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Investment Research

Investment research report generation and distribution

Complexity: Complex | Duration: 30m+ | Category: Industry/Financial Services

Tags: research analysis investment securities

Workflow Diagram​

Steps​

Step 1: Conduct analysis​

Agent: research

analyst - Analyze company/security

Step 2: Build financial model​

Agent: research

analyst - Create projections

Step 3: Determine rating​

Agent: research

analyst - Set buy/hold/sell

Step 4: Draft report​

Agent: research

analyst - Write research note

Step 5: Compliance review​

Agent: compliance

auditor - Check disclosures

Step 6: Publish report​

Agent: research

analyst - Distribute to clients

Step 7: Update database​

Agent: research

analyst - Record recommendation

Usage​

To execute this workflow:

/workflow industry/financial-services/investment-research.workflow

See other workflows in this category for related automation patterns.