Follow the evidence. Find what nobody searched for.
Discovery runs are exploratory. They start from your request and the market as it is today, and the agent chooses the next building block in real time, based on what it just found. Run one now, or schedule it to keep exploring.
What is a building block?A discovery run
Each step is chosen by what the last one found.
Your question
“What does this week’s rate decision mean for my portfolio?”
- 01
Reads the decision and the market’s reaction
Events & macroFound: The expected path of rates moved up; borrowing costs rise for leveraged companies.
- 02
So it checks which holdings carry floating-rate debt
Fundamentals & filingsFound: Two holdings refinance within eighteen months.
- 03
So it maps their lenders and customers
Knowledge graphFound: One of those lenders also finances the largest customer of a third holding.
- 04
So it looks at how similar decisions played out
Market & price dataFound: Customers under funding pressure cut orders within two quarters.
- 05
So it sizes the exposure
Risk & tradingFound: The third holding is the most exposed, through its customer, not its own balance sheet.
- 06
So it runs your “Five-year filings summary” automation on that customer
Your automationFound: Five years of its filings, summarised in an Excel table, attached to the brief.
Non-obvious finding
- A holding exposed through its customer’s lender
- The path that connects them, step by step
- Five years of the customer’s filings, in Excel, from your own automation
Sources cited
- Central bank statement
- 10-K filings
- Loan disclosures
- Price history
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01
Start from a request
A question, an event, a thesis to test.
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02
Pick a building block
The one most likely to move the question forward, including your own automations.
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03
Read what it found
Every result is checked and cited.
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04
Choose the next one
Follow the lead, or drop a dead end.
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05
Report the finding
With the path that led to it. Run again on a schedule as the market changes.
What people discover.
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Event impact
What a decision, a release or a shock means for your portfolio, traced as far as it goes.
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Thesis stress tests
Where the evidence today weakens the assumptions behind a position.
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Hidden exposures
Connections to risks that no single filing or report shows.
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New ideas
Companies the evidence points to that are not on your list yet.
Automations
Discovery
How it runs
Automations: The same building blocks, in the same order, every run
Discovery: The agent picks the next building block in real time, from what it just found
Starts from
Automations: A process you built and verified
Discovery: Your request and the market as it is today
Best for
Automations: Repeatable work with an output you can check
Discovery: Open questions where the path is not known in advance
Example
Automations: Five years of SEC filings, summarised into an Excel table
Discovery: The effect of a specific event on your portfolio
What you get
Automations: Trust: the output you verified, every time
Discovery: Non-obvious findings, with the path that led to them
Together
Automations: Save it as a block, and discovery runs can call it
Discovery: When it finds a company worth a closer look, it can run your automations on it
Follow the evidence. Find what matters.
Find the idea while it is still yours.