The agent is an equity investment research assistant powered by the FundAI chat model that delivers AI-driven analysis to help investors explore market narratives, evaluate companies, and interpret financial data through a research-focused approach. It conducts fundamental analysis, sentiment assessment, and tracks shifts in market expectations over time—functioning as a dynamic archive of evolving investment theses. The agent supports traders, investors, and financial analysts in data-driven decision-making by combining finance AI models and AI projection capabilities. Instead of guessing which opportunities to pursue, users can leverage structured insights to make smarter, evidence-based choices and remove emotional bias from their trading strategy.
Real-time market context: Surface timely insights from news, filings, and sentiment to understand current dynamics
Focused signal extraction: Identify key drivers of stock performance by filtering noise and prioritizing high-quality information
Structured financial interpretation: Break down SEC filings, earnings reports, and disclosures to reveal actionable business insights
Historical narrative tracking: Trace how investor sentiment or company narratives have evolved over days, weeks, or quarters
Enter your research question or company name into the input field
Review the agent’s synthesized analysis, including fundamental metrics, sentiment trends, and contextual commentary
Refine your query to compare companies, explore sectors, or examine timeline-based shifts in market perception
Best prompting tips:
- Ask specific, open-ended questions (e.g., “How has sentiment on TSLA changed over the past quarter?”)
- Focus on analysis, not recommendations (e.g., avoid “What should I buy?”)
- Request comparisons (e.g., “Compare NVDA and AMD on R&D spend and margin trends”)
- Use clear timeframes for narrative tracking (e.g., “What drove AAPL sentiment in Q1 2025?”)
Disclaimer: This agent provides informational research support only. It does not offer individualized investment advice, portfolio recommendations, or trade execution services. All outputs are for educational and analytical purposes.
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