Agentplace

AI agent for investment research firms

Your AI stock valuation research agent. Valuation assumptions clients can examine.

Create an AI stock valuation research agent with its own page and URL. Help your clients receive a transparent valuation comparison showing how assumptions change the modeled result through conversation.

Create my finance agent Explore the example

Research comparison, clarified through conversation.

NNorthline Investment ResearchAAri's session

Stock valuation research agent preview

Ari's valuation assumptions compared

Ari, these two cases use the same fictional company and source period. Only the operating margin changes. This is a simplified research model, not a market price forecast.

FY2025 basis$8 per share$12 per share
Current resultTwo modeled cases

Revenue, multiple, net debt, and share count stay fixed.

Illustrative company valuation

01FY2025 basis

Shared inputs

Example Manufacturing’s supplied FY2025 model uses $100m revenue, a 10x operating-profit multiple, $20m net debt, and 10m shares. Source model, Inputs tab, rows 2 to 6.

02$8 per share

Current margin

At 10%, operating profit is $10m. Applying 10x gives $100m enterprise value. After $20m net debt, modeled equity value is $80m across 10m shares.

03$12 per share

Recovery margin

At 14%, operating profit is $14m. Applying 10x gives $140m enterprise value. After the same net debt, modeled equity value is $120m across the same shares.

Try a 12% marginChange the model multiple
Ask about your result or add a detail
01

Your client starts a conversation.Ari asks for a recovery-margin case.

02

The page becomes their result.Both valuations retain the same revenue, debt, multiple, and shares so the effect of the changed margin is visible.

Illustrative preview
Vlad Yanch

Template by Vlad Yanch

Updated

  • 10 minFirst demo
  • 2-3 hoursWorking agent
  • 1 clickPublish

Overview

An AI stock valuation research agent gives your clients a transparent valuation comparison showing how assumptions change the modeled result. Agentplace gives this agent its own page and URL. Clients open the link and use text or voice to work through the company, valuation date, financial statements, growth assumptions, and method to compare.

Your agent uses your research methodology, sector definitions, calculation rules, source dates, and financial data connections. It asks the follow-up question that changes this result. Should the comparison use the current margin or the recovery margin in your research case? The page keeps the relevant evidence, choices, and result together as the client responds.

Ari wants to understand a company's valuation sensitivity. The report compares current-margin and recovery-margin cases using the same source period.

Offer this as a defined digital service from your business. Clients can pay for the AI-assisted service itself, or use it within an existing engagement. You can also connect a follow-up appointment with the completed result attached.

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What you get

AI Stock valuation research agent for investment research firms

An AI stock valuation research agent gives your clients a transparent valuation comparison showing how assumptions change the modeled result. Agentplace gives this agent its own page and URL. Clients open the link and use text or voice to work through the company, valuation date, financial statements, growth assumptions, and method to compare.

Offer this as a defined digital service from your business. Clients can pay for the AI-assisted service itself, or use it within an existing engagement. You can also connect a follow-up appointment with the completed result attached.

Ask the question that matters

Use the answers to determine which information belongs in this client's result.

Deliver the comparison

Keep source period, current-margin case, recovery-margin case visible alongside the explanation.

Continue the client service

Clients can pay for the AI-assisted service itself, or use it within an existing engagement. You can also connect a follow-up appointment with the completed result attached.

  • Stock valuation research agent
  • Source period
  • Current-margin case
  • Recovery-margin case
  • Text and voice interaction
  • Your own client URL

Modeled values are conditional research outputs, not guaranteed prices or a promise of investment returns. Suitability advice and trade execution are separate services.

Why it's the best fit

Why conversation matters for this service

Should the comparison use the current margin or the recovery margin in your research case? That answer changes research comparison and the result your client receives.

Your agent uses your research methodology, sector definitions, calculation rules, source dates, and financial data connections. It asks the follow-up question that changes this result. Should the comparison use the current margin or the recovery margin in your research case? The page keeps the relevant evidence, choices, and result together as the client responds.

Your AI stock valuation research agent

One specialist. The whole client experience.

