Use Cases
Explore what you can build and analyze with Beyalan. Each workflow demonstrates a real research process — from idea to actionable insight.
Morning Market Brief
Start your day with a comprehensive market overview. The AI analyst agent pulls overnight moves, pre-market movers, key economic releases, and generates a structured morning briefing — all in one conversation.
Workflow
- 1Open the Analyst Agent and select 'Morning Brief' workflow
- 2Agent fetches index levels, futures, overnight FX moves, and macro releases
- 3Generates a structured report with market regime, key themes, and trade ideas
- 4Export as PDF or continue with follow-up questions
Stock Deep Dive
Run a comprehensive analysis on any US equity. The agent pulls fundamentals, generates a 3-statement financial model, compares against peers, and delivers a research-quality writeup — all from a single prompt.
Workflow
- 1Ask the agent: 'Deep dive on NVDA' or select the 'Stock Deep Dive' workflow
- 2Agent fetches quotes, financials, key metrics, analyst estimates, and news
- 3Generates valuation analysis, peer comparison, and risk factors
- 4Download the 7-sheet Excel financial model with editable assumptions
Portfolio Health Check
Import your brokerage holdings and get a complete portfolio analytics dashboard. Track P&L, asset allocation, factor exposures, and concentration risk with exportable reports.
Workflow
- 1Connect your brokerage via SnapTrade (50+ supported) or add holdings manually
- 2View automatically computed TWR/MWR returns, sector allocation, and asset type breakdown
- 3Run the 'Portfolio Health' AI workflow for automated risk analysis
- 4Export to multi-sheet Excel or PDF for sharing with advisors
Strategy Backtest
Test investment strategies against historical data. Define allocations, set rebalancing rules, and compare performance against benchmarks with full risk-adjusted metrics.
Workflow
- 1Select assets and define target allocations
- 2Set backtest parameters: date range, rebalancing frequency, benchmark
- 3Analyze results: returns, Sharpe ratio, max drawdown, rolling volatility
- 4Save winning strategies as portfolios for ongoing tracking
Financial Model Generation
Generate institutional-quality 3-statement financial models for any US-listed company. Models include Income Statement, Balance Sheet, Cash Flow, DCF valuation, sensitivity tables, and peer comps — all with live Excel formulas.
Workflow
- 1Navigate to any stock detail page and click 'Generate Model'
- 2AI builds projections based on historical financials and analyst estimates
- 3Download 7-sheet Excel workbook with yellow assumption cells
- 4Change any assumption — the entire model recalculates automatically
Economic Data Research
Explore 8 tabs of economic data across GDP, inflation, labor, rates, housing, consumer sentiment, immigration, and international metrics. Each tab visualizes FRED, BLS, and Census time series with configurable lookback periods.
Workflow
- 1Navigate to the Economics page and select a research tab
- 2Adjust the lookback period (1M to 20Y+) to see trends over time
- 3Click 'Generate Economic Insights' for AI analysis of the visible data
- 4The AI pipeline analyzes actual data points, then adds web-sourced policy context
Fundamental Screening
Screen 500+ US equities using daily-computed fundamental scores. Rank by Piotroski F-Score, Altman Z-Score, Beneish M-Score, and composite quality, value, and growth metrics.
Workflow
- 1Open the Equities page and navigate to the Fundamentals tab
- 2Filter and sort by any score: Piotroski (financial strength), Altman Z (bankruptcy risk), Beneish M (earnings manipulation)
- 3Click any stock to see full score breakdown with historical trends
- 4Use the analyst agent to screen: 'Find stocks with Piotroski > 7 and P/E < 15'
Earnings Season Analysis
Track earnings calendars, analyze beat/miss history, read AI-processed transcripts, and prepare for upcoming reports with the 'Earnings Preview' AI workflow.
Workflow
- 1Check the Earnings Calendar for upcoming reports
- 2Select a past earnings event to see EPS/revenue surprise data
- 3Run 'Earnings Preview' workflow for any ticker before the report
- 4Post-earnings: analyze transcript themes and price reaction
ETF & Portfolio Comparison
Compare any combination of ETFs, stocks, and portfolios side by side. Analyze relative performance with normalized equity curves, drawdown overlays, and correlation analysis.
Workflow
- 1Open the Comparison tool and add 2-5 assets
- 2View normalized equity curves with synchronized time axes
- 3Compare risk/return metrics: Sharpe, Sortino, max drawdown, volatility
- 4Generate AI comparison insights for allocation recommendations
Mean-Variance Optimization
Find the optimal portfolio allocation using modern portfolio theory. Set sector limits, position bounds, and custom constraints. Run Monte Carlo simulations for confidence intervals.
Workflow
- 1Select assets from your portfolio or enter manually
- 2Set constraints: max position size, sector limits, minimum allocation
- 3Generate efficient frontier with tangency and minimum variance portfolios
- 4Run Monte Carlo simulation (10,000 paths) for expected outcome ranges
Cross-Asset Dashboard
Monitor the full market landscape from a single screen: index levels, sector performance, top movers, treasury rates, credit spreads, VIX, FX, and commodities — with AI-generated morning briefings.
Workflow
- 1Open the Dashboard to see real-time cross-asset snapshot
- 2Toggle between intraday and historical mode with lookback periods
- 3Click 'Generate Market Briefing' for AI analysis of current market conditions
- 4View market signals, regime detection, and risk appetite indicators