CAIBots
Investment Research · Agentic AI · Architecture v2.1
Tier 1 · Live Demo
Reg FD · MiFID II · FATF · SR 11-7
No credentials?
Request Access
See CAIBots in Your Environment
Schedule a 30-min live walkthrough with our research AI team. We’ll provision your demo credentials.
📅  Schedule a Call
Authorized access only · CAIBots © 2025–2026
AGENT STATS
7 AGENTS 5 SOURCE TOOLS REG FD · MiFID II · SR 11-7
⬇ Demo PDF
AI ENGINE Claude API — Static Mode • Scenarios 01–05 use pre-built data • Scenario 06: click ⚙ for live AI ⓘ
PIPELINE FLOW
▶ TRIGGER
→
◎ ORCHESTRATOR
→
▪ 5 SOURCES
→
⬆ 7 AGENTS ‖
→
✦ SYNTHESIS
→
⚖ COMPLIANCE
→
▲ HITL GATE
→
▪ WORKBENCH
AGENT ROI
—
Pipeline Runtime
—
Analyst Research
Time Replaced
—
Manual Cost
Per Note
—
AI Cost Per
Research Note
7
Parallel Agents
0.0s
STATIC MODE · SELECT SCENARIO
SESSION STATS
7
Sub-Agents
5
Source Tools
65
Notes Generated
12
HITL Decisions
✓
Compliance Gate
—
Last Run Time
RESEARCH
TRIGGERS
+ Earnings Flash + Coverage Init + M&A Alert + Credit Alert + FOMC / Macro + 13D / Activist + Perpetual Monitor PM Ad Hoc Portfolio Review + Earnings Miss + Short Thesis
Research Scenarios
7-Agent Research Pipeline · Parallel Execution
Select a scenario and run the pipeline
IDLE
R
Investment Research Intelligence
SELECT A RESEARCH SCENARIO
AND CLICK RUN AGENT PIPELINE
TO BEGIN AGENTIC ANALYSIS
Expand a scenario on the left, then click
Run Agent Pipeline
PM Research Workbench
R
Run a research scenario
to populate the workbench
📄
Research output will appear
here after pipeline completes
⚠
HITL authorization gates
appear here after pipeline runs
📋
Audit trail will appear
here as pipeline runs
CONFIDENTIAL · Synthetic demo data · No real securities or investment data · CAIBots © 2025–2026
Privacy Terms Authorized access only