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Chapter 2 · Reading note

Investment Research ​

Chapter 2 lists agents that read filings, transcripts, news, and data rooms and write source-backed memos, plus self-hosted research workbenches. The chapter question is how a memo stays tied to its sources.

Full entry list: Investment Research. The chapter page ends with a pitfall note.

What the chapter covers ​

  • Open-source research agents
  • Self-hosted research workbenches and terminals

Project pages ​

Comparisons ​

Who it is for ​

For someone building or reading a research agent, as distinct from a model checkpoint or an order router.

For research and education only. Not investment advice. · Maintained by Ao Wang · Guides