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.
Transparent methodology • You stay in control
Create a project to determine if I should buy Microsoft stock
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Project created...AI Team begins work
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Assessing moat & management
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Building DCF & margin of safety
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Flagging risks & red flags
Recommendation
Buy (with margin of safety)
Reasoning summary available • Full trace of sources and calculations
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?
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.
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
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
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
From prompt to professional‑grade analysis
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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"
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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.
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Get Professional-Quality Analysis
Receive comprehensive reports with clear buy/sell/hold recommendations, complete with the reasoning behind each conclusion.
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Stay in Control
Jump in anytime to redirect the research, add new tasks, or take over the analysis completely.
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Make Your Investment Decisions
Review the analysis and make informed decisions.
Most analyses complete in 1–4 hours
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.
See actual research projects completed by our agents
Complete fundamental analysis with valuation and recommendation
View projectRisk analysis across multiple earnings reports
View projectOngoing market analysis and trend identification
View projectPerfect 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
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
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.
Frequently asked questions
Ready to have your own research team finding opportunities for you?
Get Your AI Research TeamNot investment advice. Investing involves risk. Please do your own research.