Write Better Reports.
In Minutes, Not Hours.
Our Fundstrat AI agents that help you research trends, write client reports, draft market commentary, create quarterly letters—or anything else you need to communicate.
Stop staring at blank pages. Tell AI what you need—a quarterly letter, portfolio update, market commentary, and it writes a first draft using Fundstrat's research and your data. Edit, brand, and send. What used to take 3 hours now takes 15 minutes.
Tell AI What You Need. Get a First
Draft in
Seconds.
Reporting, powered by Fundstrat AI, combines Fundstrat's research, market data, and AI writing capabilities to help you create any client communication you need. Ask Fundstrat AI to write a quarterly letter—it drafts it. Need talking points for a client call? Done. Want to turn your voice memo into a research note? Fundstrat AI handles it. You edit, brand, and deliver.
AI Writing
Agents
Specialized agents for different content types: client letters, research reports, portfolio analysis, market commentary. Each understands the format and audience.
Fundstrat Research
Integration
Fundstrat AI pulls from Tom Lee's insights, Mark Newton's analysis, Ken Xuan's models. Your reports are backed by institutional-grade research.
Text Refinement
Tools
Already have a draft? Fundstrat AI can rephrase, simplify, expand, or translate it. Make your writing clearer and more professional instantly.
Attach Fundstrat
Reports
Add Macro Minute, Weekly Kickstart, or any Fundstrat research directly to your client deliverables. Instant credibility boost.
You Know What to Say. You Don't
Have Time to Write It.
Blank Page
Paralysis
Quarterly letters are due. You have the insights. But sitting down to write takes 3 hours you don't have.
Research Scattered
Everywhere
You need to write about Fed policy. Tom Lee's view is in one report. Economic data is in Bloomberg. Your thoughts are in your head. Compiling takes forever.
Writing Isn't Your
Strength
You're an investment professional, not a writer. Translating complex analysis into clear, client-friendly prose drains your energy.
Same Content, Different
Formats
You explain the same market view in client emails, quarterly letters, tweets, and phone calls. Why are you rewriting the same thing 5 different ways?
If You Need to Write It,
AI Can Draft It
Market Event Commentary
What It Is
Internal documentation of investment research, ideas, and analysis for your team.
AI Prompt Example:
Write a short, insight-driven market commentary suitable for social media and client outreach, focused on a single compelling market trend?
Fundstrat Integration
Direct integration of Fundstrat equity research
Quarterly Client Letters
What It Is
Comprehensive quarterly market review and outlook for your clients.
AI Prompt Example:
Write a client-friendly quarterly market update explaining recent market performance, key drivers, and what it means for long-term investors.
Fundstrat Integration
FundstratAI automatically incorporates Tom Lee's market insights and the Fundstrat Team's research.
Top Ideas and Opportunities
What It Is
Short, insight-driven market commentary suitable for social media and client outreach, focused on a single compelling market trend.
AI Prompt Example:
I would like a report on what Fundstrat views as the top 5 stocks to look at right now and what fundamentals support them.
Fundstrat Integration
FundstratAI pulls data from Fundstrat's research library to provide insights and analysis.
Social Media Insights
What It Is
Social Media Insights provides a snapshot of the current state of the labor market, ready for social media sharing.
AI Prompt Example:
Please give me a social media ready set of excerpts with supporting charts that convey the current state of the labor market.
Fundstrat Integration
FundstratAI integrates with Fundstrat's research library to provide insights and analysis.
If You Need to Write It,
AI Can Draft It
Fundstrat Research Agent
Compiles relevant Fundstrat research tailored to your request
What it does
- - Filters Fundstrat research by author, market themes, and timeframe.
- - Scores and ranks research for relevance to your request.
- - Curates top sources into a focused research set.
What you get
- - A targeted set of relevant reports.
- - Concise summaries of selected research.
- - A clean, organized source packet ready for writing.
Market Intelligence Agent
Finds real-time external sources to support and extend Fundstrat analysis
What it does
- - Pulls real-time market context from external sources.
- - Verifies key Fundstrat-supported claims through credible online sources.
- - Finds differentiated perspectives on topics.
What you get
- - Up to date figures, dates, and reference points for the reports.
- - Diverse, relevant sources tied directly to your query.
Communication Agent
Turns all the research into institutional-grade writing.
What it does
- - Ingests sources to carefully construct a structured outline tailored to your query.
- - Precisley cites sources, grounding each key point in the sources.
- - Maintains context and relecanve by tying each claim back to your request, audience, and timeframe.
What you get
- - Instituational-grade, client-ready writing you can send or personalize.
- - Multiple report formats and variable lengths.
- - Clear narratives explaing what, why, and whats next - backed by sources.
Attach Fundstrat Reports Directly
to Your Client
Deliverables
Step 1
- Use Fundstrat AI to generate your report.
Step 2
- Select "Co-Branded" at the top.
Step 3
- Select relevant reports to attach: from Tom's research library to Mark's insights and more.
Step 4
- Reports are automatically attached to your PDF export
Why This Is Powerful
Instant
Credibility
Your letter is now backed by Tom Lee's research. Clients see you have institutional-quality sources.
Deeper
Context
Clients who want more can read the full Fundstrat reports. Those who want just your summary have it.
Content
Without Effort
Fundstrat did the work, you put the pieces together.
Differentiation
Most advisors don't provide this level of research depth. You do.
How Different RIAs Use
AI-Powered Reporting
Client-facing RIA
Profile:
Relationship-led advisors producing quarterly letters and market updates
Challenge:
Turning complex markets into calm, client-ready quarterly note is time-consuming, especially with fast changing markets.
AI Solution:
- Fundstrat AI assembles the quarter's most relevant fundstrat insights
- Agents find up-to-date figures and performance
- Client-ready quarterly note is generated in minutes
- Attach Fundstrat macro minute to the report
- Easily send report to all clients
Research-Driven RIA
Profile:
Institutional teams focused on rigorous analysis, regime comparisons, and macro-equity relationships.
Challenge:
Synthesizing original research pieces on regime changes to be both rigorous and consistent is impossible under real deadlines.
AI Solution:
- Fundstrat AI finds historical Fundstrat research on past and present regimes
- Agents return an institutional-grade report with regime comparisons, macro linkages, with identified risks and opportunities.
- Quickly send report to all your clients with a specialized note
Growth-oriented RIA
Profile:
Brand-focused, producing fast content for social and outbound distribution.
Challenge:
Staying timely and differentiated without becoming every other generic advisor is too intensive without a research desk.
AI Solution:
- Fundstrat AI accumulates Tom Lee's insights on market volatility
- AI generates a differentiated, reassuring analysis of market volatitilty and with opportunities
- Attach Tom Lee's Marco Minute to report
- Instantly send report to all clients
Portfolio-focused RIA
Profile:
Portfolio-focused, dealing with holdings, exposures, and benchmark content.
Challenge:
Analyzing portfolios against market drivers takes hours and is impossible to stay up to date with market volatitlity.
AI Solution:
- Fundstrat AI finds expert analysis on sector rotations and performance
- Agents scrape web for updated figures and metrics
- AI considers attached portfolio with Fundstrat research to craft a thourough comparion against the benchmark
- Send to clients to justify holdings and postitions
Content-led RIA
Profile:
Narrative, newsletter focused advisor
Challenge:
Creating explainable, structured, differentiated weekly notes is labor-intensive and impossible to consistently produce
AI Solution:
- Fundstrat AI compiles the week's major insights and events
- Agents find external sources on the week's performance and news
- AI writes a focused, concise, weekly wrap-up - easily digested by clients
- Timely distribute to clients
