I’m am learning basics of investing and recently started experimenting by using an AI agent that acts like an equity research analyst. It’s called the Equity Investment Research Agent.
Here’s what it did for me so far:
Broke down earnings reports and explained the key drivers in plain English
Filtered through news, market sentiment, and financial data to highlight what might actually move a stock
Showed me how the “narrative” around companies like Apple has shifted over time
Simplified financial statements (income, balance sheet, cash flow) into insights I could actually understand
Applied analyst-style frameworks so I could see why a stock might rise/fall
But since I am not very expert at this, so I am not sure how much of it can I trust.
P.S Agent is on MuleRun Marketplace and I liked results of their other agents, the ones I understand.
Should I trust an AI agent as an analyst?
byu/trevorandcletus ininvesting
Posted by trevorandcletus
19 Comments
no
Meh – I’ve seen some good AI based analysts – but it was a commercial system which was built for actual equity analysts in investment banking and not available to retail consumers.
The way that it gets used is by professional analysts who use the AI tool to help structure the data, search databases, and present the data. The output of the AI tool is then used by the analysts to determine valuation, etc.
It’s more of a decision support tool than a decision generation tool.
AI analysts for newbie investing? Great for simplifying reports, but trust with caution, always verify.
* Cross-check against SEC filings or Yahoo Finance.
* Use as a learning aid, not sole advice.
* Watch for outdated data or biases.
Sensay’s twins often mimic expert insights.
Identify any person (or blog) has demonstrated they can beat the market for multiple years and has published the exact methods they used to do so with independently verified, audited returns.
If you can’t identify that person than AI can’t help you. Since it only reads from what is online.
Yes, please do
1. Its gonna be so funny when people lose money because of it
2. Market is completely out of touch with the real economy so it probably wont be much different than your average hyper investor xd
Also you can ask it to predict the future!! Its like a secret time travel trick to infinite money
Real analysts seems only explain hindsight why things happened (with spurious correlation) and try to predict the future from that events. If they are lucky „they knew“ if not, something unforeseen happened. Survivorship Bias at peak.
I’m sure an AI agent can be as successful – or not.
Lol
The market does not follow logic my dear friend.
I use AI for calculations with simple prompts. Like what would a call option turn out in different scenarios. I feel that is ok. Any research it tells before answering don’t trust it.
What’s an AI agent? Is that like some kind of script running chatgpt?
LLMs are good at one thing: writing compelling, convincing, on-topic sentences. They aren’t any good at knowing things. So it’ll write you up what seems like a super insightful and relevant report, but without doing the work yourself (at which point why bother with the LLM), you’ll have no way of knowing if what it is saying is at all connected to reality.
I’m sure people have machine learning models actually trained on like, actual company and stock data, which could be a whole different ball game. But LLMs are just trained on words, they just talk pretty.
It’s understandable to be cautious about AI in investing; many experts suggest starting with a small allocation to test how well an AI tool aligns with your strategy.
Trust and verify
No you should not trust it.
The problem is there are certain tasks where uou can trust it more than others. But unless you know, it won’t warn you. It will make up and present total fabrications the exact same way it presents real facts.
Summarizing documents is one of the better uses that has a lower hallucination rate.
The more abstract the question you ask, the less reliable the response.
No. Because you are just getting the average of what has been written about Apple.
The market is controlled by the rich. They have access to better AI than you. They will always be faster and have more information than you have access. Beating them is not much different than buying a lottery ticket.
You can’t trust it for decision-making, but is great for quickly diving into unknown markets if you anchor it with RAG + large context-windows and then double check. It’s a start to learn the space.
At least, you will know what you don’t know (not exhaustive), rather than not knowing what you don’t know.
Nope
Absolutely not