An AI equity research analyst that shows its sources

From ticker to defensible brief without the 40-tab afternoon

Two hours. That's what a first look costs before you've formed a single opinion. You pull the latest 10-K, find the revenue bridge in the MD&A, compare what management said on the last call with the quarter before, then sanity-check the multiple against three comps.

The agent does the gathering and the first pass. Give it a ticker and a question like "is the margin compression structural or a one-off?" It browses the filing, reads the call transcript and pulls comparable EV/EBITDA from a screen you point it at. The brief it hands back makes every number a clickable source.

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 compared with last, quoted verbatim
• A watchlist in a private datastore that it re-checks on a schedule, flagging when an 8-K or a >5% move lands
• An emailed morning note covering only your names, drafted overnight and waiting in your inbox

Your judgment and your model stay yours. It does the reading and the citing, so your two hours go to the thesis instead of hunting for a page number. You still read every brief. It just 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 reads published transcripts and filings and can transcribe an earnings-call recording you hand it.

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

Yes. It can call any REST API with your custom auth, whether that's a fundamentals or pricing provider, your data vendor or an internal endpoint. The response goes into the same brief and comps sheet.

How do I check its numbers?

Click the link. Every figure in the brief points to its source: the filing page, the transcript section, or the row in the Google Sheet it built. Each statement comes with a citation you can open.

Will it write my investment thesis for me?

It writes the first-pass brief: the gathering, the segment math, the bull/bear framing and the quoted deltas. The thesis and the model stay yours. It takes over the reading-and-citing hours and leaves the judgment to you.

Can it monitor a coverage list on its own?

Yes. Keep tickers in a watchlist and schedule a 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?

Start with a 7-day free trial. Full access, no card needed. Then $49 per month. Setup takes about four minutes. Connect your sources, point it at a few names, and it's drafting briefs. It's in public beta.

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One research agent that searches, reads and cites. Point it 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.
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• AI Data Analyst Agent: A data team without the headcount. Point it at a CSV or Sheet, ask in plain language, and it cleans, charts, and answers, with full undo.
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• AI Junior Consultant: Brief to deliverable in one session. It runs the research, sorts the findings, and builds the deck and the client-ready PDF.
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