AI Investment Research Team

Give your portfolio an AI research team.

Buda helps active investors and finance creators monitor watchlists, summarize news, build research briefs, and turn market views into daily short-form content.

Your watchlist has memory
Research before content
You make the decision
Investor / Finance Creator workspace
Agent team
👀
Watchlist monitor
Active investor
Running
Capabilities
Track portfolio companies, sectors, macro topics, and saved research areas from one workspace.
Support workflow: Daily market briefing
Prepare handoff for Active investor
Please run: Daily market briefing
Processing workspace context...

Summarize the most relevant moves for your watchlist before the trading day starts.
Output artifactReady for human review
Watchlist monitor prepared a reviewable workflow artifact.
The gap

Markets move faster than one person can read.

News, filings, charts, social sentiment, and macro signals are spread across too many tools.

Important watchlist changes are easy to miss when every alert looks equally urgent.

Daily finance content requires research, narrative, scripting, editing, and publishing discipline.

Generic AI chats forget your holdings, thesis, risk notes, and past research context.

Why Buda

Build a workflow around AI Investment Research Team.

📈

Your watchlist has memory

Agents work from your holdings, theses, research notes, links, and market files.

🧠

Research before content

Turn news and market moves into structured briefs before drafting posts or videos.

You make the decision

Buda organizes signals and context; the investor still owns judgment, risk, and execution.

Capabilities

The practical building blocks behind AI Investment Research Team.

👀

Watchlist monitor

Track portfolio companies, sectors, macro topics, and saved research areas from one workspace.

📰

News ranking agent

Summarize market events and rank what matters based on your watchlist and thesis notes.

📊

Signal context agent

Combine technical, fundamental, news, and sentiment context into a decision brief.

📝

Research brief writer

Turn scattered links, charts, and notes into structured company or market research.

🎬

Finance video script

Draft short-form market commentary, hooks, scripts, and captions from research briefs.

🛡️

Risk checklist

Flag missing data, conflicting signals, thesis drift, and follow-up questions before decisions.

Use cases

Start with the workflow that hurts today.

Pick one workflow with repeated demand, visible ownership, and measurable output. Buda gives that team agents, memory, tools, and a shared workspace.

☀️
Active investor

Daily market briefing

Summarize the most relevant moves for your watchlist before the trading day starts.

📌
Portfolio owner

Holding update

Turn new earnings, news, and price action into a structured thesis update.

🎥
Finance creator

Finance creator workflow

Convert a market view into a short video script, title, thumbnail angle, and caption.

⚠️
Retail investor

Risk review

Collect bearish evidence, unanswered questions, and scenario notes before acting.

Pilot plan

Start with one useful workflow, then expand.

Week 1

Choose one workflow

Start with Daily market briefing. Keep the scope narrow enough that the output is easy to review.

Week 2

Assign agents and controls

Create the workspace, invite members, assign agents, define files, tools, and usage boundaries.

Week 3

Measure output and spend

Review artifacts, credit usage, ownership, and execution history before expanding scope.

Week 4

Expand or stop cleanly

If the workflow proves value, repeat the model in another team. If not, you still have a governed record.

Stop checking ten sources before every market take.

Start with one workflow: daily briefing, holding update, content script, or risk review.

Start your research team