MultiEdge.ai Agentic Research Platform
From Ticker to Institutional Research Memo. In Hours, Not Days. Five specialized AI agents — Macro, Sector, Risk, ESG, and Earnings — collaborate under a Supervisor Agent to produce 5-page research memos with every factual claim traced to its source document. Built on Azure AI Foundry Agent Service.
The Problem – Investment Research Is Broken. Your Analysts Know It.
The Status Quo:
- A single equity research memo takes 3–5 days of analyst time across multiple data sources
- SEC filings, earnings transcripts, macro data, and ESG ratings live in separate silos with no unified workflow
- 66% of financial institutions prioritize AI for accelerating analysis — but most are still doing it manually
- Quality is inconsistent: different analysts produce different formats, citation practices vary, key risks get missed
The Cost:
- A junior analyst costs $80K–$150K/year and produces ~4 research memos per month
- Bloomberg Terminal: $24K/year per seat — and still requires manual synthesis
- AlphaSense: $10K–$30K/year — search-focused, not generative research
- In-house systems: months to build, undocumented, single point of failure
How It Works – One Request. Five AI Agents. One Verified Memo.
Step-by-Step Flow
Step 1: Submit a Research Request
Type a ticker (e.g., NVDA) and a research question (e.g., “Evaluate NVIDIA’s competitive position in AI inference chips given current macro headwinds”). Select output format: PDF, JSON, or Teams Card.
Step 2: Supervisor Agent Decomposes the Task
The Supervisor Agent breaks your request into parallel subtasks and dispatches them to five specialized agents simultaneously. You see real-time progress via the client portal (SignalR live updates).
Step 3: Five Agents Research in Parallel
| Agent | What It Analyzes | Data Sources |
|---|---|---|
| 📈 Macro Analyst | Economic trends, monetary policy, leading indicators | FRED, central bank data, PMI, yield curves |
| 🏭 Sector Analyst | Industry structure, competitive positioning, market dynamics | SEC filings, industry reports, market data |
| ⚠️ Risk Analyst | VaR, stress tests, volatility, correlation exposures | Market data, VaR models, stress scenarios |
| 🌱 ESG Analyst | ESG scores, governance quality, controversy detection | ESG databases, news feeds, regulatory filings |
| 💰 Earnings Analyst | Financial statements, earnings call NLP, guidance extraction | 10-K/10-Q filings, earnings transcripts |
Step 4: Supervisor Validates & Enforces Citations
The Supervisor Agent aggregates all agent outputs, cross-validates factual claims, enforces citation requirements (every claim must link to a source document with page number), runs compliance checks, and synthesizes the final deliverable.
Step 5: Receive Your Research Memo
A professionally formatted 5-page research memo — ready to distribute to your investment committee, share via Teams, or pipe into your portfolio management system via JSON API.
What You Get – Three Deliverables. Four Formats. Every Claim Cited.
Deliverable 1: 5-Page Research Memo
The flagship output. A comprehensive, institutional-grade analysis covering:
- Executive Summary — Investment thesis, key catalysts, risk factors
- Macro Context — Economic environment, sector tailwinds/headwinds
- Company Analysis — Business model, competitive moat, financial health
- Valuation Assessment — DCF, comparables, price targets with ranges
- Risk Analysis — Downside scenarios, volatility measures, correlation exposures
- ESG Profile — Sustainability ratings, governance quality, controversy flags
- Recommendation — Buy/Hold/Sell with confidence intervals
- Citations — Every factual claim linked to source document with page numbers
Deliverable 2: 1-Page Trade Summary
An actionable brief for quick decisions:
- Ticker, entry price, target price, stop-loss
- 3-bullet investment thesis
- Key risk to monitor
- Expected holding period and return profile
Deliverable 3: Risk Assessment
Portfolio-level risk analysis:
- Value-at-Risk (VaR) calculations
- Stress test scenarios (2008 GFC, COVID crash, rate shock)
- Correlation heat maps across holdings
- Portfolio-level impact analysis
Delivery Formats
| Format | Use Case | Details |
|---|---|---|
| Investment committees, client distribution | Professional layout with charts, tables, RocketEdge branding | |
| JSON | Portfolio management systems, programmatic access | Structured data via REST API — integrate with any system |
| Microsoft Teams Cards | Internal research alerts | Adaptive Cards with summary metrics and drill-down links |
| Email Digest | Daily/weekly research roundup | Highlight reel with links to full memos |
Citation Enforcement – Every Claim Has a Source. No Exceptions.
