Deriving conclusions through inquiry - Chat AI

Endpoint

POST /v1/ai_chat/infer_conclusion_from_question

Try it out in API Playground →

Description

This API provides the ability to chat with AI by analyzing the language of user's question, breaking it down into multiple sub-questions, and summarizing relevant information. It aims to assist users in quickly obtaining key insights and conclusions related to their inquiries.


Request

Headers

Name
Type
Required
Description

Content-Type

string

Yes

application/json

X-API-KEY

string

Yes

Your API key

Request Body Parameters

Parameter
Type
Required
Description

question

string

Yes

The question posed by the user

report_type_list

array[string]

No

List of report types to narrow down search results

start_date

string

No

Start date for the search, formatted as YYYY-MM-DD

end_date

string

No

End date for the search, formatted as YYYY-MM-DD

market

array[string]

No

List of markets to filter search results

sector_list

array[string]

No

List of sectors to narrow down search results

exchange_list

array[string]

No

List of exchanges to filter search results

country_list

array[string]

No

List of countries to narrow down search results

Note: Options for market, exchange_list, country_list, and sector_list are included in Appendix B: Metainfo.

Note: Options for market, exchange_list, country_list, and sector_list are included in Appendix B: Metainfo.

Example Request

curl -X 'POST' \
  'https://api.orbitfin.ai/v1/ai_chat/infer_conclusion_from_question' \
  -H 'accept: application/json' \
  -H 'X-API-KEY: <your-api-key>' \
  -H 'Content-Type: application/json' \
  -d '{
  "question": "Please help me analyze the performance of Apple stock over the past year",
  "report_type_list": [],
  "start_date": "2025-06-03",
  "end_date": "2025-12-03",
  "market": [],
  "sector_list": [],
  "exchange_list": [],
  "country_list": []
}'

Response

Response Fields

Top-Level Fields

Field
Type
Description

status_code

integer

HTTP status code (200 for success)

data

object

Container object holding AI analysis results

message

string

Response status message

Data Object

Field
Type
Description

sub_question_list_results

array

Array of sub-questions and their corresponding AI-generated answers

reports_list

array

List of relevant reports referenced in the analysis

summary

string

Comprehensive summary synthesizing all sub-question answers

Sub-Question Result Object (data.sub_question_list_results[])

Field
Type
Description

sub_question

string

A decomposed sub-question derived from the main query

sub_answer

string

AI-generated answer to the specific sub-question

Report Object (data.reports_list[])

Field
Type
Description

report_id

string

Unique identifier for the report

file_hash

string

Hash value of the report file

es_score

float

Elasticsearch relevance score

report_title

string

Title of the report

snippet

string

Relevant text excerpt from the report

report_type_id_list

array[string]

List of report type IDs

attachment_id

string

Unique identifier for the attachment

page

integer

Page number where the relevant information is found

perm_id_list

array[string]

