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AI Agents Guide

AI Agents Guide

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Valence has no licensed source for the AI research chat. We'll switch it on when we do.

This page documents how the Valence research agents are prompted: the screener, analyst, bull-versus-bear and fundamentals helpers that run inside the chat. It is written down ahead of the chat being switched on, so the prompts below describe the intended behaviour rather than something you can run today.

@StockScreener Agent

Filters stocks based on custom financial criteria and metrics.

Requirements: Define screening rules using financial metrics

Screens stocks using parameters like:

Valuation ratios (P/E, P/S)
Growth metrics (revenue, EPS)
Profitability indicators
Technical indicators

Example prompt:

@StockScreener find undervalued tech stocks with P/E under 20 and revenue growth above 15%

@Analyst Agent

Requirements: Stock ticker (e.g., AMD)

Provides Wall Street analyst perspectives including:

Upgrades/downgrades
Price targets
EPS estimates
Consensus ratings

Example prompt:

@Analyst show recent analyst actions for Nvidia with price targets

@BullvsBear

Requirements: Stock ticker (e.g., AMD)

Generates balanced investment theses by analyzing:

Fundamental strengths/weaknesses
Market sentiment indicators
Competitive positioning
Technical analysis

Example prompt:

@BullvsBear present bull and bear cases for Tesla stock

@CompareStocks

Requirements: 2+ stock tickers (e.g., AMD, INTC)

Compares companies across key dimensions:

Financial metrics
Growth trajectories
Valuation multiples
Market positioning

Example prompt:

@CompareStocks compare AMD and Intel on financial health and growth prospects

@DarkPoolData Agent

Requirements: Stock ticker (e.g., AMD)

Reveals institutional dark pool activity including:

Block trade volume
Unusual liquidity patterns
Historical dark pool trends
Institutional positioning

Example prompt:

@DarkPoolData show recent dark pool activity for Apple

@FundamentalData Agent

Requirements: Stock ticker (e.g., AMD)

Analyzes SEC filings and financial statements:

Income/balance sheet statements
Cash flow analysis
Financial ratios
Ownership metrics

Example prompt:

@FundamentalData analyze Microsoft's latest balance sheet and cash flow

@OptionsData Agent

Requirements: Stock ticker (e.g., AMD)

Examines options market dynamics including:

Open interest concentrations
Volume anomalies
Implied volatility trends
Max pain calculations

Example prompt:

@OptionsData show unusual options activity for Amazon

@OptionsFlowFeed Agent

Requirements: None

Tracks institutional options activity in real-time:

Large block trades
Sweep orders
Unusual volume spikes
Institutional positioning

Example prompt:

@OptionsFlowFeed show largest institutional options orders today

@Investor Agent

Emulates investment strategies of legendary investors:

Requirements: Investor name + stock ticker

@WarrenBuffett - Value investing focus
@CharlieMunger - Quality business analysis
@BenjaminGraham - Value investing fundamentals & margin of safety
@PeterLynch - Growth investing approach
@MichaelBurry - Contrarian deep value
@CathieWood - Disruptive innovation focus

Example prompt:

@WarrenBuffett would Coca-Cola meet your investment criteria today?