Chapter 2 of 10 · 28 entries

2. Investment Research and Deep Research

Research agents read filings, transcripts, news, and data rooms, then produce source-backed investment memos. The hard part is grounding every number and claim.

Open-source research agents

• dexter Autonomous deep financial research agent with tool use and structured reports.
• FinRobot Open-source AI agent platform for financial applications from AI4Finance.
• FinSight Deep financial research agent framework (ACL 2026 lineage).
• ai-berkshire Value-investing multi-agent research in a Buffett/Munger style.
• ai-financial-agent Investment research financial agent from the dexter/ai-hedge-fund author.
• DeepEar Deep research and financial signal tracking framework (顺风耳). CN
• claude-equity-research Claude Code plugin for institutional-style equity research workflows.
• FinnewsHunter Multi-agent financial news intelligence: real-time analysis, sentiment, and signal extraction.
• FinSight-AI Equity research agent with evidence-grounded RAG, versioned reports, and quality checks.
• prism-insight Multi-agent stock analysis and trading system with report generation (Korean and US markets).
• augur Local-first research memory with multi-persona analysis, time-stamped evidence, and replayable runs.
• dayu-agent Buy-side filings analysis agent for US/A/HK reports: download, Q&A, and auditable report writing. CN
• Claude-Code-Stock-Deep-Research-Agent Claude Code setup running an 8-stage stock due-diligence flow with parallel research agents. CN
• alphasift Full-market stock screening with LLM ranking, risk-aware scoring, and auditable evidence.
• dexter-jp Dexter-style deep research agent for Japanese listed companies on EDINET data.
• FinanceHarness Autonomous financial deep-research framework (paper code).
• kamathhrishi/finance-agent Q&A over earnings calls, SEC filings, and news using file-tool navigation rather than vector RAG.

Self-hosted research workbenches and terminals

• LangAlpha Claude Code style workbench aimed at financial markets research.
• Vibe-Research A/US/HK equity research workbench with a large local data surface. CN
• easy-stock A-share analysis and AI research desktop workbench. CN
• Seris Desktop AI market research assistant: chat beside live charts, price alerts, and local backtests with your own model.
• FinceptTerminal Open-source finance terminal (AGPL) with market analytics, built-in AI research agents, and broker/backtest hooks.
• go-stock Local-first desktop AI stock analysis for A/HK/US: quotes, news and fund-flow analysis, screening, alerts. CN
• tick-stock-panel Self-hosted A-share workbench: LLM-assisted strategy building, monitoring, backtests, and reviews. CN
• PanWatch AI stock monitoring for A/HK/US built on TradingAgents, with portfolio insights and alerts. CN
• vibe-astock A-share short-term review workbench: anomaly watch, sentiment review, AI recaps, trade journal. CN
• hunter-community Self-hosted multi-agent research terminal for A/HK/US equities: screener, stock deep dives, watchlists, and holdings, with your own model key. CN
• folio Local-first AI investment research workbench with evidence-backed theses, portfolio risk, and a Pi agent copilot.

Pitfall Tip

Require citations to filing sections or URLs. Reject answers that invent financial ratios. Prefer agents that keep a tool-call trail you can audit.