Multi-agent AI automates every step of investment research from financials, consensus, news, technical analysis, to screening.
AI financial analysis chatbot powered by multi-agent Orchestrator-Worker architecture. Six specialized workers identify query intent and automatically collect and analyze financial statements, consensus, news, technical analysis, screening, and price/flow data. Multi-turn conversation memory preserves context, with automatic chart and table visualization.
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AI automatically draws support/resistance lines, trendlines, and patterns on TradingView-based high-performance multi-charts. Professional-grade pattern analysis including VCP, CANSLIM, and divergence. Chat with AI in real-time while viewing charts through Chart Chat.
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Screen stocks with custom criteria like ROE, PER, revenue growth, and instantly apply proven preset strategies such as VCP, CANSLIM, and PEAD. Bull/Base/Bear scenario analysis provides comprehensive target price and risk evaluation.
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Start your day with the daily dashboard and AI Morning Brief. Assess current market regime and risk with Market Health indicators. Monitor every market signal from FOMC, CPI, NFP economic calendars to institutional flow, theme tracker, and bubble detector.
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AI automatically searches and analyzes SEC/DART filings. Compare target prices and investment opinions by brokerage at a glance with vector DB-powered consensus data. Quickly grasp key information with real-time news aggregation and AI summaries.
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Design quant models in Model Lab and validate with backtesting. Calculate optimal position sizing and explore pair trade opportunities. Diagnose overall market health with sector rotation and breadth analysis.
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Six specialized workers auto-distribute by query intent for parallel processing. Superior accuracy and speed versus general-purpose LLMs.
Automated parsing of primary filings, multi-stage cross-validation, and real-time consensus updates via vector DB.
Charts, screening, research, news, and quant models in one platform. Complete analysis without switching tools.
Fin-RATE Financial Analysis Benchmark
Finance Benchmark — Normalized Score (0-1) · LLM-as-Judge (GPT-based, 0-5)
* LLM-as-Judge methodology: GPT evaluates each response on accuracy, freshness, precision, and cross-source validation on a 0-5 scale, normalized to 0-1. Same prompt · same data · same evaluation criteria applied.
Evaluation framework reference: "Fin-RATE: A Real-world Financial Analytics and Tracking Evaluation Benchmark for LLMs on SEC Filings" (Jiang et al., 2026) — Joint research by Yale University & Goldman Sachs. A financial LLM benchmark based on SEC filings, evaluating three analytical pathways: single-document reasoning, cross-entity comparison, and longitudinal tracking. arXiv:2602.07294
Unlike general-purpose LLMs, Treasurer A7Z operates as a multi-agent pipeline specialized for financial analysis.
Sourced directly from primary filings and validated through a multi-stage pipeline to ensure institutional-grade accuracy.
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