Stratagem

The Answer

Stratagem runs research workflows that chain document processing, web scraping, SEC filings, and financial analysis under one orchestrator agent.

The Problem It Solves

Market research is five tools in a trench coat. You pull the 10-K from EDGAR, scrape the competitor’s pricing page, extract numbers from a PDF, compute ratios in a spreadsheet, then write the memo. Each step has its own failure modes and nothing ties them together. Doing it as one-off prompts drops context between steps.

How It Works

A research-orchestrator agent coordinates four skills:

• research runs the overall workflow and plans the step sequence
• extract-data pulls numbers from documents and web pages
• analyze-earnings handles SEC filings and earnings reports
• flowchart structures findings into reviewable output

The orchestrator picks which skills to dispatch based on the question and merges results into a single output.

What Makes It Different

The stack is Python, grounded in real document processing rather than LLM summarization of headers. SEC EDGAR integration pulls filings from the source, not from scraped summaries. The orchestrator pattern keeps state between steps, so the third question in a session builds on the first one’s data.