alphagbm-theme-research

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:

{
  "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/<THEME_ID>

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