WE SOLVE INFINITYDeep-Reading AI
Claude or GPT reading full transcripts and filings, not summaries of summaries.
CUSTOM SOFTWARE · VIPRASOL
AI Investment Research Agent Development
We build AI research agents for investors, funds, and finance creators - agents that read earnings calls, filings, and news, then deliver structured briefs, alerts, and screens grounded in the actual documents, powered by Claude or GPT.
Agreed scope · Reviewable milestones · Documented handover
BUILT AROUND YOUR REQUIREMENTS
Earnings-call analysis
Filing & news ingestion
Morning briefs & alerts
Source-linked answers
THE WORK IN PRACTICEWhat we can build
What we can build
with you.
No human reads every 10-K, transcript, and headline in their universe - an AI agent can. We build research agents that ingest filings, earnings-call transcripts, news, and market data, then produce what you actually need: morning briefs, thesis-relevant alerts, earnings summaries with surprises highlighted, and custom screens described in plain language. Every claim links back to the source document, because research you cannot verify is noise. Ideal for RIAs, small funds, newsletters, and serious private investors.
Your Data Universe
Filings, transcripts, news feeds, and any internal notes you add.
Source-Linked Output
Every claim traceable to the paragraph it came from.
Ask-Anything Interface
Query your universe in plain language, get grounded answers.
Scheduled Briefs
Morning notes and post-earnings summaries, delivered automatically.
Honest Uncertainty
The agent says what it does not know instead of inventing.
A CLOSER LOOK
Inside ai investment research agent development.
Our AI investment research agents give investors what a junior analyst team provides - complete coverage of filings, calls, and news - at machine scale and speed.
Built on Claude or GPT with retrieval over your document universe, every output links back to its source paragraph.
Morning briefs, earnings summaries, thesis alerts, and plain-language screening - delivered to email, Slack, or Telegram.
You own the pipeline, prompts, and data - a research edge that compounds.
THE DELIVERY PROCESSA clear path from
A clear path from
brief to handover.
We agree the requirements and review working milestones together. The process below is adapted to the systems, testing and operating needs of your project.
- 01
Discovery and Fit
We define your universe, sources, questions, and delivery format.
- 02
Risk and Safeguards
Grounding rules so the agent cites sources and flags uncertainty instead of guessing.
- 03
Build and Integrate
We build ingestion, retrieval, and the agent pipeline with your output formats.
- 04
Test and Go Live
We benchmark outputs against source documents, tune, then deploy on your channel.
BEFORE WE STARTLet’s define
Let’s define
a useful first version.
Share the workflow you want to improve, the platforms you use and any existing code or examples. We’ll work through the requirements, dependencies and acceptance checks with you before proposing a build.
Each custom project is quoted individually. Hosting, external services and ongoing maintenance are made clear in the agreed scope.
Talk through your requirementsPRACTICAL QUESTIONSBefore we
Before we
get started.
Answers to the questions that help define your project.
Who is this for?
RIAs, small funds and family offices, finance newsletter writers, and serious private investors who need coverage breadth without an analyst team.
How do you prevent AI hallucination?
Retrieval-grounded generation with mandatory citations - the agent answers from your document set and links every claim to its source, flagging uncertainty explicitly.
Which data sources can it use?
Public filings and transcripts, licensed news and data feeds you subscribe to, and your internal research. We respect data licensing and confirm sources in discovery.
Is this investment advice?
No. It is a research tool that organizes and summarizes information. Decisions - and advice obligations if you are regulated - remain yours.
How is a ai investment research agent development project quoted?
We review your requirements, integrations and delivery scope before preparing a project-specific quote. The proposal sets out the work, milestones and any ongoing costs. Changes are discussed and agreed before additional work begins.
Fintech engineers who build grounded AI, not chatbot wrappers.
Citation-first design - verifiable research or nothing.
Delivery where you work: email, Slack, Telegram, or dashboard.
Full source-code ownership, docs, and 30-day support.
How the work holds together.
We define your universe and outputs, design grounding and citation rules, build ingestion plus retrieval plus agent pipeline, benchmark against sources, then deploy.
LET’S TALK ABOUT YOUR PROJECTWhat would you
What would you
like to build?
Tell us what you need from ai investment research agent development. We’ll work through the scope and next steps together.