--- 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" } ] } } ```