AI Research
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Invite-only Β· AI-native research Β· v0.9

The AI-native research workflow.

From idea discovery to company work, thesis drafting, and monitoring β€” multi-model Copilot, specialist AI analysts, and Scout sit inside the same investment research process. You decide; AI accelerates every step.

AI across the full loop: discover β†’ reason β†’ compose β†’ monitor
Tool-using Copilot (Claude, GPT, Grok) that writes into notes and pipelines
Human-in-the-loop β€” nothing auto-trades or auto-publishes your memos
AI-native process

AI-native from idea to monitoring.

Investment research as one continuous process β€” with multi-model AI accelerating every stage, and the analyst closing the loop.

01 Discover

Discover with AI

Scout and screens propose candidates; Copilot turns news and peers into shortlists. You tag what enters the pipeline.

Scout Β· screens Β· Copilot
02 Reason

Reason with AI

Ticker page, statements, comps, and a scoped Copilot. Prefer tool-sourced answers over free-form guesswork.

Ticker Copilot Β· statements
03 Compose

Compose with AI

Conversation becomes structured notes and thesis drafts inside a pipeline. You review and publish.

Draft Β· notes Β· pipelines
04 Monitor

Monitor with AI

Earnings, revisions, and news land on the same timeline. AI helps flag drift; you decide what changes the thesis.

Timeline Β· alerts Β· review
Human-in-the-loop

You close the loop

AI proposes and drafts. The analyst triages, edits, and publishes β€” nothing ships without you.

AI on every surface

One AI-native desk for the whole research process.

Markets, research, AI agents, and analysis are not silos β€” they are stages of the same workflow, with Copilot available wherever you work.

01
Markets

Markets with AI on the ticker

Charts, statements, and metrics β€” plus a ticker-scoped Copilot so company work stays AI-assisted without leaving the page.

/markets/watchlist/calendar
02
Research

Notes & pipelines AI can write into

Living notes and thesis workspaces where Copilot drafts, links, and versions β€” the system of record for AI-assisted research.

/research/pipeline/files
03
AI

Agents across the process

Session Copilot, specialist analyst personas, and Scout discovery β€” AI roles for every stage, always under your triage.

/analysts/scoutCopilot
04
Analysis

AI-assisted screens & networks

Supply-chain, geography, and fundamental screens that feed the same AI-native loop from idea to monitoring.

/network/geography/screener
AI-native surfaces

Where the AI workflow actually runs.

Four production surfaces that carry AI through investment research β€” not bolted-on chat, but tools that read data and write into your record.

AI Β· Research Copilot

The AI layer on every research step.

Pull statements, search notes, update pipelines, and draft entries without leaving context. Multi-model routing, tool trails, and capability tiers keep AI productive and accountable.

  • Multi-model AIClaude, GPT, and Grok, including frontier IDs such as Opus, GPT-5.x, and Grok 4.5.
  • Escalating agent tiersT1 chat, T2 research, T3 agent β€” escalating tools under desk policy.
  • Writes into the research recordNotes and pipelines, not disposable chat transcripts.
Claude Β· GPT Β· GrokT2 Β· research
Draft an NVDA update from the latest print and link the AI-infra pipeline.
note_add_entrypipeline_list
AI draft ready. Linked thesis v3 Β· Hopper β†’ Blackwell ramp.
AI tools Β· 2 Β· budget ok Β· you confirm before publish
AI Β· Thesis pipelines

Where AI-assisted theses live.

AI helps surface and draft; pipelines hold the process β€” watch, active research, published memo β€” so AI output becomes durable desk work, not disposable chat.

  • Process stagesCandidates, draft theses, and published layouts in one pipeline.
  • Versioned AI + human draftsPoint-in-time snapshots so thesis drift is visible.
  • Notes linked to AI sessionsResearch notes stay linked to the tickers and themes you care about.
#ai-infrastructure12 names Β· 3 stages
Watch
ANET800G switching cycle
SMCIRack density risk
In play
NVDAHopper β†’ Blackwell
VRTLiquid cooling
Memo
AVGOCustom silicon memo v2
AI Β· Markets & tickers

Company work with AI in context.

Fundamentals and charts for bottom-up research β€” with Copilot scoped to the name you are studying, so AI answers stay grounded in that company.

  • Fundamentals depthIncome, balance sheet, and cash flow alongside key ratios.
  • Coverage breadthUS main-board plus international symbols in the same workflow.
  • AI next to the dataWatchlist, earnings calendar, and portfolio views next door.
WatchlistUS Β· HK Β· CN
NVDANVIDIA
875.28
+1.44%
TSMTSMC
178.40
+0.82%
ASMLASML
712.15
βˆ’0.56%
VRTVertiv
92.64
+2.18%
AI Β· Analysts & Scout

Specialist AI across discovery and debate.

Personas pressure-test ideas with distinct frameworks. Scout runs scheduled AI discovery against your pipelines. You triage; the process stays yours.

  • Analyst personasMira, Hugo, Asa β€” distinct frameworks and pushback styles.
  • Council modePose one question to the full set when you want structured disagreement.
  • Scout + peer scoutWeekly candidates ranked against your pipelines, for human review.
AI Analystscouncil ready
🧭
Mira Chen
GARP Β· compounding @ fair multiple
ready
πŸ“
Hugo
Quality Β· balance-sheet first
ready
πŸ”¬
Asa
Deep fundamental Β· falsify first
ready
Scout Β· this week
12 new ideas Β· 4 high-conviction Β· awaiting triage
What powers the AI workflow

Production AI tooling, not a demo chat.

The same stack as the live portal β€” frontier models, fundamentals data, optional analytics, and a durable research record AI can write into.

L

Frontier models Β· multi-provider

Anthropic, OpenAI, and xAI power the AI workflow. Budget limits and inspectable tool trails on every agent turn.

D

Fundamentals & market data

Statements, prices, consensus, and earnings calendar across domestic and international coverage.

A

AVA analytics Β· optional

When configured, screens and enrichment can use the in-memory engine. Core Copilot, notes, and markets do not depend on it.

R

Research system of record

Notes, pipelines, messages, and audit β€” so AI-assisted work persists with point-in-time integrity.

AI-native desk deployment

Invite-only access, role-aware navigation, bilingual UI, and installable PWA β€” the full AI research workflow on desk and mobile.

3
model providers
T1–T3
capability tiers
en / δΈ­
interface languages
PWA
installable client

Run the full research process with AI in every step.

Not another chat tab β€” an AI-native desk from idea to published thesis. Request a walkthrough, or sign in if you already have an account.