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Investment Research Assistant

Investment Research Assistant

Investment Research Assistant

Generate investment reports with AI-powered research and analysis.

Generate investment reports with AI-powered research and analysis.

Generate investment reports with AI-powered research and analysis.

Key Features:

  • AI-powered market research with automatic source tracking

  • Customizable analysis templates for different investment types

  • Real-time data gathering across financial metrics and news

  • Structured output format with clear, actionable insights

  • Automatic cross-referencing and fact verification

  • Integration with Notion for seamless documentation

Technical Components:

  • Web Research Agent for gathering current market data

  • Regex pattern matching for dynamic company analysis

  • Markdown formatting for professional report generation

  • Source validation and citation system

  • Multiple LLM options for different analysis depths

  • Custom prompt templates for consistent analysis

When to use it:

  • Company due diligence and market analysis

  • Regular portfolio monitoring and updates

  • Competitor landscape assessment

  • Pre-investment research and validation

  • Quarterly earnings analysis and reporting

  • Risk assessment and opportunity evaluation

  • Market trend analysis and industry research

  • Investment thesis development and validation

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