Case study · In-house product · Fintech

A multi-agent AI analyst that turns market noise into one clear call.

Our research platform reads prices, macro data, liquidity, fundamentals and news across equity, debt and commodities — then a team of specialist AI agents agrees on a view and explains it, answer first.

TYPE
In-house R&D product
COVERAGE
Equity · Debt · Commodities
STACK
Python · Next.js · LLMs · Docker
MARKETS
India & global
The problem

Too many signals, no decision

Serious investors juggle charts, macro dashboards, screeners and news across a dozen tools. The signals often conflict, and long reports rarely answer the only question that matters: what should I do now, and at what level?

Our approach

Code computes. AI explains.

Every number comes from deterministic, back-testable code. LLMs are used only where judgement helps — choosing anchors, weighing evidence and writing the brief. The result is a report that is accurate, explainable and cheap to run.

How it works

1 · DATA

Ingest

  • Prices & indices
  • Bond yields, DXY, crude, USD-INR
  • Global liquidity & credit
  • Institutional flows
  • Company fundamentals
  • News
2 · SPECIALIST AGENTS
Cross-asset rotation
Wave structure
Technical confluence
Liquidity & macro
Fundamental evaluation
News & sentiment
3 · DECISION

Portfolio-manager agent

Looks for confluence across agents, sets the regime and writes an answer-first brief with levels.

What it delivers

1

Risk-on / risk-off regime

A clear call on where money should lean across equity, debt and commodities.

2

Price and time targets

Wave analysis that says where and roughly when, not just which way.

3

Technicals that time, not vote

Support, resistance and momentum used to time entries once direction is set.

4

Margin of safety at today’s price

Fundamental evaluation of any stock on request, valued against its current price.

5

On-demand, any scope

A full report or just the sections you need, generated in one click.

SAMPLE REPORT · INDEXWeekly
DECISION
Accumulate on dips
Buy zone · invalidation level · next target with an expected date
WHY
RotationEquity leading bonds
LiquidityExpanding
Wave countPullback likely first
TechnicalsOverbought — wait
Illustrative layout for demonstration. Not investment advice.

Engineering highlights

6

Specialist agents

Each an independent, testable service.

Hybrid

Quant + LLM

Code does the heavy lifting; LLMs only reason — keeping cost per report low.

Daily

& weekly timeframes

Tuned for positional decisions, not noise.

1 stack

Containerised deploy

One Docker stack per client, on our cloud or theirs.

Built to be white-labelled

Your framework. Your brand. Our engine.

Advisors, educators and brokers can launch their own research product on this engine — with their methodology, their language and their audience — while we run the technology behind it.

Modules on/off

Ship only the analyses your users need.

Your terminology

Reports speak your framework’s language.

Subscriptions ready

AI costs handled in the backend, per plan.

Hosted & maintained

We run, monitor and keep improving it.

Have a market framework or an audience? Let’s productise it.

Private demo of the platform, under NDA.

Disclaimer: this platform is a research and analysis tool. Outputs shown are illustrative and do not constitute investment advice. Aim2Excel is a technology company and is not a SEBI-registered investment adviser.