List of permanent entity identifiers

report_url

string

S3 URL path to the report file

reported_at

string

Date when the report was published, formatted as YYYY-MM-DD

Example Response

{
  "status_code": 200,
  "data": {
    "sub_question_list_results": [
      {
        "sub_question": "Analyze the trend of Apple stock price over the past year, including the highest and lowest prices recorded within this period.",
        "sub_answer": "Over the past year, Apple Inc.'s stock price exhibited a consistent upward trend. Beginning at a baseline of $100 in September 2020, the stock price increased to $132 by September 2021, slightly rising to $136 in September 2022. It experienced further growth to $155 in September 2023, followed by a significant jump to $208 in September 2024. The stock price reached its highest point at $234 by September 2025. \n\nThe lowest price within this one-year period, from September 2024 to September 2025, was $155 in September 2023, and the highest was $234 in September 2025.\n\nThis overall upward trend highlights strong performance over the year. However, it is noted that past stock price performance is not necessarily indicative of future stock price performance ([Annual Report](f_0fVY5cTHqSbJnLrWy7FkfT))."
      },
      {
        "sub_question": "Summarize Apple's financial performance over the past four quarters, focusing on revenue, earnings, and profit growth or decline.",
        "sub_answer": "Over the past four quarters of fiscal year 2025, Apple demonstrated strong financial performance with consistent growth in revenue, earnings, and profitability.\n\n- In Q3 2025 (June quarter), Apple reported revenue of $94.0 billion, marking a 10% increase year over year. Diluted earnings per share (EPS) were $1.57, up 12% year over year. The growth was driven by double-digit increases across iPhone, Mac, and services revenues, with the iPhone revenue growing 13% year over year. This quarter achieved revenue records in more than two dozen countries and regions, including the U.S., Canada, Latin America, Western Europe, the Middle East, India, and South Asia ([Current Report, Unscheduled Material Events](f_09JQhSDWutgd3DWj6sQbQx), [Q3 2025 Earnings Call Transcript](sa_6O3ExoEseeODVkBGVCbMcr)).\n\n- In Q4 2025 (September quarter), Apple reported quarterly revenue of $102.5 billion, an 8% year-over-year increase, setting a September quarter revenue record. Diluted EPS was $1.85, up 13% year over year on an adjusted basis. Services revenue reached an all-time high of $28.8 billion, growing 15% year over year. The company experienced revenue records in numerous markets, including emerging markets and India. The fiscal year 2025 total revenue reached $416 billion, an all-time high, accompanied by double-digit EPS growth. Apple’s installed base of active devices hit a new all-time high across all product categories and geographic segments. The board declared a cash dividend of $0.26 per share for this quarter ([Apple reports fourth quarter results](qr_8sWEib4FZMXvaTgXbnKsoj), [Q4 2025 Earnings Call Transcript](qr_77u99VPJluztILscvnEpuf)).\n\nOverall, Apple showed consistent revenue and profit growth across these quarters, with particularly strong performances in iPhone sales and services, contributing to record revenues and earnings per share growth for both quarters reported. The company also maintained strong customer loyalty and satisfaction, expanding its installed active device base worldwide ([Current Report, Unscheduled Material Events](f_09JQhSDWutgd3DWj6sQbQx), [Apple reports fourth quarter results](qr_8sWEib4FZMXvaTgXbnKsoj)).\n\n### Key Figures Summary:\n- Q3 2025 Revenue: $94.0 billion (+10% YoY)\n- Q3 2025 EPS: $1.57 (+12% YoY)\n- Q4 2025 Revenue: $102.5 billion (+8% YoY)\n- Q4 2025 EPS: $1.85 (+13% YoY adjusted)\n- Fiscal Year 2025 Total Revenue: $416 billion (all-time record)\n- Services Q4 revenue: $28.8 billion (+15% YoY)\n- Dividend per share in Q3 and Q4: $0.26 ([Current Report, Unscheduled Material Events](f_09JQhSDWutgd3DWj6sQbQx), [Apple reports fourth quarter results](qr_8sWEib4FZMXvaTgXbnKsoj)).\n\nThese data points underscore Apple's robust growth trajectory and sustained market leadership over the past year.\n\n([Apple reports fourth quarter results](qr_8sWEib4FZMXvaTgXbnKsoj), [Current Report, Unscheduled Material Events](f_09JQhSDWutgd3DWj6sQbQx), [Q4 2025 Earnings Call Transcript](qr_77u99VPJluztILscvnEpuf), [Q3 2025 Earnings Call Transcript](sa_6O3ExoEseeODVkBGVCbMcr))"
