AI/ML Systems

Autonomous Research Analyst: AI-Generated Equity Reports

Autonomous equity research system that generates institutional-quality reports from ticker to delivery in 20 minutes. 9-stage pipeline with deep research integration, automated validation, and multi-format output (HTML/PDF/DOCX).

Production research automation system that takes a stock ticker and produces institutional-quality equity research reports. Combines deep AI research, fundamental data analysis, automated charting, and multi-format report generation with deterministic validation.

9-Stage Research Pipeline

1Data Collection: Fetch market data, fundamentals, analyst estimates

2Deep Research: AI-powered research across news, filings, competitor analysis

3Analysis Synthesis: Combine quantitative and qualitative insights

4Chart Generation: Automated visualization of financials and performance metrics

5Report Construction: Build structured HTML/PDF/DOCX reports

6Verdict Computation: Deterministic 3-pillar scoring (Valuation, Growth, Quality)

7Consistency Validation: Cross-check narrative claims against extracted data

8Format Rendering: Multi-format output optimized for print and digital

9Advisor Guide Generation: On-demand client meeting prep with scripted scenarios

Report Types & Modes

Article Mode: Long-form narrative analysis with charts and commentary

Tearsheet Mode: Single-page summary with key metrics and quick verdict

Standard Research: Balanced view across valuation, growth, quality

Fundamental V2: Deep-dive financial modeling and ratio analysis

Asset Class Coverage

Equities: Individual stocks with sector-specific templates

ETFs: Fund analysis, holdings breakdown, expense ratios

Mutual Funds: Performance attribution, manager commentary

FX Pairs: Currency fundamentals and macroeconomic drivers

Technical Architecture

Backend: Node.js worker with BullMQ job queue for async processing

Production Features

Real-time Progress: SSE streaming of research stages to frontend

Deterministic Validation: Automated cross-checking prevents hallucinations

Multi-format Export: HTML, PDF, DOCX with consistent styling

Advisor Conversation Guide: Client meeting scripts with do-not-say guardrails

Watermarking & Compliance: Internal-only disclaimers on generated content

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