Autonomous SEC-filing research desk with self-graded scorecards

A chat-fronted research app built on hosted agent sessions: type a ticker and a head agent pulls the company's latest quarterly SEC filing through an EDGAR skill, delegates extraction and risk analysis to specialist subagents, writes a structured scorecard plus a memory note, and a grader checks the finished work against your rubric and retries until it passes. A dispatch tool fans the same pipeline out across many tickers in one chat, skills and shared memory improve continuously, and recurring runs can be put on a schedule.

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From AI Engineer — Build a Research Agent with Claude Managed Agents (Part 2 of 4) — Anthropic

Problem: Manually reading and cross-checking quarterly SEC filings is slow and does not scale across a watchlist. A hosted agent does it asynchronously, reuses prior analysis from a shared memory store instead of re-researching known facts, grades its own output against your rubric, and fans out across many tickers in parallel.

For: Investors, analysts and finance teams who track public equities and want repeatable, structured filing analysis without reading filings themselves.

Products from this video

Bun Claude Code Claude Managed Agents Claude Managed Agents documentation SEC EDGAR

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