Key insights
- The article describes an AI-powered investment research tool using a sequential committee of AI agents with specialized roles. The key takeaway is the importance of adversarial agents ('The Bear', 'Devil's Advocate') in mitigating bullish bias and surfacing risks. While the tool itself is novel, the concept highlights the growing role of AI in investment analysis and the need for critical assessment, which could lead to more informed, albeit not necessarily more volatile, investment decisions.
For the past few weeks I've been building an AI-powered investment research tool. Here's how it works and what I learned.
The problem I wanted to solve
Asking a single AI "should I buy XYZ?" gives you a vague, overly optimistic answer. There's no adversarial pressure, no one challenging the bull case.
What I built?
A sequential committee of 9 specialized AI analysts. Each one reads every previous report before writing their own - so later agents can challenge earlier ones.
The pipeline:
- Data Scout - live web search for current price, EPS vs consensus, analyst targets, breaking news 2. Macro Strategist - Fed policy, business cycle, sector vs index 3. Data Hunter - P/E, EV/EBITDA, FCF yield, ROIC, insider ownership 4. Sentiment Analyst - short interest, 13F changes, insider transactions 5. The Bear - hardwired to find reasons NOT to buy 6. The Chartist - MA20/50/200, RSI, MFI, Fibonacci levels, entry point 7. Devil's Advocate - attacks blind spots in every previous report 8. The CIO - reads all 7 analysts, delivers verdict + 1–10 scorecard across 5 dimensions 9. Portfolio Manager - position sizing, DCA tranches with specific prices, stop loss, two targets
What surprised me
The Bear and Devi's Advocate improve output quality. Without adversarial agents, the committee was too bullish. Forcing two agents to attack the thesis surface risks I wouldn't have thought to ask about.
Technical aspects
- single HTML file, runs in the browser * Anthropic API (Haiku for 7 agents, Sonnet fora CIO and Devil's Advocate) * Live web search via Anthropic's web search tool * Privacy - no sever, no data leaves your device * ~$ 0.10 per full analysis
Is it worth building a tool like this? Do you guys use anything similar?