AI-Powered Financial Analysis

AdvancedTemporal MomentumMatrix Analysis

Revolutionize your investment strategy with AI agents that analyze financial documents through sophisticated matrix-driven insights. Built for retail investors who demand institutional-grade analysis.

87.2%
Accuracy Rate
24/7
AI Monitoring
Real-time
Analysis
+12.4%
Growth
+8.7%
Accuracy
87.2
Score
24
Hours
Temporal Document Analysis

Master theEarnings Timeline

Navigate through six critical earnings periods with AI-powered document analysis. Each phase provides unique insights into company performance and market dynamics.

Pre-Earnings Period

Active Period

Earnings previews published by leading brokerages in advance of earnings announcements to set market expectations.

Intel Hub:

Morgan Stanley
Morgan Stanley
Goldman Sachs
Goldman Sachs
E*TRADE
E*TRADE

Earnings Release

Official earnings announcements and press releases, including regulatory 8-K filings with comprehensive financial data.

Intel Hub:

SEC EDGAR
SEC EDGAR

Earnings Call Transcripts

Management presentations and interactive Q&A session transcripts providing strategic insights and performance analysis.

Intel Hub:

Company IR

Post-Earnings Research

Comprehensive analyst reports and market reactions following earnings announcements with updated investment perspectives.

Intel Hub:

Morgan Stanley
Morgan Stanley
Goldman Sachs
Goldman Sachs

SEC Filings

Comprehensive regulatory filings including quarterly 10-Q, annual 10-K, and other mandatory SEC submissions.

Intel Hub:

SEC EDGAR
SEC EDGAR

Inter-Earnings Period

Ongoing research updates and expert insights between quarterly earnings cycles from professional networks and institutions.

Intel Hub:

Morgan Stanley
Morgan Stanley
GLG
GLG
AlphaSense
AlphaSense

Ready to Analyze?

Upload your documents and select the earnings period for targeted AI analysis

From Raw Data to Actionable Insights in 3 Simple Steps

1. Upload Documents

Securely upload financial documents (SEC filings, transcripts, news). Connect your FactSet, Capital IQ etc.

2. Agentii Analyzes

Our AI agents, trained on vast financial datasets and expert investment strategies, perform deep temporal analysis.

3. Receive Momentum Matrix

Get a comprehensive, time-stamped Excel assessment, ready for your strategic decisions.

Clean, infographic-style flow diagram placeholder

The Agentii Momentum Matrix: Uncover Hidden Value

Your dynamic, exportable dashboard for superior investment decisions.

Agentii Momentum Matrix UI

Identify Narrative Shifts

Detect changes in company sentiment and focus before the market reacts.

Quantify Qualitative Data

Transform unstructured text into objective metrics for robust decision-making.

Streamline Research

Automate tedious data gathering and focus your expertise on strategic analysis.

Easy Integration

Exportable to Excel, seamlessly fitting into your existing models and reporting.

Expertise Embedded: Decades of Investment Acumen, Now Automated.

Agentii isn't just another AI tool. It's the culmination of years of hands-on investment experience. Our pre-defined prompts and analytical workflows are designed by professionals who understand the nuances of financial markets, identifying signals that truly matter.

Integrates with Your Trusted Data Sources

FactSetCapital IQBloombergSEC EDGARYour Firm's Data

What Leading Investors Are Saying

"Agentii cut down our earnings prep time by 60%, allowing us to focus on higher-value strategic discussions."

John D.

Portfolio Manager, Alpha Investments

"The temporal matrix gave us an edge in spotting trend reversals we would have otherwise missed. Invaluable."

Sarah L.

Senior Analyst, Insight Capital

(More testimonials and case studies coming soon)

Empowering Your Investment Strategy

Fund Managers

Optimize portfolio allocation, enhance risk management, and generate alpha with deeper, faster insights.

Investment Analysts

Automate tedious research, uncover nuanced data points, and build more robust investment theses.

Pro Retail Investors

Level the playing field with institutional-grade analysis and make more informed, data-driven decisions.

Ready to Transform Your Investment Analysis?

Experience the Agentii advantage. Gain deeper insights, save valuable time, and make smarter decisions.

Questions? Contact our team.