Equity Research Automation demo

What the demo shows

A crew of agents covers a whole earnings season for the research team; analysts decide

Seven agents run the earnings season for the whole coverage universe. A Release Watcher catches each release within seconds from the newswire, EDGAR, exchange feeds and IR pages; an Extractor reads it in the original language and refreshes the analyst's own model; an independent Tie-out Reviewer re-ties every number before a word is drafted, finds recast prior periods and holds the note when a tie fails, never guessing. A Variance agent tests the result against the house estimate, consensus and the analyst's thesis claims; a Note Drafter writes the note with every sentence cited; a Compliance Sentinel checks the restricted list and the sources; a Coverage Planner rebalances names when analysts are out. The analyst approves estimate changes and signs; the Director of Research checks and releases to portfolio managers. The season runs from one board, like a departures board, its status flipping as the crew works.

Transcript

1. 0:00Equity Research Automation. Agents covering a whole earnings season for research teams.
2. 0:08Budgets are flat, yet analysts read 30 to 60 companies a quarter by hand.
3. 0:167am. 14 companies are due at once.
4. 0:19The board flips as agents work.
5. 0:24Marlowe Brands is caught in 7 seconds.
6. 0:27Priya's own model refreshes.
7. 0:31EPS beats our estimate, but Gross Margin misses her thesis by 100%.
8. 0:3620 basis points. A tie fails.
9. 0:40Page 6 restates last year.
10. 0:42The reviewer holds rebuses, rechecks.
11. 0:48Japanese or German releases are read in the original, beside the English.
12. 0:55Priya asks how much of the beat came from tax.
13. 0:58The answer is cited.
14. 1:00She moves the margin claim and signs as the maker.
15. 1:06The director releases it.
16. 1:08Every figure cited, every note signed twice, every step logged.
17. 1:15The aim, notes signed within two hours and up to 30% more names per analyst.
18. 1:23Built on Botminds: agents, data, screens and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.