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Outsourced Equity Research

AI agents
AI Investment Analyst

The AI models our agents work with

Claude (Anthropic) logo – one of the AI models our managed AI agents work with
ChatGPT (OpenAI) logo – one of the AI models our managed AI agents work with
Gemini (Google) logo – one of the AI models our managed AI agents work with
Grok (xAI) logo – one of the AI models our managed AI agents work with
Llama (Meta) logo – one of the AI models our managed AI agents work with
Mistral AI logo – one of the AI models our managed AI agents work with

AI INVESTMENT ANALYST · CHECKED BY ANALYSTS · ULTRA-LOW COST

Our AI Investment Analyst covers the companies you hold and follow: earnings sweeps, digests, stock monitors and company notes, built around your portfolio and your questions. An experienced analyst checks every output before it reaches you.

Fees stay ultra-low because the AI agent does most of the work: the lowest-cost option for AI investment research.

 

On request and on schedule. You get both.

  • On request: back-tests, company questions and one-off notes, answered by email with the files

  • On schedule: a daily earnings sweep in results season, a short digest by email and a weekly stock monitor

 

What it covers

  • Earnings sweeps and results digests

  • Weekly stock and portfolio monitors

  • Company and sector notes

  • Back-tests and screens

  • Answers to one-off questions on your holdings

 

A real example

A large money manager gets a daily sweep of the results of its largest holdings in earnings season, a short digest by email and a weekly stock monitor, plus back-tests and one-off questions on request. Analysts check every output.

 

Why Ambra

We have supported investors with outsourced equity and investment research for many years. Now AI agents do the routine work and our analysts check it, so quality stays high and fees stay ultra-low.

 

More: Managed AI Agents · Case studies · Get in touch

NOT SURE WHERE TO START?

That's all right. Happy to answer any of your questions.

We have experience in serving clients in major financial hubs, such as

Los Angeles, New York, London, Dubai and Singapore.
Global financial hubs map showing Ambra Research offices in Los Angeles, New York, London, Dubai and Singapore
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