-side research reports and academic papers by company, ticker, broker, industry, theme or date; returns bounded metadata plus real excerpts when the indexed body matches. 检索研报和论文；返回有界元数据，并在已索引正文命中时返回实际摘录。

Argument	Type	Description
limit	integer
query*	string	Company, ticker, industry, theme or keyword
date_to	any	Optional ISO date, YYYY-MM-DD
sources	array	Source groups to search
date_from	any	Optional ISO date, YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "title": "search_researchArguments",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 10,
      "maximum": 20,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "title": "Query",
      "maxLength": 500,
      "minLength": 2,
      "description": "Company, ticker, industry, theme or keyword"
    },
    "date_to": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Date To",
      "default": null,
      "description": "Optional ISO date, YYYY-MM-DD"
    },
    "sources": {
      "type": "array",
      "items": {
        "enum": [
          "global_research",
          "realtime_research",
          "chinese_research",
          "academic_papers"
        ],
        "type": "string"
      },
      "title": "Sources",
      "default": [
        "global_research",
        "realtime_research",
        "chinese_research",
        "academic_papers"
      ],
      "description": "Source groups to search"
    },
    "date_from": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Date From",
      "default": null,
      "description": "Optional ISO date, YYYY-MM-DD"
    }
  }
}

search_visuals

Search indexed charts, tables, industry diagrams and research-relevant images with report/page provenance. 检索研报中的图表、表格、行业示意图，返回所属研报与页码。

Argument	Type	Description
limit	integer
query*	string	Natural-language description of a chart, table, diagram or image
date_to	any
date_from	any
visual_type	string

Input schema (JSON)

{
  "type": "object",
  "title": "search_visualsArguments",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 12,
      "maximum": 20,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "title": "Query",
      "maxLength": 300,
      "minLength": 2,
      "description": "Natural-language description of a chart, table, diagram or image"
    },
    "date_to": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Date To",
      "default": null
    },
    "date_from": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Date From",
      "default": null
    },
    "visual_type": {
      "enum": [
        "all",
        "chart",
        "table",
        "industry_diagram",
        "product_image",
        "map",
        "screenshot"
      ],
      "type": "string",
      "title": "Visual Type",
      "default": "all"
    }
  }
}