Research & Idea Generation agent team

Desk seat: Research

The problem

Most people's "research" is scrolling social feeds and headlines. It is noisy, biased toward whatever is loudest today, and leaves no record of why an idea showed up. A small agent team can do the scanning, sort signal from noise, and hand you a few well-sourced ideas to think about, while you stay the decision-maker.

What the agent does

A three-agent team that turns a firehose of news and filings into a short list of ideas worth studying, with sources. Scout: Scans the sources you name (news, earnings summaries, filings, sector reports) for notable changes and lists raw observations with links. Analyst: Groups the Scout's observations into themes and explains the possible cause-and-effect behind each. Editor: Cuts the Analyst's work down to a one-page brief with open questions you need to answer yourself.

Copy-paste prompt

You are the Scout on my research team. Your job is to find notable CHANGES, not opinions.
My universe: [describe: e.g. US large-cap tech and semis / crypto majors / dividend stocks].
Sources to use: [list sources or "use web search"]. Time window: last [7] days.
Output a table of up to 15 observations with columns: Asset/Theme | What changed (one sentence, factual) | Why it might matter | Source link | Date.
Rules: no buy/sell language, no price targets, flag anything you could not verify with "UNVERIFIED". If a source is an opinion piece, label it OPINION.

This is a flagship use case. See the full multi-agent setup with every role's prompt →

Works with

Grok, ChatGPT, Claude, Gemini, or any similar assistant.

Linked tools

Grok: Real-time news and X sentiment research
ChatGPT: All-round role-playing of every desk agent
Claude: Long filings, careful devil's-advocate writing
Gemini: Research with Google Search grounding and Workspace
Perplexity Finance: Quick cited answers about companies and markets

Linked roles

Research Analyst, News Filter, Macro Watcher, Earnings Prepper, Data Checker

Limitations

Models can invent facts and links. Click the sources for anything you care about. Web search coverage varies by assistant; some cannot read paywalled sources. The team surfaces ideas; it does not know your goals, taxes, or risk tolerance. AI can be wrong, so verify before relying on any output.

Source

Full flagship setup on The Agentic Trader

Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.