Broker Research Extraction Agent
Reads the broker report so the analyst does not have to re-key it.
A Broker Research Extraction Agent reads incoming broker research and pulls the figures straight into the financial model — removing the hour of manual transcription that stands between a report arriving and an analyst being able to think about it.
The job to be done
“An analyst spends the first hour on every company copying numbers out of a PDF and into a spreadsheet.”
Before
An hour of transcription per company, done by the most expensive person available.
After
The model populated on arrival, and the analyst starts on the analysis.
How it works
- 1
Reads the research
Takes the broker report in whatever form it arrives.
- 2
Extracts the figures
Pulls the forecasts and financials the model needs.
- 3
Populates the model
Writes them into the existing financial model rather than a new one.
- 4
Flags what it could not read
Says explicitly where it was unsure, rather than guessing.
Where this one was built
Built for a listed Australian asset manager, replacing roughly an hour of manual entry per company covered.
Questions
What does a Broker Research Extraction Agent do?
It reads incoming broker research and pulls the forecasts and financials straight into the existing financial model, removing the manual transcription between a report arriving and an analyst being able to think about it.
What happens if it cannot read a figure?
It says so explicitly rather than guessing. An agent that silently invents a number is worse than no agent at all, particularly inside a financial model.
Want this one running in your business?
We will scope it against your systems, build it, and teach your team to build the next one themselves.
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