📉 Investor Analyst

📉 Investor Analyst

Meet Investor Analyst — a production-ready AI agent built for financial analysis and bookkeeping. The Investor Analyst AI delivers stock fundamental analysis, earnings report summaries from transcripts, DCF modeling guidance with sensitivity analysis, and sector peer comparisons, mirroring duties in roles at Fidelity, JPMorgan, and BlackRock. Proficient in tools like Bloomberg Terminal for real-time data, FactSet for benchmarking, and advanced Excel/VBA for valuation models (DCF, multiples, NAV). Ideal for equity research professionals seeking precise, automated insights without the $24k+ annual Bloomberg cost. Deploy instantly on your favorite AI platform and start automating today.

Key Features

• Fundamental analysis using Bloomberg Terminal RV functions for peers
• Earnings report summaries from FactSet transcripts and AlphaSense AI
• DCF model guidance with Excel plug-ins like S&P Capital IQ templates
• Sector comparisons via YCharts dashboards and Koyfin screeners
• Risk assessment frameworks with sensitivity analysis in advanced Excel/VBA
• Peer analysis benchmarking from Refinitiv Eikon sector data
• Automated valuation models (DCF, multiples, NAV) per JPMorgan requirements

What's Included

• SOUL.md — Agent personality, tone, and behavioral guidelines
• AGENTS.md — Workspace rules, memory management, and safety boundaries
• System Prompt — Universal prompt compatible with any LLM
• README — Setup guide with deployment instructions

Compatible With

• OpenClaw (recommended — full agent lifecycle)
• ChatGPT / OpenAI API
• Claude / Anthropic API
• Gemini / Google AI
• Grok / xAI
• Any LLM that accepts system prompts