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AI agent for investment analysts

Research Report Fact Check Agent

A report where every figure matches its source and disclosures are complete

Quality controlFinance
See how it worksGet access
Research Report Fact Check Agent: what goes in, what the agent does and what you get

What it does

One wrong number in a published research report can damage an analyst's credibility and draw compliance questions. Before a report is published, this agent checks it. It reads the draft and lists every figure, date and claim. It matches each figure to the model, filings or data source, checks that charts use current data, and confirms that required disclosures and ratings are present. A missing disclosure blocks publication. Mismatches are marked in the draft with the correct value and its source. After the analyst edits, it checks the whole draft again, because edits can create new mismatches. The analyst and compliance approve publication. Edge case: the price target in the summary differs from the one in the valuation section, which the agent catches.

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 Draft marked ready 2 USES A TOOL Extract figures, dates and claims 3 USES A TOOL Match each to model and sources 4 DOES Check charts and disclosures 5 CHECKS THE RESULT Do all figures match and disclosures exist? If not: mark mismatches with sources and recheck afteredits. Back to step 3. 6 YOU APPROVE Analyst and compliance approve 7 RESULT Report ready to publish
Read the steps as a list
  1. Draft marked ready
  2. Extract figures, dates and claims
  3. Match each to model and sources
  4. Check charts and disclosures
  5. Do all figures match and disclosures exist?If not: mark mismatches with sources and recheck after edits. Back to step 3.
  6. Analyst and compliance approveThe agent waits here for your OK.
  7. Report ready to publish

How it decides

It requires every figure to match a source and every required disclosure to be present.

  • Figure mismatch over rounding: mark
  • Chart data older than model: flag
  • Missing disclosure: block publication

Make it yours

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

  • Rounding tolerance
  • Disclosure checklist
  • Sources allowed
  • Markup style

What keeps you in control

It always asks you first

  • Publishing

Hard limits

  • Never changes views or ratings
  • Never publishes

It stops when

  • Done: approved
  • Stop: model not saved

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 happensA 14-page initiation report had 96 figures. The first pass found 5 mismatches, including a $62 target in the summary and $58 in the valuation section, and one chart using last quarter's data. The analyst fixed them. The second pass found a new rounding error introduced in the edit, which was fixed. The third pass was clean, and compliance approved.

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