AI Equity ResearchAgent

At a sell-side desk, much of the page count is earnings previews and reviews an analyst has to produce every quarter. An AI Equity Research Agent drafts those notes from the filings and the model, in your house style. It drafts the coverage; the analyst owns the rating and the view.

Tecla builds it inside your environment and runs it, wired into the filings, models, and publishing systems your research desk already uses.

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equity-research · earnings note
COVERAGE Post-earnings review · covered name reported after close
RESULTS Actuals vs estimates · revenue beat, margin miss
MODEL Estimates updated · price target recalculated
FLAGGED Guidance raised, thesis check for the analyst
NOTE Draft note in house style, every figure sourced
READY Coverage drafted, analyst to review
Reviewed on
20 REVIEWS
Excellent
4.8 out of 5
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The shift underway

Sell-side research spends a large share of its output on repetitive earnings coverage, and desks are using AI to draft it so analysts can focus on the view. The numbers show where the time goes.

40k–750k

of a research desk's page count can be earnings previews and reviews, much of it repetitive.

Source: Citi, via AI Street

13.6+ hrs

of an analyst's time goes to research itself, the rest to modelling, prep, and admin.

Source: APEX Survey (arXiv)

23.5%

of that same analyst's time goes to financial modelling, much of it repeatable assembly.

Source:

How it works

How the agent works

An earnings note is a fixed shape: results versus estimates, model update, thesis check, write-up, produced fast, on deadline, in the desk's voice. The agent drafts that note from the filing and the model, so the analyst spends the time on the call, not the assembly.

01

Filing & Transcript Read

Ingests the earnings release, filing, and call transcript for a covered name the moment they land, so the note can start on deadline.

Reads the results
02

Results vs Estimates

Compares reported actuals against the desk's estimates and consensus, and highlights the beats, misses, and surprises that drive the note.

Compares the numbers
03

Model Update

Updates the analyst's model with the actuals and revised guidance, and recalculates the price target from the changed inputs.

Updates the model
04

Thesis Check

Flags where the results confirm or challenge the standing thesis and rating, so the analyst weighs the call rather than re-reading the filing.

Checks the thesis
05

Note Draft

Drafts the preview, review, or coverage note in the desk's house style, every figure sourced, ready for the analyst to sharpen and publish.

Drafts the note

Human in the loop

Every figure in the note traces back to the filing it came from, so an analyst can verify the draft before it publishes. The agent drafts the coverage; the rating, the price target, and the view stay with the analyst, whose name is on the note.

Scoped to you

This is a typical equity research build. The exact parts are scoped to how your desk runs: your coverage universe, the model and estimate formats, your house style, and your supervisory and compliance review.

See what this would look like built around your portfolio operation.
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Related agents

How it reaches production

Built, run, and owned, one phase at a time

A drafting tool that writes a clean sample note can still miss the desk's voice or a nuance in a real earnings print. A scoped brief, a named team, and someone accountable at each stage are what make this one publishable in production.

Sprint

Scope, fixed price

We map your coverage universe, the models and estimate formats, your house style, and the supervisory review, then return a plan and a price before you commit.

AI Solutions Lead
Build

Built into your environment

Senior engineers assemble the agent inside your environment, wired into the filings, model, and publishing systems your research desk already works in.

AI Systems Lead
Run

Monitored and improved

The agent adapts as your coverage and formats change, and we report against the metrics set at scope: names covered, notes drafted, time from print to published.

Systems Lead + Engineers
Own

Yours, improving

The system is yours to keep, and it learns your desk's house style and coverage over time rather than producing generic, off-voice notes.

Your team

A build starts with a fixed-price Tecla Sprint that scopes and prices it before you commit.

‍ Book a scoping call
How it holds up

Trustworthy enough to publish under your name

A published note with a wrong number damages the analyst's credibility and the rating built on it. What makes this one dependable is that every figure traces to a filing, and the rating and view stay with the analyst.

Reviewed by trajectory

Every number ties to the print

Each figure in the note links back to the filing or model it came from, so an analyst can verify it before publishing. The agent drafts from source data; it does not invent numbers.

Human in the loop

It drafts, the analyst rates it

The agent drafts the note and updates the model, but the rating, the price target, and the investment view stay with the analyst. It writes the coverage; it does not make the call.

Tuned over time

It holds your house style

As your coverage, models, and house style change, the agent is kept current, so its drafts read like your desk's work and pass supervisory review.

Start the build

Draft the coverage, keep the rating

A scoping call maps your meeting workflow and returns what the agent would handle, how success gets measured, and the fixed-price Sprint to build it.

Talk to us

Fixed-price AI Systems Sprint. No commitment until scope is confirmed.

What research desks ask first

What is an AI equity research agent?

An AI equity research agent drafts sell-side coverage, earnings previews and reviews, model updates, and initiation notes, from filings and the desk's model, in your house style with every figure sourced. Tecla builds and operates the equity research AI agent inside your environment, so analysts spend their time on the rating and the view, not the write-up.

How is an AI equity research agent different from a research management or data platform?

A data platform gives the analyst the inputs; the agent produces the note. It reads the filing, updates the model, checks the thesis, and drafts the coverage rather than leaving each step to the analyst. Tecla builds this sell-side research AI as a layer over the models and publishing systems your desk already runs.

Does the equity research agent set the rating or price target?

No. The agent drafts the note and updates the model, but the rating, the price target, and the investment view stay with the analyst whose name is on it. Equity research automation handles the assembly; the call stays human.

How does the agent keep published numbers accurate?

Every figure in the note links back to the filing or model it came from, so an analyst can verify it before publishing. This AI research report generation drafts from source data and does not invent numbers, which is what protects the analyst's credibility and the note's defensibility.

Can the agent match our desk's house style and pass supervisory review?

Yes. The agent drafts in your desk's house style and format, and the build maps your supervisory and compliance review so notes are ready for it. Sell-side research AI that reads off-voice is useless; matching your style is part of what Tecla scopes.

What does Tecla's equity research build cover?

Tecla scopes the build to your desk: your coverage universe, the models and estimate formats, your house style, and your supervisory review. Built as equity research automation across earnings, initiations, and thematic notes, it runs inside your environment and Tecla operates it.

How is our research and model data kept secure?

The agent runs in your environment, integrated with your systems, under your own access rules. Research, models, and estimates stay within the boundaries your firm already answers to, and you own and control the system Tecla operates.

How long does an equity research build take?

A build starts with a fixed-price Tecla Sprint that scopes and prices it before you commit. The Sprint maps your coverage, models, and house style, so the equity research AI agent that follows fits how your desk actually publishes.

We have analysts and associates already. Where does the agent fit?

The agent drafts the repetitive earnings coverage and updates the models so analysts and associates spend their time on the thesis and client work, not the write-up. Tecla builds and operates it alongside them, with every figure sourced.

How do we get started with Tecla?

A scoping call maps your research desk and returns what the agent would draft, how success is measured, and the fixed-price Sprint cost. Book a scoping call with Tecla to start.

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