AI-Agents for Investment Research

Agents help Investment Research teams keep market data ready for analysis.

Draft Morning News Brief

Group overnight coverage by watched company for research review.

Your team gets a morning draft with company news and original story links. Unclear items stay visible for your review.

Works with25 tools
Compile Trend Digest

Keep a daily digest of sourced market developments.

See the developments that matter in a daily trend digest, with dates and source links in your spreadsheet.

Works with13 tools
Share Property Leads

Screen special-sale alerts and flag listing facts that need verification.

Your investor chat gets promising probate, bank-owned, and distressed property listings, with source links and open questions for review.

Works with15 tools
Screen News Alerts

Flag company news that may change a risk thesis.

Get a short email when your news alerts point to a business risk, while routine coverage stays sorted in your inbox.

Works with4 tools
Screen Property Auction Notices

Screen tax-sale notices for parcels that fit investment rules.

Get matching property auction and tax-sale listings from your subscribed notices, with sale dates and source links ready for review.

Works with5 tools
Send Daily Newsletter

Summarize market updates from followed sources each morning.

Your morning inbox gets a short roundup of posts worth reading, based on topics you choose and linked to the originals.

Works with4 tools
Filter RSS Articles

Share new articles on tracked companies with research colleagues.

Your team sees RSS articles that match your topics in its news channel, without links already shared there.

Works with9 tools
Post Watchlist News Brief

Gather company news links for the research team's morning brief.

Your investment team starts the morning with fresh watchlist headlines and article links in chat, without rescanning the news channel.

Works with4 tools
Screen Home Listings

Remove repeated listings and surface fresh investment matches.

New home listings that fit your buying rules appear in chat with links and reasons, without repeats from earlier scraper batches.

Works with5 tools
Log Watchlist Stock Quotes

Preserve watchlist price history and flag missing stock quotes.

Your watchlist gets a dated stock quote history on your schedule, with missing figures called out so your team can spot gaps.

Works with
Compare Traffic Estimates

Show how a potential investment's site traffic estimate has changed.

See how a prospect's estimated website traffic has changed since your first check, with dated figures in your review table and email.

Works with
Verify Last Funding Round

Check latest rounds and flag evidence gaps in company briefs.

Your watchlist gains a sourced funding brief when you add a company, with the latest announced round and gaps flagged for review.

Works with
1–12 of 13