What it can do

Deep Research Company: Run deep buy-side research on a company: business model, latest financials with dates, recent material SEC filings, the bull/bear case, and the single most important recent chan

Earnings Triage: Triage a company's latest earnings: consensus vs actual EPS with the surprise %, key guidance changes, and the highest-leverage questions for management. Use right after a print to ge

Track Insider And Congress Trades: Track disclosed corporate-insider (SEC Form 4) and congressional (STOCK Act) trades as alpha signals, and surface clusters where multiple distinct filers bought the

Conduct comprehensive research projects using a virtual computer equipped with a real browser, coding tools, document creation capabilities, and more.

Deep Research by Openhelm enables your agent to tackle work such as:

• Market and competitor analysis • Industry and company research • Investment and acquisition due diligence • Technical and scientific investigations • Report generation with sources and evidence

What makes OpenHelm the best solution for this:

• Research is continuously reviewed and refined by a powerful AI to maximise accuracy and completeness • Uses a highly capable stealth browser that can access more of the web than traditional research agents • Multi-step workflows allow findings to be validated, expanded, and synthesised automatically • Generates structured outputs rather than simply returning search results

For high-stakes research that requires depth, accuracy, and persistence, OpenHelm provides a secure remote environment where complex investigations can be completed autonomously.

deep_research_company	Run deep buy-side research on a company: business model, latest financials with dates, recent material SEC filings, the bull/bear case, and the single most important recent change. Sources are official (SEC EDGAR) and the live web — never fabricated. Use this for investment diligence, a coverage initiation, or a quick but rigorous company workup. Returns a structured summary with cited figures.
earnings_triage	Triage a company's latest earnings: consensus vs actual EPS with the surprise %, key guidance changes, and the highest-leverage questions for management. Use right after a print to get the read-through fast. Returns the surprise, guidance deltas, and management questions.
track_insider_and_congress_trades	Track disclosed corporate-insider (SEC Form 4) and congressional (STOCK Act) trades as alpha signals, and surface clusters where multiple distinct filers bought the same name in the same window. Use to monitor 'who is actually buying' across a watchlist. Returns scored, clustered trade signals (lagged; not advice).
build_comp_set	Build a comparable-companies (comp set) table: peers across growth, margin, and valuation multiples, each with as-of dates and sources, plus a narration of the divergences. Use for relative-value work or a sector comp refresh. Returns the comp table and the cheap/expensive read.
monitor_sec_filings	Monitor recent SEC filings for a set of tickers and flag material disclosures (8-K events, 10-K/10-Q items, Form 4 activity) with a one-line 'why it matters' and a page/section reference. Use as a filings watch. Returns the flagged disclosures with links.
expert_call_brief	Prepare a one-page expert-network call brief: background on the speaker and their relevance, your thesis, and the four highest-leverage questions to ask. Use before an expert call. Returns the brief.
screen_sector	Run a thematic sector screen: map incumbents, fast-movers, and newly funded/public entrants, and surface what changed this week plus the names worth a closer look. Use for weekly market maps. Returns the screen.
morning_notes	Produce pre-market morning notes for a watchlist: overnight news, price-moving headlines, and new SEC filings per ticker, each with a 'so what' and a sentiment score. Use to start the day briefed. Returns one note per ticker.
check_result	Retrieve the result of a previously started OpenHelm task. Use this when an earlier tool returned status "running" together with a task_id — call check_result with that task_id to get the finished result (or the current status if it's still running). Returns the structured result, confidence, evidence (screenshot URL + matched text), and usage when the task has succeeded.

Deep Research by OpenHelm

What it can do

What data it sees

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