Redefining How Investment Decisions Are Made
Your AI analyst team—built to think like you, reason deeply, and scale with confidence.
Starting with U.S. Equity Market Coverage
Purpose-Built for Investment Teams
IRIS helps you go from idea to market-ready output — model portfolios, SMAs, hedge strategies, or index structures — with clarity, speed, and scale.
We’re starting with research, but we don’t stop there.
IRIS replicates expert reasoning across your investment lifecycle — surfacing insights, engineering portfolios, and structuring rulebooks in one fluid, multi-agent system.Whether you're managing a fund, advising clients, or building custom products, IRIS is your cognitive engine for investment design.
How it Works
2. Activate AI Agents
Specialized agents launch in parallel, each focused on a distinct insight area.
1. Choose What to Analyze
Select companies from your portfolio.
3. Receive Analyst-Grade Output
Structured, source-linked findings ready to inform your next move.
Meet the IRIS Agents
IRIS is powered by 20+ specialized agents, built on a multi-agent architecture where each one emulates a distinct function of real-world analysts.
These agents reason, cross-validate, and collaborate—surfacing what matters most automatically, without noise or black-box shortcuts. From parsing complex filings to flagging red flags and delivering structured narratives, IRIS operates like a high-performing research team—on demand, at scale.
10-K Companion Agent
Surfaces strategic updates, risks, and material disclosures from annual reports.
10-Q Monitor Agent
Tracks quarterly shifts in financial performance and liquidity trends.
8-K Scanner Agent
Flags real-time events, guidance updates, and filing anomalies.
Footnote Reader Agent
Extracts hidden insights from footnotes—leases, taxes, restatements, and more.
Earnings Breakdown Agent
Analyzes margin drivers, revenue shifts, and guidance alignment.
Cash Flow Watch Agent
Detects OpCF pressure, CapEx trends, and short-term liquidity risks.
Segment Analyzer Agent
Highlights outperforming and underperforming business segments.
Red Flag Digest Agent
Aggregates high-risk findings from filings into one concise alert stream.
M&A Tracker Agent
Surfaces recent acquisitions, divestitures, and integration updates.
Tone Shift Detector Agent
Identifies changes in sentiment, risk language, and narrative framing.
10-K Companion Agent
Surfaces strategic updates, risks, and material disclosures from annual reports.
10-Q Monitor Agent
Tracks quarterly shifts in financial performance and liquidity trends.
8-K Scanner Agent
Flags real-time events, guidance updates, and filing anomalies.
Footnote Reader Agent
Extracts hidden insights from footnotes—leases, taxes, restatements, and more.
Earnings Breakdown Agent
Analyzes margin drivers, revenue shifts, and guidance alignment.
Cash Flow Watch Agent
Detects OpCF pressure, CapEx trends, and short-term liquidity risks.
Segment Analyzer Agent
Highlights outperforming and underperforming business segments.
Red Flag Digest Agent
Aggregates high-risk findings from filings into one concise alert stream.
M&A Tracker Agent
Surfaces recent acquisitions, divestitures, and integration updates.
Tone Shift Detector Agent
Identifies changes in sentiment, risk language, and narrative framing.
Why Choose IRIS
1. You see where every insight comes from—no black-box logic or hidden assumptions
2. IRIS thinks like your team: it follows reasoning paths, not just keywords
3. Works the way you do, whether you're a one-person shop or a global desk
4. Each AI agent follows clear, auditable steps to prevent hallucinations and stay anchored to the data
5. Beta partners gain early competitive advantage and help shape product development priorities
Current Coverage
Coverage includes major platforms such as:
New York Stock Exchange (NYSE, NYSE American, NYSE Arca, NYSE Chicago, NYSE National)
Nasdaq (OMX, BX, PSX, Philadelphia)
Cboe Global Markets (BZX, BYX, EDGX, EDGA)
MIAX Exchange Group (Pearl, Emerald, Equities)
Members Exchange (MEMX)
Investors Exchange (IEX)
Long-Term Stock Exchange (LTSE)
Additionally, our dataset is enriched with trade data from:
FINRA Trading Facilities: including FINRA NYSE TRF, FINRA Nasdaq TRF Carteret, and FINRA Nasdaq TRF Chicago, which provide comprehensive trade reporting but not quotes.
OTC Reporting Facility: captures trades from over-the-counter markets but not quotes.
SEC EDGAR