Agents

Warren Buffett Agent

This strategy is inspired by the investment philosophy of Warren Buffett, the "Oracle of Omaha." It leverages AI to analyze key factors such as economic moat, management quality, financial strength, and margin of safety. The system automatically evaluates a company's financial data, profitability, debt levels, cash flow, and historical growth to determine its long-term investment value. Only when a company demonstrates solid financial performance, consistent earnings, a strong competitive advantage, and is trading below its intrinsic value, will a "Buy" signal be issued. This strategy emphasizes value investing, long-term holding, and risk control, making it ideal for investors seeking steady growth.

Benjamin Graham Agent

This strategy is inspired by the classic value investing principles of Benjamin Graham, the "father of value investing." It emphasizes margin of safety, financial strength, and long-term earnings stability. The system automatically analyzes key indicators such as multi-year earnings consistency, asset-liability structure, liquidity, and dividend history, and applies valuation methods like the Graham Number and net current asset value to assess whether a stock is undervalued. Only when a company demonstrates stable earnings, moderate debt, strong liquidity, and is trading significantly below its intrinsic value, will a "Buy" signal be issued. This strategy is ideal for conservative, risk-averse value investors.

Bill Ackman Agent

This strategy is inspired by Bill Ackman's investment philosophy, focusing on brand strength, economic moat, free cash flow, capital structure, and activism potential. The system analyzes long-term growth, financial discipline, capital returns, and management incentives, combining valuation and margin of safety to identify high-quality, undervalued companies. Ideal for investors who value both brand and growth.

Cathie Wood Agent

This strategy is inspired by Cathie Wood's innovation-driven growth philosophy, focusing on disruptive technology, industry transformation, R&D investment, and long-term high growth potential. The system analyzes revenue acceleration, margin expansion, R&D intensity, and market opportunity to identify potential industry disruptors. Ideal for investors seeking high growth and willing to accept volatility.

Charlie Munger Agent

This strategy is inspired by Charlie Munger's multidisciplinary mental models and investment philosophy, emphasizing economic moat, management quality, business predictability, and fair valuation. The system analyzes return on capital, margins, cash flow, management incentives, and news sentiment to select high-quality, sustainable businesses with simple structures and honest management. Ideal for investors seeking quality and long-term compounding.

Michael Burry Agent

This strategy is inspired by Michael Burry's deep value and contrarian philosophy, focusing on free cash flow yield, low valuation, balance sheet safety, insider activity, and market sentiment. The system analyzes hard financial metrics, news sentiment, and insider behavior to find undervalued opportunities with hard catalysts. Ideal for data-driven investors seeking maximum margin of safety.

Peter Lynch Agent

This strategy is inspired by Peter Lynch's "invest in what you know" philosophy, emphasizing growth at a reasonable price (PEG), consistent revenue and earnings growth, low debt, and simple business models. The system analyzes growth, PEG, fundamentals, news, and insider activity to identify potential "ten-bagger" opportunities. Ideal for investors who value growth and practical business understanding.

Phil Fisher Agent

This strategy is inspired by Phil Fisher's growth investing philosophy, emphasizing long-term growth potential, management quality, R&D investment, and margin stability. The system analyzes revenue, earnings, R&D intensity, margins, and capital efficiency to select companies with long-term compounding ability and outstanding management. Ideal for investors focused on long-term growth and management excellence.

Fundamentals Agent

The Fundamentals Agent analyzes key financial indicators such as profitability, growth, financial health, and valuation to generate multi-dimensional investment signals. Ideal for investors focused on intrinsic value, financial stability, and long-term growth potential.

Valuation Agent

The Valuation Agent uses multiple valuation methods (such as DCF and Buffett's Owner Earnings) to systematically assess a company's intrinsic value and compare it to market capitalization, automatically identifying undervalued or overvalued stocks. Ideal for users who value margin of safety and rational investing.

Sentiment Agent

The Sentiment Agent quantifies bullish and bearish signals and confidence levels by analyzing market sentiment data such as news and insider trading, helping investors capture sentiment shifts and potential risks. Ideal for those who monitor market dynamics and short-term sentiment swings.

Technical Analyst Agent

The Technical Analyst Agent integrates multiple quantitative strategies including trend following, mean reversion, momentum, volatility, and statistical arbitrage to generate multi-dimensional technical signals and confidence scores. Ideal for investors focused on price action, short- to medium-term trading opportunities, and quantitative strategies.