There can be many insights or nuances which can be very easily ignored by human analysis, therefore using AI in this place makes a a lot of sense. Hence, we saw an opportunity to fix that. We wanted to reimagine the research workflow by transforming it into a single, seamless experience — one that combines the analytical rigor of traditional financial modelling with the clarity, speed, and accessibility of AI-driven storytelling.

Our goals with this feature were:

• Reducing the friction in the research process by eliminating the need for manual analysis across multiple platforms.
• Surface the most relevant valuation and performance indicators without overwhelming users with noise.
• Deliver investor-ready, presentation-quality reports with zero effort from the user — saving time while boosting confidence and clarity.

How We Built this feature ?

Building this report required bridging the gap between structured financial data and natural language understanding — all while ensuring speed, reliability, and clarity for the end user. We developed an integrated system that combines real-time financial data processing, AI-driven text generation, and dynamic report rendering into a seamless backend pipeline.

Here’s a breakdown of how it works from end to end:

1. User Interaction
2. Backend Pipeline
3. PDF Generation and Shareability

How It helps you invest smarter ?

Whether you’re a beginner or an advanced investor, out research reports serve as a 360-degree snapshot of a company’s financial health and market outlook-while saving you over 50% of the time typically spent analyzing a stock manually.

The report Provides:

• A breakdown of Key valuation and efficiency metrics
• Comparative valuation vs. 5Y averages
• Growth insights across revenue, income and cash flow
• Ownership structure and insider trading activity
• Forward-looking positives, risks and economic moat analysis
• All presented with clean visuals and concise summaries

Conclusion

This feature is now live on Valuemetrix.io. With just one click on Generate Report you get a full breakdown of any company’s financials—valuation, growth, risks, ownership, and more—all in one place. This saves you over 50% of the time you’d normally spend digging through data, so you can make better investment decisions faster. Try it out on any stock and experience how AI can streamline your research process.