Everything Valarn can do
From configurable AI research teams to adversarial debate to scheduled auto-runs — explore the complete feature set.
Hedge Fund Team
Build & configure your AI research team
The Hedge Fund Team page gives you granular control over your entire AI research pipeline. Save multiple named team configurations, assign different AI models to different roles, customise every agent's reasoning instructions, control the debate depth, and tune how the final signal is reached — all from a visual interface, no code required.
3-Stage Analysis Pipeline
AI Research Agents
Specialized analysts run in parallel — Market, Fundamentals, News, and Sentiment — each drawing from curated data sources to produce an independent research memo.
Adversarial Debate
Two AI advocates — Bull and Bear — read all analyst memos and argue opposite sides across 1–3 configurable rounds. The full transcript is saved in every report.
Portfolio Manager Decision
The Portfolio Manager reads the full debate thread, applies your risk profile and decision style, and outputs a BUY / HOLD / SELL with a confidence score and complete reasoning.
Configuration & Customisation
Every knob, every dial
Unlimited Team Configurations
Save multiple named team setups. The Baseline Configuration is always preserved as a read-only reference — create unlimited custom copies and tune each independently.
- Baseline always preserved, never editable
- Unlimited custom team configs
- Name and describe each team
- Select which team runs each analysis
Per-Agent AI Model Selection
Every agent in your team runs on the model you choose — independently. Mix GPT-4o, Claude, Gemini, and others across different roles for maximum coverage.
- 6 providers supported
- Analysts, debaters & manager all configurable
- Mix providers freely across agents
- AI model costs included in your plan
Custom System Prompts
Override any analyst's full instructions, or use additive mode to append without replacing Valarn's optimised defaults. Control exactly how each agent reasons.
- Full system prompt override per agent
- Additive mode: extend, don't replace
- Applies to all agents including debaters
- Blank = Valarn optimised default
Debate Customisation
1–3 rounds of depth, three debate styles (Aggressive / Balanced / Conservative), and separate AI model selection for the bull and bear advocates with custom prompts per side.
- 1–3 configurable rounds
- Aggressive · Balanced · Conservative styles
- Independent AI model per debater
- Custom bull & bear advocate prompts
Portfolio Manager Settings
Tune the final decision-maker to your investment philosophy. Risk weighting controls how ambiguity is resolved; decision style shapes which research factors carry the most weight.
- Conservative · Balanced · Aggressive risk
- Consensus · Contrarian · Momentum styles
- Fundamental-first mode for value investors
- Custom manager system prompt
Data Source Control
Enable or disable individual data feeds per analyst. 18 sources available today across four categories — with insider transactions, earnings transcripts, and alternative data on the roadmap.
- 18 data sources available today
- Toggle per analyst, not globally
- Active vs coming-soon status shown
- Alternative & supply chain data coming
Interface
Everything visible, nothing hidden
Pipeline Overview
A visual 3-stage diagram shows the current state of your team — all agents, debate config, and manager — at a glance. Click any stage to configure it inline.
Per-Analyst Tabs
Each analyst has its own tab: enable/disable, pick provider and model, override the system prompt, add instructions, and toggle data sources independently.
Debate Tab
Set rounds, style, and assign separate AI models with custom prompts to the Bull and Bear advocates — all from one screen.
Manager Tab
Configure the Portfolio Manager's AI model, risk weighting (Conservative / Balanced / Aggressive), and decision style (Consensus / Contrarian / Momentum / Fundamental-first).
Research Data
18 data sources. More coming.
Each analyst draws from a curated set of data feeds. Enable exactly what's relevant to your strategy — with live status on every source.
Market Data
Price & OHLCV
Historical price, volume, and candlestick data
Technical Indicators
RSI, MACD, Bollinger Bands, Moving Averages
Options Flow
Put/call ratio and unusual options activity
Fundamentals
Financial Statements
Income statement, balance sheet, cash flow
SEC Filings
10-K, 10-Q, 8-K from EDGAR
Earnings Data
EPS estimates, guidance, surprise history
Analyst Ratings
Price targets, buy/sell/hold consensus
Insider Transactions
SEC EDGAR Form 4 filings — insider purchases & sales
Peer Comp Multiples
P/E, P/S, EV/EBITDA vs peer universe via yfinance
Earnings Calendar
Next earnings date, consensus EPS, historical beat rate
Earnings Transcripts
Full earnings call transcript NLP
News & Events
News Feeds
Real-time headlines and summaries
Press Releases
Company announcements and IR communications
Macro Events
Fed, CPI, jobs reports, rate decisions
Sentiment & Alternative
Reddit Sentiment
r/stocks, r/wallstreetbets tone analysis
Short Interest
Short float %, days to cover, borrow rate
Dark Pool Prints
Off-exchange block trade signals
Alternative Data
Web scraping, satellite, credit card data
Patent Filings
USPTO patent activity for R&D signals
Supply Chain Intel
Supplier & customer network analysis
Macro & Economic
FRED Macro Indicators
Fed rate, CPI, GDP growth, unemployment, 10-yr yield, VIX
The Research Team
Specialized AI analysts
Each analyst is a purpose-built AI agent trained on a specific data domain. Together they cover every angle of a trade — independently and simultaneously.
Market Analyst
Price action & technical analysis
The Market Analyst reads price structure, volume patterns, and technical indicators to identify momentum shifts, trend direction, and key entry or exit levels.
