About the Agent
The Investment Research Agent conducts comprehensive market and company analysis by automatically gathering data from financial statements, news sources, market reports, SEC filings, and industry publications. It performs fundamental analysis, tracks key metrics, monitors market trends, compares peer performance, and generates detailed research reports with actionable insights. The agent can screen for investment opportunities based on custom criteria, alert you to significant developments, and maintain ongoing monitoring of portfolio companies or watchlist targets. Essential for portfolio managers, financial analysts, individual investors, and wealth advisors who need deep, data-driven research to make informed investment decisions quickly.
