Investment Research Copilot

Individual investors and fund managers manually research funds, stocks, and market trends from scattered sources. Build an AI agent that aggregates investment data, analyst frameworks, and historical performance to provide sourced investment insights with full transparency. Target retail investors and small fund managers.

Retail investor engagement surged post-2020 and hasn't fully retreated, and the wave of RAG-based AI tooling now makes it technically feasible to build sourced, auditable research summaries without a Bloomberg terminal budget. The closest incumbent is Perplexity Finance combined with tools like Finchat.io, which already indexes earnings calls and SEC filings for retail users at low price points — that's real compression on the value proposition. The $2k–10k MRR band is plausible only if pricing targets small RIAs or fund analysts rather than retail, since retail investors historically churn hard and resist paying more than $20–30/month for research tools. The biggest risk is commoditization: every major brokerage is shipping AI research features, and a small team building on top of third-party LLMs and public data APIs has almost no durable differentiation once Schwab or Fidelity ships something "good enough."