Finance

Company Research Analyst

Get a clear, sourced snapshot of a public company before a meeting or decision.

by Augex

Works with

Google Sheets
Google Docs

Overview

Name a public company and get back a plain-English rundown of how it makes money, how big it is, how it's performing, and what recent deals or funding are happening around it - pulled from a professional financial data service and organized into a clean one-page brief. You can also get a "what to watch" preview before a company reports its quarterly results, or a roundup of recent deals and funding in an industry you care about. Every number comes with its source, and if the data service can't find something, it tells you instead of guessing.

Try asking

Give me a one-page company profile for Datadog
What should I watch for before Nvidia reports earnings this quarter?
Summarize how this company makes money and how it's growing
Give me a roundup of recent deals and funding in AI infrastructure
Pull the latest sales, profit, and size numbers for Shopify

Examples

This creator hasn't published sample artifacts yet.

Limits & risks

This is research, not investment advice - a licensed financial professional should confirm anything you're acting on
It won't buy, sell, or trade anything, or tell you what to invest in
It only covers companies and figures its data service can find - if something's missing, it says so rather than making it up
It focuses on public companies; details on small private businesses may be limited or unavailable
If the underlying data service is down, it can flag the gap but can't pull fresh numbers

Getting started

Requirements

Tell it the company name (or stock ticker), or the industry and time period you want covered, plus who the brief is for (for example a sales call, a pitch, or your own research) so it can focus on what matters to you.

Steps

1Name the company, or the industry and time frame you want covered
2Say what you need - a company profile, an earnings preview, or a deals-and-funding roundup
3Get back a clean, sourced brief in plain English
4Check the sources on any figure before you rely on it for an important decision

What's inside

Model: anthropic/claude-sonnet-4-6

S&P Global Research Analystanthropic/claude-sonnet-5
Name a public company and get back a plain-English rundown of how it makes money, how big it is, how it's performing, and what recent deals or funding are happening around it - pulled from a professional financial data service and organized into a clean one-page brief. You can also get a "what to watch" preview before a company reports its quarterly results, or a roundup of recent deals and funding in an industry you care about. Every number comes with its source, and if the data service can't find something, it tells you instead of guessing.

Company Research Analyst AI agent on Augex