Building an AI Stock Research Agent
Details
From SEC filings to market sentiment: Building intelligent financial analysis tools - Ivan Brigida
In this hands-on workshop, we’ll explore recent financial news to extract hypotheses about a company. Participants will learn how to retrieve and analyze stock-related data from multiple sources, including Yahoo Finance, [Massive.com](https://massive.com/?utm_source=luma), news and social media platforms, and SEC filings, and wrap them into reusable tools.
We’ll then design a simple research agent capable of calling these tools and performing sentiment analysis for stock-related questions. Throughout the session, we’ll focus on thinking like financial analysts by identifying recent trends, extracting insights, and making forward-looking predictions.
Topics covered:
- Reading stock-related data through API endpoints
- Building a simple agent that understands questions and calls the appropriate tools
- Extracting insights using structured outputs
By the end of the workshop, participants will be able to build a basic financial research agent, query financial data effectively, and strengthen their ability to make data-driven investment decisions.
About the speaker:
Ivan Brigida is the creator of [PythonInvest.com](https://pythoninvest.com/?utm_source=luma) and a retail investor. He has worked as an analyst for over 15 years and applies those skills to enhance his own investment strategies and research methods.
He also runs a free course on Stock Market Analytics, which will launch for its third edition in August 2026.
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