Bruin Academy
Guide
Stock Analyst
Go from zero to a working stock analyst that pulls FMP, Yahoo Finance, and FRED into DuckDB - then lets an AI agent answer real market questions. The AI agent is the coder - every step is a plain-English prompt.
What
Learn the junior stock analyst toolkit in one sitting. Pull company fundamentals, market prices, and US macro data into a local database, then ask an AI agent market questions with SQL-backed sources.
- Pull four quarters of fundamentals for any ticker and compare them to peers
- Overlay stock price performance against the macro regime (e.g. "how did high-FCF companies perform when the yield curve was inverted?")
- Ask natural-language questions and get SQL-backed answers - with sources the agent can cite
How
- The AI agent does the typing - you prompt it in plain English and approve what it does
- Bruin CLI scaffolds the pipeline, and ingestr connectors handle the data pulls
- Bruin MCP gives Claude Code, Cursor, or Codex direct query access to your database
- Pipeline-scoped
AGENTS.mdplusbruin ai enhanceteach the agent finance context
Guide overview
- 1Set Up Your WorkspaceInstall your AI coding tool, then have it install Bruin CLI and wire up MCP for you. Every step from here on is a plain-English prompt.
- 2Scaffold Your ProjectCreate an empty Bruin project with DuckDB as the local database - the workspace your fundamentals, prices, and macro data will land into.
- 3Ingest FMP, Yahoo Finance, and FREDHave the AI agent write ingestr assets for three data sources - company fundamentals, stock prices, and US macro - and pull them into DuckDB.
- 4Build Staging + Report LayersAdd a clean middle layer on top of the raw data, then build a final report table that joins fundamentals, prices, and macro - the analysis-ready table your AI agent will query.
- 5Teach the AI Your DomainUse bruin ai enhance to document every column, then add a pipeline-scoped AGENTS.md with finance context so the agent reasons about your data like a real analyst.
- 6Ask the Real Analyst QuestionPut the stack to work. Combine FMP fundamentals, Yahoo prices, and FRED macro to answer the kind of question analysts actually get paid for.
Resources
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