AI-Agents for Investment Analysts
Agents give Investment Analysts more time to study price moves and weigh opportunities.
Turn company news alerts into a linked brief for team review.
Your team gets a morning draft with company news and original story links. Unclear items stay visible for your review.
25 toolsCapture relevant market updates with dates and source links.
See the developments that matter in a daily trend digest, with dates and source links in your spreadsheet.
13 toolsSurface news that may change the risk view on a tracked company.
Get a short email when your news alerts point to a business risk, while routine coverage stays sorted in your inbox.
4 toolsCollect market commentary links in a morning email.
Your morning inbox gets a short roundup of posts worth reading, based on topics you choose and linked to the originals.
4 toolsPost new articles on tracked companies to the research channel.
Your team sees RSS articles that match your topics in its news channel, without links already shared there.
9 toolsCollect linked watchlist headlines for the team's morning review.
Your investment team starts the morning with fresh watchlist headlines and article links in chat, without rescanning the news channel.
4 toolsKeep a dated quote history and mark missing readings for review.
Your watchlist gets a dated stock quote history on your schedule, with missing figures called out so your team can spot gaps.
Track estimated site traffic from the first target review onward.
See how a prospect's estimated website traffic has changed since your first check, with dated figures in your review table and email.
Check round dates and amounts before reviewing a company.
Your watchlist gains a sourced funding brief when you add a company, with the latest announced round and gaps flagged for review.
Research market questions and reply with cited sources and gaps.
Your colleagues get cited research reports in the original email thread. Supporting evidence and open questions stay visible.
