Quarter Report Analysis
Workflow Evolution: How AI Changes Investment Analysis
Prototype — Simulated behavior
About this demo
This interactive prototype demonstrates how an investment analyst's workflow evolves as AI capabilities mature. We use IBM's quarterly earnings as a consistent scenario across three modes:
| Aspect | Manual | LLM-Assisted | Agent-Assisted |
|---|---|---|---|
| Information gathering | Human | Human | Agent |
| Analysis | Human | LLM | Agent |
| Workflow orchestration | Human | Human | Agent |
| Tools / MCPs | None | None | Yes |
| Starting input | Documents | Documents + questions | Objective |
| Human role | Does the work | Directs the AI | Sets objective + exercises judgment |
Manual: Analyst finds the information and analyze it.
LLM-assisted: Analyst finds the information, give it to the AI, and tell it what to analyze.
Agent-assisted: Analyst give the AI agent the objective, and it finds and analyzes the information.