Member-only story
A Working Investment Agent To Process Transcripts, Audio, and Charts with AI to Generate Insights
24 min read1 day ago
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Non-medium members can click here to read the article
Earnings calls are a key input to investment research, revealing management’s strategic direction, forward guidance, competitive positioning, and analyst Q&A. These insights arrive in multiple formats: text transcripts, audio recordings, and accompanying financial charts.
Processing this multi-modal information at scale across dozens or hundreds of companies remains a significant bottleneck for investment management professionals. Agentic AI helps by autonomously extracting, synthesising, and monitoring i…
Member-only story
A Working Investment Agent To Process Transcripts, Audio, and Charts with AI to Generate Insights
24 min read1 day ago
–
Non-medium members can click here to read the article
Earnings calls are a key input to investment research, revealing management’s strategic direction, forward guidance, competitive positioning, and analyst Q&A. These insights arrive in multiple formats: text transcripts, audio recordings, and accompanying financial charts.
Processing this multi-modal information at scale across dozens or hundreds of companies remains a significant bottleneck for investment management professionals. Agentic AI helps by autonomously extracting, synthesising, and monitoring insights from earnings calls at scale, far faster than traditional manual analysis.
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main application — by author
Traditional approaches rely on manual reading, keyword search, or basic text analysis. These methods fail to capture the nuance of spoken language, miss insights embedded in charts, and cannot handle the scale of modern investment portfolios.
Article Aim
This article demonstrates how to build a single multi-modal Retrieval-Augmented Generation (RAG) investment agent specifically designed for earning calls…