 The extra workWith traditional tools

Websites, fixed-flow apps, and chat widgets.
01The client experience
Understand the real request

Ask about the company, valuation date, financial statements, growth assumptions, and method to compare. Use the answers to determine which information belongs in this client's result.
With traditional toolsA service description

A service page can describe stock valuation research agent. The client still needs to resolve this question before receiving a useful result. Should the comparison use the current margin or the recovery margin in your research case?
Keep revisions consistent

Ari wants to understand a company's valuation sensitivity. The report compares current-margin and recovery-margin cases using the same source period. The working result changes from one modeled value to two assumption cases.
With traditional toolsA fixed form

A fixed form records the initial answer. Changing research comparison requires the affected sections and supporting records to be updated together.
Show the work and its sources

Present a transparent valuation comparison showing how assumptions change the modeled result. Keep source period, current-margin case, recovery-margin case visible alongside the explanation.
With traditional toolsA separate chat widget

A standalone chat can explain a topic. Delivering a transparent valuation comparison showing how assumptions change the modeled result also needs the source records, relevant tools, and a visible result the client can inspect.
02Everything that comes with your agent
Your service method

Use your research methodology, sector definitions, calculation rules, source dates, and financial data connections.
With traditional toolsSeparate reference documents

The client or service team has to find the applicable rule and carry it into the result.
A useful follow-up

Should the comparison use the current margin or the recovery margin in your research case? Preserve the client's answer with the result.
With traditional toolsAnother message exchange

The answer about research comparison may sit in a separate email or call note.
Connected delivery

Pass the completed comparison and its source context through your configured delivery process.
With traditional toolsManual transfer

Someone must assemble the result and its supporting detail before sharing it.

Some traditional tools offer individual capabilities. Agentplace brings them into one AI service. Connect the payments, calendar, phone, CRM, and follow-up channels you want to use.

How it works

Create your AI stock valuation research agent

Start with one defined client service and test the choices that change its result. Test how the client changes one modeled value to two assumption cases. The result should preserve the supporting context when it updates.

  1. 01

    Add your service knowledge

    Provide your research methodology, sector definitions, calculation rules, source dates, and financial data connections. Include a representative client input and a completed comparison so the expected result is clear.

  2. 02

    Test the meaningful change

    Test the change from one modeled value to two assumption cases. Check that the affected research comparison and its explanation update consistently. Modeled values are conditional research outputs, not guaranteed prices or a promise of investment returns. Suitability advice and trade execution are separate services.

  3. 03

    Publish your client agent

    Publish the agent at its own URL and share it with clients who need a transparent valuation comparison showing how assumptions change the modeled result. Configure Financial data sources and the delivery or follow-up connections that belong to your service.

Made for your kind of business

Built for investment research firms

Investment research firms

Offer a transparent valuation comparison showing how assumptions change the modeled result without rebuilding the same explanation for each client.

Client service leads

Resolve research comparison with the client and carry the source details into the existing service process.

Start with your specialtyInvestment research firmsClient service teams

Your service, your starting point

Your method and source material

The service starts with your research methodology, sector definitions, calculation rules, source dates, and financial data connections. Choose the relevant apps below and connect the accounts your agent should use.

Create my finance agent

Alpha Vantage

Use stock prices and company fundamentals. Connect the relevant account and choose which records and actions the agent can use.

Google Sheets

Apply the client's stated portfolio assumptions. Connect the relevant account and choose which records and actions the agent can use.

Google Drive

Read source reports shared for the analysis. Connect the relevant account and choose which records and actions the agent can use.

Stripe

Send a payment link for the research service. Connect the relevant account and choose which records and actions the agent can use.

Calendly

Book an advisor or coaching session. Connect the relevant account and choose which records and actions the agent can use.

Gmail

Deliver the analysis with its assumptions. Connect the relevant account and choose which records and actions the agent can use.

Integrations

Tools your AI stock valuation research agent can connect

Connect the tools you use to deliver this service. Your agent can use their records and actions while helping clients on its own page. Choose the relevant connections below and decide what it can read, create, or send.

