An 8+1 AI research team for sell-side and buy-side analysts ── delivering auditable research drafts, not chat.
This repository is the open product spec for OpenClaw's first vertical flagship — the Equity Research Agent. We're publishing it openly so prospective design partners can co-shape the product before V1 freezes.
This is not a code repository (yet). It's a living PRD, a problem statement, and an invitation.
Every major equity research workflow today is either:
- Manual & slow (analysts spreading filings into Excel at 11pm on earnings day), or
- Tool-assisted but ungrounded (LLM summaries with no citations, no audit trail, no compliance gate).
Existing players (AlphaSense, Hebbia, Daloopa, Bloomberg GPT, FinChat) deliver search + summarization. None deliver team-based, citation-grounded, audit-ready research drafts.
OpenClaw Equity Research Agent is that missing layer.
| File | Purpose |
|---|---|
| PRD.md | The full v0.1 product spec (19 sections, ~27 KB) |
| CONTRIBUTING.md | How design partners and reviewers can shape the spec |
docs/ |
Deep-dive supplements (coming as v0.2 evolves) |
.github/ISSUE_TEMPLATE/ |
Structured slots for feedback, questions, gaps |
+1 PM Orchestrator (FDE)
覆盖优先级 · 发布日历 · 质量把关
┌─────────────────────────────────────────────────┐
│ INTELLIGENCE ─ Filings Hunter │
│ ─ Transcript Listener │
│ ─ Macro / Sector Scout │
│ ANALYSIS ─ Modeler │
│ ─ Comp Builder │
│ SYNTHESIS ─ Thesis Drafter │
│ ─ Report Writer │
│ GATE ─ Karen · Compliance / Truth Gate│
└─────────────────────────────────────────────────┘
Each agent has its own responsibility, KPI, escalation rule, and — critically — its own citation contract.
See PRD.md §8 for the full per-agent spec.
- The AI never proposes rating / target price. That's the analyst's accountable decision. AI surfaces sensitivities; humans make calls.
- Every claim is citation-bound. No citation, no publish. Karen / Truth Gate enforces.
- Math runs in deterministic code, not LLMs. DCF, multiples, growth — Python functions, never generated tokens.
- MNPI walls are first-class. Data is tagged on ingest; agents inherit persona permissions; tries to cross logged immutably.
- Earnings cycle first. Pre-earnings preview + post-earnings recap is the highest-frequency, most-repetitive, most-quantifiable workflow. Start there, not at initiation reports.
| You are... | What we'd love to learn |
|---|---|
| Single-PM hedge fund / family office | What does your earnings-night workflow actually look like? What would 4 hours saved mean? |
| Buy-side research head (5-20 analysts) | Where do junior analyst hours leak? What template formats do you live in? |
| Sell-side analyst / compliance officer | What does your compliance approval gate require? What would Karen need to clear it? |
| Corporate IR / strategy / PE post-investment | What of this generalizes to your adjacent workflow? |
Open an issue using one of the templates:
- 💬 Design feedback — react to specific sections
- ❓ Question — clarify or push back on a decision
- 🧩 Use case gap — "you missed this workflow"
- 🔥 Compliance red flag — point out regulatory issues
Email hello@agentify.ai with:
- Your firm type & size
- Your coverage scope (sectors / geographies / companies)
- 30-min slot you can do this week
Design partners get 6 months free use in exchange for:
- 1 hour / week of feedback during V0-V1
- Permission to be quoted in launch case study (under NDA terms you set)
- Honest pushback when we're wrong
- ❌ Not a Bloomberg replacement. We complement market data terminals.
- ❌ Not an alpha-generation engine. No "what stocks to buy" magic.
- ❌ Not auto-publish. Always human-in-the-loop. No exceptions.
- ❌ Not open-source code. The PRD is open; the implementation will be commercial. (We may open-source components later — e.g., the citation framework — but this isn't the place.)
| Phase | Window | Milestones |
|---|---|---|
| V0 · Stealth | W1–W8 | 1 design partner · A1+A4+A7 manual end-to-end |
| V1 · Design Partner | W9–W24 | Full 8+1 · 3 partners · 2 earnings seasons |
| V2 · GA | W25–W52 | FactSet integration · sell-side POC × 1 · ARR ¥3M |
| V3 · Scale | Y2 | Alt-data · HK/SG expansion · ARR ¥15M |
Full detail in PRD.md §14.
OpenClaw is the multi-agent orchestration engine that powers Agentify AI. Agentify AI delivers AI job teams to enterprises — not tools, not seats, but teams that show up to work.
The Equity Research Agent is the first vertical flagship built on OpenClaw, following the 8+1 pattern already proven in:
- AI Product/R&D Team (engineering delivery)
- AI Overseas Marketing Team (verified marketing execution)
If this pattern resonates for your workflow vertical, let's talk.
PRD content: CC BY-SA 4.0 — share, adapt, build on it, attribute. Code (when published): TBD (likely Business Source License or proprietary, depending on component).
- Email: hello@agentify.ai
- CEO: Ray Luan (@X-RayLuan)
- Issues: Use templates above
- Discussions: GitHub Discussions (enabled for design partners)
Build with us, not for us. The best PRDs are co-authored.