Financial services
AI agents for financial services

Accelerate financial research from weeks to hours

Give your research team the AI analyst that never sleeps — automate investment analysis across data sources to drive alpha generation.

Request a demo
Problem
Manual data collection. Time-consuming spreadsheet modeling. Limited technical skills. Inconsistent analysis.
Solution
An AI analyst that knows your methodology and delivers institutional-grade analysis.

Schedule a 1:1 demo

Schedule a 1:1 demo

See how top financial services firms use WRITER to accelerate research cycles, enhance analysis quality, and generate alpha faster.

Leading financial services firms trust WRITER
Available writer agents

How WRITER’s Research Desk agent works

From prompt to analysis, in minutes

From portfolio briefings to earnings analysis, give analysts the fastest path from question to institutional-grade insight. No coding required.

Writes code and backtests investment strategies

Writes, executes, and debugs Python code to perform complex analysis. Backtests investment strategies and builds financial models—all from plain English commands. No technical skills required.

Comprehensive reporting and outputs via seamless integrations

Connects with your existing workflow tools to generate performance heatmaps, factor analysis, and qualitative market commentary in your preferred format—ready for immediate PM consumption.

Self-correcting and continuously improving

When encountering data issues or code errors, WRITER’s agent identifies and fixes problems automatically, learning from each analysis cycle.

FAQ

What is an AI investment research agent?

An AI investment research agent is a tool that performs financial analysis tasks and processes traditionally done by junior analysts — data collection, processing, calculation, and report generation.

What financial analysis can the research desk agent perform?

The agent calculates portfolio metrics (beta, alpha, Sharpe ratio), conducts factor analysis, processes earnings data, and generates market commentary and investment insights.

How does the research agent handle different data sources?

Our agent can process uploaded files (CSV/Excel) and will integrate with Bloomberg, FactSet, PitchBook, and other financial data providers through APIs.

Can non-technical users really build investment strategies?

Absolutely. The agent writes Python code automatically from your plain English instructions. Simply describe your investment hypothesis—like "test a momentum strategy on large-cap tech stocks"—and the agent codes, backtests, and reports results without you needing any programming knowledge.

Can the research desk agent create custom dashboards?

Yes, WRITER agents can generate interactive HTML dashboards with performance heatmaps, factor attribution, and risk metrics that can be customized and explored.

How accurate is AI-generated investment research?

Our agent maintains institutional-grade quality through rigorous methodology, self-correction capabilities, and complete audit trails for all calculations and analysis.

Does the research agent replace human analysts?

No, it functions as an AI junior analyst that handles manual, repetitive tasks, freeing human analysts to focus on strategic insights and alpha generation.

Reimagine work with AI agents for financial services

Request a demo Get started