Built for every seat — buy side and sell side
The same gather → compose → render engine, pointed at the work each desk actually does. Real, high-value workflows — each one a live, generated GUI.
Investment Managers
Hedge funds · asset managers · PMs
Regime-conditioned positioning, cross-asset dislocation reads, and crowding x-rays — the agent screens, deep-dives, stress-tests the book, and sizes, then red-teams its own call.
Overweight AVGO / MSFT, market-weight NVDA on valuation. Quality-value tilt favored into a stable-rate regime.
Idea → IC pipeline
Describe the mandate and the agent drafts the whole reasoning chain — screen quality-value, deep-dive the leaders, check the macro regime, size positions — ending in an IC-ready memo you can export.
AMAT cheaper on FCF with broader end-market mix; KLAC priced for perfection into a softening WFE cycle.
Long / short pair setup
Surface the most attractive long and short within a sector on relative value and quality, with the divergence thesis framed and the trade ready to size.
Crowded momentum + single-name semis concentration. A small QQQ put or IGV short trims the dominant exposure.
Crowding & hidden-correlation x-ray
Look through the book to its shared drivers — the latent single-factor bet expressed many ways, the positions that move together in a drawdown — and get the diversifying trade.
Financial Advisors
RIAs · wealth managers · planners
Turn live data into client-ready narratives in seconds — tax-aware rebalancing talking points, reviews, and market updates that sound like you, not a terminal.
Markets are leaning into a soft landing — leadership is broadening beyond tech. We stay diversified and patient.
Client-ready market update
A clean macro read and sector rotation distilled into a jargon-free note you can send to clients — generated from current data, not last week's deck.
Slightly tech-heavy vs target; trim AAPL, add international. On track for the 20-year plan.
Client portfolio review
Sync holdings read-only, then get allocation, tilts, and rebalancing ideas — plus plain-English talking points for the meeting.
Back to target with two tax-efficient trades; harvested a loss to offset the trim. On plan for the 20-year goal.
Tax-aware rebalancing
Drift vs target → the trades that fix it → tax-lot and loss-harvest flags → plain-English talking points for the client meeting. Not financial advice.
Retail Investors
Self-directed · DIY · enthusiasts
Institutional-grade research in plain English — should-I-buy reads, head-to-head compares, and starter portfolios, no finance degree required.
Expensive, but quality and growth are exceptional. Reasonable to start small and add on pullbacks. Not advice.
Should I buy this stock?
A balanced, plain-English read on any name — the snapshot, valuation vs. its own history, and a clear bull/bear bottom line.
PEP edges it on growth + yield at a slightly lower multiple; KO is the steadier defensive. Risk: both rate-sensitive.
Compare two stocks
Head-to-head on price, valuation, and growth — with a simple take on which looks better and the main risk for each.
Build a starter portfolio
A goal and a risk level in, a simple diversified ETF portfolio out — with the why behind every sleeve.
Sell-Side Research & Sales
Equity research · sales · desk strategists
Compress the grind — initiate coverage, run comp-set re-rating and earnings read-throughs, and write the morning note in a fraction of the time, with the model and data wired in.
DCF + peer comps support a $512 PT; 28x our 26E EPS, a modest premium justified by durable FCF growth.
Initiate coverage / build the model
Generate an institutional 3-statement model and DCF for any US name — projections, comps, and a price target — as a starting draft, not a blank page.
Beat + raise; guidance de-risks the FY. Watch gross-margin trajectory and the AI backlog conversion.
Earnings preview & post-mortem
Surface the setup into the print and explain the move after — surprise vs. estimates, the price reaction, and the read into next quarter.
Risk-on tape, rates steady. Energy + financials leading; fade staples. Eyes on 2pm supply and Fed-speak.
Morning note / desk strategy
A cross-asset snapshot and sector read distilled into a client-ready desk note — generated before the open, every open.