Which AI agents research stocks?
Updated Oct 24, 2026: 15 real examples of people using an AI agent to research stocks. This page lists 10 of them, the ones described in the most separate accounts, each with a link to the original source. They are reports of what someone did, not advice.
Part of Money, Bills & Benefits.
Examples
Research stock positions as an AI analyst
A Claude Code agent twice weekly covers about 15 positions and a watchlist with news synthesis and bull/bear cases, while a human sets risk limits and approves trades.
Claude Code3 accounts
Run an 11-agent team for trading prep
A trader runs 11 Grok Bot agents, each with one job and a scope document, with a Red Team agent that must approve a trade first.
Build a portfolio plan from brokerage exports
Claude Code read a directory of brokerage CSV exports and notes, researched funds, and produced buy, stop-buying and hold lists with a tax-loss harvesting partner fund for each.
Source on mattstockton.com, Feb 10, 2026
Claude Code2 accounts
Generate a daily personalized trading research report from brokerage data
Lonnie VanZandt's Claude-based assistant reads his Schwab positions and watchlist via MCP, sweeps news and Fed sources, and writes a daily report.
Claude2 accounts
Give stock screening live market context with a RAG agent
A commenter built a RAG agent over a live database to supply current market context for evaluating stocks and screening.
Custom agent
Run a daily portfolio news digest agent
A commenter runs an agent that automatically gathers news on their holdings and uses it each morning as a custom portfolio newsletter.
Custom agent
Calculate US taxes from 1099s and brokerage statements
A poster saw a GPT Agent handle tax work and built a case study where ChatGPT accurately computed US taxes from 1099s, a self-employed spreadsheet and brokerage statements.
Track personal investments with a Claude-built portfolio tracker
The poster built a personal portfolio tracker with Claude that tracks SIPs and lump sums using money-weighted returns, and helps with research.
Make music videos, portfolio sites and sorting scripts
A creator used Grok Bot for a full music video, a prompt engine, portfolio site code, scripts to sort 158 AI images and videos, and a career page.
Run Monte Carlo simulations on a retirement portfolio
Poster used Claude to rebuild their retirement portfolio and test sequence-of-returns risk by inserting past bear markets into growth paths.