Building your
AI exoskeleton
A free four-part series from Fundamental Edge on the promise, pitfalls, and practical implications of deploying agents into your investment process.
Generate an edge by deploying agents
We are emerging from the era of chatbots into the era of agents. LLM’s were useless for most investment workflows, but AI agents have already demonstrated an ability to increase depth and speed of research.
If you deploy agents carelessly (or not at all), you’re leaving alpha on the table. However, the analysts who systematically and intentionally integrate agents into their process have the opportunity to generate a durable advantage.
Our 4-part webinar series dives into how you can isolate the discrete workflows that make up your investment process and enhance them using agentic capabilities.
Watch the full series
SeSSION 1
The Exoskeleton Hypothesis
A high-level overview of how AI is reshaping fundamental investment research and why we have reached an inflection point worth taking seriously. Brett lays out the case for an exoskeleton approach: agents that augment the analyst's judgment rather than replace it, governed by a systems mindset and two-tier validation.
Session 2
Getting Up to Speed on a Stock with AI
A step-by-step walkthrough of building an agentic workflow for getting up to speed on a new name. Brett works through the four levels of research depth and demonstrates how skills and agentic platforms compress the mechanical work without sacrificing the mosaic.
Session 3
Modeling with AI in Excel
An honest exploration of where AI shows promise and where it breaks when deployed in financial modeling workflows. Brett works through the jagged edges of AI Excel, the historicals-versus-forecasts split, and why the irreducibly human work of forecasting is where AI extends the analyst's edge.
Session 4
From Prompting to Agentic Workflows
A wrap session on the frameworks for assembling an AI-augmented research system that meets the institutional bar. Brett synthesizes the series into a practical view on tool selection, skills architecture, validation, and the multi-year arc of building a compounding agentic edge.
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Ready to implement AI into your process?
The webinar series is the on-ramp. Put the principles into practice with AI Accelerator.
AI Accelerator
A six-month program for fundamental investors ready to integrate agentic workflows into their process.
For investors who already have a process and want to embed agentic workflows into it. Five live workflow labs, a foundational seminar, monthly guest speakers from buyside AI leads and vendors, and a capstone implementation seminar that ties the discrete pieces into a cohesive operating layer.
Built for people who are ready to actually build. Not an intro to investing, not an intro to AI.
- Format
- Self-paced curriculum + 5 live monthly labs + guest speakers + office hours
- Time
- ~3 hours live per month, plus 2–3 hours of self-paced work
- Tools
- Claude, Cursor, or similar agentic workspace