AI web research agent for portfolio monitoring

This is the context an AI agent can use to call the portfolio monitoring agent: its ID, the skill it already runs with, the request options and an example response. The same file is at portfolio-monitoring-agent.md.

---
type: "nimble-agent"
agent: "portfolio-monitoring-0903ce1c"
agent_id: "wsa_9982cfe45d0b49838b54a9e6235a2af1"
description: "Check a company you hold for material events since a date, with one line on why each one matters."
use_when: "Checking a public or private company you hold for material events since a date, each dated and sourced."
default_effort: "medium"
cost_per_run: "$0.10 at medium effort"
---
# Nimble: Portfolio monitoring agent

Check a company you hold for material events since a date, with one line on why each one matters.

## Agent instructions

Run this ready-made agent by its ID. It already carries the research skill and output schema below, so the input only needs the company and the start date (YYYY-MM-DD).

- Agent page: [Portfolio monitoring agent](https://online.nimbleway.com/web-search-agents/wsa_9982cfe45d0b49838b54a9e6235a2af1)
- Agent ID: `wsa_9982cfe45d0b49838b54a9e6235a2af1`
- Default effort: `medium`
- Docs: [Web Search Agents](https://docs.nimbleway.com/nimble-sdk/web-search-agents/overview)

## Skill

What is material to an investor:
- CEO, CFO or board changes; M&A as buyer or target; new litigation or regulatory action; credit rating actions;
  guidance changes; covenant breaches, defaults and restructuring; large layoffs; major customer wins or losses;
  plant closures; cyber incidents.

Where they show up first:
- Public companies: SEC 8-K and 6-K filings, UK RNS announcements, exchange notices, investor relations pages.
- Rating actions: S&P, Moody's and Fitch press releases.
- Private companies: press releases, trade and local business press, court and regulator sites.

Pitfalls:
- The event date is what counts, not the date an article republished it.
- An empty result is a valid answer when nothing material happened.

since is the cutoff date the request gives, as YYYY-MM-DD.

Citations and evidence:
- source_url is one full public https URL: the page the value was read on. Never an internal file path or source id. A
  value from two pages is two values.
- as_of is the date the source states or was published, not today's date.
- A value nobody published is null, listed in missing_fields. Not an estimate from memory.
- Entity drift is the most common error: a namesake, a parent, a subsidiary or a similarly named company. Match on domain,
  registry number, HQ city or ticker before using a page.

## Request options

- `input` (string, required): the company you hold and the date to check from as YYYY-MM-DD. Example: `Check Boeing for material events since 2026-08-13`
- `effort` (string): `low`, `medium`, `high` or `x-high`. Defaults to `medium`. The examples on the page ran at `high`.

## Request shape

Call `POST https://sdk.nimbleway.com/v2/agents/wsa_9982cfe45d0b49838b54a9e6235a2af1/runs` with your Nimble API key. Poll `GET .../runs/{run_id}` until `is_active` is false, then read `GET .../runs/{run_id}/result`.

```json
{
  "input": "Check Boeing for material events since 2026-08-13",
  "effort": "high"
}
```

### Python

```python
import os, time
from nimble_python import Nimble

nimble = Nimble(api_key=os.environ["NIMBLE_API_KEY"])
agent_id = "wsa_9982cfe45d0b49838b54a9e6235a2af1"  # Nimble's portfolio monitoring agent

run = nimble.agents.runs.create(
    agent_id,
    input="Check Boeing for material events since 2026-08-13",
    effort="high",
)
while run.is_active:
    time.sleep(10)
    run = nimble.agents.runs.get(run.id, agent_id=agent_id)

result = nimble.agents.runs.result(run.id, agent_id=agent_id)
print(result.output.content)
```

### TypeScript

```typescript
import Nimble from "@nimble-way/nimble-js";

const nimble = new Nimble({ apiKey: process.env.NIMBLE_API_KEY });
const agentId = "wsa_9982cfe45d0b49838b54a9e6235a2af1"; // Nimble's portfolio monitoring agent

let run = await nimble.agents.runs.create(agentId, {
  input: "Check Boeing for material events since 2026-08-13",
  effort: "high",
});
while (run.is_active) {
  await new Promise((r) => setTimeout(r, 10000));
  run = await nimble.agents.runs.get(run.id, { agent_id: agentId });
}
const result = await nimble.agents.runs.result(run.id, { agent_id: agentId });
console.log(result.output.content);
```

### cURL

```sh
AGENT_ID=wsa_9982cfe45d0b49838b54a9e6235a2af1  # Nimble's portfolio monitoring agent

curl -X POST "https://sdk.nimbleway.com/v2/agents/$AGENT_ID/runs" \
  --header "Authorization: Bearer $NIMBLE_API_KEY" \
  --header 'Content-Type: application/json' \
  --data '{"input":"Check Boeing for material events since 2026-08-13","effort":"high"}'

# poll until is_active is false, then read the result
curl "https://sdk.nimbleway.com/v2/agents/$AGENT_ID/runs/$RUN_ID" --header "Authorization: Bearer $NIMBLE_API_KEY"
curl "https://sdk.nimbleway.com/v2/agents/$AGENT_ID/runs/$RUN_ID/result" --header "Authorization: Bearer $NIMBLE_API_KEY"
```

