Investment Research Agent

Analysts spend more time gathering data than judging it, pulling filings, building models, and formatting notes before the real thinking starts. An AI Investment Research Agent does that gathering and drafts the analysis. It assembles the research; the analyst owns the thesis.

Tecla builds it inside your environment and runs it, wired into the data, filings, and models your research team already uses.

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The shift underway

Investment research is heavy on gathering and light on hours left for judgment, and AI is shifting that balance by doing the assembly. The numbers show where an analyst's day actually goes.

13.6%

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

Source: APEX Survey (arXiv)

50%

of an analyst's day is spent actually analyzing, the rest on finding and fixing data.

Source: Fivetran / Dimensional Research

23.5%%

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

Source: APEX Survey (arXiv)

How it works

How the agent works

Research starts with gathering, filings, transcripts, data, models, before an analyst can form a view. Most of that is assembly, so the agent does it for each name and drafts the analysis, leaving the analyst the judgment and the thesis.

01

Data Gather

Ingests filings, transcripts, press releases, and market data for a coverage name, so the analyst is not hunting across sources to start.

Gathers the data
02

Model Update

Pulls the reported actuals into the analyst's model, updating the financials and flagging where results diverged from estimates.

Updates the model
03

Comps & Valuation

Refreshes the peer set and recalculates the valuation multiples and comparisons the note relies on, from current data.

Runs the comps
04

Signal Finder

Surfaces what matters in the quarter: guidance changes, margin shifts, management commentary, and divergences from consensus.

Finds the signal
05

Note Draft

Assembles a draft research note in your firm's format, every figure sourced to a filing, ready for the analyst to sharpen and stand behind.

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. The agent gathers and drafts; the thesis, the rating, and the judgment behind the call stay with the analyst, not the model.

Scoped to you

This is a typical investment research build. The exact parts are scoped to how your firm runs: your coverage universe, the data sources and models you use, your note format, and how much reaches the analyst versus the client.

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 research tool that summarizes one filing cleanly can still miss the nuance across a full coverage name under earnings pressure. A scoped brief, a named team, and someone accountable at each stage are what make this one dependable in production.

Sprint

Scope, fixed price

We map your coverage, the data sources and models the research draws on, and your note format, 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 data feeds, filings, and models your research team already works in.

AI Systems Lead
Run

Monitored and improved

The agent adapts as your coverage and data sources change, and we report against the metrics set at scope: names covered, notes drafted, analyst time returned to judgment.

Systems Lead + Engineers
Own

Yours, improving

The system is yours to keep, and it learns your firm's research style and format over time rather than staying a generic summarizer.

Your team

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

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How it holds up

Trustworthy enough to publish research on

A research note with a wrong number damages the analyst's credibility and the call built on it. What makes this one dependable is that every figure traces to a filing, and the thesis stays with the analyst.

Reviewed by trajectory

Every figure cites the filing

Each figure in the note links back to the filing or data source it came from, so an analyst can verify it before it goes out. The agent gathers and computes; it does not invent numbers.

Human in the loop

It drafts, the analyst calls it

The agent assembles the data and drafts the analysis, but the thesis, the rating, and the investment judgment stay with the analyst. It informs the call; it does not make it.

Tuned over time

It keeps up with your coverage

As your coverage, data sources, and note format change, the agent is kept current, so its output matches how your firm actually publishes research.

Start the build

Give analysts back the hours gathering takes

A scoping call maps your research workflow and returns what the agent would gather and draft, how success is 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 teams ask first

What is an AI investment research agent?

An AI investment research agent gathers the filings, transcripts, and market data for a coverage name, updates the model, refreshes comps, flags what changed, and drafts a research note in your format, every figure sourced. Tecla builds and operates the investment research AI agent inside your environment, so analysts spend their time on the thesis, not the assembly.

How is an investment research agent different from a data terminal or research database?

A terminal gives an analyst the data; the agent does the work with it. It pulls the filings, updates the model, runs the comps, and drafts the note rather than leaving each step to a person. Tecla builds this investment research automation as a layer over the data feeds and models your team already uses.

Does the research agent decide the rating or thesis?

No. The agent gathers the data and drafts the analysis, but the thesis, the rating, and the investment judgment stay with the analyst. As a research agent for analysts, it informs the call and does the legwork; it does not make the call.

How does the research agent keep numbers accurate?

Every figure in the note links back to the filing or data source it came from, so an analyst can verify it before publication. The agent gathers and computes; it does not invent numbers. The analyst reviews the draft and owns the final call.

What does a Tecla investment research build cover?

Tecla scopes the agent to your coverage universe, the data sources and models your team uses, your note format, and how much reaches the analyst versus the client. We build it inside your environment and operate it as your coverage and sources change.

What kind of research does the agent produce?

It can produce earnings-note updates, model refreshes, comp tables, initiation support, and thematic screens. The exact output is scoped to your research process and publication format.

How is research data kept secure?

The agent runs inside your environment, connected only to the systems and data sources you approve. Access, research data, model boundaries, and ownership are defined during scoping.

How long does it take to build?

A fixed-price Sprint maps your coverage, data sources, models, and note format, then builds the first production workflow. The precise timeline depends on the systems and coverage scope.

We have analysts already. What changes?

You keep your analysts. The agent takes gathering, model updates, comps, and the first draft off their plate, giving them more time for the investment judgment and thesis.

How do we get started?

A scoping call maps your research workflow and returns what the agent would gather and draft, how success is measured, and the fixed-price Sprint to build it.

Have any questions?
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