Customizable AI Agents
Pre-built research agents that monitor, extract, and analyze across earnings calls, filings, news, and more.
Call Summarizer
Instantly generates concise earnings call summaries with key takeaways, guidance changes, and Q&A highlights.
Filing Analyzer
Extracts critical data from 10-K, 10-Q, and 8-K filings including segment breakdowns, risk factors, and footnote changes.
Guidance Tracker
Monitors and compares management guidance across quarters, flagging revisions, beats, and misses in real time.
Competitor Monitor
Tracks competitor earnings, product launches, pricing changes, and strategic moves across your coverage universe.
Thesis Screener
Scores and ranks companies against custom investment criteria — revenue growth, margin trends, capital allocation, and more.
News & Podcast Scanner
Scans news feeds and podcast transcripts for material mentions, sentiment shifts, and emerging catalysts.
Supply Chain Mapper
Maps supplier and customer relationships from filings and transcripts, surfacing hidden exposures and dependencies.
Estimate Comparator
Compares sell-side consensus estimates against your internal models, highlighting divergence and revision trends.
How agents work
Each agent follows a structured pipeline from data ingestion to actionable output.
Configure
Set your coverage universe, data sources, and output preferences.
Deploy
Agents run continuously — monitoring, extracting, and processing in the background.
Deliver
Get structured outputs directly in your workflow — alerts, memos, or data feeds.
Need a custom agent?
We build bespoke agents tailored to your specific research workflow, data sources, and coverage universe.
Contact Sales