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Important: AI-generated analysis is for informational purposes only and does not constitute investment advice. Any commentary here should not be considered personalized recommendations.
Per SEC/Investment Advisers Act: Past performance does not guarantee future results. All investments involve risk of loss.
Per NI 31-103: Not a substitute for advice from a registered portfolio manager. Consult a qualified professional.
Per FCA/COBS 9: Not for UK retail clients. Capital at risk. Not a personal recommendation.
AI content may contain errors. Always verify with official sources.
Generative AI-Powered
Institutional Equity Research
Convert Earnings Press Releases and Filings To Models
Perspectec enables buy-side and sell-side institutions to leverage their human capital using generative AI.
Built by a seasoned equity research professional, Perspectec combines deep experience in equities with years of leveraging generative AI to create insights that drive investment decisions.
Walkthrough: an AI equity research associate at work
Recorded product demonstration · synthetic presenter
Key Platform Capabilities
Leveraging AI Models for Reasoning, Visual Reasoning and Agentic Use in Equity Research
Technical Analyst
RSI, MACD, Bollinger Bands, ATR and Stochastic computed from live price data, with swing-point support and resistance, relative strength against SPY and the sector ETF, and an earnings calendar. Produces a downloadable PDF report.
Model: Opus (chat) · Sonnet (reports) · Haiku (voice)
Economist
Macro dashboard built on FRED series — yield curve, inflation, employment and policy rates — with AI commentary on how conditions bear on markets and valuations.
Model: Sonnet
Research Analyst
Fundamental analysis over extracted SEC filing data, grounded in CFA-curriculum methodology.
Model: Opus (chat) · Sonnet (peer selection)
DCF and comparables tabs are not yet enabled in the panel.
Chief Accounting Officer
Earnings quality review, IFRS and US GAAP policy analysis, revenue recognition, and M-Score / F-Score screening.
Model: Sonnet · Haiku (voice)
Macro Strategist
Buy-side macro framework tracing money flow through the real economy into equities, with sector rotation and bottom-up aggregation from covered company financials.
Model: Sonnet
E-Commerce Industry Analyst
Marketplace and unit-economics analysis across a 13-company coverage universe, including GMV decomposition and take-rate dynamics.
Model: Opus
Driver, forecast and DCF tabs are not yet enabled in the panel.
Managing Director — Institutional Ownership
13-F institutional ownership analysis: who holds the stock, how positions changed, and what the holder base implies.
Model: Sonnet
Activist screening has no data loaded yet.
Canadian Managing Director
Which Canadian funds would hold a name, who runs the money, and cross-border institutional flows, with SEDI insider filings.
Model: Sonnet
Insider share counts and prices are limited — the upstream source now paywalls those fields.
Voice Chart Analyst
Spoken walkthrough of a chart with synchronised visual cues, layered on the Technical Analyst's indicator set.
Model: Opus (analysis) · Haiku (briefing)
Speech synthesis is not configured, so audio playback is unavailable.
Incorporate Advanced Forecasting Methods
Forecasting that accounts for seasonality, business drivers and autoregressive structure — SARIMAX and regression methods beyond the CFA curriculum.
Filing to Financial Model
Extracts earnings releases and SEC filings into structured Excel models, validated against the accounting identities before anything is shown.
Perspectec Model Portfolio
Portfolio performance
Perspectec Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD #287591 / SEC #801-110017), continuously registered since March 15, 2017. Registration does not imply a certain level of skill or training.
Hypothetical performance. The model portfolio shown below is simulated. It holds no assets, no client capital is invested in it, and no orders are placed. Hypothetical performance has inherent limitations and does not reflect actual trading, execution prices, market impact, liquidity or taxes. No investor achieved these results.
Perspectec's strategy is assigning one equity research associate to one equity, enabling deep, comprehensive analysis on every stock.
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Institutional Equity Research
These reports are protected under copyright laws and should not be scraped and/or used without the express written consent of Robin Manson-Hing
These are selected published reports shown as examples of research format and depth. They are not a complete list of covered securities and are not representative of all recommendations made. Any performance chart shown covers only the period of Perspectec's coverage of that security. Past performance is not indicative of future results, and it should not be assumed that any security discussed was or will be profitable. A complete list of recommendations for the preceding twelve months is available on request.
Dye & Durham (DND.TO)
Legal technology SaaS provider with mission-critical workflow solutions. August 8, 2020 coverage showcasing our detailed analysis of growth opportunities and market position.
Lightspeed POS (LSPD.TO)
Comprehensive analysis of Lightspeed's cloud-based commerce platform and growth trajectory in the SMB market. Report from August 28, 2019.
Read ReportDocebo (DCBO.TO)
Executive summary on Docebo's AI-powered learning platform and its competitive positioning in the e-learning market. Published November 29, 2019.
Aurora Cannabis (ACB.TO)
In-depth analysis of Aurora's strategic position in the rapidly evolving cannabis industry. Research published October 8, 2018.
Read ReportAphria Inc. (APHA.TO)
Detailed equity analysis of Aphria's business model, market position, and growth prospects in the cannabis sector. Published April 30, 2020.
Read ReportSpotify Technology (SPOT)
In-depth research on Spotify's streaming business model, competitive landscape, and growth potential in the global audio streaming market. Published November 14, 2018.
Experience
Equity Research Associate Program
A 3-month program: one associate, one stock, coverage launched with Perspectec's AI tooling and presented to the buy side.
Applications for the next term are closed. Email general@perspectec.com to register interest.