Research tools for investment teams
Screening, report generation, and search across firm research, built around how analysts already work.
Example: investment research platformI've spent 20 years building software, much of it at investment firms and fintech companies. Now I build AI tools, mostly for investment research teams. I work inside your team on the strategy and the code.
At an investment firm? Start here
Screening, report generation, and search across firm research, built around how analysts already work.
Example: investment research platformDrafts built from long source documents, with citations, tested against examples written by experts.
Example: document generation systemModels and data pipelines running inside live products, and reviews of the ones you already have.
Example: predictive scheduling modelShared instructions, skills, and architecture docs that give every engineer's agents the same context, plus coaching in your own codebase.
Example: coding agents across a teamI sit with the people doing the work and write down how it gets done. Most of the job is getting that right.
We pick one workflow and build the smallest version that helps. The people who do the work try each version, and we adjust as we go.
I put it into production with tests built from work your team has already done, so you'll know if it gets worse.
First we figure out what to build. Then I build it: architecture, code, deployment, and documentation.
A review of one workflow, an AI idea, or an existing ML system, before you commit to a larger build. You get a written plan.
I work with your engineers in their own codebases on how they use coding agents, and build the shared context those agents read.
Working sessions built from your team's work, not a stock deck. In person or remote.
Which tasks to automate, where analysts push back, and how to tell if a workflow is quietly getting worse. From a talk I gave to a private group of finance professionals.
The patterns I use when building agents that generate documents from messy source material.
With Brett Caughran and Khe Hy, on how investment firms move from individual AI experiments to a shared, firm-wide capability.
Before PragmaNexus I built trading systems, investment platforms, and the data infrastructure underneath them. About a decade of that was ML and AI.
Now I run PragmaNexus. Even the advisory work is hands-on, in the codebase.
I write about the work at mattstockton.com. Full background
First data leader. Built the data infrastructure that ingested financial data from nearly 100 businesses, and hired the first data team.
Sole engineer for a quantitative macro strategy: terabytes of financial data, model orchestration, and portfolio risk tools.
Built the engineering team and the platform that sourced and scored consumer companies for investment. It grew to analyze more than 100,000 businesses.
Four of us ran the whole stack for a video and voice interviewing platform. Millions of applicants used it.
Derivatives and credit default swap trading software for a $14 billion hedge fund, through the 2008 financial crisis.
Security software for network-connected medical devices at GE.
No. If you have engineers, I work alongside them. If you don't, I cover the technical side and write down how it works.
Sometimes the answer is an AI system. Sometimes it's ordinary software, a process change, or a decision not to build anything. I'll say so when that's the case.
What's stuck, what you've tried, and what would help. A few sentences is plenty.
Or email
[email protected]