      },
      {
        "sub_question": "Identify major market and industry factors, including significant news events, that affected Apple stock performance during the past year.",
        "sub_answer": "The major market and industry factors that could have materially affected Apple's stock performance during the past year include:\n\n1. **Macroeconomic and Industry Risks**:\n   - Apple's operations and performance are significantly influenced by global and regional economic conditions. Since a majority of Apple's sales and supplier facilities are international, adverse macroeconomic factors such as slow growth or recession, high unemployment, inflation, tighter credit, higher interest rates, and currency fluctuations can materially and adversely affect demand for Apple's products and services.\n   - Changes in fiscal and monetary policy, financial market volatility, declines in income or asset values, and other economic factors can impact consumer confidence and spending, subsequently influencing Apple's sales.\n   - Economic instability can also affect Apple's suppliers, manufacturers, logistics providers, distributors, cellular network carriers, channel partners, and developers, potentially leading to financial instability, insolvency, or inability to finance business operations.\n   - Credit and collectibility risks on trade receivables, failure of derivative counterparties and financial institutions, limited ability to issue new debt, reduced liquidity, and declines in the fair value of financial instruments may also negatively impact the company ([Annual Report, f_0fVY5cTHqSbJnLrWy7FkfT]).\n\n2. **Macroeconomic Conditions Impact**:\n   - Inflation, interest rates, and currency fluctuations have directly and indirectly impacted Apple's results of operations and financial condition, and these factors may continue to do so materially in the future ([Apple Inc. Form 10-Q For the Fiscal Quarter Ended June 28, 2025, qr_9qug25J5XpRjYgGjrOPqnv], [Quarterly Report, f_84AIgoDiopFoJTnaPzxfYA]).\n\n3. **Business Seasonality and Product Introductions**:\n   - Apple experiences higher net sales in its first fiscal quarter partially due to seasonal holiday demand.\n   - New product and service introductions significantly impact net sales, cost of sales, and operating expenses. The timing of these introductions influences sales, especially as inventories of older products decline when newer products are launched.\n   - Notably, during the third quarter of 2025, Apple announced new software products including iOS 26, macOS Tahoe 26, iPadOS 26, watchOS 26, visionOS 26, and tvOS 26, which are likely to have influenced sales and operational performance ([Apple Inc. Form 10-Q For the Fiscal Quarter Ended June 28, 2025, qr_9qug25J5XpRjYgGjrOPqnv], [Quarterly Report, f_84AIgoDiopFoJTnaPzxfYA], [Annual Report, f_0fVY5cTHqSbJnLrWy7FkfT]).\n\n4. **Licensing and Intellectual Property Risks**:\n   - Apple relies not only on its own intellectual property but also on licenses from third parties for certain technologies. While historically obtaining such licenses on reasonable terms, the future inability to obtain or renew these licenses could adversely affect the company ([Annual Report, f_0fVY5cTHqSbJnLrWy7FkfT]).\n\n5. **Human Capital**:\n   - As of September 27, 2025, Apple had approximately 166,000 full-time equivalent employees. The company invests significantly in attracting, developing, and retaining talent, fostering a collaborative culture, and supporting employees through various benefits and development programs. Workforce stability and culture can influence operational performance and innovation potential ([Annual Report, f_0fVY5cTHqSbJnLrWy7FkfT]).\n\nIn summary, Apple's stock performance over the past year was influenced by broad macroeconomic factors such as inflation, currency fluctuations, and fiscal policies, the seasonal and product-launch-driven nature of its sales, ongoing reliance on third-party licenses, and its workforce management strategies. Significant product announcements in mid-2025, including major OS updates, likely also had impact on the company's market perception and financial results.\n\n([Annual Report, f_0fVY5cTHqSbJnLrWy7FkfT], [Apple Inc. Form 10-Q For the Fiscal Quarter Ended June 28, 2025, qr_9qug25J5XpRjYgGjrOPqnv], [Quarterly Report, f_84AIgoDiopFoJTnaPzxfYA])"
