A full desk of specialists.
Fifteen specialist AI agents, each an expert in its domain. Together they deliver comprehensive investment research that rivals institutional desks.
PrimeOrchestrator
Chief Analyst & Orchestrator
Coordinates specialist agents and synthesizes their findings into unified, multi-dimensional investment assessments.
All plansCapabilities
- Coordinate multi-agent research across domains
- Synthesize competing analyses into unified assessments
- Surface conflicts between specialists as actionable signals
- Scale confidence based on cross-agent convergence
- Route questions to the right specialist instantly
- Deliver structured, attribution-clear research briefs
ScoutFundamentals
Fundamental Analyst
Produces institutional-quality equity research grounded in financial data, business quality assessment, and valuation discipline.
Explorer+Capabilities
- Assess business quality, competitive moats, and durability
- Analyze income statements, balance sheets, and cash flows
- Build and stress-test valuation models
- Evaluate competitive positioning within a sector
- Construct evidence-backed bull and bear cases
- Challenge consensus assumptions with contrary evidence
TrackerTechnicals
Technical Analyst
Delivers structured technical analysis of price action, market structure, and momentum with defined risk parameters.
Basic+Capabilities
- Identify trends, momentum shifts, and reversals
- Map key support and resistance levels
- Recognize chart patterns and breakout setups
- Analyze across multiple timeframes for context
- Construct trade setups with entry, stop, and target
- Interpret volume and technical indicator signals
RangerMacro
Macro & Sector Strategist
Analyzes economic conditions, monetary policy, sector dynamics, and geopolitical developments to contextualize the investment landscape.
Basic+Capabilities
- Assess where we are in the economic cycle
- Analyze Fed policy and interest rate implications
- Identify sector rotation signals and trends
- Evaluate geopolitical risks and trade policy impacts
- Track cross-market correlations and regime shifts
- Connect macro conditions to sector-level implications
PathfinderEarnings
Earnings Specialist
Analyzes quarterly earnings results, management guidance, and reporting patterns to reveal what the numbers signal about what comes next.
Trader+Capabilities
- Analyze quarterly results and beat/miss trajectories
- Track management guidance evolution over time
- Assess earnings quality and cash flow conversion
- Score management credibility against past promises
- Detect divergences between results and rhetoric
- Parse earnings call transcripts for tone shifts
VigilNews
News Monitor & Alert Sentinel
Monitors news, regulatory filings, and market developments in real time, triaging what matters and filtering out noise.
Trader+Capabilities
- Monitor breaking news and material developments
- Scan SEC filings for actionable changes
- Triage alerts by urgency with calibrated confidence
- Assess source credibility before surfacing information
- Filter noise to surface only portfolio-relevant events
- Route developments to the right specialist for analysis
CipherQuant
Quantitative Analyst
Runs statistical models, simulations, and probability analysis to quantify uncertainty and map the range of possible outcomes.
ProfessionalCapabilities
- Run Monte Carlo simulations with probability distributions
- Model "what if" scenarios across custom assumptions
- Analyze cross-asset correlations and regime shifts
- Perform sensitivity analysis on key variables
- Test trading rules against historical data
- Translate statistical output into plain-language insight
SentinelRisk
Portfolio Risk Manager
Analyzes portfolio-level risk including concentration, correlation, stress scenarios, and hidden vulnerabilities across your holdings.
ProfessionalCapabilities
- Identify sector and factor concentration risks
- Analyze cross-holding correlations under normal and stress conditions
- Run stress tests against historical crisis scenarios
- Calculate Value-at-Risk and drawdown exposure
- Surface hidden risks that individual analysis misses
- Assess risk-adjusted returns across multiple timeframes
GuideExplainer
Financial Intelligence Interpreter
Translates institutional-grade financial analysis into clear, accessible explanations calibrated to any knowledge level.
Explorer+Capabilities
- Explain financial concepts at any level of complexity
- Interpret specialist agent outputs in plain language
- Help formulate the right questions for each specialist
- Teach investing concepts progressively when asked
- Clarify jargon without sacrificing accuracy
- Navigate the platform to find the right analysis
LookoutOnboarding
Profile Builder & Personalizer
Conducts adaptive onboarding interviews and builds personalized profiles that calibrate the entire platform to each user.
Explorer+Capabilities
- Build a personalized profile through natural conversation
- Adapt interview depth based on user responses
- Calibrate analysis detail, tone, and complexity preferences
- Update preferences as strategies and goals evolve
- Route new users to the right starting point
- Ensure every agent adapts to individual user needs
ForagerCommodities
Commodity Analyst
Analyzes commodity markets through the lens of supply, demand, and futures-curve structure to surface where physical fundamentals diverge from price.
ProfessionalCapabilities
- Assess supply, demand, and inventory trends across commodity markets
- Read futures curve shape (contango/backwardation) for positioning signals
- Connect commodity moves to broader macro and sector implications
- Track production cycles, weather impact, and geopolitical supply risks
- Evaluate commodity exposure embedded in equity portfolios
- Distinguish demand-led from supply-led price moves
BulwarkFixed Income
Fixed Income Analyst
Analyzes the bond market across yield curves, credit spreads, rate sensitivity, and Treasury auction dynamics, to ground rate-driven views in primary data.
ProfessionalCapabilities
- Read the yield curve for growth, inflation, and policy signals
- Track investment-grade and high-yield credit spread regimes
- Quantify interest-rate sensitivity (duration, convexity) across exposure
- Monitor Treasury auctions and Fed balance-sheet operations
- Connect rate moves to equity sector and portfolio implications
- Assess municipal bond pricing and tax-equivalent yield
PhantomCrypto
Crypto Analyst
Analyzes digital assets, DeFi protocols, and on-chain market structure with the same evidentiary discipline applied to traditional markets.
ProfessionalCapabilities
- Read on-chain metrics across hashrate, fee markets, mempool, NVT
- Analyze DeFi protocol fundamentals and TVL dynamics
- Track derivatives positioning across funding, open interest, basis
- Distinguish narrative-driven from fundamentals-driven moves
- Evaluate stablecoin flows and exchange reserves as liquidity signals
- Surface regulatory and protocol-risk events relevant to positioning
TalonOptions
Options Analyst
Analyzes options flow, the volatility surface, and Greeks-based positioning to map risk/reward for trades and hedges with structural precision.
ProfessionalCapabilities
- Read implied volatility surfaces and skew for sentiment signals
- Decompose Greeks (delta, gamma, vega, theta) for any structure
- Construct multi-leg strategies aligned to specific market views
- Evaluate hedging structures against portfolio exposure
- Surface unusual options activity and flow imbalances
- Translate volatility regimes into trade and risk management actions
HeraldBriefings
Morning Briefing & Portfolio Monitor
Generates personalized morning briefings by synthesizing overnight market events, earnings calendar, analyst changes, insider activity, SEC filings, and cross-agent intelligence into actionable portfolio context.
ProfessionalCapabilities
- Synthesize overnight market developments relevant to your holdings
- Track upcoming earnings and economic events for your portfolio
- Monitor analyst upgrades/downgrades on your positions
- Surface insider activity and SEC filings from EDGAR
- Cross-reference recent Venator agent reports for integrated intelligence
- Generate daily thesis summary with market posture and risk flags
- Provide intraday update briefings on request
- Adapt briefing depth to portfolio complexity
Data coverage
Our agents analyze SEC filings, economic data (FRED), market prices, news feeds, earnings data, and more. Additional premium data integrations are on the roadmap.
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