- Candlestick & OHLCV data analysis
- Simple & Exponential Moving Averages
- RSI, MACD, and Bollinger Band interpretation
- Volume-weighted price analysis
- Support, resistance, and breakout detection
- Trend strength and reversal signals
Fundamentals Analyst
Intrinsic value & financial health
The Fundamentals Analyst digs into financial statements, earnings history, and valuation metrics to determine whether a stock is priced fairly relative to its business quality.
- SEC 10-K and 10-Q filing analysis
- Revenue growth and profit margin trends
- P/E, P/S, and EV/EBITDA ratio assessment
- Debt-to-equity and interest coverage
- Free cash flow and working capital
- Insider transactions and institutional ownership
- Forward guidance and analyst consensus
News Analyst
Headlines, events & macro context
The News Analyst scans breaking news, press releases, and macro developments to identify catalysts that could move the stock in the near term.
- Real-time news headline scanning
- Earnings announcements and guidance
- Analyst upgrades and downgrades
- M&A, partnerships, and product launches
- Macro events: Fed, inflation, employment
- Regulatory and legal developments
- Sector-wide competitive shifts
Sentiment Analyst
Crowd psychology & market positioning
The Sentiment Analyst reads the crowd — tracking social media tone, options market positioning, and short interest to detect divergences between retail and institutional conviction.
- Reddit WallStreetBets and r/stocks tone
- StockTwits and financial Twitter analysis
- Options flow put/call ratio interpretation
- Short interest and days-to-cover metric
- Dark pool and block trade signals
- Retail vs. institutional divergence
- Fear & Greed index context
Sector Analyst
Competitive position & peer valuation
The Sector Analyst benchmarks the company against its peer group, assessing where it sits in the competitive landscape and whether the market is pricing it at a premium or discount to sector peers.
- Competitive position ranking (leader/challenger/laggard)
- Peer P/E, P/S, and EV/EBITDA comparison
- Sector tailwind and headwind assessment
- Market share trajectory analysis
- Key risks vs. sector opportunities
- Data sourced from yfinance peer universe
Catalyst Analyst
Upcoming events & earnings preview
The Catalyst Analyst identifies near-term events that could materially move the stock within 30–90 days, producing a full earnings preview when the next report is within 30 days.
- Earnings date tracking & beat probability
- Historical EPS beat rate analysis
- Implied price reaction range
- Product launch & regulatory calendar
- Macro event impact assessment
- Options flow confirmation signals
Insider Analyst
SEC Form 4 filings & institutional flow
The Insider Analyst monitors Form 4 filings from EDGAR to detect meaningful shifts in insider conviction — distinguishing pre-planned 10b5-1 sales from genuine open-market purchases.
- SEC Form 4 insider transaction parsing
- C-suite open-market purchase detection
- Cluster buy/sell signal identification
- 10b5-1 plan vs open-market classification
- 90-day net insider sentiment scoring
- Director vs officer activity weighting
Platform Capabilities
The full analysis engine
Bull vs Bear Debate
After all analysts submit reports, two AI advocates argue opposite sides of the research. The bull builds the case; the bear challenges every assumption. Up to 3 rounds of structured debate surface blind spots no single model catches.
- 1–3 configurable debate rounds
- Full transcript in every report
- Each side cites analyst findings
- Portfolio manager reads full thread
Performance Tracking
Every recommendation Valarn generates is timestamped and stored. Track how each research output would have played out, compare runs across dates, and identify which analysts contributed most to accurate findings.
- Full research history with dates
- Side-by-side run comparison
- Symbol-level trend view
- Export to CSV for external analysis
Backtest Mode
Run any analysis as if today were a past date. The AI will only use data available on or before your selected date — letting you study whether Valarn would have identified a major move.
- Any historical date
- Data cutoff strictly enforced
- Compare to live run on same date
- Great for research validation
Scheduled Analysis
Set Valarn to run automatically on a schedule — daily before market open, weekly after close, or any custom cadence. You'll receive updated research reports without lifting a finger.
- Daily, weekly, or custom schedule
- Automatic watchlist coverage
- Email notification on complete
- Pause or adjust anytime
Ensemble Runs
Run the full analysis 2 or 3 times and merge results by majority vote. Ensemble averaging reduces the natural randomness in LLM outputs and gives you a more stable, higher-confidence research output.
- 1×, 2×, or 3× ensemble
- Majority vote recommendation
- Reduces output variance
- Multiplies credit usage proportionally
Checkpoint & Resume
For large watchlists (10+ symbols), enable checkpointing so a crashed or interrupted run picks up exactly where it left off — no duplicate analysis, no wasted credits.
- Per-symbol progress saved
- Auto-resume after failure
- Recommended for 10+ symbols
- Zero duplicate credit usage
Powered by the best AI models
Valarn is model-agnostic and routes analysis through best-in-class providers — OpenAI, Anthropic, Google, DeepSeek, Grok, and local Ollama. AI model costs are included in your plan. Assign different providers to different roles in the same pipeline.
OpenAI
GPT-4o · o3-mini · o4-mini · GPT-4o-mini
Anthropic
Claude Opus 4.7 · Sonnet 4.6 · Haiku 4.5
Gemini 2.0 Flash · Gemini 1.5 Pro
DeepSeek
Reasoner · Chat
Grok / xAI
Grok 3 · Grok 3 Mini · Grok 2
Ollama (Local)
llama3.1 · phi3 · any local model
Ready to build your team?
Free tier includes 10 analysis runs. No credit card required. Your team is configured and ready in under two minutes.