      }
    ],
    "reports_list": [
      {
        "report_id": "f_0fVY5cTHqSbJnLrWy7FkfT",
        "file_hash": "P3UM8gXH",
        "es_score": 4.8403215,
        "report_title": "Annual Report",
        "snippet": "Company Stock Performance\n\nThe following...",
        "report_type_id_list": [
          "10002"
        ],
        "attachment_id": "f_0fVY5cTHqSbJnLrWy7FkfT__P3UM8gXH",
        "page": 23,
        "perm_id_list": [
          "1-4295905573"
        ],
        "report_url": "s3://filing-reports/reports-data/stock_us/2025/10/31/edgar-data-320193-000032019325000079-aapl-20250927.htm.pdf",
        "reported_at": "2025-10-31"
      },
      {
        "report_id": "qr_77u99VPJluztILscvnEpuf",
        "file_hash": "CxYV7ggS",
        "es_score": 4.815691,
        "report_title": "Q4 2025 Earnings Call Transcript - ECM",
        "snippet": "like Pluribus and to catch returning fav...",
        "report_type_id_list": [
          "10122"
        ],
        "attachment_id": "qr_77u99VPJluztILscvnEpuf__CxYV7ggS",
        "page": 4,
        "perm_id_list": [
          "1-4295905573"
        ],
        "report_url": "s3://official-reports/data-manual/earning-call-calendar/1761876466_63f971c88aad1d48b9b9fcf3dc5009b7.mpeg.wav.pdf",
        "reported_at": "2025-10-30"
      },
      {
        "report_id": "qr_8sWEib4FZMXvaTgXbnKsoj",
        "file_hash": "Yfdjp56V",
        "es_score": 4.8792605,
        "report_title": "Apple reports fourth quarter results",
        "snippet": "Apple reports fourth quarter results\n\nSe...",
        "report_type_id_list": [
          "10085"
        ],
        "attachment_id": "qr_8sWEib4FZMXvaTgXbnKsoj__Yfdjp56V",
        "page": 1,
        "perm_id_list": [
          "1-4295905573"
        ],
        "report_url": "s3://official-reports/data-manual/earning-call-calendar/1761876467_57737d977c11c857db6a811ff7d10db3.pdf",
        "reported_at": "2025-10-30"
      },
      {
        "report_id": "f_09JQhSDWutgd3DWj6sQbQx",
        "file_hash": "FIcyKnpb",
        "es_score": 4.867973,
        "report_title": "Current Report, Unscheduled Material Events",
        "snippet": "Apple reports third quarter results\n\nJun...",
        "report_type_id_list": [
          "10050"
        ],
        "attachment_id": "f_09JQhSDWutgd3DWj6sQbQx__FIcyKnpb",
        "page": 1,
        "perm_id_list": [
          "1-4295905573"
        ],
        "report_url": "s3://filing-reports/reports-data/stock_us/2025/07/31/edgar-data-320193-000032019325000071-a8-kex991q3202506282025.htm.pdf",
        "reported_at": "2025-07-31"
      },
      {
        "report_id": "sa_6O3ExoEseeODVkBGVCbMcr",
        "file_hash": "AMatP2xq",
        "es_score": 4.857461,
        "report_title": "Apple Inc. (AAPL) Q3 2025 Earnings Call Transcript",
        "snippet": "Apple Inc. (AAPL) Q3 2025 Earnings Call ...",
        "report_type_id_list": [
          "10122"
        ],
        "attachment_id": "sa_6O3ExoEseeODVkBGVCbMcr__AMatP2xq",
        "page": 1,
        "perm_id_list": [
          "1-4295905573"
        ],
        "report_url": "s3://filing-reports/reports-data/seekingalpha/earnings_audios/sa_6O3ExoEseeODVkBGVCbMcr.mp3.pdf",
        "reported_at": "2025-08-01"
      },
      {
        "report_id": "qr_9qug25J5XpRjYgGjrOPqnv",
        "file_hash": "rxf9UOqi",
        "es_score": 4.8348866,
        "report_title": "Apple Inc. Form 10-Q For the Fiscal Quarter Ended June 28, 2025",
        "snippet": "Item 2. Management’s Discussion and Anal...",
        "report_type_id_list": [
          "10085"
        ],
        "attachment_id": "qr_9qug25J5XpRjYgGjrOPqnv__rxf9UOqi",
        "page": 16,
        "perm_id_list": [
          "1-4295905573"
        ],
        "report_url": "s3://official-reports/data-manual/earning-call-calendar/1757121182_E8B3FF7610E7E8D3F66A5310C06FB6C9.pdf",
        "reported_at": "2025-07-31"
      },
      {
        "report_id": "f_84AIgoDiopFoJTnaPzxfYA",
        "file_hash": "jfNE7rOj",
