An AI agent that does the legwork of investment research
Our investment research agent gathers filings, news, market data and broker notes, summarises the key signals, and drafts structured research notes — giving your analysts a head start instead of a blank page.
Best for: Finance & Accounting
The short version
Research analysts spend most of their time gathering and reading rather than judging. The agent collects the relevant documents and data for a name or theme, extracts the figures and narrative that matter, flags risks and changes, and drafts a note in your house format for an analyst to refine and own.
- Filing and document aggregation
- News and sentiment summarisation
- Key-figure extraction
- House-format note drafting
- Risk and anomaly flagging
- Source citations for every claim
Investment Research Agent, step by step.
Gather
It pulls filings, news, data and notes relevant to the name or theme.
Extract
It surfaces the figures, changes and narrative that matter.
Synthesise
It drafts a structured research note in your house style.
Flag
It highlights risks, anomalies and items needing analyst judgement.
The grind of research is collection and first-pass reading. Automating it lets analysts spend their time on judgement, where the value is.
Connects to your tools
Need something custom? API integrations →
Investment Research Agent — FAQs
Does it give investment advice?
No. It assembles and summarises information with citations; all judgement and decisions stay with your qualified team.
Can we trust the figures?
Every claim is linked to its source so analysts can verify before relying on it.
Does it fit our format?
Yes — notes are drafted in your house template so they're ready to refine.
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Ready to put the Investment Research Agent to work?
Book a free consult and we'll scope a supervised pilot for your business — usually live within weeks.