Financial-Services
Overview
Theia Insights brings professional thematic equity research into Claude. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure scores. The data is built on the Theia Insights Industry Classification (TIIC): a five-level, one-to-many taxonomy mapping companies to 3,000+ investable themes based on what they actually do. Performance is tracked through Theme Watch Indices (TWI), with 10+ years of daily history across global regions.
Tools
Fetch a company by its Theia company ID.
get_company_tiic_exposures
ChatGPTGiven a company, return its exposure across every TIIC entry at one specific level. Input: a Theia
company_id (resolve via search or lookup_company first) and the TIIC level (1 = sector, 2 = industry, 3 = sub-industry, 4 = major theme, 5 = micro theme). Returns a flat list of exposures, sorted descending. For a hierarchical sector → industry → sub-industry → major-theme breakdown (rendered as a nested donut), use get_company_tiic_hierarchy instead. For the reverse direction — companies exposed to a given theme/sector/industry — use get_tiic_item_exposed_companies instead.get_company_tiic_hierarchy
ChatGPTGiven a company, return its TIIC exposures rolled up across four levels: sector → industry → sub-industry → major theme. Each non-leaf node's exposure is the sum of its children's, so the breakdown is self-consistent at every level. Renders as a nested-donut visualisation (one ring per level). Pick this when the user asks for an exposure breakdown, classification map, or visual decomposition of what a company does. For a flat single-level listing, use
get_company_tiic_exposures instead.get_tiic_item
ChatGPTFetch a single item from the Theia Insights Industry Classification (TIIC) taxonomy by its level and ID.
get_tiic_item_exposed_companies
ChatGPTGiven a TIIC entry — a sector, industry, sub-industry, major theme, or micro theme — return the companies most exposed to it. Input:
tiic_level (1-5) and tiic_id (resolve via search with types=["industry_classification"] if needed). Returns hydrated company records (name, identifiers, country, market cap, exposure percentage, exposed market cap in USD). Cursor-paginated. Keep the default sort=exposed_market_cap:desc unless the user explicitly asks for something else — it ranks by economic weight of exposure (exposure% × market cap), which is what users almost always mean by 'companies exposed to <theme>'. Sorting by exposure ranks pure-plays first (often tiny companies) and should only be used when the user explicitly asks for highest-exposure or pure-play names. For the reverse direction — one company's exposures across many TIIC entries — use get_company_tiic_exposures instead.get_tiic_taxonomy
ChatGPTList every entry in the Theia Insights Industry Classification (TIIC) taxonomy at a given level. Levels: 1 = sector, 2 = industry, 3 = sub-industry, 4 = major theme, 5 = micro theme. Use this to explore what's available at a given level of granularity.
get_twi_index_values
ChatGPTFetch a Theme Watch Index (TWI) time series for a major theme (TIIC level 4 only — not available for other levels), region, and time period. Returns
daily_returns and a cumulative_returns convenience series. When the default index is appropriate, pass index: 'investment'. If the caller wants returns over a window not provided, cumulate the daily returns yourself.get_twi_indices
ChatGPTList the available Theme Watch Indices (TWI). Each TWI tracks returns for a basket of companies weighted by their exposure to a TIIC major theme (level 4).
get_twi_rankings
ChatGPTRank Theia Insights major themes (TIIC level 4 only) by Theme Watch Index (TWI) returns over a time period. Returns BOTH the top N and bottom N performers in one call, each with return summaries across all standard time periods. Default index is 'investment'. Good for 'which themes performed best/worst this year' questions — don't call this twice for top and bottom; a single call returns both. Renders as two stacked ranked tables (Top N, Bottom N). For a divergent bar chart visualisation of the same data, use
get_twi_rankings_chart instead.get_twi_rankings_chart
ChatGPTSame data as
get_twi_rankings (top N + bottom N themes by TWI return at a single point in time), rendered as a divergent horizontal bar chart — winners as positive bars to the right, losers as negative bars to the left, on a shared focal-period axis. Pick this when the user explicitly asks for a chart, visualisation, or bar plot of theme performance. For a tabular ranked list, use get_twi_rankings.get_twi_regions
ChatGPTList the available regions for Theme Watch Indices (TWI) queries — e.g. 'US', 'Global', 'AMER', 'APAC'.
get_twi_time_periods
ChatGPTList the available time periods for Theme Watch Indices (TWI) queries — e.g. '1M', '3M', '6M', 'YTD', '1Y', '5Y', '10Y'.
lookup_company
ChatGPTFetch the canonical company record for an EXACT identifier the user already gave: ISIN, FIGI, raw ticker ("AAPL"), or MIC-prefixed ticker ("XNAS:AMZN"). Pass exactly one. Ticker lookups can return multiple companies (ticker is unique only within an exchange); ISIN/FIGI/MIC-ticker return a single company. Coverage is public equities only. Use
search if the user gave a company name or anything that needs matching. Use get_company if you already have a Theia company_id.search
ChatGPTResolve a user-supplied company or theme name into a canonical ID for use with other Theia tools. Use this when the user mentions ANY of: • a listed company by name ("Tesla", "Apple"), ISIN, FIGI, raw ticker ("AAPL"), or MIC-prefixed ticker ("XNAS:NVDA"); • a theme by name ("Artificial Intelligence", "quantum computing"). Returns scored matches with a
tiic_id (for themes) or company_id (for companies) directly usable as input to TIIC, TWI, and company tools. limit applies per entity type. Coverage is public equities only — there is no private-company data. DO NOT use this when the user has already given an exact identifier (use lookup_company instead).get_company
Claudeget_company_tiic_exposures
Claudeget_company_tiic_hierarchy
Claudeget_tiic_item
Claudeget_tiic_item_exposed_companies
Claudeget_tiic_taxonomy
Claudeget_twi_index_values
Claudeget_twi_indices
Claudeget_twi_rankings
Claudeget_twi_rankings_chart
Claudeget_twi_regions
Claudeget_twi_time_periods
Claudelookup_company
Claudesearch
ClaudeLinks
App Stats
28
Tools
3
Prompts
ChatGPT, Claude
Platforms
Category
Financial ResearchWorks with
ChatGPT
Claude
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