SWOT

Overview

The SWOT Agent is an advanced AI-powered research assistant, that performs in-depth analysis and investigation across multiple sources to provide an equity analyst or researcher a comprehensive overview about a company based on its Strength, Weaknesses,Threats and Opportunities. This agent is usually running 15 - 30 minutes and reviewing multiple third party documents and external sources such as Earnings Calls from Quartr.

Capabilities

 Summarizes and synthesizes information from a defined scope:

• • Internal: Company Knowledge Base (e.g. via existing SharePoint connection)
  • External: Earnings call transcripts (via Quartr)

Produces the output as a polished, user-friendly Word document (DOCX)

Allows follow-up questions

Benefits

• A standardized, specialized approach to extract the strongest SWOT-specific insights from diverse sources and create a report in the configured company format.
• Time-saving: Dramatically reduces the effort of sifting through thousands of pages of third‑party research and external materials (e.g., earnings calls) by automatically surfacing the key takeaways.

Pricing

To find more about pricing, reach out to us: