Research is split across screens and sources.
Prices, volume, filings, balance sheets, portfolio records, and notes rarely arrive in one comparable view.
From charts to balance sheets, see what profit really depends on.
Interzekt builds research agents for financial work: connecting market data, technical and fundamental analysis, strategy tests, and P&L so people can examine the evidence behind a decision.
A thesis is only useful if you can inspect how it was formed.
A useful agent shows its sources, calculations, assumptions, and uncertainty so an analyst can challenge the result.
Patterns are easy to see and harder to verify.
Candlesticks, indicators, Elliott Wave counts, and volume profiles need clear rules and historical context, not just a persuasive chart.
Backtests can hide the assumptions that matter.
Fees, slippage, missing data, and the choice of testing period can change what a promising strategy appears to deliver.
P&L shows the result but can lose the reasoning.
Without the original thesis, exposures, trades, and market context together, it is hard to learn what drove an outcome.
What a useful workflow can look like.
Each example starts with a real trigger, names the handoff, and keeps a person in charge of uncertainty.
A research agent that assembles the case
- Trigger
- An analyst opens a company, ETF, or cryptocurrency for review.
- Handoff
- Bring together agreed market data, financial statements where relevant, and source-linked notes with timestamps.
- Human review
- The analyst checks data quality, conflicting evidence, and whether the thesis still makes sense.
- Useful measure
- Research preparation time, missing sources, and reproducible findings.
Chart analysis with explicit rules
- Trigger
- A watchlist condition or defined indicator setup appears.
- Handoff
- Show the relevant price, volume, candlestick, indicator, and pattern evidence with the rule that flagged it.
- Human review
- A trader or analyst decides whether the pattern is meaningful in context.
- Useful measure
- Time to review, false positives, and consistency between reviewers.
Strategy tests you can reproduce
- Trigger
- A team defines an entry, exit, and risk rule to examine.
- Handoff
- Run a historical test with visible data windows, fees, slippage, and results outside the development period.
- Human review
- The owner checks for data leakage, fragile assumptions, and whether the test answers the original question.
- Useful measure
- Time to rerun, sensitivity to assumptions, and reproducibility.
P&L with the decision context attached
- Trigger
- A trade, portfolio period, or business reporting cycle closes.
- Handoff
- Connect the recorded result to positions, exposures, source data, and the thesis documented at the time.
- Human review
- The responsible person interprets causes and decides what to investigate next.
- Useful measure
- Time to explain results, missing context, and corrections.
Start with the smallest project worth testing.
Start with one research question or strategy test, reliable data, and a person who can challenge the output.
- Bring
- One asset universe, analytical question, or strategy rule with representative historical data.
- Define
- Data sources, timeframes, calculations, review rights, and what would invalidate the result.
- Build
- One agent that gathers evidence or reproduces a defined test with traceable inputs.
- Test
- Missing data, changed market regimes, false signals, fees, slippage, and human review.
Clear boundaries before a build.
A sound recommendation may be a simpler procedure, an existing integration, or no automation at all.
- Agents support research and analysis. People remain responsible for financial decisions and any trade execution.
- Historical backtests are simulations, not forecasts; data quality, fees, slippage, and out-of-sample results stay visible.
- Access to accounts, sensitive records, market data, and regulated activities is defined before implementation.
Alitec planned a clearer path to fleet-policy self-service.
Interzekt advised Alitec’s team on how to organize insurance expertise, policy questions, and human review for a customer-facing application.
This was consulting and guidance. It is not an Interzekt-built application or a trading, investment-research, or backtesting result.
See the client workBring one workflow that keeps getting in the way.
We will examine how it works now, identify the smallest responsible change, and define what a useful result would need to prove.