# Investment Research

> Chapter 2 · Reading note · Web version: https://finance-agents.dev/categories/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](/chapters/2-investment-research-and-deep-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

- [Dexter](/projects/dexter)
- [FinRobot](/projects/finrobot)

## Comparisons

- [Open-source financial research/report agents compared](/compare/financial-research-agents)

## Who it is for

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

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GitHub facts: 2026-10-22. CC0 1.0 · https://github.com/aowang-ai/awesome-finance-agents

Maintained by Ao Wang (https://aowang.ai).