{ "schema": "aiblocks-page/1", "id": "agency-finance-investment-researcher", "type": "agent", "name": "Investment research analyst", "summary": "Get a research brief on one company or asset: sourced evidence, bull and bear cases and the downside to plan for. Not personal advice.", "headline": "Investment research analyst", "subhead": "Name one company or asset, your time horizon and the filings or notes you have. It builds a brief with the evidence and where each fact came from, the bull and bear cases, the downside in numbers and what would break the idea. You decide. It does not tell you what to buy.", "job": { "id": "money-and-investing", "name": "Research investments and business value" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "document", "required": false, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" } ], "outputs": [ { "type": "document", "required": true, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" } ], "you_give": [ "The company or asset, and your time horizon, such as 6 months or 5 years.", "Your question, such as \"is this worth a closer look?\" or \"what could go wrong?\"", "The sources you have, such as annual reports, earnings call notes, a pitch deck or articles.", "How you plan to hold it and how much it matters to you, such as a small bet or a large part of savings (optional)", "What you already believe or have heard about it (optional)" ], "you_get": [ "An evidence table with each fact and where it came from", "The case for, with the numbers that support it", "The case against, with the loss you could face in a bad case", "A list of events that would show the idea is wrong", "A list of what is missing, and what to check before you act" ], "use_when": [ "A friend, a newsletter or a forum is pushing one stock or fund and you want the case and the risks written down.", "You are thinking of putting savings into a company and want to know what could go wrong first.", "You own a position and want to know which events would mean you were wrong.", "You are looking at a small private business or startup and want a list of what to check before you put money in." ], "skip_when": [ "You want a buy or sell call for your own money. Take that to a licensed adviser.", "You want a quick one-page note on a listed company. Use the Indian stock research snapshot writer.", "You want ratios and a health check from a company's filings. Use the Company financial health reviewer.", "You want a formal committee paper for a deal. Use the Investment committee memo drafter." ], "output_sample": { "input": [ "The company or asset, and your time horizon", "Your question, and how large this is for you", "The sources you have, such as annual reports, call notes or articles", "What you already believe or have heard (optional)" ], "prerequisites": [ "An AI that can read files, if you attach reports", "Web access is helpful but not required (optional)" ], "output": [ { "name": "Question and scope", "contains": "The asset, the time horizon, your question and how large the position is for you." }, { "name": "Evidence table", "contains": "Each fact with its number, source and date, or MISSING when not found." }, { "name": "Case for", "contains": "The strongest points for the idea, each with a number and a source." }, { "name": "Case against and downside", "contains": "The main risks with numbers, and the loss in a bad outcome." }, { "name": "Value range", "contains": "A bear, base and bull range with the assumptions behind each. No price target." }, { "name": "Thesis breakers", "contains": "Events or data points that would show the idea is wrong, with thresholds." }, { "name": "Confidence and gaps", "contains": "What is missing, how it limits the brief and how to get it." }, { "name": "Checks before you act", "contains": "What to verify and where, before you rely on anything here." } ] }, "output_shape": "QUESTION AND SCOPE\n Asset | Time horizon | Question | Weight in your savings \n\nEVIDENCE TABLE\n | | | \n\nCASE FOR\n | | \n\nCASE AGAINST AND DOWNSIDE\n | | \n Bad outcome | \n\nVALUE RANGE\n | | \n\nTHESIS BREAKERS\n | | \n\nCONFIDENCE AND GAPS\n | | \n\nCHECKS BEFORE YOU ACT\n | ", "how_to_use": [ "Download the pack from this page and add it to your AI as a skill. If you cannot, paste SKILL.md into a new chat, then paste references/source-agent.md.", "Name the company or asset and your time horizon. Attach or paste the filings, notes or articles you have. Web access helps but is not needed.", "Say what you want to know, and how large this is for you.", "Type \"Write the brief. Show a source for each fact. Mark anything you cannot find as MISSING. Do not tell me to buy or sell.\"", "Read the missing list first. Add what you can, then ask it to run the brief again.", "Check each figure you plan to rely on against the filing itself. Take your decision to a licensed adviser before you buy or sell." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Property net asset value calculator", "url": "https://useaiblocks.com/skills/investment-property-nav-bridge", "why": "Check the money" }, { "name": "Fund bridge loan return analyst", "url": "https://useaiblocks.com/skills/subscription-line-timing-checker", "why": "Check the money" }, { "name": "Follow-on investment cash planner", "url": "https://useaiblocks.com/skills/follow-on-reserve-planner", "why": "Check the money" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/finance/finance-investment-researcher.md", "licence": "MIT", "original_name": "Investment Researcher", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Investment Researcher", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/finance/finance-investment-researcher.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-finance-investment-researcher", "markdown": "https://useaiblocks.com/agents/agency-finance-investment-researcher.md", "json": "https://useaiblocks.com/agents/agency-finance-investment-researcher.json", "instructions": "https://useaiblocks.com/skills/agency-finance-investment-researcher/SKILL.md", "download": "https://useaiblocks.com/skills/agency-finance-investment-researcher.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-finance-investment-researcher", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-finance-investment-researcher", "mcp": "https://useaiblocks.com/mcp" } }