AI Investment Analysis Agent

{
  "agent_id": "v7go_ai_invest_agent",
  "name": "AI Investment Analysis Agent",
  "url": "https://www.v7labs.com/agents/ai-investment-analysis-agent",
  "logo": "https://agentery.com/logos/CP-DBPTR9-128.png",
  "niche": "investment-research-agent",
  "category": "financial-services",
  "short_summary": "Synthesizes investment research by reading earnings call transcripts, analyst reports, and SEC filings to identify bull and bear cases and generate ideas",
  "task_performed": "Synthesizes investment research by reading earnings call transcripts, analyst reports, and SEC filings to identify bull and bear cases and generate ideas",
  "inputs_accepted": [
    "PDFs",
    "URLs",
    "tables",
    "graphs",
    "financial models",
    "earnings call transcripts",
    "10-Ks/10-Qs",
    "annual reports",
    "analyst reports",
    "Excel models",
    "investor presentations",
    "data room documents (50+ languages",
    "up to 200 pages",
    "multi-modal)"
  ],
  "outputs_produced": [
    "Source-linked memos",
    "tables",
    "PPT files",
    "IC-ready slides",
    "bull/bear case arguments",
    "analyst consensus summaries",
    "contrarian opinions",
    "management guidance summaries",
    "KPIs",
    "earnings call Q&A highlights",
    "source-cited summaries"
  ],
  "integrations_available": [
    "Bloomberg Terminal",
    "Refinitiv Eikon",
    "FactSet"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "finance (hedge funds",
    "asset management",
    "equity research)"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "unclear",
  "pricing_model": "enterprise/contact sales",
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    "source_kind": "vendor",
    "currency": "USD",
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    "confidence": "high",
    "source_url": "https://www.v7labs.com/pricing",
    "checked_at": "2026-10-26T03:47:44.327Z",
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          "Scoped in a single call",
          "Pricing based on platform, users, and document volume"
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    "SOC2",
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    "ISO certifications",
    "Security & Trust Center",
    "audited and penetration-tested",
    "99% accuracy claim"
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  "entity_type": "agent",
  "regulated_data_suitability": "possibly suitable (HIPAA stated, SOC2 stated, GDPR stated, ISO stated)",
  "evidence_urls": [
    "https://www.v7labs.com/agents/ai-investment-analysis-agent"
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  "last_checked": "2026-10-26",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-26",
  "how_to_connect": {
    "website": "https://www.v7labs.com/agents/ai-investment-analysis-agent",
    "docs": "https://www.v7labs.com/docs",
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    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
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  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
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  "evidence_checks": {
    "price": {
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      "last_observed_day": "2026-10-26",
      "age_days": 1,
      "verified_day": null,
      "note": "from the listing's current price record; no separate page-text verification is held"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
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    "endpoint": {
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      "note": "endpoint not yet checked"
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  "product_group": null,
  "liveness": {
    "probed": true,
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    "endpoint_kind": "site",
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  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}