Research That Stays Current Without You

Coverage Rots Quietly

The primer you wrote six months ago, the earnings review, the KPI tracker, all of them are gently going stale in the background. A press release hits at 4:05pm. The call follows hours later. The 10-Q drops the next day. Nobody has time to re-read the company every time something new gets published.

Deep Research Agents run continuously instead, so coverage stays current as new disclosures land. They monitor SEC EDGAR, earnings releases, and investor relations disclosures, process new primary sources within seconds of publication, and update their outputs automatically. Every statement in an agent output links back to its origin document.

What makes this work is that agents do not re-read the whole company from scratch each time. They run against the Common Ground, a structured model of everything the company has publicly asserted to date. Each new filing is compared against that model and classified as confirmation, contradiction, or new information. An earnings review surfaces the three lines that changed the picture instead of restating the business.

Every Claim, Tied to a Marked-Up Source

Every agent output ships with marked-up versions of the underlying primary documents. Important passages are highlighted in place, boilerplate is suppressed, and each point in the summary links to its exact source passage. Click a citation in an earnings review and you land on the highlighted sentence in the 10-Q.

This is what makes the work defensible on the way out the door. An IC memo, a PM pushing back in a meeting, a client deliverable, all need every claim to hold up to a "where did this come from" question. Nothing is paraphrased without attribution. Nothing is added.

Outputs Evolve Across the Disclosure Cycle

A first version of an earnings review is created from the press release: revenue, EPS, segment lines, surprise vs. consensus. The call transcript updates it with management's framing on the quarter, the Q&A pushback, and any tone shift in the guidance commentary. The 10-Q finalizes it with formal numbers, footnote detail, and risk factor changes.

Your view stays aligned with every stage instead of going stale between them. The same applies to primers, KPI trackers, and guidance tables, each of which evolves as the underlying disclosures arrive rather than freezing at the first document.

Start With a Template, Chain Them Into a Workflow

Pre-built agents cover the tasks analysts run most often: earnings reviews, company primers, KPI trackers, guidance comparison tables across reporting periods, and financial statement analysis with derived metrics like FCF, ROIC, and valuation multiples. Pick a template, specify the settings and any custom instructions, and the agent runs.

The more interesting move is chaining. An in-depth earnings review feeds a repurposing agent that generates a concise client summary. A detailed company primer extends into a recurring quarterly update tracker. Custom agent instructions shape the output to whatever format your team publishes, so a research note ends up in your house style rather than a generic template (tailored research outputs walks through the configuration end to end).

Pull Peers, Suppliers, and Competitors Into the Reasoning

Configure a primer to "compare against top three competitors" and the agent resolves the peer list itself, then queries each name in parallel via specialist sub-agents. Each sub-agent has full access to the relevant company's filings, earnings calls, and press releases. The peer comparison comes back in one pass, with citations across all the names involved.

The peer list is grounded in what executives have actually said about competitors, suppliers, partners, and customers (company relationships map), not a third-party industry mapping that hasn't been refreshed in two years. Same for an earnings review that wants to cross-check whether suppliers corroborate management's tone, or a KPI tracker that reads better with how competitors moved on the same metric (cross-company queries overview).

For qualitative context a filing cannot answer (a recent product launch, a regulatory development) agents can also reach for web search, scoped strictly to qualitative news. Financial numbers, guidance, and price targets stay sourced from primary documents.

What Agents Actually Save You

Analysts using agents alongside AI Analyst Chat report saving up to 40% of routine research time (detail here). For a new name, agents compress the information-absorption phase from 2-3 weeks to under a week, so onboarding a company means going straight to thesis development rather than reading.

For end-to-end walkthroughs of teams putting agents to work, see earnings season automation for the four-stage sequence across press release, call, and filing, coverage expansion for moving from 40 to 60 names per analyst without hiring, and tailored research outputs for configuring an agent to produce a specific house format.