        "es_score": 4.8329053,
        "report_title": "Quarterly Report",
        "snippet": "tem 2.    Management’s Discussion and An...",
        "report_type_id_list": [
          "10085"
        ],
        "attachment_id": "f_84AIgoDiopFoJTnaPzxfYA__jfNE7rOj",
        "page": 15,
        "perm_id_list": [
          "1-4295905573"
        ],
        "report_url": "s3://filing-reports/reports-data/stock_us/2025/08/01/edgar-data-320193-000032019325000073-aapl-20250628.htm.pdf",
        "reported_at": "2025-08-01"
      }
    ],
    "summary": "# Apple Inc. Stock Performance Analysis: Past Year Review (Sept 2024 - Sept 2025)\n\n---\n\n## Executive Summary\n\nOver the past year, Apple Inc. (AAPL) exhibited a strong and consistent upward trend in its stock price, increasing from $155 in September 2023 to a high of $234 by September 2025. This represents a gain of approximately 51%. Apple's financial performance underpinning this price appreciation was robust, with fiscal year 2025 total revenue reaching an all-time high of $416 billion, accompanied by double-digit growth in earnings per share (EPS). Quarterly revenue and EPS grew steadily, with Q3 2025 revenue at $94.0 billion (+10% YoY) and EPS at $1.57 (+12% YoY), and Q4 2025 revenue reaching $102.5 billion (+8% YoY) with an EPS of $1.85 (+13% YoY adjusted). Services revenue hit a record $28.8 billion in Q4, growing 15% year over year. Key factors influencing stock performance included macroeconomic conditions (inflation, interest rates, currency fluctuations), seasonal sales patterns, new product launches (notably major OS updates in 2025), licensing/IP risks, and strategic human capital investments. Despite external risks, Apple’s expanding installed device base and strong customer loyalty supported its market leadership and stock appreciation over the analyzed period ([Annual Report](f_0fVY5cTHqSbJnLrWy7FkfT), [Q3 2025 Earnings Call Transcript](sa_6O3ExoEseeODVkBGVCbMcr), [Apple reports fourth quarter results](qr_8sWEib4FZMXvaTgXbnKsoj)).\n\n---\n\n## 1. Stock Price Trend Analysis (Sept 2024 - Sept 2025)\n\n| Date           | Stock Price (USD) | Notes                             |\n|----------------|-------------------|----------------------------------|\n| September 2023 | $155 (Lowest)      | Start of review period baseline  |\n| September 2024 | $208               | Significant increase from 2023   |\n| September 2025 | $234 (Highest)     | All-time high recorded            |\n\n### Observations:\n- Over the one-year period, Apple's stock price increased by approximately 51% from its lowest point of $155 to $234.\n- The price gains illustrate a sustained investor confidence in Apple's growth and operational strategy.\n- The steady climb from $155 to $208 and further to $234 suggests positive market sentiment supported by financial performance and product innovation ([Annual Report](f_0fVY5cTHqSbJnLrWy7FkfT)).\n\n---\n\n## 2. Financial Performance Review: Past Four Quarters FY 2025\n\nApple’s financial results show consistent revenue and profit growth across key metrics in the last two reported quarters of FY 2025.\n\n| Quarter | Revenue (Billion USD) | YoY Growth (%) | EPS (Diluted) (USD) | EPS Growth (%) | Notes                                            |\n|---------|-----------------------|----------------|--------------------|----------------|--------------------------------------------------|\n| Q3 2025 | $94.0                 | +10%           | $1.57              | +12%           | Revenue records in 24+ countries and regions; iPhone revenue +13% YoY |\n| Q4 2025 | $102.5                | +8%            | $1.85 (adjusted)   | +13%           | Record Q4 revenue; services revenue $28.8B (+15%) |\n| FY 2025 | $416.0 (Annual Total) | All-time record| -                  | Double-digit   | Installed active device base reached all-time high |\n\n### Detailed Highlights:\n- The company set quarterly revenue records in multiple global markets including emerging regions.\n- Services segment growth stood out with a 15% increase in Q4 2025, contributing to $28.8 billion in revenue.\n- Dividend payments of $0.26 per share were declared for both Q3 and Q4, consistent with Apple's shareholder return policies.