Research, with
a mandate.
Build financial analyst agents around a defined question. Review the mandate, choose when to run, and inspect the evidence.
Create an agentThe work, made explicit.
Explore each stage of a research mandate.
Give the agent a defined job.
Choose a specialization, the companies or markets to cover, and the question you need to answer.
A clear scope makes the work reviewable. Define the question and the intended output before saving.
Example research mandate
- Agent
- Semiconductor earnings analyst
- Coverage
- NVDA, AMD, AVGO
- Objective
- Compare revenue drivers, margins and capital spending. Explain what changed and flag missing evidence.
- Deliverable
- Investment brief
Next: review the instructions.
Illustrative walkthrough. No research is run, saved or exported here. Agent Studio changes are in preview; platform links open the current release.
Choose your working surface.
Move from a research question to the tools your team uses.
Agent Studio
Define a specialist
Set the scope, objective and deliverable. Save a draft before starting work.
Create an agentDecision Matrix
Compare and prepare
Work with research in a table and review the available CSV or PowerPoint export.
Open the matrixExcel
Work in your model
Open the add-in task pane. Workbook actions and connected data need their own review.
Open the add-inMCP & API
Connect your tools
Explore the financial-data interfaces. Authentication, configuration and data entitlements apply.
Read the documentationPlatform links open the existing service. Sign-in, workspace access and connected providers determine what is available. The preview does not establish live data accuracy or enterprise certification.
Start with
the question.
Give your next analyst a clear mandate.