How Our AI System Works
Radical transparency into how we analyze companies and generate investment assessments.
Our AI Doesn't Predict — It Synthesizes
We combine multiple data sources and AI agents to help you understand a company's situation. The goal is to surface insights you might miss, not to tell you what will happen.
Where We Get Our Data
Our system ingests data from multiple sources to build a complete picture of each company.
Company Reports
News & Events
Market Data
Macro Indicators
The Two-Layer Architecture
Our AI works in two stages: first, specialized "domain experts" analyze specific data types. Then, an "investment team" synthesizes everything into a coherent assessment.
Layer 1: The Domain Experts
Think of Layer 1 as organizing all the puzzle pieces before solving the puzzle. Each agent focuses on a specific type of analysis.
| Agent | What It Analyzes | When It Runs |
|---|---|---|
Qualitative | Business model, competitive position, management quality, strategic risks | When a new report is downloaded |
Quantitative | Financial statements, KPIs, peer comparisons, valuation metrics | When new period data is available |
News Synthesis | Daily market news and 4-day aggregated trends | Daily and every 4 days |
Macro Synthesis | Interest rates, commodities, currency, economic indicators | Weekly |
Weekly Intel | Rolling window of company-specific events | When ≥3 events accumulate in 7 days |
Sector Analysis | Industry-wide trends using advanced taxonomy | Periodically |
The Decoupled Trigger System
Why "decoupled"? Traditional systems wait for all data to be ready before analyzing. Our system lets different types of analysis run independently, so you get insights faster.
Foundational Triggers
Deep, comprehensive analysis of the entire business and financial state.
Incremental Triggers
Rapid updates to layer in news, macro changes, and tactical events.
📄 Foundational Triggers
Triggered by new reports or data availability.
- Create deep, comprehensive analysis
- Take longer but produce complete picture
- Form the backbone of assessments
⚡ Incremental Triggers
Triggered by event accumulation or schedules.
- Keep analysis fresh between reports
- Faster, more frequent updates
- Capture breaking developments
Layer 2: The Investment Team (6 Agents)
Once Layer 1 has organized the data, Layer 2 agents work together like an investment committee to form a coherent view.
😊 Sentiment Analyst
Assesses overall tone across news, reports, and market signals.
"What's the mood?"
⚖️ Risk/Opportunity Analyst
Identifies top risks and opportunities with probability × impact scoring.
"What could go right/wrong?"
🔍 Data Quality Analyst
Evaluates freshness, completeness, and reliability of available data.
"Can we trust this analysis?"
🔄 Reconciliation Agent
Cross-checks qualitative claims against quantitative evidence. Exposes contradictions.
"Does the story match the numbers?"
📊 Charting Agent
Generates visual chart specifications to illustrate key thesis points.
"Show me the evidence"
🎯 Investment Orchestrator
Synthesizes all agent outputs into a final, coherent assessment. Makes the position call.
"The final decision"
How Assessments Work
The Investment Orchestrator assigns one of five positions based on the combined analysis.
| Position | What It Means | Typical Conditions |
|---|---|---|
Accumulate | Favorable risk/reward for adding to position | Strong fundamentals, reasonable valuation, positive catalysts |
Hold | Current position appropriate | Mixed signals, fair valuation, stable outlook |
Monitor | Watch closely, situation evolving | Data gaps, pending catalysts, unclear direction |
Reduce | Consider trimming position | Deteriorating fundamentals, elevated valuation risk |
Avoid | Risk/reward unfavorable | Material concerns, severe data gaps, regulatory issues |
Transparency: What the AI Considers
Here are the key factors that influence our assessments:
Limitations & Disclaimers
AI is not a crystal ball. Our assessments are based on available data and may not anticipate unexpected events.
Assessments are informational, not investment advice. We help you understand companies, not tell you what to do with your money.
Always do your own research. Use our analysis as one input among many in your decision-making process.
Past performance doesn't guarantee future results. Historical patterns may not repeat.