Deep Research Agents
AI colleagues that run in the background to keep research updated and reliable.
Automated Research Agents for Equity Analysis
Deep Research Agents are AI-powered research assistants that run continuously in the background. They monitor SEC EDGAR filings, earnings releases, and investor relations disclosures, process new primary sources within seconds of publication, and generate research-ready outputs automatically. Every statement in an agent output links back to its origin document.
Common agent deployments:
- Automated earnings review notes that update with 10-Q/10-K filings and call transcripts
- Guidance tracking tables that extract and compare management targets across quarters
- Company primer documents that maintain evergreen summaries of business models and strategy
- KPI monitoring dashboards that extract metrics from earnings materials and filings
Interactive Charts and Tables in Agent Outputs
Research agents render interactive charts and tables directly in their outputs. A peer comparison agent produces sortable tables and visual comparisons alongside the written analysis. Hover over data points for exact values, zoom into specific time periods, and download charts as images or PDF for client presentations.
Pre-configured and Custom Agents
Analysts can deploy pre-built agents for frequent research tasks:
- Earnings review summaries with key takeaways and financial highlights
- Company business model primers with strategy overviews
- KPI extraction and tracking dashboards
- Guidance comparison tables across reporting periods
- Financial statement analysis with derived metrics (FCF, ROIC, valuation multiples)
Agents can also chain together. An in-depth earnings review agent can feed a repurposing agent that generates a concise bullet-point client summary. A detailed company primer can extend into a recurring quarterly update tracker. Custom agent instructions can be tailored to any specific research need.
Automated Earnings Season Coverage
During earnings season, an analyst can deploy a pre-configured Earnings Review Agent across their entire coverage universe. As each company publishes earnings materials, the agent processes all documents within minutes and generates a summary note.
How it works:
- Agent monitors EDGAR and investor relations pages continuously
- Press release published at 4:00 PM, agent processes by 4:05 PM
- Initial summary available with key metrics, guidance changes, and comparisons to prior quarter
- Earnings call transcript published at 7:00 PM, agent updates summary by 7:10 PM with management commentary
- 10-Q filing published 2 days later, agent integrates detailed financials automatically
A Research Note Repurposing Agent can chain from this output, converting the detailed earnings review into a concise bullet-point client summary. Each time the underlying review updates with new information, the client summary refreshes automatically.
Productivity Impact
Analysts report time savings of approximately 40% on routine research tasks. During peak earnings season when 15-20 companies report within a compressed three-week window, agents enable a single analyst to maintain coverage across their entire universe while working normal hours.
When initiating coverage on a new company, agents compress the information absorption phase from 2-3 weeks to under one week. They handle document reading and data extraction so analysts can spend that time on strategic analysis and investment thesis development instead.
A team that previously covered 40 companies can cover 60 without adding headcount, because the document processing that used to fill entire mornings now runs in the background.
