Units of research. Simple or advanced.
A building block is a unit of research with a defined input and output. It can be simple, like pulling a filing, or advanced, like finding patterns across the knowledge graph. Clargus has 1,000+ of them, every discovery run and automation is made of them, and you can build your own.
What a building block is
An input, an output, and the work in between.
-
A defined input and output
Every block takes inputs and returns an output, so it can be checked on its own and chained with others.
-
From simple to advanced
A block can pull one filing, or run an advanced analysis: finding patterns in the knowledge graph, stress testing a portfolio, scoring a signal.
-
Composable
The output of one block is the input of the next, so any research is a chain of blocks.
-
Build your own
Save an automation as a block. It works like any other block, with its own inputs and output, and it is yours.
1,000+ blocks in nine families
What the blocks cover.
-
Knowledge graph
Entities, suppliers, customers, regulators, multi-hop exposure and influence ranking.
e.g.Find suppliers two steps out
-
Market & price data
Prices, volumes, returns, volatility and correlations across equities and macro series.
e.g.Rolling 60-day correlation
-
Portfolio
Your holdings, weights, exposures, performance and attribution.
e.g.Exposure by sector
-
Risk & trading
Concentration, drawdown, scenarios and stress tests, trade ideas and sizing.
e.g.Stress test a scenario
-
Events & macro
Event detection, macro releases, policy and rule changes, and their impact on companies.
e.g.Detect a policy change
-
Fundamentals & filings
10-K, 10-Q, 8-K and 20-F filings, earnings calls, statements and estimates.
e.g.Extract the income statement
-
Quant, factors & signals
Factor exposures, screens, anomalies, momentum and custom signals.
e.g.Momentum score
-
Research & web
Web search across sources, read and summarised with citations.
e.g.Search and summarise, cited
-
Outputs & formatting
Charts, PDF memos, PowerPoint decks, Excel models and Word documents.
e.g.Export to Excel
Two ways to use them
Chosen live, or fixed in order.
Discovery
Automations
Who picks the blocks
Discovery: The agent, one at a time, from what the last block found
Automations: You, once, when you build the automation
Order
Discovery: Different every run, as the evidence leads
Automations: The same order, every run
Use it for
Discovery: Open questions and changing markets
Automations: Repeatable work you can verify
Your own blocks
An automation can become a building block you own.
Once an automation produces the right output, save it as a block. It then works like any other block, and it stays yours. For example: whenever a discovery run finds a company worth a closer look, the agent can run your five-year filings summary on it and hand you the Excel table.
-
01
Build an automation
The steps you want, in the order you want.
-
02
Verify it
Check the output until it is right.
-
03
Save it as a block
It gets a name, inputs and an output, like every other block.
-
04
Use it anywhere
Inside other automations, or picked by the agent in a discovery run.
-
05
Keep it yours
Private to you or your firm. Your method, compounding.
Build with the blocks. Then build your own.
Research like a team twice your size.