Institutional Desk

Deep Research

Sell-side-style research reports on any stock, crypto, sector, or theme — grounded in live web data and structured like an analyst note: thesis, fundamentals, catalysts, risks, and valuation scenarios.

What a Report Contains

Every report is a multi-section research note rendered as a clean editorial document you can read on the web, share by link, or print to PDF.

  • Thesis — one sharp, defensible argument with the key drivers.
  • Situation & timeline — how we got here, with a dated event table.
  • Fundamentals & positioning — real figures, peer comps, structured data tables.
  • Catalysts — what is coming, when, and why it matters.
  • Risks & the bear case — the other side, argued honestly.
  • Valuation scenarios — base / bull / bear ranges with assumptions.
  • Analyst views & sources — real sell-side targets, plus every grounding source cited in the footer.

How It's Generated

Grounded, Two-Pass Pipeline

Pass one runs a high-reasoning model with live web search to write a long-form analyst brief where every material claim is grounded in current, real data — prices, filings, analyst targets, on-chain metrics. Pass two structures that brief into the report document. Nothing is invented: if the data isn't found, the figure is omitted rather than fabricated. A report takes about two minutes.

Single-name reports also receive secondary color from the TradingWizard terminal — what the bot fleet tracking that asset is doing (active bots, aggregate win rate) — clearly attributed as platform data, never substituted for grounded market facts.

Generate From the Chart

The fastest path is the Research chip in the chart header (next to Ask Kai / Trade / Bot / Alert):

  • A green dot on the chip means a report fresher than 14 days exists for the charted asset — one click to read it.
  • New deep research runs the desk on the charted symbol after an explicit confirmation (each report uses one of your monthly quota).
  • Generation keeps running server-side even if you switch charts or close the tab — the finished report lands in the library either way.

For pairs ("NVO vs LLY"), sectors, and themes, use the composer at tradingwizard.ai/research — the subject field searches real assets as you type.

Access & Quota

Reading — Free

The full library is public. Every report has a shareable page, and the freshest report for an asset surfaces on its chart automatically.

Generating — Ultimate

Ultimate members generate up to 10 reports per month (resets on the 1st). Each report runs two grounded passes over live data — the cap keeps quality and speed consistent for everyone.

Browse the library

Read the latest reports free, or upgrade to Ultimate to run your own desk.