How Agents boost your research.

Run this Agent once after [Company] reports earnings on [date]. Analyze the earnings release, management commentary, investor reaction, estimate changes, and subsequent stock-price movement. Explain what genuinely changed for the investment case, what appears temporary, and whether the stock has become more or less attractive.

Run this Agent once on [date] at [time and timezone], after [conference / investor day / product launch / regulatory decision] has finished. Summarize the most important announcements, compare them with previous expectations, review investor sentiment and the market reaction, and explain whether the event materially changed the outlook for [Company / Sector / Theme].

Run this Agent once on the morning of [event or date]. Prepare a concise investor briefing for [Company / Event]. Explain what the market expects, which announcements or metrics matter most, where expectations may be too high or too low, and what investors should watch during the event.

Compare [Company A] and [Company B] today as investment opportunities. Explain which one currently has the stronger business quality, valuation support, and risk-reward profile. Conclude with the clearest reason to prefer one over the other, and include a comparison table of the most important differences.

Build a one-time challenge memo for my thesis on [Company]. Identify the strongest arguments against the position, what the market may be seeing that I am underweighting, the evidence that would invalidate the thesis, and whether the position still deserves deeper work now.

Run this Agent once after [event]. Analyze the announcements, market reaction, and changes in expectations. Update my [Watchlist Name] watchlist by adding newly relevant companies and removing entries whose original rationale was weakened. Explain all changes.

Every hour on weekdays, review my portfolio for material company news, regulatory developments, unusual market movements, analyst actions, or changes in investor sentiment. Focus only on developments that occurred since the previous review. Rank them by potential portfolio impact and explain whether any position requires closer attention.

Every weekday after the market closes, review today's performance across my portfolio. Identify the positions that contributed most positively and negatively, explain the important company-specific or market-wide drivers, and distinguish meaningful developments from normal daily volatility. End with the issues that should be monitored during the next trading session.

Every Saturday, review all stocks in my [Watchlist Name]. Rank the companies by current investment attractiveness. Explain what changed during the week, which investment cases remain convincing, and which names no longer deserve a place on the watchlist. Add compelling new candidates when appropriate and remove existing stocks whose original rationale has weakened.

Every Monday morning, prepare a market briefing for the coming week. Cover the most important earnings releases, economic data, central-bank events, political or regulatory developments, and company-specific catalysts relevant to my portfolio and watchlists. Rank the events by likely importance and explain what could create the biggest surprises.

On the first day of every month, conduct a complete health check of my portfolio. Review performance, concentration, valuation, financial quality, risk exposures, and important changes to each investment case. Identify emerging portfolio risks, positions that require further research, and areas where several holdings depend on the same underlying assumption.

Every quarter, update the complete investment case for [Company]. Incorporate the latest financial results, management guidance, analyst estimates, valuation, competitive developments, and stock-price performance. Compare the new findings with the previous quarter and conclude whether the bull case, base case, and bear case have strengthened or weakened.

Every Saturday, manage my [Watchlist Name] watchlist focused on [theme or strategy]. Review existing entries, remove stocks or ETFs that no longer fit, and add stronger candidates. Keep the list focused and explain all additions and removals.

Every week, manage my "AI Infrastructure" watchlist. Find companies and ETFs with meaningful exposure to semiconductors, data centers, networking, power, cooling, cloud infrastructure, and related AI investment. Remove weak or indirect exposures and add stronger candidates. Explain each company's role in the value chain.

Every day after the US market closes, manage my "Most Discussed Stocks" watchlist. Identify stocks with the strongest or fastest-growing attention on X and Reddit. Evaluate discussion volume, sentiment, key narratives, catalysts, and market reaction. Add meaningful new candidates, remove stocks whose attention has faded, and keep the list limited to [20] entries.

Every Monday, manage my "Upcoming Catalysts" watchlist. Find stocks with important events during the next four weeks, such as earnings, investor days, product launches, regulatory decisions, or clinical results. Add relevant stocks and remove them after the catalyst has been analyzed. Include the event date, expectations, and key upside and downside scenarios.