LARGUS
Discovery

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?”

  1. 01

    Reads the decision and the market’s reaction

    Events & macro

    Found: The expected path of rates moved up; borrowing costs rise for leveraged companies.

  2. 02

    So it checks which holdings carry floating-rate debt

    Fundamentals & filings

    Found: Two holdings refinance within eighteen months.

  3. 03

    So it maps their lenders and customers

    Knowledge graph

    Found: One of those lenders also finances the largest customer of a third holding.

  4. 04

    So it looks at how similar decisions played out

    Market & price data

    Found: Customers under funding pressure cut orders within two quarters.

  5. 05

    So it sizes the exposure

    Risk & trading

    Found: The third holding is the most exposed, through its customer, not its own balance sheet.

  6. 06

    So it runs your “Five-year filings summary” automation on that customer

    Your automation

    Found: 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
Illustrative run. A real run chooses its steps from your portfolio and the market that day.

How it works

An analyst’s loop, run by the agent.

What is a building block?
  1. 01

    Start from a request

    A question, an event, a thesis to test.

  2. 02

    Pick a building block

    The one most likely to move the question forward, including your own automations.

  3. 03

    Read what it found

    Every result is checked and cited.

  4. 04

    Choose the next one

    Follow the lead, or drop a dead end.

  5. 05

    Report the finding

    With the path that led to it. Run again on a schedule as the market changes.

What people discover.

  • Event impact

    What a decision, a release or a shock means for your portfolio, traced as far as it goes.

  • Thesis stress tests

    Where the evidence today weakens the assumptions behind a position.

  • Hidden exposures

    Connections to risks that no single filing or report shows.

  • New ideas

    Companies the evidence points to that are not on your list yet.

Two kinds of runs

Automations repeat. Discovery explores.

What is a building block?

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

Repeat a process with Automations

Follow the evidence. Find what matters.

Find the idea while it is still yours.