Marvin Labs
AI Chat & Agents: Advanced AI for Investment Research
Features

AI Chat & Agents: Advanced AI for Investment Research

3 min readAlex Hoffmann, Co-Founder and CEO

Marvin Labs introduces AI Analyst Chat and Deep Research Agents, a differentiated approach to AI-powered investment research. Professional investors now have access to tools designed for their unique needs: precision, validation, and real-time updates. This new capability transforms how analysts build and explore critical investment insights.

Unlocking Material Insights with AI Analyst Chat and Deep Research Agents

Generic AI tools often fall short in complex financial analysis. Marvin Labs AI Analyst Chat and Deep Research Agents stand apart, grounded in validated, first-party financial content, including filings, earnings calls, and press releases. This ensures professional investors access reliable, data-backed material insights. Analysts can pose direct questions, receive validated answers quickly, and stay current, as our system ingests primary financial content within seconds of publication, eliminating the need to sift through countless documents manually.

Integrating AI into Your Investment Workflow

Both AI Analyst Chat and Deep Research Agents are engineered for seamless integration into an analyst's daily workflow. This enables flexible engagement, whether starting with an Agent to generate structured research notes or company primers, then using Chat for follow-up analysis. The ability to convert a Chat into an Agent for continuous monitoring further enhances efficiency. Analysts can also import existing research, such as our Tariff Analysis, for deeper, interactive exploration, ensuring a fluid transition between exploration and structured analysis without switching platforms.

AI Analyst Chat and Deep Research Agents: Distinct Capabilities for Enhanced Investment Analysis

AI Analyst Chat: Dynamic Dialogue for Investment Insights

AI Analyst Chat functions as an analytical sparring partner, facilitating iterative refinement of investment analysis. It supports direct Q&A, deep exploration, and the construction of detailed research notes, much like a collaborative discussion with a trusted peer. This interactive dialogue allows analysts to challenge assumptions and refine their understanding.

Deep Research Agents: Automating Deep Research Tasks

Deep Research Agents operate as dedicated analytical colleagues, managing background tasks efficiently. They are adept at scanning financial filings, tracking guidance, and compiling recurring outputs. Agents can autonomously build comprehensive company primers or long-form research notes, synthesizing disclosures across various sources to deliver ready-to-use analysis without constant prompting. Together, AI Analyst Chat and Deep Research Agents establish a research flow that is both collaborative and highly efficient for financial research AI.

Purpose-Built for Professional Investment Analysis

Unlike generic AI solutions, Marvin Labs is specifically engineered for investment research. Every response is validated, linked directly to the original source, and enhanced by specialized agents like Guidance Tracking. This focused approach enables analysts to save up to 40% of research time, increasing confidence in their outputs and supporting more efficient investment analysis.

Experience AI-Powered Investment Research Today

Analysts can experience the benefits of AI Analyst Chat and Deep Research Agents through our complimentary Evaluation Plan. This plan offers ongoing access to 15 major companies, including Microsoft, Nvidia, Tesla, Amazon, Apple, Meta, Netflix, Alphabet, Disney, Boeing, Oracle, and Uber. Begin your free evaluation to discover how Marvin Labs can enhance your workflow and deepen your investment analysis.

Alex Hoffmann
by Alex Hoffmann

Alex is the co-founder and CEO of Marvin Labs. Prior to that, he spent five years in credit structuring and investments at Credit Suisse. He also spent six years as co-founder and CTO at TNX Logistics, which exited via a trade sale. In addition, Alex spent three years in special-situation investments at SIG-i Capital.

Get Started

Experience professional-grade AI for equity research, validate insights for yourself, and see how it fits into your workflow.