### CLI

```sh
AGENT_ID=wsa_9982cfe45d0b49838b54a9e6235a2af1  # Nimble's portfolio monitoring agent
RUN_ID=$(nimble agents:runs create \
  --agent-id "$AGENT_ID" \
  --input 'Check Boeing for material events since 2026-08-13' \
  --effort high | jq -r .id)

# repeat while "is_active" is true, then read the result
nimble agents:runs get --agent-id "$AGENT_ID" --run-id "$RUN_ID"
nimble agents:runs result --agent-id "$AGENT_ID" --run-id "$RUN_ID"
```

## Response data

The result has `run` and `output`. The result is in `output.content`: `company`, `since` (YYYY-MM-DD), `events` (a list of `{ date, type, headline, summary, source_url }`) and `checked_sources` (the pages read). An empty `events` list means nothing material happened. `output.sources` lists the pages read and `output.trust` grades confidence per claim. Example (Boeing, every list trimmed to 3 items, 5 sources):

```json
{
  "run": {
    "id": "task_run_9514bcba40954023b05ee323cc4fb8f2",
    "status": "completed",
    "effort": "high",
    "started_at": "2026-11-11T10:38:22.921989Z",
    "completed_at": "2026-11-11T10:42:37.013470Z"
  },
  "output": {
    "type": "json",
    "content": {
      "since": "2026-08-13",
      "events": [
        {
          "date": "2026-08-14",
          "type": "Contract win (defense production)",
          "summary": "Boeing signed new seven-year framework agreements with the U.S. Department of War (DoW) and Raytheon, an RTX business, to increase production of Standard Missile-3 hardware — critical parts used to help intercept threats outside Earth's atmosphere.",
          "headline": "Boeing to increase Standard Missile-3 hardware production under new Pentagon framework agreements",
          "source_url": "https://boeing.mediaroom.com/sm-3frameworkagreement"
        },
        {
          "date": "2026-08-19",
          "type": "Officer appointment (SEC 8-K Item 5.02)",
          "summary": "Boeing's Board appointed Ryan L. Shedd as Senior Vice President and Controller, effective the first business day after filing the 2026 Form 10-K; he will also serve as principal accounting officer, succeeding Michael J. Cleary, who plans to retire in 2027. Shedd, 41, joins from Ernst & Young LLP, where he was an Assurance Partner since July 2021.",
          "headline": "Boeing Form 8-K (Item 5.02): Board appoints Ryan L. Shedd as Senior Vice President and Controller",
          "source_url": "https://www.sec.gov/Archives/edgar/data/12927/000162828026058481/ba-20260819.htm"
        },
        {
          "date": "2026-08-24",
          "type": "Financing / credit agreement (SEC 8-K Items 1.01, 2.03)",
          "summary": "Boeing entered into a $3.0 billion 364-day revolving credit agreement (Citibank as administrative agent, JPMorgan as syndication agent), replacing its previous $3.0 billion 364-day facility; it terminates August 23, 2027 and includes covenants limiting consolidated debt to 60% of total capital and requiring liquidity of at least $5.0 billion. On the same day, the 2024 Five-Year Credit Agreement ($4.0 billion commitments, now terminating May 15, 2030) and the 2023 Five-Year Credit Agreement ($3.0 billion commitments, now terminating August 24, 2029) were each amended to extend their terms by 365 days and add the $5.0 billion minimum liquidity covenant.",
          "headline": "Boeing Form 8-K: $3.0 billion 364-day revolving credit agreement and one-year extensions of the 2024 and 2023 Five-Year Credit Agreements",
          "source_url": "https://www.sec.gov/Archives/edgar/data/12927/000162828026059427/ba-20260824.htm"
        }
      ],
      "company": "Boeing (The Boeing Company, NYSE: BA)",
      "checked_sources": [
        "https://boeing.mediaroom.com/news-releases-statements",
        "https://www.sec.gov/edgar/browse?CIK=0000012927",
        "https://www.sec.gov/Archives/edgar/data/12927/000162828026058481/ba-20260819.htm"
      ]
    },
    "confidence": "high",
    "sources": [
      {
        "url": "https://boeing.mediaroom.com/news-releases-statements?l=100",
        "title": "News Releases | Boeing Newsroom"
      },
      {
        "url": "https://sec.gov/Archives/edgar/data/12927/000162828026058481/ba-20260819.htm",
        "title": "ba-20260819 - SEC.gov"
      },
      {
        "url": "https://sec.gov/Archives/edgar/data/12927/000162828026059427/ba-20260824.htm",
        "title": "ba-20260824 - SEC.gov"
      },
      {
        "url": "https://boeing.mediaroom.com/news-releases-statements?item=131709",
        "title": "https://boeing.mediaroom.com/news-releases-statements?item=131709"
      },
      {
        "url": "https://boeing.mediaroom.com/news-releases-statements?year=2026",
        "title": "News Releases | Boeing Newsroom"
      }
    ]
  }
}
```