\n- The operating efficiency and diversification across iPhone, Mac, and services have ensured stable profitability and EPS growth ([Current Report, Unscheduled Material Events](f_09JQhSDWutgd3DWj6sQbQx), [Apple reports fourth quarter results](qr_8sWEib4FZMXvaTgXbnKsoj)).\n\n---\n\n## 3. Market and Industry Impact Factors on Stock Performance\n\nSeveral macro and industry-specific factors influenced Apple’s stock throughout the year:\n\n| Factor                      | Impact Description                                                                                                    |\n|-----------------------------|----------------------------------------------------------------------------------------------------------------------|\n| **Macroeconomic Risks**     | Inflation, interest rate hikes, currency fluctuations, recession fears, tighter credit, and economic instability affecting consumer demand and supply chains. |\n| **Fiscal and Monetary Policy** | Changes in policies impacted consumer confidence and financial markets, indirectly influencing sales and valuations.     |\n| **Seasonality & Product Launches** | Seasonal holiday demand boosted Q1 sales. Introduction of new OS versions (iOS 26, macOS Tahoe 26, iPadOS 26, watchOS 26, visionOS 26, tvOS 26) in Q3 2025 strategically fueled sales and engagement. |\n| **Licensing & IP Risks**    | Reliance on third-party technology licenses poses potential risks in innovation and product development continuity.   |\n| **Human Capital**           | Workforce strength of 166,000 full-time employees helps sustain innovation, operational performance, and competitive advantage. Apple is actively investing in talent management and corporate culture. |\n\n### Analysis:\n- Despite external economic pressures, Apple's diversified revenue streams and strong product ecosystem mitigated risks.\n- Product and software innovation serve as crucial growth drivers, aligning with new releases in 2025 that likely bolstered stock sentiment.\n- Human capital stability is an asset supporting execution amid a challenging global environment ([Annual Report](f_0fVY5cTHqSbJnLrWy7FkfT), [Apple Inc. Form 10-Q For the Fiscal Quarter Ended June 28, 2025](qr_9qug25J5XpRjYgGjrOPqnv)).\n\n---\n\n## Summary\n\nApple Inc.’s stock demonstrated robust appreciation over the past year, rising from $155 to $234 per share, buoyed by strong revenue growth, record-setting earnings, and expanding services revenue within fiscal year 2025. The company’s ability to navigate macroeconomic headwinds, maintain strong product innovation—including key OS updates—and sustain a high-quality workforce contributed to its positive performance. With revenues hitting $416 billion for FY 2025 and continuous growth in EPS, Apple’s financial metrics justify its stock price gains. However, investors should remain cognizant of risks posed by global economic fluctuations, policy changes, and dependency on third-party technology licenses. The consistent dividend payouts further underpin investor returns alongside capital appreciation. Overall, Apple’s fundamental strength, market leadership, and innovation pipeline position the stock well for continued long-term value creation, although past performance is not a guarantee of future results ([Annual Report](f_0fVY5cTHqSbJnLrWy7FkfT), [Q3 2025 Earnings Call Transcript](sa_6O3ExoEseeODVkBGVCbMcr), [Apple reports fourth quarter results](qr_8sWEib4FZMXvaTgXbnKsoj)).\n\n---\n\n### References\n- [Annual Report](f_0fVY5cTHqSbJnLrWy7FkfT)\n- [Current Report, Unscheduled Material Events](f_09JQhSDWutgd3DWj6sQbQx)\n- [Q3 2025 Earnings Call Transcript](sa_6O3ExoEseeODVkBGVCbMcr)\n- [Apple reports fourth quarter results](qr_8sWEib4FZMXvaTgXbnKsoj)\n- [Q4 2025 Earnings Call Transcript](qr_77u99VPJluztILscvnEpuf)\n- [Apple Inc. Form 10-Q For the Fiscal Quarter Ended June 28, 2025](qr_9qug25J5XpRjYgGjrOPqnv)\n- [Quarterly Report](f_84AIgoDiopFoJTnaPzxfYA)"
  },
  "message": "success"
}

Error Handling

All endpoints follow the standard error response format. When an error occurs, the API returns an appropriate HTTP status code along with a structured error response.

For detailed information about error codes, response formats, and troubleshooting guidelines, please refer to Appendix A: Error Code Reference.

Last updated