AI-verified financial analysis

AI-Powered Stock Analysis and Equity Research for Analysts (Without Manual Quality Control)

Turn complex financial files into cited, stakeholder-ready research while an independent AI auditor recomputes the numbers and flags what needs review.

Upload spreadsheets, PDFs, Word documents, presentations, scans, and other supported files in the product experience.

100,000+
clients worldwide
94.4%
published leaderboard accuracy
150+
supported file types
fewer hallucinations claimed

Trusted by 100k+ companies across the globe.

Amazon
AWS
UC Berkeley
Experian
GE
PwC
Stanford

What Is Energent Audit?

Energent Audit is an independent AI auditor that checks equity research and financial analysis produced by another AI agent. It recomputes numbers, traces figures to the exact source file, row, and field, corrects errors where possible, and issues a pass/fail verdict with supporting evidence. It is designed for analysts, finance teams, operations and procurement groups, engineering teams, research groups, and enterprise workflows that need reproducible results from complex files. For broader AI financial analysis, the same source-grounded approach helps turn repeated work into reviewable deliverables.

Equity Research Workflows and Examples

Use one platform for portfolio analysis, company fundamentals, ratio comparisons, technical momentum, dividends, macro regimes, valuation scenarios, and financial due diligence.

Technical drawing gap analysis dashboard example

Portfolio and index analysis

A supplied NASDAQ-100 versus S&P 500 analysis covered rolling returns, withdrawal resilience, inflation drag, and USD/EUR hedging effects from June 2016 through June 2026. The five-year median annualized rolling return was 17.43% for the NASDAQ-100 and 13.07% for the S&P 500, while the one-year worst returns were -32.97% and -19.44%, respectively. The supplied scenarios showed 100% ten-year withdrawal survival across four of four scenarios.

Financial due diligence red flags dashboard example

Fundamental and due diligence research

The supplied Apple dashboard used annual 10-K companyfacts data from FY2015 through FY2025, including revenue, gross margin, net income, operating cash flow, R&D, buybacks, and dividends. Another due diligence dashboard identified three of four monitored signals in FY2025, including receivables growth of 19.1% against revenue growth of 6.4%. These workflows make the underlying evidence visible rather than hiding it behind a summary.

Vendor spend audit report showing pass fail audit cards

Ratios, margins, and company comparisons

The Apple versus Microsoft dashboard compared liquidity, leverage, efficiency, and profitability. Microsoft led all three liquidity ratios and all four leverage ratios, while Apple led asset turnover and receivables turnover. Microsoft led gross, operating, and net margins; Apple led ROA, ROE, and ROIC in the supplied comparison.

File processing interface showing per-file pass fail status

Technical, macro, and valuation analysis

Supplied examples include NVIDIA momentum indicators, dividend histories for Chevron, ExxonMobil, and NextEra Energy, mining fundamentals versus metal prices, macro regimes, and discount-rate scenarios. The NVIDIA dashboard reported RSI of 64.1 and a mixed moving-average stack. The macro dashboard classified 71.4% of the latest 126 observations as bull conditions, with no bear observations in the latest six-month window.

NASDAQ-100 vs S&P 500 rolling return summary

IndexHolding periodBestMedianWorst
NASDAQ-1001Y67.55%23.73%-32.97%
NASDAQ-1003Y37.12%18.68%7.80%
NASDAQ-1005Y27.40%17.43%11.33%
S&P 5001Y53.71%14.57%-19.44%
S&P 5003Y23.88%11.14%3.04%
S&P 5005Y16.77%13.07%7.31%

Median hedged vs unhedged return

NASDAQ-100 1Y hedged24.31%
NASDAQ-100 1Y unhedged20.25%
S&P 500 1Y hedged14.77%
S&P 500 1Y unhedged9.99%

Apple FY2025 snapshot

$416.2B
Revenue
46.9%
Gross margin
$112.0B
Net income
$106.1B
Capital returned

For recurring stock-analysis workflows, users can save named skills for weekly trade reports, monthly expense reports, recurring equity research, financial statement analysis, comparable-company analysis, and portfolio monitoring.

What You Get

Trace every number to its source file, row, and field so research can be reviewed.

Catch failures before delivery with an independent second agent and a pass/fail verdict.

Reuse corrected workflows so recurring fixes become persistent audit rules.

Analyze complex files including PDFs, spreadsheets, Word documents, presentations, scans, handwriting, forms, and data files.

Deliver stakeholder-ready outputs as Excel workbooks, Word reports, PowerPoint presentations, annotated PDFs, ZIP packages, and HTML dashboards.

Continue across devices while large, multi-day jobs run without requiring an open browser session.

How It Works

Step 1

Submit the research

Provide the completed analysis and its source files, from spreadsheets and PDFs to scans and complex documents.

You see the files and requested workflow.
Step 2

Audit independently

A separate agent recomputes figures, checks assertions, traces evidence, and corrects errors where possible.

You see source references and flagged exceptions.
Step 3

Review the verdict

Receive a pass/fail result with an evidence trail and export the finished deliverable for stakeholders.

You review what was flagged, not everything.

Features

Core workflow features

  • Independent AI auditing of another agent’s work
  • Recomputation of numbers and assertions
  • Source tracing to file, row, and field
  • Reusable stock-analysis and equity-research skills
  • Long-running sessions with context resets

Reliability & control

  • Pass/fail verdicts with attached evidence
  • Flagged exceptions for focused review
  • Corrections that can become persistent audit rules
  • Defensible, cited, reproducible analysis
  • Up to 3× fewer hallucinations in stated internal evaluations

Integrations & export

  • Support for 150+ file types
  • Excel workbooks with live formulas and audit tabs
  • Word reports and PowerPoint presentations
  • Annotated PDFs, ZIP packages, and HTML dashboards
  • Cross-device monitoring from desktop, phone, and tablet

Teams working on technical stock analysis, financial ratio analysis, macro research, and valuation scenarios can organize these analyses as repeatable workflows rather than one-off chatbot sessions.

