Clearstreet omni research

Omni Research

Ask Omni a question and get the answer back in the terminal. The script creates a thread, polls until the response completes, and prints Omni's markdown.

Prerequisites

• Python 3.9+ (standard library only)
• CLEARSTREET_API_KEY set in the environment — see the repo README
• For portfolio-aware questions, the API key needs an omni.account_data entitlement on a trading account. Without it, Omni answers general market questions but can't see your positions or orders.

Quick start

# Fast answer
python3 scripts/ask_omni.py "What is NVDA's forward P/E and analyst consensus?"

# Deeper single-ticker analysis (long-running, ~5 min) — only when explicitly requested
python3 scripts/ask_omni.py --deep --ticker NVDA "Give a thorough qualitative view on NVDA."

# Show Omni's reasoning trace
python3 scripts/ask_omni.py --thinking "Top 5 tech stocks reporting earnings this week"

Usage

ask_omni.py [--deep --ticker SYMBOL] [--thinking] [--thread THREAD_ID]
            [--account-id ID] [--capabilities CAP1,CAP2] [--timeout SECS] [--json]
            "your question"

Flag	Default	Description
prompt	(required)	Free-form question
--deep	off	Deep Insights mode — deeper reasoning on one ticker. Long-running (~5 min) and requires --ticker. Use only when the user explicitly asks for a deep/thorough analysis.
--ticker	(none)	Ticker the deep analysis targets, e.g. NVDA (required with --deep)
--thinking	off	Print Omni's tool-use trace before the answer
--thread	(none)	Continue an existing thread
--account-id	env / auto	CLEARSTREET_ACCOUNT_ID, else the first account the key sees
--capabilities	(none)	PREFILL_ORDER, OPEN_CHART, OPEN_SCREENER, OPEN_ENTITLEMENT_CONSENT
--timeout	120 / 600	Seconds to wait (120 instant, 600 deep)
--json	off	Full response payload including structured actions

Examples

Ask	Command
"Ask Omni about NVDA's outlook"	ask_omni.py "What's the outlook for NVDA?"
"Give me a thorough view on AAPL"	ask_omni.py --deep --ticker AAPL "Thorough view on AAPL for a long-term hold"
"Summarize today's market"	ask_omni.py "Summarize today's US market — winners, losers, notable names"

Workflow

1. Pass the user's question as the prompt.
2. Default to Instant. Only use --deep (with --ticker SYMBOL) when the user explicitly asks for a deep or thorough analysis — it's a single-ticker, long-running task (~5 min), so tell the user it will take a few minutes before you start it.
3. Print the markdown response and mention the thread_id for follow-ups.
4. Replace any [SYMBOL](ticker:SYMBOL) links with plain ticker text — those render only in Clear Street apps.

See reference.md for the thread/response lifecycle and payload shape.

Safety

This skill does not place orders. Even with PREFILL_ORDER in capabilities, Omni only suggests order parameters — execution requires a separate, explicit API call. Output is informational, not investment advice.