Private client research · EdgeFix · 2026
Investment research agent
Research shaped to one investor. Never a trade, never a buy or sell call.
The problem
Market news is written for everyone, so it fits no one. A careful investor needs to know what changed for the stocks they hold, in terms they understand, with the source next to every claim.
What was built
An agent in a private Slack channel that starts by interviewing the investor, one question at a time: how long they hold, what loss they can stand, which terms confuse them.
Every market day it sends research shaped to that profile: news on their holdings and why it matters, dated events ahead, and new names with both a bull and a bear case. Every claim cites a source and is tagged checked or unverified.
A value screen prices each stock up to 13 ways from SEC filings and public prices, and shows its working.
Designed and built it for a private client.
By the numbers
- intake questions
- 20
- Source: prompts/invest/interview.md
- valuation methods
- 13
- Source: invest_value.py METHODS
Plainly: Research only. It never trades and never says buy or sell.
Built with
- Claude
- Slack
- Python
- SEC EDGAR
Built by Michael Chad Terry, EdgeFix's founder.
Bring the system you wish you had.