--- type: "nimble-use-case" name: "portfolio-monitoring" description: "Nimble's portfolio monitoring agent populates a log of material events at a company you hold since a date you pick, such as leadership and board changes, M&A, litigation and regulatory action, rating actions, guidance changes, defaults and restructuring, layoffs, major customer moves and cyber incidents, from the live web. It reads SEC filings, company newsrooms and investor relations pages, rating agency releases and the press, and dates and sources every event." use_when: "Checking a public or private company you hold for material events since a date, each dated and sourced." not_for: "Price moves and market data, non-public board materials, valuation marks." agent_id: "wsa_9982cfe45d0b49838b54a9e6235a2af1" price_per_agent_run: { low: 0.025, medium: 0.1, high: 0.5 } updated: "2026-11-11" --- # AI web research agent for portfolio monitoring (Nimble) Nimble's portfolio monitoring agent populates a log of material events at a company you hold since a date you pick, such as leadership and board changes, M&A, litigation and regulatory action, rating actions, guidance changes, defaults and restructuring, layoffs, major customer moves and cyber incidents, from the live web. It reads SEC filings, company newsrooms and investor relations pages, rating agency releases and the press, and dates and sources every event. - Human page: https://www.nimbleway.com/use-cases/finance/portfolio-monitoring - Interactive demo: https://www.nimbleway.com/demos/portfolio-monitoring - Agent context: https://www.nimbleway.com/use-cases/finance/portfolio-monitoring/portfolio-monitoring-agent.md - Skill for agents: https://docs.nimbleway.com/skills/portfolio-monitoring/SKILL.md - Docs: https://docs.nimbleway.com/nimble-sdk/web-search-agents/overview ## 1. Choose this when - You hold public or private companies and want material events since your last review, not a news feed. - You need the event date, not the date an article republished it. - You run the same check across a portfolio every week or month and want JSON you can compare. - You want "nothing material happened" to come back as an empty list. ## 2. Use something else when - You need prices, consensus estimates or valuation marks. Use your market data provider. - You want everything that changed at a sales account. Use the account signals agent. ## 3. Minimal request One run of the ready-made portfolio monitoring agent (`wsa_9982cfe45d0b49838b54a9e6235a2af1`). ```bash 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" ``` 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. ## 4. Use it from an agent Paste this into Claude, ChatGPT, Codex, Cursor or Grok: ```text Be my portfolio monitoring assistant using Nimble. Follow https://docs.nimbleway.com/skills/portfolio-monitoring/SKILL.md. ``` The full skill is in section 7 below. - Frameworks: `@nimble-way/mastra`, `langchain-nimble`, `@nimble-way/ai-sdk`, `llama-index-tools-nimble`, `nimble_python`, `@nimble-way/nimble-js`. ## 5. Example runs ### Boeing (recorded 2026-11-11) Input: Check Boeing for material events since 2026-08-13 Run record: high effort, 4.2 minutes, 22 pages cited. Company: Boeing (The Boeing Company, NYSE: BA) - 2026-11-09 · Large layoffs · Boeing to cut 5% of commercial airplane workers as production increase takes longer than expected: Boeing said it plans to cut 5% of its commercial airplane workforce through a combination of attrition and layoffs as its production ramp-up moves at a slower pace than the company expected; the announcement came in a memo to staff from Stephanie Pope, head of the commercial aircraft unit. https://www.cnbc.com/2026/11/09/boeing-layoffs-commercial-airplane.html - 2026-11-04 · Major customer win · Avolon Finalizes Order for 140 Boeing 737-10 Jets: Avolon finalized its purchase of 140 Boeing 737-10 airplanes, a record 737 MAX order by a lessor that increases Avolon's backlog to more than 240 unfilled orders. https://boeing.mediaroom.com/2026-11-04-Avolon-Finalizes-Order-for-140-Boeing-737-10-Jets - 2026-11-02 · Regulatory action (FAA airworthiness directive) · Airworthiness