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AI agent for investment analysts

Coverage Watchlist News Triage Agent

A short, checked digest of material news on covered companies

MonitoringReportingFinance
See how it worksGet access
Coverage Watchlist News Triage Agent: what goes in, what the agent does and what you get

What it does

Analysts covering many companies cannot read every headline, and acting on a rumor can be costly. Through the day, this agent watches news, filings and press releases for the coverage list. It removes duplicates and minor items, then scores each remaining item by likely effect on the thesis or model. Guidance changes come first, then management changes, deals and legal events. It checks each material item against the primary source, such as the company filing, so rumors are not treated as fact. When a story cannot be confirmed, it labels it unconfirmed and checks again later. It sends a short digest with the top items and links. The analyst decides what to act on. Edge case: a headline says a deal is done but the filing says talks only, so the agent uses the filing wording.

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 Scheduled news sweep 2 USES A TOOL Collect news and filings for coverage list 3 DOES Remove duplicates and minor items 4 DOES Score items by impact 5 CHECKS THE RESULT Is each material item confirmed by a primary source? If not: mark as unconfirmed and recheck in the nextsweep. Back to step 2. 6 USES A TOOL Send digest 7 YOU APPROVE Analyst decides follow-up actions 8 RESULT Digest archived
Read the steps as a list
  1. Scheduled news sweep
  2. Collect news and filings for coverage list
  3. Remove duplicates and minor items
  4. Score items by impact
  5. Is each material item confirmed by a primary source?If not: mark as unconfirmed and recheck in the next sweep. Back to step 2.
  6. Send digest
  7. Analyst decides follow-up actionsThe agent waits here for your OK.
  8. Digest archived

How it decides

It scores items by type and size of impact and confirms material items against primary sources.

  • Guidance change: top priority
  • Management change: high priority
  • Unconfirmed report: label clearly

Make it yours

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

  • Coverage list
  • Sweep frequency
  • Priority rules
  • Digest format

What keeps you in control

It always asks you first

  • Any client-facing comment

Hard limits

  • Never trades
  • Never forwards to clients

It stops when

  • Done: digest sent
  • Stop: feeds unavailable

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 happensAt 10 a.m., a news report said a covered retailer had agreed to be acquired. The source check failed: the company filing only said it was reviewing options. The agent labeled the item unconfirmed in the digest. At the noon sweep it checked again and found a merger agreement filed, so it upgraded the item to top priority. The analyst updated the rating.

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