The Agentic AI-based Financial Research Tool transforms traditional equity and sector research. By automating data collection, analysis, and report generation, it replaces 40–60 hours of manual work with an 8-minute AI-driven analysis. The system produces institutional-grade, bias-free research reports while scaling coverage across 50+ companies simultaneously. This enables faster, accurate, and cost-efficient financial intelligence for investment teams and research analysts.
Analysts spend 70% of their time gathering data, slowing report delivery.
Manual processes introduce errors, inconsistencies, and bias.
Coverage is limited to 2–3 companies per week, restricting research breadth.
High operational costs for generating professional-grade reports.
We built an agentic AI-powered platform that automates financial research end-to-end:
Automated Data Gathering: Real-time crawling, multi-page extraction, and smart filtering.
AI-Driven Analysis: Standardized, professional-grade insights with no missing data.
Actionable Reporting: Investment thesis, bull/bear cases, risk assessment, and catalyst timeline.
Scalable Coverage: Analyze 50+ companies concurrently, dramatically expanding research reach.
Cost Optimization: Reduces research costs by ~90% while improving accuracy and consistency.
Data Collection: Firecrawl API for real-time content extraction.
AI Processing: Google Gemini 2.5 Flash for natural language understanding and analysis.
Frontend / Prototype: Streamlit interface for interactive input and real-time progress tracking.
Reporting & Delivery: SMTP/Gmail integration for client-ready institutional reports.
Customization: Tech stack can be tailored to client environments and business requirements.
Select research focus, enter URLs, set dynamic prompts, and customize sector-specific analysis with client-driven parameters.
Track live progress, extract content across multiple pages, apply smart filters, and ensure comprehensive data collection for analysis.
Automatically analyze content, enhance data quality, fill missing values intelligently, and produce professional-grade investment insights.
Visualize financial analysis, investment thesis, risk assessment, bull/bear cases, and catalyst timelines with actionable intelligence.
Deliver institutional-grade reports in HTML or text format with professional styling, ready for client distribution.
Reduce research time by 99%, allowing focus on high-level strategic decisions rather than manual data gathering.
Gain 25x coverage expansion, enabling analysis across multiple sectors and companies simultaneously.
Ensure consistent, bias-free reporting, reducing errors and supporting verifiable, transparent decision-making.
Implement scalable, customizable workflows compatible with existing systems for cost-efficient deployment.
Achieve $160K+ annual savings per analyst while improving accuracy and consistency of financial research.
Book a demo to explore automated financial research with institutional-grade quality.
8-minute AI analysis vs 40–60 hours of manual work.
50+ companies analyzed concurrently, compared to 2–3 manually.
Standardized professional reports reduce errors and human bias.
Research costs reduced by 90%, enabling significant operational savings.
This solution combines agentic AI orchestration, real-time crawling, and professional-grade AI processing to deliver high-quality, scalable financial insights rapidly and reliably.
