Agentic Capital · v1.0 · Spring 2026

An AI equity analyst with a memory — and a track record.

For every company you follow it keeps a living thesis and a conviction score that updates as new evidence lands — and every call is logged against what actually happened. Not a chatbot with web search. A research analyst that remembers.

Try free for 14 days →See the track record →

Skills:/d(Custom Dashboard)×

/d dashboards · /d deep dive · /e earnings · /s schedule · /u wiki — and more

01 · Independent knowledge base

Pull on one company. The cluster lights up.

Each company in our base is wired to its peers, supply chain, sectors, themes, and the narratives the market is pricing in. The agent doesn't reason about NVDA in isolation — it sees the AI capex cycle, the HBM supply chain, the agentic-AI supercycle narrative, and every other company they touch.

That's the difference between a chatbot with web search and a research analyst with a knowledge base.

02 · One-click deep dive

Analyst-grade reports on any name.

An investment-bank analyst's thinking, encoded. Each report averages ~10 million tokens of research and reasoning before the first word is written — synthesizing historical fundamentals, financial data, the company's operating history, and the live market narrative into a single document. Not a long article; a comprehensive research report.

NMarket Narrative & Validation

N/01

Dominant narrative

Agentic AI CPU Supercycle + AI GPU Second-Supplier Validation

The price action and analyst flow confirm a single fused narrative is dominant: AMD has been re-rated from 'cyclical chip company hoping for AI share' to 'must-own dual-engine AI platform.' Three data points anchor this. (1) Price: AMD ran from ~$200 in early March 2026 to $458.79 on May 11, 2026 (+128% in ~10 weeks).

Bull narratives (5)

Agentic AI CPU Supercycle — EPYC Primary Beneficiary

Confirmed

Bear narratives (5)

Extreme Valuation Risk (80x trailing P/E, 172x LTM P/E)

Confirmed

~10M

tokens / report

research + reasoning

sections

narrative → financials

~47

pages

analyst-grade depth

80+

sources cited

every claim footnoted

03 · Fully custom dashboards

Built your way. Data updates on the fly.

Type what you want. The agent queues a background build, gathers the data, lays out the panels, and notifies you when it's ready. Save the layout, share with your team, or keep iterating.

Skills:/dashboard(Custom Dashboard)×

Type any question. The system spins up a background task, queues your build, and notifies you when it's ready. Walk away — come back when it's done.

Press ↻ Run again to replay

Interlude · benchmarks

Same Claude. Better at finance.

The gap doesn't come from a stronger model — vanilla Claude Opus 4.7 and Agentic Capital run on the same base. It comes from the harness: how data gets in, what the agent knows about each company, and what frameworks tell it when to stop reasoning and start verifying.

Data pipeline

MCP direct to Financial Modeling Prep (Ultimate tier). No search-engine scraping, no PDF roulette — every number is fetched from the source the sell-side uses.

Domain knowledge base

Every company carries a deep dive, thesis, and wiki. News and quarterly results write themselves in automatically; the agent reads them before it answers.

Research methodology

Pre-deployed analytical frameworks tell the agent when to stop reasoning and go verify. The harness enforces the discipline a junior analyst takes years to learn.

Same Claude. Just taught how to be a diligent financial analyst.

Vanilla Opus 4.7

64.4%

537 questions

Agentic Capital

83.5%

same model · base

Improvement

+27.2 pp

driven by harness

Vals AI Finance Agent v1.1

7 categories

Task	Vanilla	AC	Δ (pp)
Number retrieval	41.7%	100%	+58.3
Financial modeling	40%	86.8%	+46.8
Trend analysis	36%	69%	+33.0
Qualitative retrieval	47.2%	79.6%	+32.4
Numerical reasoning	33.3%	62.5%	+29.2
Adjustment analysis	46.5%	71.5%	+25.0
Beat or miss judgment	55.1%	71.4%	+16.3

Vals AI Finance Agent v1.1 · 537 questions · both runs on Claude Opus 4.7 · Vanilla configured with WebSearch + WebFetch per Vals reference.

