agentic research systems for stock investors
Build your own AI equity research analyst
A hands-on, three-month program for stock investors, analysts, and finance professionals who want a private, AI-powered research system.
You describe the research in plain English. The agent runs the code, fetches the data, and delivers the output. No coding background required.
Join the waitlistno code required
Finance professionals should not need to become engineers
The whole point is natural language. You talk to the agent the way you would talk to a colleague or a chatbot. It translates your instructions into the technical work, then shows you the result. You stay focused on the investment question, not the syntax.
Describe
Tell the agent what you want to know: a screen, a comparison, a summary, a trend.
Review
It builds the workflow, gathers the data, and returns charts, tables, or memos.
Own
You keep the reusable workflows and learn how to adapt them without writing code.
the three-month program
How the program is structured
We start with an intensive setup, then meet every month to refine the system as you use it on real research problems.
Session 1: Build your research agent
- ›Map your current research workflow and the questions you ask repeatedly
- ›Set up a working agentic environment for equity and financial analysis
- ›Create your first prompt-driven workflow: screen, compare, or summarize
- ›You describe the research in plain English; the agent translates it into code and output
Month 1: Turn queries into workflows
- ›Turn recurring screens and checklists into reusable agentic tasks
- ›Connect filings, broker notes, and data sources without writing manual scrapers
- ›Build a private library of prompts and workflows you can reuse
- ›Review and iterate on your first live outputs with feedback
Month 2: Make outputs trustworthy
- ›Add verification steps so outputs are traceable, not black boxes
- ›Structure comparative analyses: companies, sectors, or time periods
- ›Generate charts, memos, and summaries you can actually use in decisions
- ›Learn where to trust the agent and where to verify manually
Month 3: Run it independently
- ›Embed the workflow into your weekly research rhythm
- ›Set up maintenance and iteration so the system improves over time
- ›Troubleshoot real errors and edge cases with the agent
- ›Leave the program with a working setup and a clear path to extend it
who it is for
Two profiles, one program
Individual investors
You manage your own portfolio, do your own research, and want a private AI system that works the way you think. You do not need a technical team. You just need to be clear about the questions you want answered.
Analysts & finance professionals
You work at a firm, cover stocks, or support investment decisions. You want to automate the repetitive parts of your research and produce sharper outputs faster.
This program can be claimed under most corporate learning and development budgets. We provide the documentation and attendance proof your employer needs.
investment
Three months, hands-on
The price includes the full agentic setup, the monthly support sessions, and the reusable workflows you take with you. This is not a course. It is a done-with-you build.
Three-month program including setup and support. 18% GST extra.
Seats are limited. I run a full-time research publication, so I can only take a small number of cohorts each quarter.
Join the waitlistapply
Join the waitlist
Tell me a little about your research setup and the problems you want to solve. If a seat opens up, I will reach out personally.
Most people finish this in under four minutes.