Market Research
Run market and investment research with AI: scan analyst newsletters for trending stocks and track what the smart money is buying, fact-checked and live.
Investment research is a reading job. The signal is buried in dozens of analyst newsletters, quarterly filings, and insider-trade disclosures, and keeping up means hours of skimming for the few names that matter this week. An AI agent can do that scanning for you and hand back just the conclusions.
With Poncho, you point the agent at the sources and it surfaces what's moving. You ask which stocks analysts are watching or what a given fund just bought, and it reads, cross-checks, and reports. No terminal subscription, no manual newsletter triage.
This page covers how the research workflow runs on Poncho and the templates that power it.
How the Research Workflow Runs
Market research on Poncho is about turning a wide pile of sources into a short, current watchlist. You name the focus area or the fund, and the agent does the reading and the fact-checking, then returns the names with the reasoning attached.
Say you want this week's momentum. You tell Poncho: "Scan analyst newsletters and tell me which stocks are getting the most attention right now, with why." The agent surveys the publications, ranks the most-mentioned names, and gives you the watchlist with context. What would have been an afternoon of skimming becomes a briefing.
Or you follow a specific investor. You ask Poncho to pull a fund's latest 13F and check it against recent insider trades, and it reprices the holdings live and flags anything worth a second look. The agent does the legwork; you get the read.
Templates That Power It
The runnable pieces of the research workflow:
- Stock watchlist from analyst newsletters surveys analyst publications to surface the stocks getting the most attention this week.
- Follow the smart money pulls a fund's latest 13F, repriced live and fact-checked against insider trades.
Run either on its own, or use both to triangulate what's trending and who's behind it.
What to Do Next
Start with the question you actually have this week. Run Stock watchlist from analyst newsletters to see what analysts are watching, or Follow the smart money to track a fund you care about. No terminal subscription and no manual reading, just the names and the reasoning. Start free on Poncho and pull your next watchlist in one chat.
Frequently Asked Questions
Is this investment advice?
No. Poncho surfaces and summarizes public information, like analyst attention and disclosed fund holdings, so you can do your own research faster. It does the scanning and fact-checking; the decisions stay yours. Treat the output as a starting point, not a recommendation.
How current is the data?
The agent pulls live from the sources when you run it, so a watchlist reflects what's being discussed and disclosed now, not a stale snapshot. Filings like 13Fs are repriced against current data, and results show inline so you can see the reasoning behind each name.
Do I need a data terminal or subscription?
No. Poncho reaches the research tools for you from one account, so there's no terminal seat or per-source subscription to manage. You describe what you want to know and pay only for the runs you make.