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Inspect an Entity

"Inspect" means: given a company / industry / city / country, see which datasources cover it, how to fetch them, and what indicators exist. This is the first step before any fetch or research.

Find the entity

MCP:

daas_search_entities(query="AAPL")
daas_search_entities(query="China")

daas_search_entities matches name, ticker, code, and aliases. It returns the entity_id you use in the next step.

SQL:

sqlite3 daas.db "SELECT id, code, name, entity_type, exchange, country_code FROM entities WHERE name LIKE '%Apple%' LIMIT 5;"

See coverage

daas_get_entity_coverage is the key tool - for a given entity_id it returns, per linked datasource: the identifier to use, the available sections (routing instructions), and the column count.

daas_get_entity_coverage(entity_id=123)

This answers: "I have company X - which datasources cover it, how many columns can I get, and how do I fetch it?"

An entity is linked to datasources via entity_datasource_links (the identifier to plug into each source). Inspect them:

MCP: daas_get_entity(entity_id=123)

SQL:

sqlite3 daas.db """
SELECT s.name, l.identifier_in_source, l.coverage
FROM entity_datasource_links l JOIN sources s ON s.name = l.source_name
WHERE l.entity_id = 123;
"""

See the entity's indicators

Once you know the entity's source tables, find indicator rules built on them:

sqlite3 daas.db "SELECT name, op, indicator_name FROM indicator_rules WHERE source_table LIKE 'scraw_aapl_%';"

And the latest computed values:

sqlite3 daas.db "SELECT indicator, date, value FROM observations WHERE indicator LIKE 'AAPL_%' ORDER BY date DESC LIMIT 10;"

Industry / city / country

  • Industry - inspect each member stock (a collection), then aggregate.
  • City - regional entities and their indicators (e.g. a city's economic series via cnstats).
  • Country - daas_search_entities(query="CN") -> the country entity -> its macro indicators (CPI, GDP, treasury yields).

Next

Fetch + compute on top: Extract Financial Reports, or turn it into a Research.