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AI agent for investor relations managers

Analyst Consensus Tracking Agent

An accurate consensus with outliers verified

AnalysisReportingFinance
See how it worksGet access
Analyst Consensus Tracking Agent: what goes in, what the agent does and what you get

What it does

Investor relations teams need an accurate view of analyst consensus to see how guidance will land. This agent collects published estimates from analyst models and notes, records each analyst's figures and date, and calculates consensus. It removes estimates older than the last earnings date. It then checks for outliers more than two standard deviations from the group and confirms them against the analyst's latest note. If an estimate still looks wrong, it marks it for the IR manager to verify and recalculates consensus without it until confirmed. It compares consensus with internal guidance and highlights gaps over 3 percent. The IR manager approves sharing consensus internally and decides any contact with analysts. Edge case: an analyst left their firm and coverage was dropped, so the estimate is removed rather than left to skew consensus.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Weekly update 2 USES A TOOL Collect estimates and notes 3 DOES Remove stale or dropped coverage 4 DOES Calculate consensus 5 CHECKS THE RESULT Are outliers confirmed by latest notes? If not: mark for IR to verify and recalculate. Back tostep 2. 6 YOU APPROVE IR manager reviews consensus 7 RESULT Consensus report
Read the steps as a list
  1. Weekly update
  2. Collect estimates and notes
  3. Remove stale or dropped coverage
  4. Calculate consensus
  5. Are outliers confirmed by latest notes?If not: mark for IR to verify and recalculate. Back to step 2.
  6. IR manager reviews consensusThe agent waits here for your OK.
  7. Consensus report

How it decides

It includes only current estimates and checks outliers against the latest note.

  • Estimate older than last earnings: remove
  • Outlier over two standard deviations: verify
  • Gap to guidance over 3%: highlight

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Metrics tracked
  • Stale rule
  • Outlier rule
  • Report format

What keeps you in control

It always asks you first

  • Sharing consensus internally
  • Contacting analysts

Hard limits

  • Never gives guidance to analysts
  • Never shares internal figures

It stops when

  • Done: report ready
  • Stop: too few estimates

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the week of October 6, the agent collected estimates from 14 analysts and calculated revenue consensus of $2.41 billion. One estimate of $2.9 billion failed the outlier check. The analyst's latest note was dated before the guidance cut, so the agent marked it stale and removed it. Consensus became $2.37 billion. The IR manager reviewed the change and approved the report for management.

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