FinZerve - Macro to micro, stock screens automated

FinZerve turns economic noise into investable signals. Screens for dividend safety and macro resilience—then serves insights via API. Long-term stock picking, automated.

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Inspiration

Economic noise drowns out signal. FRED has 800k+ series, SEC has filings, markets have prices—but no one connects them for long-term investors. We built FinZerve to change that.

What it does

FinZerve combines FRED macro data, SEC fundamental filings, and market prices into one analysis engine. It screens for dividend safety and macro resilience—then serves insights via API.

How we built it

We used Zerve as our analytical backend—ingesting CSV data from FRED, Yahoo Finance, and SEC EDGAR. The AI agent wrote the correlation analysis and dividend safety logic. We deployed the final output as a live REST API.

Challenges we ran into

Aligning monthly FRED data with daily stock prices. Parsing SEC filings for cash flow metrics. Keeping the scope narrow enough to ship.

Accomplishments that we're proud of

A working Zerve notebook that identifies dividend-safe, macro-resilient stocks. Deployed as an API in hours—not weeks.

What we learned

Zerve's AI agent turns hours of data wrangling into minutes. The real signal lives at the intersection of macro, fundamental, and price data.

What's next for FinZerve - Macro to micro, automated

Connect to a Django frontend. Add real-time FRED updates. Expand SEC parsing to more filings. Let users input their own tickers.

What question did I ask?

Can we identify dividend stocks resilient to tariffs, rate cuts, inflation, and unemployment by combining FRED economic data, SEC filings, and market prices?

What did I find?

Yes. The signal lives at the intersection of all three sources.

Using Zerve's AI agent, we ingested FRED time series, Yahoo Finance data, and SEC cash flow statements. Three key insights emerged:

First, dividend safety requires SEC data—several high-yield stocks showed Free Cash Flow Payout Ratios above 80%, meaning they may borrow to pay dividends. Second, macro regime matters. Identify truly resilient stocks.

Why does it matter?

Long-term investors face constant noise—tariff headlines, Fed announcements, jobs reports. Most tools focus on price momentum or simple yield screens. None connect macro regimes to fundamental dividend safety in an automated, deployable way.

FinZerve changes that. By deploying our Zerve analysis as a live REST API, we answer: "Which stocks survive the next economic regime?" For retirement portfolios and income-focused investors, this turns economic noise into investable signal.

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