Ask the question. Clargus does the research.
The research agent is how you put Clargus’s market intelligence to work. It plans the research, runs it across the market map and your portfolio, and hands back sourced analysis.
A research run
It doesn’t just answer. It conducts research.
Your question
“How would new semiconductor export restrictions affect my portfolio?”
- 01
Reads the proposed rule and the agency’s notice
Events & macroFound: Restrictions cover advanced chips and some fabrication equipment.
- 02
Maps which companies the rule reaches
Knowledge graphFound: Two equipment makers sell into the named markets; a holding of yours buys from one of them.
- 03
Checks how exposed each one is
Fundamentals & filingsFound: Latest filings put revenue from the named markets at a meaningful share for one supplier.
- 04
Measures it against your positions
PortfolioFound: Two holdings are exposed, one directly and one through its supplier.
- 05
Looks at how similar rules played out
Market & price dataFound: Past restrictions moved the directly exposed names more than their suppliers’ customers.
Sourced analysis
- Which holdings are exposed, and through which connection
- How large the exposure is, from the filings
- What to watch next, kept under monitoring
Sources cited
- Agency notice
- 10-K filings
- Earnings call
- Price history
How it works
One question. The whole process.
-
01
Ask in plain words
What does the new export rule mean for my semiconductor holdings?
-
02
Clargus plans the work
It picks the capabilities the question needs: the graph, events, filings, prices, your portfolio, risk.
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03
Cited work comes back
In the format you use: a chart, a PDF memo, a PowerPoint deck, an Excel model or a Word document.
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04
Then it keeps going
Schedule the question as a discovery run that explores again as the market changes, or fix the steps as an automation.
Capabilities that work together
1,000+ building blocks. The right ones for each question.
Each building block takes an input and returns an output, from pulling a single filing to an advanced analysis of the knowledge graph. Clargus combines them into the research your question needs.
What is a building block?-
Hidden supply-chain exposure
“Which of my holdings depend on a supplier that just issued a profit warning?”
- Knowledge graph
- Fundamentals & filings
- Portfolio
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Event impact
“How did names like mine move after past rate surprises, and where is my portfolio most exposed now?”
- Events & macro
- Market & price data
- Risk & trading
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Factor check
“Is my portfolio more exposed to momentum than I think? Put it in a deck for Monday.”
- Quant, factors & signals
- Portfolio
- Outputs & formatting
Building block families
- Knowledge graph
- Events & macro
- Fundamentals & filings
- Market & price data
- Portfolio
- Risk & trading
- Quant, factors & signals
- Research & web
- Outputs & formatting
Ask your first question.
Walk into the investment committee with the answer and the evidence behind it.