AI Agents Development
Automation casefile for turning research intake, monitoring, retrieval, and publishing into faster analyst operations with explicit human review.
The work started from using AI heavily in daily tasks, then pushing toward more reliable research workflows.
Ollama, Postgres or Supabase, Docker, browser automation, and webhooks tied into one analyst-support stack.
The point is better throughput and cleaner monitoring, not blind autonomy for investment-facing work.
Summary
Workflow designer, integrator, and evaluator for research-support systems.
Monitoring, retrieval, drafting, publishing, and local knowledge-base support.
Reduce research drag and context switching while keeping confidence and failure modes visible.
Why this started
- AI became a real productivity multiplier in daily work, especially for coding, drafting, and structuring messy tasks.
- The first lesson was that generic chatbots were useful but not persistent or contextual enough for recurring professional workflows.
- The next step was local and semi-local systems: retrieval, monitoring, and task-specific agents that fit an analyst desk better than one general chat window.
Public versus local AI
Easy to access, lightweight, and usable without local compute, but often constrained by older models and paywalled features.
Open-source models, local knowledge bases, and no per-call token cost, with better control over prompts and retrieval.
Local systems require setup skill and hardware, but they support far more tailored research workflows.
The useful middle ground is targeted automation with a human gate, not a fantasy of full self-running investment research.
Local workflow stack
Repo cluster
deepseek-local-ai-starter-kit
Local-first base for model serving, retrieval, and self-hosted AI experiments, updated around newer open models.
gemini-vision-AI-website-monitor
Website and visual-change monitoring workflow for recurring corporate or coverage checks.
n8n-template-and-documentation-for-RAG
Reusable retrieval and automation templates for research support tasks.
obsidian-post-webhook
Bridge between working notes and public or shared research surfaces.
Research workflow applications
Browser and screenshot workflows for recurring website or company-update checks.
Local-first context retrieval from notes, docs, and structured databases.
Memo scaffolds and first-pass summaries that reduce blank-page time without replacing judgment.
Workflow support for moving completed notes into cleaner public or shared surfaces.
Operating constraints
- High-end local models depend heavily on GPU VRAM and setup discipline.
- Retrieval quality, confidence, and failure visibility matter more than raw prompt cleverness.
- Anything investment-facing still needs explicit human review before it is trusted.
Outcomes
- Lower context-switching overhead during research-heavy periods.
- Faster first-pass synthesis on recurring market or company topics.
- Cleaner pipeline from monitoring to notes to public documentation.