Directives; The Boeing Company Airplanes (AD 2025-01665-T, fuel tank sealant inspection): The FAA adopted AD 2025-01665-T for Boeing 787-8, 787-9 and 787-10 airplanes, prompted by a report that, during production, certain sealant installations within the center wing fuel tank did not receive required visual and adhesion inspections; it requires a detailed inspection of certain sealant installations in the left, right and center wing side-of-body areas, an adhesion test of the sealant, and applicable on-condition actions. Effective December 7, 2026. https://www.federalregister.gov/documents/2026/11/02/2026-22318/airworthiness-directives-the-boeing-company-airplanes - 2026-10-27 · Earnings results · Boeing Reports Third Quarter Results: Boeing reported Q3 2026 revenue of $24.2 billion, GAAP loss per share of ($0.26) and core (non-GAAP) loss per share of ($0.34), operating cash flow of $1.5 billion and free cash flow (non-GAAP) of $0.5 billion; total company backlog grew to a record $745 billion, including over 6,300 commercial airplanes. Highlights included selection by the U.S. Navy for the F/A-XX program. https://boeing.mediaroom.com/2026-10-27-Boeing-Reports-Third-Quarter-Results - 2026-10-20 · Regulatory milestone (certification) · U.S. FAA certifies Boeing 737-10, largest member of 737 MAX family: The U.S. FAA certified the Boeing 737-10, the newest and largest member of the 737 MAX family, after a certification program including nearly 1,000 test flights and more than 2,000 flight hours, clearing the way for Boeing to begin deliveries in the coming months. https://boeing.mediaroom.com/2026-10-20-U-S-FAA-certifies-Boeing-737-10,-largest-member-of-737-MAX-family - 2026-10-19 · Regulatory action (FAA airworthiness directive) · Airworthiness Directives; The Boeing Company Airplanes (AD 2026-00062-T, 787 fan cowl): The FAA adopted AD 2026-00062-T for Boeing 787-8, 787-9 and 787-10 airplanes, prompted by a report that the protection system on the left fan cowl of the right engine does not sufficiently cover the components and systems from possible cross engine debris; it requires a maintenance records check or inspection of the right engine to determine the part number of the left fan cowl and applicable on-condition actions. Effective November 23, 2026. https://www.federalregister.gov/documents/2026/10/19/2026-21326/airworthiness-directives-the-boeing-company-airplanes - 2026-10-05 · Contract win · Boeing receives seven-year contract to accelerate PAC-3 MSE seeker output: Boeing was awarded an undefinitized contract action worth approximately $14.7 billion by Lockheed Martin to scale production and deliver PAC-3 MSE seekers, enabling Boeing to triple PAC-3 MSE seeker production under a previously announced seven-year framework agreement with the U.S. Department of War. https://boeing.mediaroom.com/2026-10-05-Boeing-receives-seven-year-contract-to-accelerate-PAC-3-MSE-seeker-output - 2026-10-01 · Contract / program milestone · Boeing Secures Order For First Full-Rate Production Grey Wolf Helicopters: Boeing received an award for the first four full-rate production MH-139A Grey Wolf helicopters following the U.S. Air Force declaring initial operating capability, bringing the MH-139A total under contract to 42, with 27 delivered to date. https://boeing.mediaroom.com/news-releases-statements?item=131723 - 2026-09-30 · Major customer win · Ethiopian Airlines Orders Boeing 777 and 777-8 Freighters to Expand Cargo Fleet: Ethiopian Airlines ordered eight 777-8 Freighters and two 777 Freighters, becoming the first African carrier to purchase the 777-8 Freighter and doubling its 777X family order book. https://boeing.mediaroom.com/2026-09-30-Ethiopian-Airlines-Orders-Boeing-777-and-777-8-Freighters-to-Expand-Cargo-Fleet - 2026-09-29 · Major contract win · U.S. Navy Selects Boeing for F/A-XX Program: The U.S. Navy selected Boeing to design, build and deliver the F/A-XX, the Navy's 6th-generation fighter intended to replace its fleet of F/A-18 Super Hornets. https://boeing.mediaroom.com/2026-09-29-U-S-Navy-Selects-Boeing-for-F-A-XX-Program - 2026-09-23 · Major customer win · Boeing and