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Financial Deep Research agent

The Financial Deep Research Agent is a powerful multi-agent architecture designed to perform in-depth, comprehensive financial analysis on any organization. It operates by delegating complex research tasks to a team of specialized, independent AI agents, ensuring a thorough and data-driven report.

The agent system functions like a team of financial analysts, with each member focusing on a specific area.

  • Multi-agent architecture: The core is a system of multiple specialized agents, which may include:

    • Cash and liquidity specialist: analyzes a company's short-term financial health and ability to meet immediate debts.

    • Current liability specialist: focuses on short-term obligations and their impact.

    • Revenue growth specialist: investigates sales performance, trends, and growth drivers.

    • Gross profit specialist: examines profitability at the cost of goods sold level.

    • Other agents: perform tasks like current asset analysis, debt structure analysis, and holistic risk assessment.

  • Independent research: all agents have independent access to the internet to gather up-to-date, relevant data, ensuring the analysis is grounded in the best possible research.

  • Structured reporting: it compiles the findings from all specialized agents into a single, structured, and comprehensive report with distinct sections, providing a holistic financial view.

FDR agent benefits​

  • Depth and rigor: Receive a report that mimics the structured analysis of a professional financial analyst, covering all critical aspects from liquidity to long-term risk and growth.

  • Time savings: What would take a human analyst hours or days of research is completed in a matter of moments, automating the data gathering and initial synthesis.

  • Comprehensive view: The multi-agent system ensures no critical financial area is overlooked, as specialized agents simultaneously investigate cash, debt, revenue, profit, and risk.

  • Actionable insights: The report concludes with an overall outlook and key items for the investor, providing a clear summary and direction for decision-making.

  • Transparency: The process often shows the tool calls and steps the agent is taking (e.g., "analyzing cash and liquidity"), providing insight into its reasoning.

Using the FDR agent​

Follow these simple steps to initiate a deep financial analysis:

Step 1: Formulate the research query​

  1. Navigate to the agent's input interface.

  2. Clearly state your intent, the company name, and the goal of the analysis.

    • Tip: frame your question to request a comprehensive financial report.

    • Example query: "I want to be an investor in [Company Name], which is a [Company Industry/Focus]. Help me with the financial analysis of this company."

Step 2: Observe agent initialization​

  1. After submitting your query, the agent will begin its process.

  2. Look for the system to display its internal working process, which includes:

    • The generation of internal "to-dos" (the research plan).

    • A sequence of tool/agent calls (e.g., "Invoking tool call: analyzing the cash and liquidity for [Company Name]").

Step 3: Review the final financial summary​

  1. Wait for the process to complete, at which point the agent will compile and present the final summary report.

  2. Review the report, which is organized into clear, segmented sections:

    • Executive summary (key findings upfront)

    • Cash and liquidity

    • Current assets

    • Current liability analysis

    • Debt structure analysis

    • Gross and profit margin

    • Revenue analysis

    • Risk assessment

    • Overall outlook and key items for the investor

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