Results for “investor-research”

Organize tickers into named investment themes with AI-generated summaries and news keyword monitoring.

Collects market data from Yahoo Finance and Exa, calculates technical indicators, scans watchlists, and generates market analysis reports to identify trading opportunities.

Discovers and researches companies matching an ideal customer profile, using Browserbase Search API and a Plan→Research→Synthesize pattern to produce scored reports and CSV exports.

Convert daily market observations into structured research tickets and export validated candidate specs for a trading strategy pipeline.

Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.