Out of curiosity, what does your favorite AI engine (or even your own one, if applicable) answers when you ask it, and why is that answer not suitable for your needs?
1) Workflow issues. A chatbot is not the best interface for accomplishing the typical tasks an investor or analyst needs to do. Our workflow are often start around a watchlist/portfolio and news.
2) Most LLM or agentic applications don't give us enough control over the process. Investment research is pretty open-ended and subjective, there is no one absolute approach. Individuals and teams often have some tribal perspective on how to do it or needs certain ground covered to have conviction. Existing solutions do not allow such control.
2) Most LLM or agentic applications don't give us enough control over the process. Investment research is pretty open-ended and subjective, there is no one absolute approach. Individuals and teams often have some tribal perspective on how to do it or needs certain ground covered to have conviction. Existing solutions do not allow such control.