Stock Analyst Agent

Identify stocks with institutional accumulation, unusual options flow, and insider buying to build the initial watchlist

Screen watchlist candidates for accounting, governance, and business model red flags before committing analysis time

Generate comprehensive institutional-quality research on candidates that passed the red flag screen

Parse the most recent earnings call transcript for tone shifts, guidance signals, and what management did not say

Map the competitive landscape and confirm moat strength and trajectory before going deeper

Analyze recent news flow to confirm sentiment alignment and identify emerging catalysts or risks

Check superinvestor ownership and synthesize the consensus bull thesis from the best investors in the world

Deconstruct assumptions and actively search for disconfirming evidence before proceeding to deep dive

Run exhaustive single-stock analysis across all seven dimensions: business, market, financials, management, competition, risks, and valuation

Score the stock across 150 points and produce the first thesis update log entry

Calculate Kelly-optimal position size accounting for portfolio correlation and risk-of-ruin constraints

Record the investment thesis, classify the position, and set the next quarterly review trigger