---
endpoint: analytics
pattern: EC · Edge cases
status: done
latency_ms: 17942
conversation_id: 16d2da8b-5c4f-4157-9917-5ceaa06d9a4f
citations: 0
created: 2026-05-31 18:05:00Z
---

# Plan and execute a 5-step comparison across three names with tool calls.

I need a bit more direction to execute this properly. Your request asks for "a 5-step comparison across three names" but doesn't specify:

1. **Which three names (tickers/companies)?** — e.g., NVDA vs AMD vs INTC, or AAPL vs MSFT vs GOOGL, or three names from your watchlist.
2. **What dimensions of comparison?** — e.g., financials, valuation, growth, sentiment, internal research views, or a full multi-factor scorecard.

Once you tell me the three names and the angle, I will execute the following 5-step plan with tool calls:

| Step | Action | Tools |
|---|---|---|
| 1 | Pull latest financials and valuation multiples for all three | FactSet via `read_doc` + SQL |
| 2 | Pull recent earnings call commentary for each | `manticore_sql` (transcripts) |
| 3 | Pull internal research / analyst notes for each | `rms_search` (postgresql → opensearch) |
| 4 | Pull recent news catalysts (last 30 days) | `search_street_account` / `search_mt_newswires` |
| 5 | Synthesize into a comparison table + differentiated takeaways with citations | aggregation |

**Please reply with the three tickers** (and optional comparison angle), e.g., *"Compare NVDA, AMD, INTC on AI data-center positioning"* — and I will run the full 5-step pipeline immediately.

Alternative: if you want me to pick three names from your watchlist automatically, say "use my watchlist" and I will query `alpha_user_query` to select three.

