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Update to AdvPulse

Snapshot Oct 27, 2026 · 00:59 UTC · version 1.0.1

WHAT CHANGED

Package or technical metadata updated

Package or technical metadata updated

Observed in package metadata. These changes alone do not establish a new customer-facing feature.

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All fields and original values.

Is v2 template

Before

Oct 24, 2026 · 13:43 UTC

Not present

After

Oct 27, 2026 · 00:59 UTC

false

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Full technical diff · 1 changed fields

added /is_v2_template

BEFORE
Field was absent
AFTER
false
Full snapshot data
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  "created_at": "2026-10-04T16:17:07.003563Z",
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    "description": "Search public SEC Form ADV filings: find adviser firms by name or CRD number, filter them by state, assets, type and disclosures, and search their brochures by meaning.",
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        "Find an investment adviser firm by name",
        "Open a firm's SEC Form ADV profile by CRD number",
        "Filter adviser firms by state, assets, firm type and disclosures",
        "Search adviser brochures (Form ADV Part 2A) by meaning"
      ],
      "category": "Finance",
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      "default_prompt": "Look up Fisher Investments and show its SEC registration and assets.",
      "default_prompts": [
        "Look up Fisher Investments and show its SEC registration and assets.",
        "Which advisers in Texas with over $1 billion describe a tax-loss harvesting strategy?",
        "Find adviser brochures that describe tax-loss harvesting for taxable accounts."
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      "long_description": "AdvPulse searches the Form ADV filings that investment advisers file with the U.S. Securities and Exchange Commission.\n\nUse it to look up an adviser firm by name or by its CRD number, to filter firms by state, assets under management, firm type and disclosure history, and to search the plain-language brochures (Form ADV Part 2A) by meaning rather than by keyword. A search such as \"firms that describe a tax-loss harvesting strategy\" returns the firms whose brochures say so, each with a short excerpt.\n\nEach result shows the firm's name, CRD number, main office city and state, assets under management, firm type, registration status, website, and whether the firm reports any disclosures. Every firm links to its public record on the SEC's Investment Adviser Public Disclosure site.\n\nWhat to know:\n- Results cover firms, not individual people.\n- Each search returns up to 10 firms.\n- The data comes from public SEC filings. Every answer states the date of the filings it was built from; it is not a live feed.\n- No account or sign-in is needed.\n- This is information from public filings, not investment advice.",
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      "short_description": "Search SEC adviser filings",
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  "status": "ENABLED"
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SHA-256 of public snapshot: 345854aec8f052906e8c73b06081255778f18cdcdd31042ee0cfbc9a1be7a068