Limited release
AI Agents
Configurable research workflows that you set up, run and review.
Active agents
- Morning market brief
- Dividend watch
- New fund disclosures
- Sector rotation alert
- Earnings calendar
Morning market brief
Every morning, read the new disclosures, check sector sentiment and send me a brief before the open.
Agent activity
- Scan the screener for dividend growersHappening now
- Read the latest disclosuresScheduled
- Check sector sentimentScheduled
- Rank candidates by quality scoreScheduled
- Send the morning briefScheduled
Illustrative interface with sample data. Not live market data.
Overview
Agent Lab turns a research request into a workflow of named analysts that read data and return a report. Each account has a run budget and daily limit, which is why access is a limited release. Agents do not trade or manage portfolios.
Capabilities
- 01
Workflows built from a plain-language request
- 02
Review and adjust before anything runs
- 03
Run history and scheduled runs
Used by
Good to know
Outputs are research material for human review.