I met many who are sceptical of using AI in the stock valuation work. However, if I define clear boundaries, it will be a useful assistant.
The structure I follow
My AI agent handles:
* company research
* filing review
* evidence gathering
* business and segment summary
* guided valuation questions
* scenario explanation
* the final report assembly
The local valuation tools handle:
* baseline valuation
* DCF math
* scenario recalculation
* growth anchors
* reference-data status
* effective assumptions
* clear failures
I handle:
* assumption review
* scenario selection
* final judgment
Do you see any material issue here?