Investment Agent Synthetic data · Demo

Due diligence · one company per case

Investment Agent

Researches one company per case, ties every claim to a source and drafts the memo. Derek makes every decision.

Start the case 7 steps · about 3 minutes

This run: Quellan Thermal, a fictional maker of liquid-cooling units for AI data centres. Every filing, figure and event is invented. Illustrative demo, not investment advice.

  1. Takes in

    One company, one decision question, filings and notes.

  2. Produces

    Evidence log, moat analysis, Base / Bull / Bear valuation, thesis card, rule card, memo.

  3. Derek decides

    Approves the plan and assumptions, adopts the thesis, makes every buy, hold or sell call.

AI draft dashed: not counted yet Derek approved solid green: counts In this demo, you play Derek.