AI Agents for Finance
Research agentsfor finance.
YSquared Research builds AI agents that read, analyze, and synthesize financial documents—so your team can focus on the decisions that matter.
The YSquared Stack
Four agents.One research workflow.
Filing Reader
Ingests 10-Ks, S-1s, earnings transcripts, and expert call recordings. Extracts tables, named entities, and segment structure.
> ingest NVDA_10K_2024.pdf ✓ 847 segments parsed ✓ 23 tables extracted ✓ 194 entities resolved
Numerical Validator
Cross-checks every figure against its source table. Flags rounding errors, restatements, and footnote inconsistencies automatically.
> validate segment_data.json ✓ $47,532M ← 10-K Item 7 ✓ ✗ $47.5B (rounded) flagged
Citation Trace
Every claim links back to the exact paragraph, table row, or footnote it came from. No hallucinated figures.
> cite finding_001 ← 10-K p.47 ¶2 · conf 0.97 ← Transcript Q2:14 · conf 0.91
Workflow Orchestrator
Multi-agent supervisor that routes sub-tasks, handles retries, and escalates when evidence is ambiguous or conflicting.
> run brief_001.yaml → FilingReader ✓ 2.1s → Validator ✓ 0.8s → CitationTrace ✓ 1.4s
How It Works
From briefto findings.
Ingest
Upload or connect documents: 10-Ks, transcripts, expert calls, data exports. The agent builds a structured knowledge graph per issuer.
Brief
Define your research question in plain English. The agent drafts an execution plan and confirms scope before proceeding.
Research
Agents read, compare, and synthesize across sources simultaneously. Watch the process in real time or check back when complete.
Validate
Every figure is cross-referenced to its source. Discrepancies are flagged, not silently resolved. The Numerical Validator runs automatically.
Deliver
Receive a structured research brief with inline citations and an audit trail. Export to PDF, Markdown, or your internal workflow.
Use Cases
Built for thefinance research workflow.
Equity Research
Automate the reading workload for coverage initiation and earnings updates. Generate segment analysis, comps tables, and management tone summaries.
NVDA · Q3 FY2024 Analysis Revenue beat: +$2.1B vs consensus GM expansion: +310bps q/q
Credit & Private Credit
Extract covenant packages, EBITDA build-ups, and leverage progression across deal documents. Flag definition drift between vintages.
Covenant tracker · TLB 2024-A ≤ 7.5x Net Leverage ✓ 5.8x Minimum Liquidity $50M ✓ $87M
M&A Diligence
Read data room documents at scale. Surface reps-and-warranties risk, customer concentration, and revenue quality issues across hundreds of files.
Diligence scope: 340 files Customer conc. flag: Cust A = 34% Revenue quality: 82% recurring
Macro & Policy
Monitor central bank communications, regulatory filings, and legislative text. Track semantic shifts in guidance language over time.
Fed Minutes drift analysis “transitory” mentions: ↓ 94% Rate path language: hawkish +2.1σ
Why YSquared
Finance research isdrowning in reading.
The average equity analyst spends more than half their time reading—not thinking. Earnings transcripts, 10-K risk factors, proxy statements, expert call summaries. The signal is there. Finding it is the problem.
YSquared Research was built to solve exactly this. Our agents don’t summarize—they read with the rigor of a trained analyst: tracking figures across documents, catching restatements, sourcing every claim.
We work closely with research teams at hedge funds, asset managers, and banks to build agents calibrated to your workflow, your documents, and your definition of quality.
The reading is the easy part—for an agent.
Get in Touch
Talk to the team.
We work with a small number of research teams at a time. If your team spends too much time reading and not enough time deciding, we’d like to hear from you.