Research Note Generator — ibizai Claude for Financial Services

What the Agent Produces

Seven concise sections — written for portfolio managers who need the numbers fast, not another initiation report.

📰

Note HeadlineOne punchy headline capturing the key message — suitable as an email subject line.

📋

SummaryThree-sentence executive summary for a busy portfolio manager — the 30-second read.

📌

What HappenedFactual recap of the catalyst using data provided — no editorializing.

🔍

What It MeansAnalytical interpretation — what does this imply for the business model and competitive position?

💹

Financial ImplicationsHow figures compare to prior estimates or expectations — qualitative if data is incomplete.

🎯

Thesis ImpactExplicit verdict: does this strengthen, weaken, or leave the thesis unchanged?

⭐

Updated RecommendationRating and one-sentence revised view — the bottom line for the PM.

How It Works

The Research Note Generator is ibizai's implementation of the Anthropic Claude for Financial Services reference agent suite, adapted for cross-border financial services across Latin America, the Caribbean, and Iberia. Output is available in English, Spanish, and French.

You provide the context and data. The agent uses Gemini 2.5 Flash at 0.2 temperature to generate structured output — grounded entirely in what you provide. No external financial databases are called; no figures are invented.

Important: All output is a first draft for qualified professional review. Do not use this tool with material non-public information. Verify all figures, data, and characterizations before any client use. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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