Agent-based research workflows
Users can input a question or assign a task to the Reportify Agent, which is positioned as the main interface for investment research workflows.
Overview
Reportify is an AI platform for investment research. The site positions it as a tool for working with company filings, earnings calls, stock data, and market trends across China, Hong Kong, and the US.
The product centers on a Reportify Agent that accepts questions or tasks and appears to support several research workflows, including document search, quantitative screening, table generation, and scheduled market reviews. The site also exposes skills and agents, which suggests users can adapt the workspace to different research needs.
Features
Skills and custom agent creation
The homepage highlights skills such as Investment Analysis, Quant Analysis, and Document Search, and also shows options to create custom skills and agents.
Structured research outputs
Example workflows include comparison tables, stock screening rules, and scheduled market-review tasks, indicating support for structured analysis and recurring monitoring.
Multi-source research context
The navigation and page content reference reports, filings, news, socials, memory, help, financials, and transcripts, suggesting a research environment centered on market and company information.
Credit-based plan structure
The pricing page describes monthly credits, available models, agent executions, and OpenClaw conversations, showing a usage-based product model with tiered allowances.
Use Cases
Ad hoc investment research
Ask research questions about companies, management commentary, or market themes and use the agent to pull together answers from supported financial materials.
Structured analysis and reporting
Build comparison tables or analysis summaries from company data, such as operating cash flow or capex guidance, when a repeatable format is needed.
Quantitative screening
Create screening rules like moving-average or momentum filters to narrow a market universe and produce a watchlist or exportable result.
Recurring monitoring
Set scheduled tasks to generate recurring market reviews and forecasts so research arrives on a regular cadence.
Document search and retrieval
Search reports and documents when the task is to locate specific statements, sections, or reference material inside a larger research set.
Pros and Cons
Pros
- Covers research inputs across filings, earnings calls, stock data, and market trends.
- Supports multiple workflows, including chat-style questions, screening rules, tables, and scheduled tasks.
- Offers customizable skills and agents for different research setups.
- Shows a usage model with plan-based credits and explicit guidance on how credits are consumed.
Cons
- The collected pages do not document third-party integrations or export options in detail.
- Pricing uses credits and separate plan tiers, so cost predictability may depend on how often agents and conversations are used.
- The site distinguishes legacy plans from newer plans, which can make plan comparison less straightforward.
FAQ
What is Reportify used for?
Reportify is presented as an AI platform for investment research. It helps users work with filings, earnings calls, stock data, and market trends across companies in China, Hong Kong, and the US.
What kinds of research tasks can it support?
The site shows product workflows such as asking questions in chat, creating tables, screening A-shares, and setting scheduled market-review tasks. Those examples suggest it is built for research and analysis workflows rather than a single fixed report template.
How does Reportify pricing work?
The pricing page shows plans with monthly credits, agent executions, and OpenClaw conversations. It also states that newer plans should not be directly compared with legacy plans.
Does Reportify list integrations?
The product pages do not provide detailed integration documentation in the collected text. The available evidence confirms a web-based product with agents, skills, reports, and document search, but not specific third-party integrations.
Quick Facts
- Category
- AI platform for investment research
- Primary markets
- China, Hong Kong, and the US
- Main interface
- Reportify Agent
- Pricing model
- Tiered subscription plans with monthly credits
- Source domain
- reportify.cc
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