Financial Researcher Crew

Overview

Layer 4 Collaborate on the Mental Model. Financial Researcher is a tight pair: a researcher collects company and news context for {company}, then an analyst turns that into output/report.md.

Behavior

• Prompt Chaining. research_task then analysis_task (context linked) — gather before write. See Building effective agents.
• Company-scoped roles. Both agents bind prompts to {company}.
• Report as artifact. Analyst produces a structured brief with executive summary and outlook disclaimer.
• Same model tier. Both default to openai/gpt-4o-mini for cost-controlled runs.

Research flow

Company name in; report out. Diagram key: ✦ AI agent · second line = Anthropic workflow · purple = actor · white = service.

---
config:
  theme: default
  themeVariables:
    background: "#ffffff"
    fontSize: "14px"
---
flowchart TB
    person[Developer]
    company[Company]
    researcher["✦ Senior financial researcher
Prompt Chaining"]
    analyst["✦ Market analyst
Prompt Chaining"]
    report[report.md]

    person -->|name a company| company --> researcher --> analyst --> report
    report --> person

    classDef agent fill:#e8f0ee,stroke:#0f3d36,stroke-width:2px,color:#0d0d0d
    classDef service fill:#fafaf8,stroke:#c8c8c2,stroke-width:1px,color:#0d0d0d
    classDef actor fill:#f3eef8,stroke:#6b4f9a,stroke-width:2px,color:#0d0d0d
    class researcher,analyst agent
    class company,report service
    class person actor

Config: 3_crew/financial_researcher/src/financial_researcher/config/. Process: Process.sequential.