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Research & Knowledge

Generate updated research reports on followed companies

The poster built and open-sourced a custom stock-research agent that produces updated reports on companies they follow.

Done with a custom-built or unnamed agent

What they did
The poster said they built a stock-research agent on top of paid real-time market-data subscriptions because ChatGPT’s answers were too dated for investing. In comments, they said it uses Polygon real-time stocks and options data, can run code on that data to answer screening-style requests like finding today’s inside-day patterns, and is available as a CLI plus a free web version; people still had to test outputs and report mistakes.
How it went
The reported benefit was fresher research and the ability to answer data-driven trading queries ChatGPT alone could not. It fell short in important ways: the author said it was mostly US-focused, a user found a bad CHF/USD conversion and weak non-US handling, and the “open source” claim was challenged because the full backend was proprietary.
Worth knowing
Copying this means paying for real-time data, and the source specifically names Polygon as the feed the author was buying.

Try it yourself with Claude Code

Build me a small research agent that, for each company on my list [tickers], pulls the latest filings, news, and price data from [sources] and writes an updated report in [folder]. Each report should cover what changed since the last one, key numbers, and risks. You're done when I can run one command to refresh all reports; test it on [two tickers] and show me the output first.

Read the original ↗

Source: Reddit · Jul 2, 2025

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