Building A Multi-Modal Investment Agent for Earnings Call Analysis
Last Updated on February 3, 2026 by Editorial Team
Author(s): Farhad Malik
Originally published on Towards AI.
A Working Investment Agent To Process Transcripts, Audio, and Charts with AI to Generate Insights
Earnings calls are a key input to investment research, revealing management’s strategic direction, forward guidance, competitive positioning, and analyst Q&A. These insights arrive in multiple formats: text transcripts, audio recordings, and accompanying financial charts.
This article discusses the development of a multi-modal Retrieval-Augmented Generation (RAG) investment agent designed to analyze earnings calls. It highlights how traditional analysis methods fail to capture nuanced information across audio, text, and visual data. The author presents a solution that utilizes AI to autonomously process this multi-modal information, thereby significantly enhancing the efficiency of investment research. Key functions include extracting insights from financial transcripts, audio recordings, and visual charts, facilitating quicker and more accurate investment decisions.
Read the full blog for free on Medium.
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