How does Intelligent Research Work?

In the last article, we explained about the Intelligent robo advisor process and structure.

It works with QC Agent, Portfolio management Agent and several research agents. But what is research Agent?

Research agents are the agents which in charge of equity, commodity, economy, crypto, bonds and other markets research.

For example, in equityre search, we have 5 agents:

Financial analyst

Qualitative analysis

Technical analyst

Head analyst

Valuation analyst

Each agents work separately and finally, head AI Analyst combines all the information together and issues the analysis.

How? We’ll explain

How does the Intelligent research work?

Till now, you understand what’s the research agent. But the important thing is the accuracy of analysis and the process.

For example in equity research, we use 5 agents to analyze each stock, but how?

Financial analyst, qualitative analyst and technical analyst are working separately on each stock to gather data and analyze it.

The sources of the is web, financial statements, news and also chart.

But they don’t analyze the data with their limited knowledge, we trained them with such training techniques like instruction tuning, few shots and also prompt engineering.

But that was not enough, we use a specific model that called GPT Research for this process. Each question of the agent is a task for GPT Research. It means, each agent work swith GPT Research agent to do tasks deep and completely!

After this process, separated data will reach to the head analyst. Which in charge of combination, checking and issue the final result of the analysis.

The final result is Buy, Strong buy, Hold, sell, and strong sell!

With the successful training phase, this agent can issue the final output based on the nature of stock and assets.

For example, a megatrend stock without any revenue is not attractive for investment based on the financial data, but there is a great growth potential if you consider product, market trends and technology. So, this agent considers qualitative data rather than financial ones to issue final output!

After this process, the head analyst will pass the job to the valuation agent which is responsible of evaluation of the company and its stock price.

For example, NVIDA is agreat company with huge growth potential, but it’s significantly overvalued andit’s not the right time to buy it!

Now, we have final decision about the stock in details and the investment and portfolio manager can use this analysis in their portfolio management.

This is just for each single stock, what about other assets?

How many research agents does Intelligent have?

We have research agent for the following tasks and markets:

1.   Equity research which has more than 5 Agents

2.   Commodity research with more than 3 Agents

3.   Forex Research with more than 3 Agents

4.   Bond Research with 3 Agents

5.   Economic Research with 3 Agents

6.   Indices Research with 3 Agents

7.   Crypto Research with 4 Agents

We are working on the efficiency and accuracy of the agents and also add ingmore agents for industry analysis, Foresight and scenario building.

Where are the researches used?

Basically, the researches are used 3 parts of the Intelligent investment platform:

1.   Robo Advisor:

To design specific and hyper personalized portfolio, AI Portfolio manager use sthis enormous analysis.

2.   Asset analysis:

In platform, Pro users can access this analysis in each asset page and part of the analysis are available for basic users.

3.   Human analyst:

We use this analysis to design unique portfolios for wealth management clients and also providing them insights about markets and assets!

Conclusion:

In the new era of investment, AI saves us lots of time and without any knowledge, you can get access to this top tier of analysis and insights about assets, market sand future!

That’s what we do in Intelligent, empowering the wealth with AI!

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