AI Hedge Fund Stock Screening Agent
Delegate your idea generation to a specialized AI agent. Go beyond simple quantitative screens and define your ideal investment based on complex, qualitative criteria. The agent reads thousands of documents to find the companies that truly match your thesis.
Ideal for
Hedge Funds
Equity Research
Asset Managers
See AI Hedge Fund Stock Screening Agent in action
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See AI Hedge Fund Stock Screening Agent in action
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Custom Stock Screen
See AI Hedge Fund Stock Screening Agent in action
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Time comparison
Traditional way
Days of manual research
With V7 Go agents
Minutes
Average time saved
99%
Why V7 Go
Qualitative & Quantitative Screening
Go beyond basic financial metrics. Screen for companies based on complex, qualitative criteria found in the text of their documents, such as strategic priorities or specific technology mentions.
Qualitative & Quantitative Screening
Go beyond basic financial metrics. Screen for companies based on complex, qualitative criteria found in the text of their documents, such as strategic priorities or specific technology mentions.
Universe-Wide Document Search
The agent can read through the filings, presentations, and transcripts of thousands of companies to find the handful that match your specific, nuanced investment thesis.
Universe-Wide Document Search
The agent can read through the filings, presentations, and transcripts of thousands of companies to find the handful that match your specific, nuanced investment thesis.
Custom Thesis Definition
Define your ideal investment in a V7 Go Knowledge Hub using a combination of financial hurdles, strategic themes, and market positions. The agent then finds the companies that fit.
Custom Thesis Definition
Define your ideal investment in a V7 Go Knowledge Hub using a combination of financial hurdles, strategic themes, and market positions. The agent then finds the companies that fit.
Backtesting & Historical Analysis
Test your theses. The agent can run your screen against historical filings and data to see which companies would have matched your criteria in the past, helping you refine your strategy.
Backtesting & Historical Analysis
Test your theses. The agent can run your screen against historical filings and data to see which companies would have matched your criteria in the past, helping you refine your strategy.
Thematic Idea Generation
Identify baskets of stocks exposed to an emerging theme. Find every company mentioning 'supply chain diversification' or 'onshoring' to build a thematic portfolio.
Thematic Idea Generation
Identify baskets of stocks exposed to an emerging theme. Find every company mentioning 'supply chain diversification' or 'onshoring' to build a thematic portfolio.
Actionable & Cited Watchlists
The output is a clean watchlist of companies that meet your criteria. Each company is presented with the specific text and data points that triggered the match, with citations to the source documents.
Actionable & Cited Watchlists
The output is a clean watchlist of companies that meet your criteria. Each company is presented with the specific text and data points that triggered the match, with citations to the source documents.
Screens the entire market of documents and data
To find the companies that fit your unique investment thesis.
Get started
Import your files
S&P Capital IQ
,
FactSet
,
Bloomberg Terminal
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
