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Deep Research Agent for Finance

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Welcome to the The AI Alliance: Deep Research Agent for Finance.

Note: This is a new initiative. Do you have finance industry expertise? Do you have AI expertise? Do you want to grow your expertise in either area. Please join us! See our contributing page for details.

What Is It?

This app is an example application of a deep research agent designed to collect comprehensive information about publicly-traded companies and generate detailed investment research reports. The target user would be a financial analyst.

About

This application leverages AI to perform automated financial research and analysis. It gathers data from multiple reliable financial sources to create structured investment reports with:

  • Basic stock information and metrics
  • Business overviews and revenue analysis
  • Recent news and market events
  • Financial performance summaries
  • Risk and opportunity assessments
  • Investor sentiment analysis

The application is built using mcp-agent, a framework for creating AI agents with Model Context Protocol (MCP) integration.

We also want to demonstrate techniques for testing AI-enabled applications, where model outputs are not deterministic, i.e., 100% predictable for a given set of inputs. Developers are accustomed to testing deterministic components and applications, but AI experts have the techniques developers can use to be confident their AI-enabled application works as designed. See Achieving Confidence in Enterprise AI Applications for more on this topic.

Try It!

The project README describes how to install and run this application.

Authors Applications and Tools work group. (See the Contributors)
Last Update V0.0.2, 2025-07-18