18 AI Investment Agents

Warren Buffett

Strategy: Value Investing

Seeks wonderful companies at fair prices. Focuses on long-term value, competitive moats, management quality, and sustainable competitive advantages. Looks for businesses with predictable earnings and strong brand value.

Best For: Large-cap stocks, established companies, long-term holdings

Charlie Munger

Strategy: Value Investing

Focuses on wonderful businesses at fair prices. Emphasizes mental models, multidisciplinary thinking, and understanding business quality. Values companies with strong competitive positions and excellent management teams.

Best For: Quality companies, businesses with moats, value opportunities

Ben Graham

Strategy: Value Investing

Value investing with margin of safety. Looks for undervalued stocks with strong fundamentals, low price-to-book ratios, and high dividend yields. Emphasizes quantitative analysis and intrinsic value calculations.

Best For: Undervalued stocks, deep value opportunities, defensive positions

Michael Burry

Strategy: Contrarian Deep Value

Contrarian deep value investing. Seeks out-of-favor stocks with strong fundamentals that the market has overlooked. Focuses on companies trading at significant discounts to intrinsic value with catalysts for recovery.

Best For: Contrarian plays, distressed assets, turnaround opportunities

Peter Lynch

Strategy: Growth Investing

Seeks "ten-baggers" in everyday businesses. Focuses on companies you can understand, with strong growth potential, reasonable valuations, and competitive advantages. Emphasizes investing in what you know and finding growth at a reasonable price.

Best For: Mid-cap growth stocks, consumer companies, businesses you understand

Phil Fisher

Strategy: Growth Investing

Growth investing with deep research. Emphasizes understanding business quality, management competence, and long-term growth potential. Focuses on companies with strong competitive positions and excellent management teams that can grow for decades.

Best For: High-quality growth companies, long-term holdings, well-managed businesses

Cathie Wood

Strategy: Innovation & Disruption

Innovation and disruption focus. Seeks companies that can transform industries through technology, innovation, and disruptive business models. Focuses on companies with potential to create new markets or revolutionize existing ones.

Best For: Tech innovation, disruptive companies, high-growth potential

Mohnish Pabrai

Strategy: Dhandho Investing

Dhandho investing (doubles at low risk). Focuses on asymmetric risk-reward opportunities where potential upside significantly exceeds downside risk. Looks for situations with limited downside and substantial upside potential.

Best For: Asymmetric opportunities, low-risk high-reward situations

Bill Ackman

Strategy: Activist Investing

Activist investing. Focuses on companies that can be improved through management changes, strategic shifts, or operational improvements. Looks for undervalued companies where shareholder value can be unlocked through active engagement.

Best For: Undervalued companies, turnaround situations, corporate governance plays

Stanley Druckenmiller

Strategy: Macro Trading

Macro trading and asymmetric opportunities. Focuses on big picture trends, economic cycles, and high-conviction bets with significant upside potential. Combines top-down macro analysis with bottom-up stock selection.

Best For: Macro trends, economic cycles, high-conviction positions

Rakesh Jhunjhunwala

Strategy: Regional Focus

Indian market focus. Specializes in analyzing Indian companies and market dynamics. Understands local business conditions, regulatory environment, and growth opportunities in the Indian market.

Best For: Indian stocks, emerging market opportunities

Aswath Damodaran

Strategy: Valuation Expert

Valuation expert. Uses rigorous financial models to determine intrinsic value. Applies DCF analysis, relative valuation, and other quantitative methods to assess company value. Focuses on understanding what companies are truly worth.

Best For: Valuation analysis, fundamental value assessment, quantitative analysis

Valuation Agent

Strategy: Analytical

Calculates intrinsic value using various valuation models including DCF (Discounted Cash Flow), multiples analysis, and asset-based valuation. Provides quantitative assessment of company value relative to current market price.

Best For: Value assessment, price target determination, quantitative analysis

Sentiment Agent

Strategy: Analytical

Analyzes market sentiment from news, social media, analyst reports, and other sources. Identifies bullish or bearish sentiment trends and potential market-moving events. Helps understand market psychology and investor sentiment.

Best For: Market sentiment analysis, news impact assessment, contrarian signals

Fundamentals Agent

Strategy: Analytical

Fundamental data analysis including financial statements, ratios, and metrics. Evaluates company financial health, profitability, growth trends, and operational efficiency. Provides comprehensive fundamental analysis.

Best For: Financial analysis, ratio analysis, fundamental screening

Technicals Agent

Strategy: Analytical

Technical indicators and chart patterns. Uses technical analysis including moving averages, RSI, MACD, support/resistance levels, and chart patterns to identify trading opportunities and entry/exit points.

Best For: Technical analysis, timing entries/exits, chart pattern recognition

Risk Manager

Strategy: Risk Management

Calculates risk metrics including Value at Risk (VaR), Sharpe ratio, maximum drawdown, and correlation analysis. Sets position limits, enforces diversification rules, and evaluates portfolio risk. Essential for protecting capital and managing downside risk.

Key Functions:

• Position sizing and limits
• Risk metric calculation
• Diversification enforcement
• Portfolio risk assessment

⚠️ Always Required: Include in every trading flow

Portfolio Manager

Strategy: Portfolio Management

Makes final trading decisions based on all agent recommendations and risk constraints. Aggregates signals from multiple agents, determines optimal position sizes, executes trades, and manages portfolio allocation. The final decision-maker in the trading flow.

Key Functions:

• Signal aggregation
• Trade execution decisions
• Portfolio rebalancing
• Cash and position management

⚠️ Always Required: Final node in every trading flow

Conservative Strategy

Agents: Warren Buffett + Ben Graham + Risk Manager

Focus on value investing with strong risk management. Ideal for conservative investors seeking stable returns.

Growth Strategy

Agents: Peter Lynch + Cathie Wood + Risk Manager

High-growth companies with innovation potential. Perfect for investors seeking above-average returns through growth.

Balanced Strategy

Agents: Multiple value + growth agents + Risk Manager

Diversified analysis combining value and growth approaches. Provides comprehensive market perspective.

Technical Strategy

Agents: Technicals + Sentiment + Risk Manager

Focus on technical indicators and market sentiment. Good for short to medium-term trading strategies.

Fundamental Strategy

Agents: Fundamentals + Valuation + Risk Manager

Deep fundamental analysis with valuation. Ideal for long-term value investors.

Multi-Perspective

Agents: Value + Growth + Technicals + Risk Manager

Comprehensive analysis from multiple angles. Best for thorough stock evaluation.