Your research.Your agents.Your edge.
Build financial analyst agents around your mandate. Set the scope, define the output, and keep the evidence in view.
Earnings analyst
Specialized around your research.
- Coverage
- NVDA, AMD, AVGO
- Research objective
- Compare revenue drivers, margins and capital spending. Identify what changed and cite the evidence.
- Deliverable
- Investment brief
Explore an example mandate. Create your own in Agent Studio. Saving requires sign-in and a workspace.
A mandate becomes
a repeatable workflow.
Give each agent a defined job.
Keep the judgment with your team.
A clear mandate
Choose a specialization. Define the companies, markets and questions your agent should cover.
Evidence in the instructions
Require dated sources, separate actuals from estimates, and ask the agent to flag gaps and contradictions.
You choose when to run
Save your agent as a draft first. Review the mandate before starting any work.
A useful deliverable
Choose the output your research needs, then review the sources and calculations before sharing it.
The published US GAAP universe lists 10,412 SEC filers as of . This is a separate universe from live market-data coverage.
Inspect coverage detailsYour desk.
Connected.
Use Finsyt where your research already happens.
OpenBB
Connect to an OpenBB HTTP data service through Finsyt’s adapter. Provider setup and entitlements apply.
Explore Agent StudioData availability depends on your connected providers and access rights.
Build your next
research agent.
Start with a clear mandate.
Make it yours in Agent Studio.