Turkish Airlines Finalize Order for up to 150 737 MAX Jets: Turkish Airlines ordered up to 150 737 MAX airplanes, concluding discussions initiated in 2025 — the flag carrier's largest Boeing single-aisle order. https://boeing.mediaroom.com/2026-09-23-Boeing-and-Turkish-Airlines-Finalize-Order-for-up-to-150-737-MAX-Jets - 2026-09-23 · Major customer win · Biman Bangladesh Airlines Orders 11 More Boeing Jets to Expand Fleet: Biman Bangladesh Airlines placed an order for 11 more 787 Dreamliner and 737 MAX airplanes (five 787-10 and six 737-8), the airline's second purchase this year, growing its Boeing order book to 25 jets. https://boeing.mediaroom.com/2026-09-23-Biman-Bangladesh-Airlines-Orders-11-More-Boeing-Jets-to-Expand-Fleet - 2026-09-16 · Major customer win · Boeing, Korean Air Announce Record 103-Airplane Order: Korean Air finalized its order for 103 Boeing jets across widebody and single-aisle families — 20 777-9, 25 787-10, 50 737-10 and eight 777-8 Freighters — fulfilling the airline's August 2025 procurement commitment. https://boeing.mediaroom.com/2026-09-16-Boeing,-Korean-Air-Announce-Record-103-Airplane-Order - 2026-08-25 · M&A divestiture (completed as seller) · Boeing and GM complete sale of HRL Laboratories to IBM: Boeing and GM announced they completed the sale of HRL Laboratories, LLC — a 50/50 joint venture between Boeing and GM — to IBM; financial details of the transaction were not disclosed. https://boeing.mediaroom.com/news-releases-statements?item=131709 - 2026-08-24 · Financing / credit agreement (SEC 8-K Items 1.01, 2.03) · 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: 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. https://www.sec.gov/Archives/edgar/data/12927/000162828026059427/ba-20260824.htm - 2026-08-19 · Officer appointment (SEC 8-K Item 5.02) · Boeing Form 8-K (Item 5.02): Board appoints Ryan L. Shedd as Senior Vice President and Controller: 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. https://www.sec.gov/Archives/edgar/data/12927/000162828026058481/ba-20260819.htm - 2026-08-14 · Contract win (defense production) · Boeing to increase Standard Missile-3 hardware production under new Pentagon framework agreements: 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. https://boeing.mediaroom.com/sm-3frameworkagreement ### Intel (recorded 2026-11-11) Input: Check Intel for material events since 2026-08-13 Run record: high effort, 2.9 minutes, 19 pages cited. Company: Intel Corporation (NASDAQ: INTC; SEC CIK 0000050863, Santa Clara, CA) - 2026-11-02 · New litigation (multiple federal filings against Intel since the cutoff) · Intel Federal Litigation Filings - Company Legal Profiles: New federal dockets against Intel Corporation since 2026-08-13: Rajagopal v. Intel (filed 2026-11-02, N.D. Cal., ADA-employment); Advanced Cluster Systems, Inc. v. Intel (appeal No. 27-1091, Federal Circuit, filed 2026-10-29); Nanie v. Intel (filed 2026-10-19, D. Ariz., employment); Cluff v. Intel (filed 2026-10-05, D. Or., employment); Smith, et al. v. Intel (filed 2026-09-21, 9th Cir., other fraud). All are small/single-plaintiff or appellate matters; none is a major class action on these dockets. https://companyprofiles.justia.com/company/intel/dockets/case - 2026-11-02 · Litigation-related investigation (shareholder claims) · Intel Corporation (INTC) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Contact the Firm: Bronstein, Gewirtz & Grossman, LLC announced an investigation into potential claims on behalf of purchasers of Intel Corporation (NASDAQ: INTC) securities, following Intel's October 29, 2026 Q3 report and below-expectations Q4 guidance that sent shares down more than 24.8% premarket on October 30, 2026. https://accessnewswire.com/newsroom/en/business-and-professional-services/intel-corporation-intc-investigation-bronstein-gewirtz-and-gross-1244650 - 2026-10-31 · Layoffs (WARN notices) · Intel Layoffs 2026 - WARN Act Filings: Intel WARN filing for Sacramento/Folsom, CA covering 67 workers, effective October 31, 2026 (recorded 2026-10-22), part of a continuing series of targeted California WARN notices. https://warnact.io/company-intel - 2026-10-29 · Earnings results and Q4 guidance (guidance shortfall; 8-K Item 2.02) · Intel Reports Third Quarter 2026 Financial Results: Intel reported Q3 2026 revenue of $16.5 billion (up 21% YoY), GAAP EPS $0.60 and non-GAAP EPS $0.52, and guided Q4 2026 to revenue of $15.0-$16.0 billion, GAAP gross margin 37.1% (non-GAAP 38.0%), GAAP EPS $0.10 and non-GAAP EPS $0.25. Per a law-firm release, the Q4 revenue guidance fell short of analyst expectations and Intel shares fell more than 24.8% in premarket trading on October 30, 2026. The quarter also included completed $23 billion equity offering, restructuring and other charges of $3,969M for the nine months, and total employees of 81.1 thousand at Sep 26, 2026 (down from 88.4 thousand a year earlier). https://sec.gov/Archives/edgar/data/50863/000005086326000188/q326earningsrelease.htm - 2026-10-27 · Major partnership / customer win · Intel & Oracle Boost Enterprise and Agentic AI on OCI: Intel and Oracle announced a multiyear collaboration to expand Intel Xeon-based computing on Oracle Cloud Infrastructure, including planned OCI X14 offerings powered by Intel's next-generation server processor code-named Diamond Rapids. https://www.intel.com/content/www/us/en/newsroom/news/corporate/intel-oracle-collaborate-on-enterprise-and-agentic-ai.html - 2026-10-26 · M&A as buyer (announced) · Intel to Acquire Classiq to Create a Full-stack Quantum Computing Platform: Intel announced plans to acquire Classiq, combining Classiq's quantum software synthesis platform with Intel's spin-qubit manufacturing and software expertise to create a full-stack quantum computing platform; the acquisition is listed as a Q3 2026 highlight in Intel's earnings release. https://www.intc.com/news-events/press-releases/detail/1784/intel-to-acquire-classiq-to-create-a-full-stack-quantum - 2026-10-18 · Major customer win (foundry) · Intel (INTC) Lands A Major Customer For Its 14A Foundry Process: Intel said Tesla has agreed to use its upcoming Intel 14A manufacturing process as a foundry customer; the article also notes continued progress on 18A node output and the US$20 billion equity raise earmarked for new factory buildouts tied to foundry expansion. https://finance.yahoo.com/technology/articles/intel-intc-lands-major-customer-151209880.html - 2026-09-30 · Layoffs (WARN notices) · Intel Layoffs 2026 - WARN Act Filings: Four Intel WARN filings for Santa Clara, CA totaling 52 workers (22, 5, 1 and 24), effective September 30, 2026 (filings recorded 2026-09-18). https://warnact.io/company-intel - 2026-08-17 · Credit rating action (outlook revision; affirmation) · Fitch Revises Intel's Outlook to Stable; Affirms at 'BBB'/'F2': Fitch revised Intel's outlook to Stable and affirmed its ratings: Long-Term Issuer Default Rating 'BBB' and Short-Term IDR 'F2', both affirmed 17-Aug-2026. No rating change. https://www.fitchratings.com/research/corporate-finance/fitch-revises-intel-outlook-to-stable-affirms-at-bbb-f2-17-08-2026 - 2026-08-15 · Layoffs (WARN notices) · Intel Layoffs 2026 - WARN Act Filings: Four Intel WARN filings for Santa Clara, CA totaling 103 workers (24, 10, 2 and 67), effective August 15, 2026 (filings recorded 2026-07-24). https://warnact.io/company-intel - undated · Capital raise (equity offering completed around the cutoff) · Intel Corporation 8-K - Underwriting Agreement (Aug 10-12, 2026): Intel entered an underwriting agreement on August 10, 2026 to sell 210,526,315 shares at $95.00 (underwriters exercised in full the option for 31,578,947 additional shares on August 11, 2026); the Q3 earnings release confirms a $23 billion public equity offering was completed. The 8-K event date (2026-08-10) precedes the 2026-08-13 cutoff and no source states the settlement/completion date, so the completion date is not published here. https://www.sec.gov/Archives/edgar/data/50863/000119312526346806/d117670d8k.htm ### Revolut (recorded 2026-11-11) Input: Check Revolut for material events since 2026-08-13 Run record: high effort, 3.2 minutes, 16 pages cited. Company: Revolut (Revolut Group Holdings Ltd, London, UK — private fintech/neobank) - 2026-11-04 · Fundraising / valuation (financing event) · Revolut completes fundraising process establishing $115 billion valuation: Revolut completed its latest fundraising process, establishing a $115 billion valuation — a transaction led by Glade Brook Capital Partners, Coatue, Durable Capital Partners, accounts advised by T. Rowe Price Associates, Inc. and Baillie Gifford, making it more valuable than Barclays and Societe Generale. Revolut declined to comment on how much money it raised. Context on the page: 2025 revenue grew 46% to $6.0 billion (£4.5bn) and pre-tax profit climbed 57% to $2.3 billion (£1.7bn). https://www.revolut.com/news/revolut_completes_fundraising_process_establishing_115_billion_valuation/ - 2026-11-04 · Layoffs (performance-based) · Revolut cuts dozens of staff in latest performance cull: Revolut let go dozens of staff in its latest performance-based cull, people familiar with the matter told Financial News; the company said departures are in line with previous quarters as scores of employees exit. (Article paywalled beyond headline/dek.) https://www.fnlondon.com/articles/revolut-cuts-dozens-of-staff-in-latest-performance-cull-149698c6 - 2026-11-03 · Regulatory milestone (banking licence) · Revolut Secures Landmark New Zealand Banking Licence, Fueling Global Expansion and Market Disruption: Revolut secured a landmark New Zealand banking licence, fueling its global expansion. https://www.revolut.com/news/revolut_secures_landmark_new_zealand_banking_licence_fueling_global_expansion_and_market_disruption/ - 2026-10-27 · Regulatory action (disclosed) · Revolut's Product Approvals Face UK Regulatory Scrutiny: The Financial Times (reported by PYMNTS) disclosed that the Bank of England's Prudential Regulation Authority issued a section 166 order earlier in 2026 — around the time Revolut obtained its full UK banking licence in March — to investigate risks around the speed of Revolut's product launches. The underlying order predates the cutoff; its disclosure date falls after it. https://www.pymnts.com/news/banking/2026/revoluts-product-approvals-face-uk-regulatory-scrutiny/ - 2026-10-22 · Credit rating action · Research Update: U.K.-Based Revolut Ltd. Assigned 'BBB+' Long-term Rating; Outlook Positive: S&P Global Ratings assigned its first-ever 'BBB+' long-term issuer credit rating to U.K.-based Revolut Ltd, with a positive outlook reflecting expectations the group will build an additional loss-absorption capacity (ALAC) buffer over the next two to three years to meet its MREL requirement. S&P noted ~80 million customers across 41 countries as of October 2026 and a 47.8% CET1 ratio as of June 30, 2026. https://spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3647875 - 2026-10-19 · Regulatory milestone (crypto licence) · Revolut receives crypto licence authorisation in Gibraltar, fueling further expansion: Revolut received crypto licence authorisation in Gibraltar, further expanding its regulated digital-asset business. https://www.revolut.com/news/revolut_receives_crypto_licence_authorisation_in_gibraltar_fueling_further_expansion/ - 2026-10-08 · IPO plans (CEO statement) · Revolut CEO targets Wall Street IPO: Revolut CEO Nik Storonsky said the company is targeting a stock market listing, with plans reported for a dual listing in both London and New York. https://www.pymnts.com/news/investment-tracker/ipo/2026/revolut-ceo-targets-wall-street-ipo/ - 2026-09-24 · M&A as buyer (regulatory approval) · Revolut Receives Central Bank Approval for the Acquisition of Banco Cetelem in Argentina: Revolut received central bank approval for the acquisition of Banco Cetelem in Argentina, advancing its purchase of the Argentine bank. https://www.revolut.com/news/revolut_receives_central_bank_approval_for_the_acquisition_of_banco_cetelem_in_argentina/ - 2026-09-17 · Cyber incident · Revolut reportedly facing $3m ransom demand after hackers steal hundreds of customers' data: Revolut confirmed it fell victim to an impersonation scam in which hackers compromised an Italian government email system to request personal customer details, affecting about 680 of its 80 million customers — reportedly those with suspected cryptocurrency holdings — and exposing KYC data such as ID copies, selfies and transaction histories. The Financial Times reported a $3 million (£2.2m) ransom demand with a threat to publish the data; Revolut said it has received no direct demand and that its systems and customer funds are unaffected. https://theguardian.com/business/2026/sep/17/revolut-reportedly-facing-3m-ransom-demand-after-hackers-steal-hundreds-of-customers-data - 2026-09-16 · Regulatory milestone (banking licence) / investment commitment · Revolut applies for Swiss banking licence and commits CHF 150 million investment: Revolut applied for a Swiss banking licence and committed to invest CHF 150 million in its Swiss operations. https://www.revolut.com/news/revolut_applies_for_swiss_banking_licence_and_commits_chf_150_million_investment/ - 2026-09-15 · Regulatory milestone (banking licence) · Revolut Secures Bank Licence in Colombia, Accelerating Progress towards Launch: Revolut secured a bank licence in Colombia, accelerating progress toward a launch there as part of its global banking expansion. https://www.revolut.com/news/revolut_secures_bank_licence_in_colombia_accelerating_progress_towards_launch/ - 2026-09-03 · Regulatory milestone (US banking) · Revolut Receives Conditional Approval from U.S. Office of the Comptroller of the Currency to Form a National Bank: Revolut received conditional approval from the U.S. Office of the Comptroller of the Currency (OCC) to form a national bank, a key step toward a US banking charter. https://www.revolut.com/news/revolut_receives_conditional_approval_from_u_s_office_of_the_comptroller_of_the_currency_to_form_a_national_bank/ ### Squarespace (recorded 2026-11-11) Input: Check Squarespace for material events since 2026-08-13 Run record: high effort, 2.2 minutes, 10 pages cited. Company: Squarespace (Squarespace, Inc. — private; majority-owned by Permira since the October 2024 take-private) - 2026-11-02 · Large layoffs / restructuring · Web host Squarespace lays off 19% of its employees: Squarespace is restructuring and reducing its global workforce by approximately 19%, around 300 employees, confirmed by company PR representative Jeff Seedman. Per a companywide memo from founder/CEO Anthony Casalena on Monday, November 2, 2026, most cuts affect product and engineering teams. Affected staff get a minimum of 16 weeks of base salary plus additional weeks based on tenure, benefits through May 2027, payment of the November 20, 2026 vesting of the legacy RSU cash award where applicable, continued visa support and career support. The company said the changes are 'intended to simplify how we operate, sharpen our priorities and enable the company to move faster as we position Squarespace for its next phase of growth.' The company is private (Permira take-private, 2024), so no SEC 8-K was filed. https://techcrunch.com/2026/11/02/web-host-squarespace-lays-off-19-of-its-employees ## 6. Questions ### What counts as a material event? 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; and cyber incidents. ### Where does the agent look for them? For public companies, SEC 8-K and 6-K filings, UK RNS announcements, exchange notices and investor relations pages, which is where these events show up first. For rating actions, S&P, Moody’s and Fitch releases. For private companies, press releases, trade and local business press, and court and regulator sites. ### Does it work for private portfolio companies? Yes. The Revolut and Squarespace examples on this page are private companies, checked through press releases, business press and regulator sites. ### Can I run portfolio monitoring from Claude, ChatGPT or my own agent? Yes. Paste this prompt into Claude, ChatGPT, Codex, Cursor or Grok: "Be my portfolio monitoring assistant using Nimble. Follow https://docs.nimbleway.com/skills/portfolio-monitoring/SKILL.md." The skill asks what you need, connects Nimble if it isn't connected yet, and runs the agent. Developers can call the same ready-made agent by its ID from the API, the Python or TypeScript SDK, or from Mastra, LangChain, the Vercel AI