An AI equity research analyst that shows its sources

From ticker to defensible brief without the 40-tab afternoon

The grunt work of a first look is always the same: pull the latest 10-K, find the revenue bridge in the MD&A, read what management actually said on the last call versus the quarter before, then sanity-check the multiple against three comps. Two hours of tab-juggling before you've formed a single opinion.

The agent does the gathering and the first pass. Give it a ticker and a question — "is the margin compression structural or a one-off?" — and it browses the filing, reads the call transcript, pulls comparable EV/EBITDA from a screen you point it at, and comes back with a brief where every number is a clickable source, not a vibe.

What it actually produces:

• An initiation or update brief: thesis, segment breakdown, the bull and bear case, and the two or three numbers the whole call hinges on
• A comps table written to a Google Sheet, with the screen criteria and pull date in the header so it's auditable
• Side-by-side language deltas: what the CFO said about guidance this quarter versus last, quoted verbatim
• A watchlist in a private datastore that it re-checks on a schedule and flags when an 8-K or a >5% move lands
• An emailed morning note covering only your names, drafted overnight and waiting in your inbox

It does not replace your judgment or your model — it does the reading and the citing so the two hours you spend are on the thesis, not on finding the page number. You read every brief; the difference is it arrives sourced.

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Frequently asked questions

Does it pull data from EDGAR and IR transcript pages directly?

Yes. It browses the live filing and transcript pages — including the JavaScript-heavy IR sites that break simple scrapers — and works from those primary documents. It does not transcribe live audio; it reads published transcripts and filings.

Can I make it use my own market-data feed?

Yes. It can call any REST API with your custom auth — a fundamentals or pricing provider, your data vendor, an internal endpoint — and use the response in the same brief and comps sheet.

How do I check its numbers?

Every figure in the brief links to its source: the filing page, the transcript section, or the row in the Google Sheet it built. You click through and verify; nothing is stated without a citation to open.

Will it write my investment thesis for me?

It writes the first-pass brief — the gathering, the segment math, the bull/bear framing, the quoted deltas. The thesis and the model stay yours. It removes the reading-and-citing hours, not the judgment.

Can it monitor a coverage list on its own?

Yes. Keep tickers in a watchlist and schedule it to re-check on a cadence. It catches new filings, upcoming earnings dates, and large moves, and can email you a sourced note before the open.

How much does it cost?

$49/month or $490/year — cancel anytime Setup takes about four minutes — connect your sources, point it at a few names, and it's drafting briefs. It's in public beta.

AI research analysts by field

One research agent that searches, reads, and cites — pointed at the sources and questions your field cares about.

• AI Research Analyst (hub) — Hand it a question and a deadline, get a brief that shows its work — figures, links, and the page each number came from.
• AI Academic Research Analyst — It reads the papers, not just the abstracts — a synthesized brief with inline citations, source links, and the contradictions flagged.
• AI Brand Monitoring Analyst — Reads the whole thread, not the headline: it checks the sites you watch each morning and briefs you on what actually changed overnight.
• AI Competitive Intelligence Analyst — The whole market, read for you: it watches competitor pricing, changelogs, and job boards and drops a cited brief the moment something moves.
• AI Data Analyst Agent — A data team without the headcount: point it at a CSV or Sheet and ask in plain language — it cleans, charts, and answers, with full undo.
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• AI Grant Research Analyst — Finds the grants you actually qualify for: it reads the RFP, checks your eligibility, and hands you a sourced one-pager with the ask and deadline.
• AI Healthcare Research Analyst — Ask a clinical question, get an answer you can defend: a structured brief where every claim links to the paper, trial, or guideline.
• AI Junior Consultant — Brief to deliverable in a single session: it runs the research, organizes the findings, and builds the deck and the client-ready PDF.
• AI Legal Research Analyst — A memo where every claim has a link you can check: it searches the open web and reads the actual opinions and filings.
• AI Market Research Agent — A cited competitive briefing in your inbox on the cadence you set — competitors watched, trends tracked, a source behind every line.
• AI Market Sizing Analyst — TAM/SAM/SOM that shows its work — top-down and bottom-up, every figure traced back to the source it came from.
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