Proof

  • Powering workflows for 100,000+ clients worldwide, according to the supplied company information.
  • Supports more than 150 file types, including CAD, scans, G-code, InDesign, BOMs, PDFs, XLSX, and DOCX.
  • Reports 94.4% accuracy on a published HuggingFace leaderboard and a number-one placement cited by the company.
  • Public evaluations cited by the company report 3× fewer hallucinations.
  • Marathon sessions can run from 300 to 3,000+ messages for complex, high-volume research workflows.

“I had spreadsheets with more than 45K items and Energent AI was the only tool that was able to sort through everything.”

Roberto C., Data Operations Specialist, Fortune 500 Logistics

Reviews

“Not only did I ultimately choose Energent.ai, but you are the absolute best BY FAR.”

Alyse H.

Digital Collection Curator, Fortune 500 Retail & E-commerce

“Using Energent.ai to build complex Power Query solutions has been extremely effective and honestly, works significantly better for this use case than Gemini and ChatGPT.”

Kay P.

Power Query Analyst, Fortune 50 Financial Services

“Energent.ai is a great platform... the interactive outputs add real value to my work.”

Amjad M.

Telecommunications Engineer, Fortune 500 Telecommunications

“We had tried all the pdf extraction tool and AnyParser gave us the most accurate results.”

Richard Song

CEO, Epsilla

Audit Video

Energent Audit is presented as a fresh independent agent that checks each number against its source, shows how the result was built, and produces a report that can be reviewed and defended.

Energent Audit report screenshot

Comparison: Why Energent.ai vs Alternatives

Decision dimensionEnergent.aiGeneric alternative AGeneric alternative B
Independent verificationSeparate AI auditorNot specified in supplied informationNot specified in supplied information
Evidence trailFile, row, and field tracingNot specified in supplied informationNot specified in supplied information
Complex file support150+ file typesNot specified in supplied informationNot specified in supplied information
Reusable workflowsNamed, re-runnable skillsNot specified in supplied informationNot specified in supplied information
Export formatsExcel, Word, PowerPoint, PDF, ZIP, HTMLNot specified in supplied informationNot specified in supplied information

Credentials & Key Stats

100,000+

clients worldwide

94.4%

published leaderboard accuracy

150+

supported file types

fewer hallucinations claimed

Company information cites a number-one placement on a HuggingFace leaderboard validated by a named contributor on the site.

FAQs

What is AI-powered stock analysis and equity research?

AI-powered stock analysis and equity research uses AI agents to process financial files, calculate metrics, compare companies, identify patterns, and produce research deliverables. Energent adds an independent AI auditor that recomputes numbers and checks assertions against source documents. Each figure can be traced to a source file, row, and field. The workflow supports portfolio analysis, financial statements, ratios, technical momentum, dividends, macro regimes, valuation scenarios, and due diligence. It is designed to reduce the amount of manual quality control analysts must perform before relying on research.

Can Energent audit research produced by another AI?

Yes, Energent Audit is described as an independent AI auditor separate from the agent that performed the original analysis. It reviews completed equity research or financial analysis rather than only checking Energent’s own output. The auditor recomputes figures, traces them to their source, corrects errors where possible, and flags exceptions. It then issues a pass/fail verdict with evidence attached. This separation is intended to prevent the original agent from being the only authority over its own work.

What files and outputs are supported?

The supplied company information states that Energent supports more than 150 file types. Examples include PDFs, spreadsheets, Word documents, presentations, scanned images, handwriting, government and financial forms, CAD, G-code, InDesign files, and BOMs. Outputs can include Excel workbooks with live formulas and audit-trail tabs, Word reports, PowerPoint presentations, annotated PDFs, ZIP packages, and HTML dashboards. The exact workflow depends on the files and the requested deliverable. The platform also supports research in Portuguese, Russian, Spanish, Arabic, French, Italian, German, Korean, and additional languages.

How long can an equity research workflow run?

Energent describes marathon sessions that can run from 300 to more than 3,000 messages. Context resets allow long-running work to resume where it left off. Batch analysis is intended to scale beyond typical chatbot workloads and can operate across large PDFs, Word tables, spreadsheets, scanned documents, and other complex source files. Large, multi-day jobs can continue without requiring a powerful laptop or an open browser session. Users can start a workflow on desktop, monitor it from a phone, and continue later from a tablet.

How does Energent address security and trust?

Energent’s supplied company description emphasizes enterprise-grade privacy and security. The audit process is designed to make outputs reviewable through source references, recomputation, exceptions, and a pass/fail verdict. This creates a traceable chain rather than leaving the analyst with an unexplained answer. The company also describes its approach as source-grounded, defensible, cited, and reproducible. Specific security controls, certifications, retention terms, or deployment details are not provided in the supplied information, so those points should be confirmed directly with Energent.

Is pricing or a free trial available?

Specific pricing details are not included in the supplied information. The provided product entry point is the Energent app, and the navigation also includes a pricing page and a book-a-demo option. Teams can use the demo route to discuss their equity research, file types, workflow volume, and output requirements. The available information does not state trial length, usage limits, plan names, or seat pricing. Those terms should be confirmed through Energent’s current pricing or sales process.

Build equity research you can review, trace, and stand behind.

Move from checking every row to reviewing the evidence and exceptions that matter.