  • Alpha VantageUse stock prices and company fundamentals
  • Google SheetsApply the client's stated portfolio assumptions
  • Google DriveRead source reports shared for the analysis
  • StripeSend a payment link for the research service
  • CalendlyBook an advisor or coaching session
  • GmailDeliver the analysis with its assumptions
Agentplace
Your AI
stock valuation research agent

Your expertise.
Their personal result.
One connected service.

Start with your materials. Add the connections your client service needs.

Go further with 1,000+ integrations.

Agentplace connects to business tools through Composio's catalog of over 1,000 integrations. These six examples are a starting point. Choose the apps and actions your agent needs while clients keep working on its page.

Available connections depend on the app's API and your account permissions.

Browse the integration catalog

Connected agents

Connect to your ChatGPT or Claude agents

The client works with your Agentplace stock valuation research agent. If you already use other agents or automations, connect only the supporting tasks that belong to this service.

A configured supporting workflow can retrieve dated financial statements, then calculate the selected valuation cases. It returns its output to the client-facing agent for the same service.

Your clients Ari

A four-point margin change

Revenue, multiple, net debt, and share count stay fixed.
Agentplace
Your AI
stock valuation research agent

Your expertise.
Their personal result.
One connected service.

Your back-office agents
ChatGPT
Claude
  • Retrieve dated financial statements
  • Calculate the selected valuation cases
  • Return the assumption comparison
Your client keeps working with the same AI stock valuation research agent. Connected tools and agents return supporting results to that service.

A few things to know

AI Stock valuation research agent FAQ

What is an AI agent for stock valuation research?

An AI stock valuation research agent gives your clients a transparent valuation comparison showing how assumptions change the modeled result. Agentplace gives this agent its own page and URL. Clients open the link and use text or voice to work through the company, valuation date, financial statements, growth assumptions, and method to compare.

What does the client receive?

A transparent valuation comparison showing how assumptions change the modeled result. Ari asks for a recovery-margin case. Both valuations retain the same revenue, debt, multiple, and shares so the effect of the changed margin is visible. The preview is a fictional example.

What should I provide before launch?

Provide your research methodology, sector definitions, calculation rules, source dates, and financial data connections. Define the expected inputs, the result format, and the questions that require more information. Test the service with one modeled value and two assumption cases so the changed requirement is reflected throughout the result.

How does this differ from a form or chat widget?

Your agent uses your research methodology, sector definitions, calculation rules, source dates, and financial data connections. It asks the follow-up question that changes this result. Should the comparison use the current margin or the recovery margin in your research case? The page keeps the relevant evidence, choices, and result together as the client responds. The AI agent controls the whole result page, so the current comparison, supporting detail, and next question remain visible together.

Which tools can my AI agent connect?

Alpha Vantage can use stock prices and company fundamentals. Google Sheets can apply the client's stated portfolio assumptions. Google Drive can read source reports shared for the analysis. These are examples from Composio's catalog of over 1,000 integrations. Choose the relevant apps and account permissions for your service. Clients keep working with your AI agent on its own page.

What should this service not claim?

Modeled values are conditional research outputs, not guaranteed prices or a promise of investment returns. Suitability advice and trade execution are separate services.

Can this support my existing business model?

Offer this as a defined digital service from your business. Clients can pay for the AI-assisted service itself, or use it within an existing engagement. You can also connect a follow-up appointment with the completed result attached.

Is the preview live?

No. The preview illustrates Ari's fictional experience. Your working agent needs your materials and the connections you choose. The displayed launch times are planning estimates for a demo and a configured service, not a delivery guarantee.

What platform does the AI Stock valuation research agent run on?

It runs on Agentplace. Agentplace is an AI agent platform where the agent gets its own page, talks to your visitors there, and carries the request through to the end instead of handing it to a form. You can open this template and change any step before you publish it.

AI stock valuation research agent

Create your AI stock valuation research agent.
Valuation assumptions clients can examine.

Help clients receive a transparent valuation comparison showing how assumptions change the modeled result using your method and chosen tools.

Create my finance agent