Integrations
Each AI Agent for Financial Research specializes in a key domain of investing, ready to integrate, embed, or scale with your platform
Market & Economic Agent
This Agent focuses on the broader financial landscape, identifying macroeconomic trends and assessing sector-specific risks.
Technical Chart Analysis Agent
Provides a technical lens on financial markets, covering chart patterns, indicators, and trading signals. Best for actions, patterns and trading strategy.
Company Analysis Agent
Ideal for diving deep into a single company, this Agent handles valuation metrics, business models, and peer comparisons.
Crypto Agent
Tailored to crypto-native ecosystems, this Agent understands blockchain protocols, token economics, and network-level metrics.
Portfolio Management Agent
A portfolio-focused Agent that supports advisors and analysts with asset allocation, performance insights, and risk diagnostics.
Fund & ETF Agent
Designed to decode the structure, strategy, and holdings of funds and ETFs, helping users compare investment vehicles.
Personal Investment Agent
This AI Agent assists retail investors with financial planning, tax strategy, and goal setting. It is best for personal financial goals, timelines and tax-efficiency.
Fixed Income Agent
This Agent understands duration, credit spreads, and rate impacts on yield structures. Best for bond analysis, yield curve and rate scenarios.
AI Agents in Finance
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