📈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
The gap

Markets move faster than one person can read.

01
News, filings, charts, social sentiment, and macro signals are spread across too many tools.
02
Important watchlist changes are easy to miss when every alert looks equally urgent.
03
Daily finance content requires research, narrative, scripting, editing, and publishing discipline.
04
Generic AI chats forget your holdings, thesis, risk notes, and past research context.
Workflow load · this weekLive · finance-investor
Watchlist monitorWorkflow
News ranking agentWorkflow
Signal context agentWorkflow
Research brief writerWorkflow
📈
Execution work becomes reviewable.

Buda turns repeated work into agent artifacts before a human makes the final call.

Why Buda

Build a workflow around AI Investment Research Team.

📈
Agents work from your holdingsthesesresearch noteslinks

Your watchlist has memory

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

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

Research before content

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

ArtifactStageReview
Buda organizes signalsDraftedReady
context; the investor still owns judgmentPreparedSynced
riskPreparedReview
executionPreparedReady

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.

Specialized agents. One shared workspace. Every output is a reviewable artifact, not a black box.

👀 Active investor

Watchlist monitor

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

👀Lumen Robotics
Tier A
TriggerNew Austin DC
CommitteeVP Ops · RevOps
AnglePeak throughput
TouchPersonal AE email
📰 Portfolio owner

News ranking agent

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

82
ICP matchA
Intent signalHigh
Committee2 / 3
RecommendAE today
📊 Finance creator

Signal context agent

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

Your new Austin DC + peak seasonDraft

Hi Maya — saw your team is opening the Austin facility in Q3. We helped Northwave hold service levels through a 31% spike — worth a 20-min call?

Tone matched4 sources
📝 Retail investor

Research brief writer

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

D+0Intro email sent✓
D+2LinkedIn follow✓
D+5Case study nudge◷
D+11Human check-in○
🎬 Active investor

Finance video script

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

🎬 Proposal — Lumen Robotics
ExecutiveROICase studyPricing
🛡️ Portfolio owner

Risk checklist

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

StageDiscovery → EvalUpdated
Next stepDemo · Thu 2pmUpdated
ChampionMaya R., VP OpsOwner
Close dateOct 30, 2026Updated

Spin up your ai investment research team pod in 30 minutes.

Pick a workflow, assign the agents, and review the first artifact. Free pilot, no credit card.

Use cases

Start with the workflow that hurts today.

Pick one workflow with repeated demand, visible ownership, and measurable output.

☀️Active investor

Daily market briefing

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

Start this workflow →
Daily market briefing2m
Northwave — pricing14m
Helio Health — case study1h
Arc Logistics — contact2h
📌Portfolio owner

Holding update

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

Start this workflow →
Account brief
🎥Finance creator

Finance creator workflow

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

Start this workflow →
Discovery notesD+0
Proposal draftD+0
Follow-up #1D+2
Decision checkD+7
⚠️Retail investor

Risk review

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

Start this workflow →
New
Disc
Eval
Close
Pilot plan

Start with one useful workflow, then expand.

Four weeks. One workflow. A clear, measurable outcome before you scale.

01Week 1

Choose one workflow

Start with Daily market briefing. Keep the output easy to review.

02Week 2

Assign agents and controls

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

03Week 3

Measure output and spend

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

04Week 4

Expand or stop cleanly

Repeat proven work in another team, or retain the governed record and stop.

AI Investment Research Team

Stop checking ten sources before every market take.

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

✓ Free pilot · No credit card · Live in 30 minutes