# Alphagbm Theme Research

> >

- **Type:** Skill
- **Install:** `agentstack add skill-alphagbm-skills-alphagbm-theme-research`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [AlphaGBM](https://agentstack.voostack.com/s/alphagbm)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [AlphaGBM](https://github.com/AlphaGBM)
- **Source:** https://github.com/AlphaGBM/skills/tree/main/skills/alphagbm-theme-research
- **Website:** https://www.alphagbm.com/skills

## Install

```sh
agentstack add skill-alphagbm-skills-alphagbm-theme-research
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# AlphaGBM Theme Research

Group related tickers into named investment themes with an AI-generated summary and news keyword watchlist. Each theme is a lightweight basket you can track at the concept level.

## When to use

- User wants to organize tickers by theme (AI infra, HK dividend, EV supply chain, biotech…)
- User asks to view a specific theme's holdings + latest summary
- User wants to add or remove tickers from a theme
- User wants the system to monitor news around a topic
- User mentions "主题" / "theme" / "basket" / "篮子" / "板块"

## Prerequisites

- **API Key**: env `ALPHAGBM_API_KEY` (format `agbm_xxxx…`).
- **Base URL**: default `https://alphagbm.zeabur.app`. Override via `ALPHAGBM_BASE_URL`.
- **Tier limits apply**: Free tier is capped on themes — `check_profile_limit` mirrors the profile limit model. Check `limits.max_themes` via the dashboard endpoint.

## API Endpoints

All endpoints require `Authorization: Bearer $ALPHAGBM_API_KEY`.

### 1. List themes

```
GET /api/research/themes
```

**Response:**
```json
{
  "success": true,
  "themes": [
    {
      "id": 7,
      "theme_name": "AI Infrastructure",
      "description": "Picks & shovels for the AI capex cycle",
      "tickers": ["NVDA", "AVGO", "MSFT", "ORCL"],
      "news_keywords": ["AI capex", "data center", "hyperscaler"],
      "theme_summary": "Capex guidance up across 4 hyperscalers...",
      "last_updated_at": "2026-04-13T09:00:00Z"
    }
  ]
}
```

### 2. Get theme detail (aggregated)

```
GET /api/research/themes/
```

Returns the theme + aggregated data across its tickers (average price change, top movers, recent news matching keywords). 404 if not found or not owned.

### 3. Create theme

```
POST /api/research/themes
Content-Type: application/json

{
  "theme_name": "AI Infrastructure",
  "description": "Picks & shovels for AI capex",
  "tickers": ["NVDA", "AVGO", "MSFT"],
  "news_keywords": ["AI capex", "data center"]
}
```

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `theme_name` | string | yes | Display name, used to dedupe |
| `description` | string | no | Short blurb |
| `tickers` | array of string | no | Initial tickers; can be edited later |
| `news_keywords` | array of string | no | Phrases monitored for news matches |

### 4. Update theme (by id)

```
PUT /api/research/themes/
Content-Type: application/json

{"tickers": ["NVDA", "AVGO", "MSFT", "ORCL"], "news_keywords": [...]}
```

Partial update. Any of the fields from create are accepted.

### 5. Delete theme (by id)

```
DELETE /api/research/themes/
```

Hard-delete. Doesn't affect the underlying company profiles.

## Response schema — theme

```
{
  id, theme_name, description,
  tickers,                  // array of ticker strings
  news_keywords,            // array of phrases for news matching
  theme_summary,            // AI-generated narrative (markdown)
  last_updated_at, created_at
}
```

Theme detail endpoint (`GET /themes/`) additionally includes aggregated fields like top movers and recent matched news — the exact shape is service-side and stable for display, not for programmatic parsing.

## Typical Workflow

```
1. User: "Create an AI infra theme with NVDA, AVGO, MSFT"
   → POST /api/research/themes
     {"theme_name": "AI Infrastructure", "tickers": ["NVDA","AVGO","MSFT"],
      "news_keywords": ["AI capex", "data center"]}
   → Confirm theme created; mention it'll start accumulating summary + news

2. User: "What themes do I have?"
   → GET /api/research/themes
   → Table: theme · ticker count · last updated · summary excerpt

3. User: "Add ORCL to my AI theme"
   → GET /api/research/themes (find id)
   → PUT /api/research/themes/ {"tickers": [... + "ORCL"]}

4. User: "What's happening in my HK dividend theme?"
   → GET /api/research/themes/
   → Lead with theme_summary + aggregated movers + matched news
```

## Output Formatting Tips

When presenting themes:
1. **List view** — theme name · ticker count · "updated Xd ago" · 1-sentence summary
2. **Detail view** — lead with `theme_summary` (AI narrative), then ticker grid with % change, then recent matched news
3. **Keyword hygiene** — if the user creates a theme with no `news_keywords`, prompt: "Want me to watch for any news phrases? E.g., 'AI capex', 'hyperscaler'"
4. **Ticker overlap** — when creating a new theme, check if tickers already exist in other themes; it's fine (tickers can be in multiple themes) but worth mentioning

## Related Skills

- **alphagbm-company-profile** — Themes reference profiles; creating a theme with untracked tickers still works but they won't have profile data
- **alphagbm-health-check** — Flags orphan tickers that are in themes but no longer in any profile
- **alphagbm-compare** — Side-by-side comparison for tickers within a theme

---

*Powered by [AlphaGBM](https://alphagbm.com) — Real-data options & research intelligence for traders and AI agents. 10K+ users.*

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [AlphaGBM](https://github.com/AlphaGBM)
- **Source:** [AlphaGBM/skills](https://github.com/AlphaGBM/skills)
- **License:** MIT
- **Homepage:** https://www.alphagbm.com/skills

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-alphagbm-skills-alphagbm-theme-research
- Seller: https://agentstack.voostack.com/s/alphagbm
- Browse the marketplace: https://agentstack.voostack.com/browse

---
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