04 · Proactive ideas + alerts

Ideas come to you.

The system runs in the background — deep dives, earnings reviews, new-idea screens — and drops the results in your inbox. Plus custom alert rules across whatever dimensions you care about: Fear & Greed thresholds, QQQ RSI levels, your holdings, the macro tape.

Inbox

2unread

All 701Daily brief 45From Dashboard 191From Holding 0From New Idea 66

From Dashboard2026/5/12 23:38:06

Dashboard ready: US CPI Inflation Dashboard

Dashboard "US CPI Inflation Dashboard" is ready. View it at agenticcapital.dev/dashboard/canvas/0b4faece…

Daily brief2026/5/12 17:11:16

Closing Brief — 2026-05-12

Session Recap. U.S. equities closed mixed on May 12 as hotter inflation and firmer yields pressured growth. SPY finished at 738.18, down 0.15%.

Dispatched to: email, telegram

From New Idea2026/5/12 09:14:02

New idea: ASML — High-NA pull-forward

Pattern detected: order-book disclosures + analyst flow + sell-side capitulation. Confidence 78%. One-click deep dive available.

05 · Live data baked in

Minimal hallucination. Every number sourced.

Numbers come from FMP — the same institutional-grade financial database the sell-side licenses. Every claim is reviewed by our backend AI investment committee before it ships. Hover any figure to see source, timestamp, and revision history.

Live · May 12, 2026, 02:30 AM UTC

Treasury data: May 8, 2026

S&P 500 (SPY)

$739.30

+0.83%

NASDAQ (QQQ)

$713.29

+2.32%

10Y YIELD (IEF)

$94.64

+0.26%

GOLD (GLD)

$434.65

+0.48%

OIL (USO)

$138.66

-1.02%

VOLATILITY (VXX)

$28.47

+0.59%

$739.30·Source: FMP MCP·Fetched 14s ago·EOD May 9 · revision history (3)

06 · gets smarter

Gets smarter the more you use it

Every memo you read, every position you size up, every alert you mute — the system gets quieter and more precise. Your interests, your radar, your blind spots, learned.

07 · multi-channel

Wherever you read.

Telegram, Discord, Slack, email, webhook, in-app — the agent delivers ideas, alerts, and finished reports to wherever you actually pay attention. Your team channel, your phone, a bot of your choosing.

Pricing · plans

One terminal. Three tiers.

Start with an AI chat that already knows the market. Upgrade to Power for proactive features — daily briefs, deep dives, custom dashboards, and alerts that work while you sleep.

Pro

The most comprehensive AI investment chat.

$29USD/ month

14-day free trial · card required · cancel anytime

Try free →

AI chat
Opus + Sonnet · GPT · Gemini · Grok
All frontier models
Data pipeline
live quotes · financials · filings · news
Full access
Research library
deep dives · earnings · themes
Full access
Official dashboards
curated investor-grade dashboards
Full access
Weekly idea
a fresh AI-curated idea each week
Included

Power

Proactive research that works while you sleep.

$99USD/ month

14-day free trial · card required · cancel anytime

Try free →

Everything in Pro, plus:

AI chat
higher weekly token grant
5× Pro tokens
Deep dive + themes
theme investing + DeepDive skill
Included
Custom dashboards
AI-generated · fully editable
10
Daily brief
customized morning + closing brief
Included
Proactive alerts
cron tasks · alerts
Included
Alert channels
real-time push notifications
Telegram · Discord

Max

For the professional desk.

$199USD/ month

14-day free trial · card required · cancel anytime

Try free →

Everything in Power, plus:

AI chat
highest weekly token grant
20× Pro tokens
Deep dive reports
analyst-grade · concurrent
50 / month
Custom dashboards
team-shareable
50
Monitoring
X accounts · YouTube/podcast opinions
X + podcast
Channels + webhooks
+ custom webhooks
Slack · Teams

14-day free trial on every plan · card required, cancel anytime. Team seats on Max. All tiers include the full knowledge graph and the entire dashboard library.

The terminal you've wanted. Without the terminal price.

Try free for 14 days →Pricing