RefNode AI

Free Tier · Investment Research Preview

RefNode Investment Research

Independent perspectives for investment research.

Included with a free RefNode account · $0 for access
Requires your own OpenRouter API key

Investment research shouldn’t depend on a single AI opinion. We’re developing RefNode Investment Research to bring independent AI analysts together, preserve their disagreements, and trace conclusions back to evidence.

Open Investment Research

Investment Research Disclosures

The research architecture

One security. Multiple perspectives.
A visible argument.

Start with one question and receive a web-researched answer. An optional deeper council review combines six independent first-pass analyses, targeted reviews, and a separate research audit. Portfolio and trading workflows are not enabled in this workspace. Agreement alone is not a measure of certainty.

  1. 01Security
  2. 02Independent analysts
  3. 03Evidence audit
  4. 04Cross-examination
  5. 05Independent audit
  6. 06Investment research
Six independent research roles

Give disagreement a seat.

Each analyst is designed to develop an initial assessment before seeing the others’ conclusions. The council then examines shared assumptions, conflicting evidence, and unanswered questions.

Fundamental

Business quality, financial statements, valuation assumptions, and the sources behind them.

Quantitative

Price history, statistical relationships, and clearly specified calculations and limitations.

Technical

Price, volume, liquidity, and changing market conditions.

Macro

Economic conditions and how they may affect a company, industry, or fund.

Bull

The strongest evidence-supported upside case and the conditions it depends on.

Bear

Counterevidence, vulnerabilities, and the ways an investment thesis could fail.

The optional deeper council review includes independent evidence review. An independent auditor challenges the research evidence before completing the research audit. Multiple models citing the same source do not count as independent confirmation.

Designed for accountability

Keep the evidence. Keep the history.

Traceable conclusions

Connect research claims to their sources, timestamps, assumptions, and outstanding questions.

Visible uncertainty

Preserve conflicting views and missing information without turning a model vote into a confidence percentage.

Recorded outcomes

Compare later observations with the original, versioned thesis. Evaluate the research system without rewriting its history.

The CLAVE platform

A shared engine. A dedicated application.

CLAVE

The intelligence architecture for model routing, council orchestration, and evidence-led synthesis.

RefNode Investment Research

A dedicated investment research workspace on that shared foundation.

Development status

Research in progress.

The research preview is available with a free RefNode account and your own OpenRouter key. RefNode charges $0 for access; AI and search usage is billed directly to your OpenRouter account. Paid RefNode subscriptions do not unlock additional investment questions, deeper analysis, or enhanced Investment Research features. Ask a question in plain language. No ticker or source links are required for an answer. You can optionally request a deeper council review and inspect its estimated maximum cost first. Results and audit records are saved on your current device.

Answers use automatic web research. Deeper council reviews analyze retrieved source excerpts and clearly distinguish approved research from partial findings. It does not have a live price feed, accept funds, place trades, or offer brokerage access. The separate paper-simulation prototype is not exposed here.

Before you use investment research

AI-generated research can contain errors, omit important facts, or rely on outdated information. Investment decisions require independent judgment. No return is guaranteed, and investing can result in loss.

Investment Research Disclosures