Dolphy
Agentic equity research and valuation co-pilot.
What it does
Dolphy is your agentic AI equity research and valuation analyst. Enter any ticker for an institutional-style report — a fair value, whether the stock is cheap or expensive, and the reasoning behind it, from SEC/SEDAR+ filings. Track live discount/premium. For educational purposes, not investment advice.
Dolphy is a fundamental equity research and portfolio management system for self-directed investors and traders who want to run money like a hedge-fund PM: institutional-style research and a fair value on any stock, a managed book, a catalysts calendar, regime-based risk scoring, and a trade journal. Not investment advice.
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- FFFramework for building multi-agent equity research agentsFeb 2026 · github.com · ▲6
I built Hermes, an open-source Python framework for multi-agent financial research. Most AI “equity research” demos stop at generating text. In practice, real workflows require pulling structured XBRL financials from SEC filings, extracting labeled sections like MD&A and Risk Factors, merging macro and market data, building actual Excel models with formulas, and generating investment memos in Word or PDF. Hermes is designed to handle that full pipeline end to end. It includes 35 financial data tools covering SEC EDGAR (via edgartools), FRED, Yahoo Finance market data, and RSS-based financial…
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