Best AI to Analyze 13F Filings and Institutional Positioning
A source-led field guide to 13F analysis, amendment handling, security mapping, unit controls, and defensible institutional-positioning research.
Research contributor
Tony
Head of Engineering, AllMind
Tony is Head of Engineering at AllMind.
Tony’s contributions to AllMind Research cover research automation, portfolio monitoring, investment data, and evaluating research tools.
Published articles
20 articles
Best AI for Building Comp Tables and Valuation Analysis
A source-controlled framework for choosing AI to build peer sets, normalize comp data, calculate valuation multiples, and produce reviewable Excel and research outputs.
AI for Research Sales to Answer Client Questions Faster
A workflow for turning institutional client questions into cited answers while preserving entitlements, the house view, analyst judgment, and delivery records.
AllMind Slide Generation for Investment Banking
How banking teams use AllMind Data Rooms, Document Search, the financial ontology, and Reports to build source-linked deal decks with banker-grade review controls.
Capital IQ Alternatives for Research and Deal Work
A documented guide to Capital IQ Pro alternatives for company research, private-market sourcing, Office-linked models, portfolio analytics, and lower-cost public data.
Earnings-Triggered Research Automations: A Control Guide
A documented comparison of scheduled and event-triggered earnings research, with trigger design, failure handling, review gates, and vendor boundaries.
Can Hedge Funds Use ChatGPT? A Control Framework
A control framework for hedge funds evaluating ChatGPT, covering data handling, supervision, records, vendor claims and licensed research.
Fintool Alternatives After the Microsoft Acquisition
A migration guide for former Fintool users choosing between Microsoft 365 Copilot, filing-search tools, enterprise research systems, and a direct EDGAR workflow.
AI Portfolio Monitoring: Build an Alert Policy Analysts Can Audit
A practical alert policy for monitoring filings, earnings, ownership, news, and thesis changes across a portfolio without creating a noise feed.
AI for Private Company Research and Venture Capital
A venture research method for building an evidence mosaic from company databases, official records, product signals, references, and direct diligence.
AI Research Tools for Pension Funds and Allocators
A manager-research and governance guide for pensions and institutional allocators evaluating AI tools, evidence trails, data rights, and committee output.
AI Stock Screening: From Reproducible Screen to Watchlist
A practical method for combining numeric filters and document questions, then turning each surviving stock into a sourced, monitored watchlist row.
How to Automate Equity Research Workflows: A Control-First Guide
A practical guide to choosing research automations, defining their inputs and review gates, and testing whether they save analyst time without weakening source control.
Selecting an AI Research Platform for Institutional Investors
A procurement guide for institutional investors evaluating data rights, source lineage, entitlements, auditability, implementation, and workflow fit.
Alternative Data Due Diligence for Institutional Investors
A reproducible diligence process for alternative datasets, covering collection rights, panel drift, point-in-time tests, compliance controls, and AI integration.
Third Bridge Alternatives for Calls, Library, and AI Access
A renewal guide that separates Third Bridge expert calls, its Library, and MCP delivery, then maps alternatives to the research budget being changed.
AI Agents for Investment Research: A Deployment Field Guide
A practical guide to specifying, testing, and governing investment-research agents, with an earnings-monitoring workflow and acceptance checklist.
Tegus Alternatives for Expert Research After AlphaSense
A documented guide to replacing Tegus across transcript archives, bespoke calls, market-intelligence search, and research that joins expert and company evidence.
AI Tools for Equity Research: Match the Tool to the Task
A task-by-task guide for equity analysts choosing tools for filings, earnings, broker research, model updates, monitoring, and investment writing.
AllMind Discusses Ontario's AI Economy with Minister Stephen Crawford and Supply Ontario CEO James Wallace
AllMind joins a Google Cloud Canada conversation with Ontario's Minister of Public and Business Service Delivery and Procurement, the Hon. Stephen Crawford, and Supply Ontario CEO James Wallace.