Wake Up to Institutional-Quality Research. Every
Single Day.
Automated AI research agents that deliver comprehensive market intelligence, analysis, and insights to your clients every morning—before they check their first email.
What if you had a team of analysts working 24/7, monitoring global markets, compiling data, analyzing trends, and writing research reports? Now you do. AI Research Agents automatically generate and send daily market intelligence to your clients—market wraps, key levels, sector analysis, economic calendars, and custom insights. Set it once. Runs forever. Your clients get institutional-grade research every morning. You get credit without the work.
AI Research Agents Work While You Sleep.
Clients Wake Up to Your Intelligence.
AI Research is your automated research team. Every morning at 6:00 AM (or whatever time you choose), AI agents compile global market data, analyze overnight moves, identify key trends, write commentary, format reports, and deliver them to your clients—branded with your firm's logo. Your clients get institutional-quality daily research. You get the credit. Zero manual work required.
Specialized
Research Bots
Each bot focuses on a specific type of daily intelligence: Market Wrap, Key Levels, Sector Spotlight, Economic Calendar, Portfolio Alerts, Technical Analysis, Custom Insights.
Fully Automated
Scheduling
Set your delivery time, frequency, and audience. AI Research runs automatically—daily, weekly, or on-demand. You never lift a finger.
Real-Time Data
Integration
AI agents pull live data from Fundstrat's systems, market data providers, Treasury.gov, Fed databases, and more. Always current. Always accurate.
Branded &
White-Label
Every report carries your firm's logo, colors, and branding. Clients think you have a research department. It's just AI working for you.
Meet Your New Research Team
Market Wrap Bot
What It Delivers:
Comprehensive daily market summary covering major indices, sector performance, market breadth, top gainers/losers, and overall sentiment analysis.
Key Sections:
- Index Performance: SPX, NASDAQ, DOW, Russell 2000 with % change and context
- Market Breadth: Advancers vs. Decliners, advancing/declining volume, new highs/lows
- Sector Performance: Best/worst sectors with weighted returns and SPX comparison
- Sub-Industry Spotlight: Top 3 and bottom 3 sub-industries with context
- Top Movers: Top 5 gainers and losers (filtered by market cap >= $14B)
- Sentiment Analysis: AI-written narrative synthesizing the day's market story
Sample Output:
Market Wrap - February 18, 2026
Today, the markets showed positive momentum with the S&P 500 (SPX) up +0.47%, the NASDAQ rising +0.78%, the DOW slightly increasing, and the Russell 2000 also reflecting gains. This upward trend indicates strong market sentiment as investors continue to navigate economic indicators.
Market Breadth:
- Advancers: 2,793 (57.27%)
- Decliners: 1,973 (40.46%)
- Unchanged: 111
Top 3 Sectors (Weighted):
- Energy: +2.32% (Above SPX average)
- Health Care: +1.32% (Above SPX average)
- Communication Services: +1.22% (Above SPX average)
Top 5 Gainers (>= $14B market cap):
- GPN - Global Payments, Inc.: +15.53%
- GRMN - Garmin Ltd: +9.44%
- BE - Bloom Energy Corporation: +8.57%
Delivery Frequency:
Daily (pre-market or post-market)
Best For:
Clients who want comprehensive daily market recaps, portfolio managers, active investors
Key Market Levels Bot
What It Delivers:
Overnight global market performance, FX rates, cryptocurrency prices, commodity prices, Treasury yields, and term structure analysis.
