Stock Analyst Agent
Conduct complete Bloomberg-grade due diligence on any stock in 25 minutes — from institutional radar to position sizing and thesis tracking — using 12 specialized analysis skills.
About
A complete equity research workflow that replicates a junior analyst at 1/7000th the cost. Starts by scanning for institutional activity and filtering red flags, builds a full research report, layers in transcript analysis and competitive intelligence, stress-tests the thesis, conducts exhaustive due diligence, scores conviction, sizes the position using Kelly Criterion, and sets up a quarterly review cadence.
Nodes12
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
Author
mAIndala
Category
Finance
Nodes
12
Deploys
9
Rating
Unrated
Added
5/24/2026