SDK and LlamaIndex. ## 7. Skill The skill the prompt points to, as published at https://docs.nimbleway.com/skills/portfolio-monitoring/SKILL.md (copied 2026-11-11). ### Portfolio monitoring Lists material events at a holding since a date: exec changes, litigation, rating actions, guidance and defaults, with why each one matters. #### What the user gets Only material events after the since date, each dated and cited, with why it matters. If nothing material happened, an empty list and the sources it checked. #### Agent template This skill runs the Nimble gallery template `portfolio-monitoring`. The agent's instructions, sources and output schema live in the template. Do not rewrite them in the run. Effort: this skill runs the template at medium effort (about 1-3 minutes), even when the template's default effort is different. That is on purpose. If the user asks for a specific effort (low, medium, high or x-high), run that one instead. #### Flow 1. Interview the user. 2. Connect Nimble if it is not connected already. 3. Run the agent and show the result. 4. Offer next steps. Ask every question with the host's question UI, never as plain text: `AskUserQuestion` in Claude Code, ChatGPT's interactive question form (clickable choices and a Submit button) in ChatGPT. ##### Get the inputs | Input | Required | Ask for | If skipped | | - | - | - | - | | Holding | yes | Name with a ticker or domain | - | | Since | no | A date in YYYY-MM-DD | last 30 days | | Materiality rule | no | For example "ignore product launches" | the standard materiality rule | * Skip anything the user already said in this conversation or in their request, and ask only for what is missing. Do not fill in answers from earlier conversations, with one exception: a stable fact about the user, such as what they sell, may be offered as the first option, labeled "(from before)". Never carry over the subject of the request, dates or rules from an earlier conversation. * Ask the required inputs first, in table order, one question at a time. Then ask the optional ones together, in one question-tool call, as many as the tool takes per call (a second call for the rest). * Put the whole question in the question tool, once. Never restate or introduce a question in text. Between questions, acknowledge the answer in a few words, and before the first question, at most one short sentence that acknowledges your role (the user's, if they named one), such as "Sure, I'll use Nimble to be your portfolio monitoring assistant." Talk in plain, friendly words: never say "input", "required" or "optional", and use no field names. Use plain text only if the host has no question tool, in one short line. * Write 2-3 likely answers as options, based on what the user has already said. Fixed examples in the table are a guide to what the answer contains, not a list to copy. Offer only answers Nimble can act on with public web data, never ones that need the user's own data, such as their customers or CRM. * If you cannot guess likely answers, such as a company name or an industry, still use the tool and offer two or three examples as options, written as answers the user could really give. If the user picks one, use it as their answer. * Every question must let the user type their own answer, optional ones too. Claude's question UI adds its own free-text choice ("Something else" in Claude, "Other" in Claude Code), so add none there. ChatGPT's form does not, so add "Other" as the last option of every question, even one whose options look complete, opening a text field with a placeholder. In any other host, add "Other" unless you know its UI already has a free-text choice. Keep Skip and Other, when you add them, even if you must drop an answer to fit the option limit. * Use single-select only. For a range, such as a size or a date, offer a few options that do not overlap. * Optional questions can be skipped, and a skipped answer uses the "If skipped" value. Claude's question UI has its own Skip button, so add no Skip option there. In other hosts, include a Skip option that states the default in its label, for example "Skip (any location)", not in the