Key Sections:
- Overnight APAC Markets: Japan (Nikkei, Topix), China (SHCOMP), Hong Kong (Hang Seng), India, Australia, Korea, Taiwan, Singapore
- European Markets: DAX, FTSE, CAC, IBEX, Italy
- Americas: Canada, Mexico, Brazil
- Foreign Exchange: DXY, EUR/USD, GBP/USD, USD/JPY, USD/CNY, USD/CHF, USD/CAD, AUD/USD, and more
- Cryptocurrency: Bitcoin, Ethereum, Solana, Cardano, XRP, Chainlink, Dogecoin, Avalanche
- Commodities: WTI Crude, Brent Crude, Natural Gas, RBOB Gas, Heating Oil, Gold, Silver, Copper
- US Treasury Yields: Full curve (1M to 30Y), TIPS yields (2Y to 30Y)
- Term Structure: 2Y-3M spread, 10Y-2Y spread, 30Y-10Y spread with change indicators
- VIX: Volatility index
Sample Output:
Key Market Levels - February 18, 2026
Overnight APAC:
- Taiwan +1.61% ▲
- Topix +1.21% ▲
- Nikkei +1.02% ▲
- Australia +0.54% ▲
- China -1.26% ▼
FX:
- DXY +97.29 (+0.14% ▲)
- EUR/USD +1.18 (-0.17% ▼)
- USD/JPY +153.80 (-0.32% ▼)
Crypto:
- BTC $67,785.54 (+0.22% ▲)
- ETH $1,998.00 (-0.05% ▼)
Commodities:
- Gold $4,913.46 (+0.73% ▲)
- Silver $75.60 (+2.82% ▲)
- WTI Crude $62.85 (+0.83% ▲)
US Treasury:
- 2Y 3.45% (+1.5bps ▲)
- 10Y 4.07% (+1.0bps ▲)
- 30Y 4.69% (+0.6bps ▲)
Delivery Frequency:
Daily (early morning, before market open)
Best For:
Clients trading global markets, macro-focused investors, institutional accounts
Sector Spotlight Bot
What It Delivers:
Deep dive into sector and industry group performance, rotation signals, relative strength analysis, and thematic trends.
Key Sections:
- Daily Sector Performance: All 11 GICS sectors with absolute and relative performance
- Week/Month/Quarter Performance: Sector trends over multiple timeframes
- Rotation Signals: AI identifies emerging sector rotation patterns
- Industry Group Breakdowns: Performance within each sector (e.g., Software vs. Semis within Tech)
- Thematic Trends: AI identifies cross-sector themes (e.g., "AI beneficiaries," "Rate-sensitive sectors")
- Fundstrat Sector Views: Integration of latest Fundstrat sector research and price targets
Sample Output:
Sector Spotlight - February 18, 2026
Today's Sector Leaders:
- 1. Energy (XLE): +2.32% - Crude oil rally driving sentiment
- 2. Health Care (XLV): +1.32% - Biotech strength on FDA approvals
- 3. Communication Services (XLC): +1.22% - Mega-cap tech supporting
Sector Rotation Signal:
- • Defensive-to-Cyclical rotation accelerating
- • Utilities (XLU) down -1.61% (worst sector)
- • Energy and Industrials leading
Industry Group Spotlight:
- • Internet Services & Infrastructure: +15.56% (GPN earnings beat)
- • Health Information Services: +13.57%
- • Soft Drinks & Non-alcoholic Beverages: -7.52% (worst)
Fundstrat View Integration:
- Tom Lee's latest S&P target implies 12% upside, with Tech and Communication Services expected to lead. Today's performance aligns with this outlook.
Delivery Frequency:
Daily or Weekly
Best For:
Portfolio managers, sector rotators, thematic investors
Economic Calendar Bot
What It Delivers:
Upcoming economic data releases, Fed events, earnings announcements, and macro event analysis for the next 7-14 days.
Key Sections:
- This Week's Major Events: Date, time, event name, consensus estimate, prior reading
- Key Highlights: AI identifies the most market-moving events
- Historical Context: How similar data releases moved markets in the past
- Fundstrat Forecasts: Integration of Fundstrat's economic forecasts and Fed policy views
- Positioning Recommendations: What to watch and potential portfolio implications
Sample Output:
Major Macro Events (Next 7 Days)
High Impact Events:
- Thursday, Feb 20 - 8:30 AM ET
- GDP (Q4 Advance): Estimate 3.0% vs. Prior 4.4%
- → AI Analysis: Lower growth expected. Watch equity reaction if miss.
- Thursday, Feb 20 - 8:30 AM ET
- Core PCE (Dec y/y): Estimate 2.9% vs. Prior 2.79%
- → AI Analysis: Fed's preferred inflation gauge. Higher reading = hawkish.
- Wednesday, Feb 19 - 2:00 PM ET
- FOMC Minutes (Jan 28 Meeting)
- → AI Analysis: Watch for dot plot changes and taper timeline hints.
