Finance Agent

Financial Research Agent

Plan searches, gather market intelligence, draft markdown reports, and verify the output in one workflow.

📊Run Financial Research

Provide a financial research query. The workflow will design a search plan, summarize sources, write a markdown brief, and audit the findings.

Structured Output Fields

shortSummary
Executive summary of the generated brief.
markdownReport
Full markdown report synthesizing research findings.
followUpQuestions
Suggested follow-up questions to continue research.
verification
Verification outcome indicating flagged issues.

How to Use Financial Research Agent

1

Open the Financial Research Agent page and enter a research query (include company, time frame, and focus).

2

Optionally specify whether to enable live web search for the most recent market intelligence.

3

Click Run Agent and wait while the planner, searcher, writer, and verifier complete the workflow.

4

Review the summary, markdown report, follow-up questions, verification notes, and search highlights.

5

Copy or export the markdown report for your investment memo or share it with stakeholders.

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Case Studies

Investor Earnings Brief

An equity analyst used the agent to summarize NVIDIA Q1 FY2025 results, highlighting revenue drivers and key risks in under five minutes.

📈The automated brief accelerated portfolio decisions and supplied follow-up questions for deeper diligence.

Industry Risk Assessment

A corporate strategy team evaluated semiconductor supply chain risks using network search summaries and the risk analyst tool.

📈The report identified geopolitical constraints and proposed diversification strategies to mitigate exposure.

SaaS Market Comparisons

A fintech startup integrated the API to compare earnings commentary across leading SaaS companies.

📈Automated comparisons allowed faster competitive benchmarking and informed fundraising materials.

Frequently Asked Questions

What types of financial analysis can this agent handle?+

It can summarize earnings calls, assess competitive risks, highlight growth drivers, and generate follow-up questions for deeper diligence.

Does the workflow require live web access?+

Live search is optional; when disabled, the agent relies on existing knowledge but may miss the latest market developments.

Can I use the API programmatically?+

Yes. POST to /api/agents/financial-research/run with an input string to receive summary, markdown report, follow-up questions, verification, and search notes.

How long does a typical run take?+

Most queries finish in under a minute, depending on search volume and provider response times.

What happens if a search fails?+

The workflow logs the failure and continues with remaining searches; the final report reflects whichever insights were retrieved.

Can I customize the report structure?+

Yes. Modify lib/financial-research/agents.ts to adjust headings or add new sections.

Is the generated markdown safe to share?+

Yes. The report includes structured sections and verification notes so stakeholders can assess accuracy.

What credentials are required?+

Set OPENAI_API_KEY for structured output, or configure DeepSeek-specific environment variables for text mode.

Can multiple researchers collaborate?+

Currently output is static markdown; teams can share it via docs or integrate the API into collaboration tools.

How do I improve prompt quality?+

Provide clear context—company name, period, focus (e.g., margins, competitive risk)—to guide the planner and writer.