Building an AI Stock Research Agent

​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, 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

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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.
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​About the speaker:
​Ivan Brigida is the creator of PythonInvest.com 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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