AI research agents for investors

Get Your Own Team of AI Analysts Finding You Great Investment Opportunities

Your personal team of AI agents handles the heavy lifting of stock research, so you can focus on making smart investment decisions.

See live project examples
Transparent methodology • You stay in control
Create a project to determine if I should buy Microsoft stock
1
Project created...AI Team begins work
2
Parsing 10-K & 10-Qs
3
Assessing moat & management
4
Building DCF & margin of safety
5
Scanning earnings calls
6
Flagging risks & red flags

Recommendation

Buy (with margin of safety)

Reasoning summary available • Full trace of sources and calculations

The Problem Every Stock Investor Knows Too Well

Researching individual stocks is slow, exhausting, and easy to get wrong

Dense 10-Ks, complex financials, and hours of earnings calls make it tough to be thorough — and easy to miss critical details that cost real money. What if there was a better way?

Meet Your Very Own Team of AI Agents

Grounded in time‑tested value investing principles

Our agents focus on business fundamentals, intrinsic value, and long‑term thinking — so you can focus on making decisions while they handle the analysis.

Comprehensive Due Diligence
Analyzes business models and revenue sources
Evaluates financial health and management effectiveness
Calculates intrinsic value with proper margin of safety
Identifies red flags and competitive advantages
Opportunity Discovery
Screens thousands of stocks using quality metrics
Finds undervalued companies with strong fundamentals
Focuses on businesses with sustainable competitive advantages
Delivers shortlists of the most promising opportunities
Ongoing Monitoring
Tracks stocks using fundamental analysis principles
Alerts you when business fundamentals change significantly
Monitors for ideal entry points based on intrinsic value
Provides ongoing analysis focused on long-term business performance
How It Works

From prompt to professional‑grade analysis

  1. 1

    Tell our Chatbot What You Want

    Just describe your research goal in plain English:

    • "Create a project to determine if I should buy Apple stock right now"
    • "Create a project to find me undervalued healthcare companies"
    • "Monitor NVIDIA and tell me when it becomes a good buy"
  2. 2

    AI Agents Get to Work

    Our team of specialized AI agents breaks down your request into research tasks and gets to work. You can watch their progress.
  3. 3

    Get Professional-Quality Analysis

    Receive comprehensive reports with clear buy/sell/hold recommendations, complete with the reasoning behind each conclusion.
  4. 4

    Stay in Control

    Jump in anytime to redirect the research, add new tasks, or take over the analysis completely.
  5. 5

    Make Your Investment Decisions

    Review the analysis and make informed decisions.
Most analyses complete in 1–4 hours
What Makes This Different

Professional rigor without the burnout

Follows Proven Methodology

Our AI agents use the same fundamental analysis principles that legendary investors like Warren Buffett have used for decades.

Thorough & Detail‑Oriented

Unlike human analysts who might miss details due to fatigue, your AI team analyzes every section of financial documents thoroughly.

Always Working

Your AI research team works around the clock, so you can wake up to completed analysis and fresh investment opportunities.

Complete Transparency

See exactly how your team reached their conclusions. Review their research process, data sources, and reasoning.

You Stay in Control

Direct your team's focus, request additional research, or change priorities whenever you want.

Real Results You Can Review

See actual research projects completed by our agents

Google Stock Analysis

Complete fundamental analysis with valuation and recommendation

View project
31 Companies Earnings Review

Risk analysis across multiple earnings reports

View project
Weekly Earnings Winners & Losers

Ongoing market analysis and trend identification

View project
Who It's For

Perfect for investors who want to:

  • Research individual stocks without spending weeks reading financial documents
  • Find undervalued opportunities you might have missed on your own
  • Monitor your watchlist without constantly checking financial websites
  • Save time while still doing proper due diligence
  • Invest like legendary investors without spending endless hours on research
Getting Started Takes Few Seconds

No complex setup. No learning curve.

Just tell our chatbot what you want, and the AI Agents will handle the rest.

Step 1: Set priorities for your research team through Lima (Chatbot) in a simple sentence
Step 2: Your team of AI agents conducts thorough analysis and research
Step 3: Review their detailed reports and recommendations
Step 4: Make informed investment decisions
Try It Risk‑Free

Start by setting your team's focus, example: “Create a project to determine if I should buy Microsoft stock” and experience what it's like to have professional research support.

Currently available for US‑listed public companies. International markets coming soon.

Questions? We've Got Answers

Frequently asked questions

Ready to have your own research team finding opportunities for you?

Get Your AI Research Team

Not investment advice. Investing involves risk. Please do your own research.