question. When you acknowledge a skipped question, say the default you will use, for example "Any location.", not that it was skipped. Do not offer a "skip all" option. If the user asks to skip the remaining questions, use the "If skipped" values for all of them. * Do not ask about effort. Build the agent input from this pattern: ``` Check () for material events since ``` Example: `Check Boeing for material events since 2026-09-21` * One holding at a time. If the user names several, run the first and offer the rest next. * Use whichever identifier the user gave: a ticker, or the domain for a private holding. * Always pass an explicit date in YYYY-MM-DD form. A skipped Since means the date 30 days before today. Take today's date from the host or by running `date`, and if you have neither, ask the user for the date. * If they have their own materiality rule, add one line to the input. ##### Connect Nimble Do this after the interview. Until the questions are done, say nothing about connecting Nimble. Check the connection. If a Nimble tool is listed in this session, call `nimble_agents_list`. If the CLI is available, run `nimble --client-source nimble-agent-skills agents list`. A normal response from either, even an empty list, means the user is connected: say nothing and go on. If neither check succeeds (no tool is listed and the CLI is missing or fails, or a check returns an auth error or an authorization link), connect it in these steps. Your message is only these steps: no summary of what the user told you, no mention of the skill, the template or the workflow, and no plan for what happens after connecting (that belongs in the run notice). 1. Tell the user, in two short sentences at most: "Nimble searches the live web and links where every answer came from. Connecting takes one approval, and if you're new to Nimble you start with a free trial." 2. Connect it in the first of these ways that works, and stop at the first one that does: * Show the host's card to connect or install Nimble from nimbleway.com: the Connect card for the connector in Claude, the install card for the plugin in ChatGPT. * If you can't show a card and a check returned an authorization link, show that link to the user. * If you can do neither but can run commands, follow [https://docs.nimbleway.com/agent-onboarding.md](https://docs.nimbleway.com/agent-onboarding.md) and involve the user only for the sign-up and the approval. With only the CLI and no `NIMBLE_API_KEY`, an approval is not enough: follow the page's API key fallback and have the user set the key in their environment, never in the chat. That page is written for you: never link it or its steps to the user. * If none of these works, tell the user how to find Nimble in this app, with the clicks: in ChatGPT, open Plugins in the sidebar, search for Nimble, pick the one described as "Expert web search for agents" and install it; in Claude, open Customize, then Connectors, then Nimble, then Connect. Never send the user to nimbleway.com for this. 3. Ask with the question tool, with the options "I've connected Nimble" and "Not now". If the host has no question tool, end the message by asking them to reply "connected", and add nothing after that. Never ask the user to paste an API key into the chat. When they confirm, check the connection again and go on without comment. If it is still not connected, say so in one line and ask again. If they pick "Not now", say the skill needs Nimble and stop. Show no research until Nimble is connected, not from your own search and not from memory. ##### Run the agent Do not comment on the connection check or on creating or reusing the agent. The first thing the user hears is step 2. 1. Create the agent from the template: `nimble_agents_create(template="portfolio-monitoring", agent_name="portfolio-monitoring")`. A 409 "already exists" means it was created before, so go on. If the template is not found, tell the user it is unavailable and stop. Do not substitute another template. 2. Tell the user once, in one line, what you are researching and how long it takes at the effort you will use: "Researching \. Expected to take \