Moderate Impact Events:
- Wednesday, Feb 19 - 8:30 AM ET
- Durable Goods Orders (Dec): Estimate -2.0% vs. Prior +5.3% Full Calendar:
- [Table with 20+ events over next 7 days including date, time, event, estimate, prior]
- Fundstrat View:
- Tom Lee expects Q1 GDP to remain strong, supporting equity markets.
Delivery Frequency:
Weekly (Monday morning) or Daily (for upcoming events)
Best For:
Macro-focused clients, traders, anyone trading around data releases
Portfolio Alert Bot
What It Delivers:
Automated alerts when specific stocks in client portfolios hit technical levels, have significant news, or experience unusual price/volume action.
Key Sections:
- Holdings Performance: Daily P&L for tracked portfolio holdings
- Technical Alerts: Stocks hitting support/resistance, breaking out, oversold/overbought
- News Alerts: Material news on portfolio holdings (earnings, FDA approvals, M&A, analyst upgrades/downgrades)
- Unusual Activity: Significant volume spikes or price movements
- Sector Impact: How sector moves affect portfolio holdings
- Action Recommendations: AI suggests "Watch," "Review," or "Consider Action"
Sample Output:
Portfolio Alerts - February 18, 2026
Urgent Alerts:
- PANW (Palo Alto Networks) - Portfolio HoldingPrice: -6.76% today
- Alert Type: Earnings Miss + Technical Breakdown
- → AI Analysis: Stock broke below 50-day MA on weak earnings.
- High volume suggests distribution. Review position size
- GPN (Global Payments) - Watchlist
- Price: +15.53% today
- Alert Type: Earnings Beat + Breakout
- → AI Analysis: Stock broke above resistance at $180 on strong volume.
- Consider entry if not yet positioned.
Monitoring:
- XLE (Energy Sector) - Portfolio Overweight
- Price: +2.32% today
- → AI Analysis: Positive momentum continues. Overweight position contributing to outperformance.
- Portfolio Performance Summary:
- • 12 positions up, 8 positions down
- • Energy overweight: +0.42% contribution today
Delivery Frequency:
Daily (post-market close) or Real-Time Alerts
Best For:
Active portfolio managers, advisors managing concentrated positions
Customization:
Set alert thresholds (e.g., only alert if position moves >5%, or if >$50K position affected)
Frequently Asked Questions
All data is pulled from verified sources (Fundstrat systems, Bloomberg, Treasury.gov, Fed databases, etc.). Data accuracy is the same as if you manually pulled it yourself. AI doesn't "make up" data—it compiles and analyzes real data.
Yes (Professional & Enterprise). You can preview reports and make edits before scheduled delivery. Or set "auto-approve" and let them send automatically.
AI Research detects market holidays and skips delivery for market-dependent bots (Market Wrap, Key Levels). Economic Calendar still sends if macro events are scheduled.
Yes. Every report includes unsubscribe link. Or clients can manage subscriptions in client portal (if using portal feature).
AI reports are factual data compilations with basic context. AI doesn't make market predictions or give advice. Risk is minimal. You can enable preview/approval workflow for first month until comfortable.
No. Once configured, AI Research runs automatically forever. You can check analytics dashboard to monitor engagement, but no manual work required.
Yes. Click "Pause" on any bot anytime. Useful for vacations or if you're traveling and want to review reports before they go out.
Enterprise plan includes unlimited recipients. Professional plan includes 100 recipients, then $0.50/client/month for additional recipients. 500 clients = $200/month extra = $400/month total for Professional + extra recipients.
Yes. Create client segments and assign different bots to each segment. Example: High-net-worth clients get all 7 bots, standard clients get Market Wrap only.
Yes. You're responsible for client communications regardless of how they're created. AI Research is a tool. All reports are archived for audit. Include appropriate disclaimers (auto-inserted). Consult your compliance officer.
Yes. Many advisors use Market Wrap as lead nurture tool. Add prospects to separate segment and send lighter research content to build relationship.
You can add custom header/intro paragraph to any report. Example: Add 3-sentence personal note at top of Market Wrap before AI-generated content.
AI Research Works Best With These Features
AI-Powered
Reporting
Turn daily research into custom client letters and communications.
Chartbook
Builder
Embed AI Research directly into client chartbook presentations.
AI Market
Intelligence
Ask questions, get research-backed answers, then send to clients.
Client Portal
Give clients 24/7 access to research archives and subscription management.
