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.
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.

AccountNext step
Buda organizes signalsReviewSynced
context; the investor still owns judgmentReviewSynced
riskReviewFlag
executionReviewSynced

You make the decision

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

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.
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 OpsRisk checklist
Close dateOct 30, 2026Updated

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

Pick a workflow, assign the agents, watch the first artifact land. 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. 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.

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.

01
Week 1

Choose one workflow

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

02
Week 2

Assign agents and controls

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

03
Week 3

Measure output and spend

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

04
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.

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