All work
Investment research2025Custom Agentic AICustom AI Integration
A research analyst that works the night shift
- Brief turnaround
- 6h→20m
- Sources per run
- 40+
- Cited & traceable
- 100%
The problem
Analysts spent mornings assembling the same market briefs by hand — gathering filings, news, and data, then formatting it. The work was repetitive but high-stakes.
The approach
Designed a LangGraph agent that plans a research run, then executes tool calls.
Gave it scoped tools: search, document retrieval, a numbers sandbox, and export.
Every claim is cited and traceable; low-confidence steps pause for human review.
Runs on a schedule and delivers a formatted brief before the desk opens.
Planner graph
Tool calls
Cited brief
Stack
- Python
- LangGraph
- Vector DB
- MongoDB
- Docker
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Northwind