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Investment Research Assistant demo

Ask one question across your own notes, licensed broker research, filings in their original languages and expert calls; the agents plan, read under each reader's licenses, set disagreements side by side and cite every sentence to its page. 1:32

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What the demo shows

Answers investment teams' questions across filings, broker research and notes, all cited

Eight agents work each question. A Planner breaks it into sub-questions and waits for the analyst to approve the plan. Four Retrievers fan out across internal notes, broker research, filings and expert calls — the broker Retriever checks the reader's license provider by provider and declares what it withheld; the filings Retriever reads issuers in their own language with page anchors. A Dissent agent sets disagreeing sources side by side, and a Verifier deletes any sentence it cannot cite. The analyst chooses, saves a cited memo and approves its final text; sharing outside the team needs the Director of Research, with the Memo agent removing text a recipient is not licensed to read.

Transcript

  1. Investment Research Assistant answers investment team's questions across notes, broker research and filings.
  2. With 20 research providers, one cross-sector question can take days.
  3. Lena asks about a footwear tariff.
  4. The Planner shows its plan first.
  5. Retrievers read four million documents under her licenses, withholding one unlicensed report.
  6. Three holdings rank. $1.2 billion across four funds.
  7. all footnoted. A broker's 180 basis points sits beside Quillfield's 090.
  8. Footnotes open the original.
  9. Vogtman's German annual report, page 47.
  10. The verifier cut two unsighted sentences.
  11. Lena decides, saves a memo, and approves it.
  12. Sharing beyond her team needs the director of research, unlicensed text replaced.
  13. Cited, signed, and logged with an evidence pack for auditors.
  14. The aim, answers in minutes and no broker text shown unlicensed.
  15. Built on Botminds: agents, data, screens, and governance on one platform.

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