This is our core differentiator. The Supervisor Agent enforces a strict citation policy:
- Every factual claim in the research memo must link to a source document (SEC filing, earnings transcript, FRED data point) with page/section reference
- Human-in-the-loop review mode — flag ambiguous outputs for analyst approval before publication (powered by Azure Durable Functions)
- Compliance audit trail — every agent action is logged with rationale, input data, and output for regulatory review
- Quality scoring dashboard — citation coverage percentage, factual consistency score, and confidence intervals visible per memo
Why This Matters
| Scenario | Without Citation Enforcement | With MultiEdge |
|---|---|---|
| AI says “Revenue grew 15% YoY” | No source — could be hallucinated | Linked to 10-K filing, page 47, revenue table |
| AI claims “Strong governance rating” | Based on what? Unknown | ESG data source, governance score 8.2/10, link to methodology |
| Regulator asks “How did you reach this conclusion?” | “The AI said so” — unacceptable | Full agent action log with data sources, reasoning chain, timestamps |
Use Cases – Who Uses MultiEdge Research Platform?
Hedge Fund Analysts & Portfolio Managers
- Generate pre-meeting research memos for investment committee in hours
- Cover 5x more companies with the same team size
- Every memo format-consistent with citation-verified claims
- “I used to spend 3 days on a single name. Now I submit a request before lunch and have it by end of day.”
Asset Management Research Teams
- Standardize research output across the team — same format, same rigor, same citation standards
- Scale coverage universe without scaling headcount
- Feed JSON output directly into portfolio management systems
- Automate daily/weekly research digests for fund managers
Private Equity Investment Committees
- Rapid due diligence memos for deal evaluation
- ESG screening integrated into every analysis — no separate workflow
- Compliance audit trail satisfies LP reporting requirements
- Compare target companies side-by-side using structured JSON
Family Office Investment Advisors
- Institutional-grade research at a fraction of the cost ($499/mo vs. $24K/year Bloomberg)
- Cover multi-asset, multi-geography investment universe
- Professional PDF reports for client communication
- No technical expertise required — submit ticker, receive memo
FAQ
Q: Is this a replacement for human analysts?
A: No. MultiEdge accelerates the research process — it generates the first draft in hours instead of days. Senior analysts review, refine, and make final investment decisions. Think of it as giving every analyst a team of 5 AI research associates.
Q: How do you prevent AI hallucinations?
A: The Supervisor Agent enforces citation requirements on every factual claim. If a claim can’t be traced to a source document (SEC filing, FRED data point, earnings transcript), it’s flagged or removed. A human-in-the-loop review mode (Team/Enterprise tiers) adds an additional validation layer.
Q: What data sources are used?
A: SEC EDGAR (10-K, 10-Q, 8-K filings), FRED (macroeconomic indicators), Finnhub/yfinance (market data), Azure Cognitive Services (news sentiment), and ESG data feeds. Enterprise tier customers can integrate Bloomberg or proprietary data sources.
Q: Can I customize the memo format for my fund?
A: Yes, on Team and Enterprise tiers. Agents can be trained on your firm’s specific research templates, investment universes, and formatting standards. Enterprise clients get white-label reports with their own branding.
Q: How does pricing work on Azure Marketplace?
A: MultiEdge is available as a transactable SaaS offer on Azure Marketplace. It’s MACC-eligible, meaning your existing Microsoft Azure Consumption Commitment credits apply. You can also purchase per-memo ($15–$25) without a subscription.
Q: How is this different from ChatGPT for research?
A: ChatGPT is a general-purpose chatbot with no financial data access, no citation verification, no compliance logging, and no structured output formats. MultiEdge deploys 5 specialized agents with access to SEC filings, macro data, ESG databases, and earnings transcripts — with every claim citation-verified by a Supervisor Agent.
Q: What if I only need research on a few companies per month?
A: The Trial tier gives you 3 free memos per month — no credit card required. Or purchase individual memos at $15–$25 each on Azure Marketplace. No commitment.
Q: Is there an API for programmatic access?
A: Yes. The REST API supports creating research requests, checking status, and retrieving completed memos in PDF or JSON format. Python and .NET SDKs are available. The JSON output is structured for direct integration with portfolio management systems.
Q: How secure is my research data?
A: MultiEdge runs on Azure with SOC2 and ISO 27001 compliance inherited from the platform. Your research requests and outputs are isolated per tenant. Enterprise tier includes Azure AD SSO integration and data residency options.
Q: When will this be available?
A: MVP launch is targeted for July 2026, with Azure Marketplace listing in August 2026. Sign up for the free trial waitlist to get early access.