Mycroft is an open-source experiment in AI-powered investment intelligence.
A network of specialized agents — research, verification, portfolio, advisory, and intelligence — working together to analyze the AI sector. Built to learn what actually works.
Using AI to Invest in AI
The Agent Network
Six specialized agents and a coordination layer. Each has a distinct role. None of them has the full picture alone.
Research Agent
Ingests filings, earnings calls, and technical publications. Extracts structured signals on AI capability, market position, and competitive dynamics.
Verification Agent
Cross-checks claims against primary sources. Flags contradictions, quantifies uncertainty, and scores source reliability before signals reach the portfolio layer.
Portfolio Agent
Translates verified signals into portfolio-level analysis. Tracks allocation thesis, monitors drift, and surfaces when the underlying assumptions no longer hold.
Advisory Agent
Synthesizes research and portfolio state into plain-language recommendations. Designed for the investor who wants the reasoning, not just the output.
Intelligence Agent
Monitors the continuous news and signal stream. Prioritizes what matters, suppresses noise, and routes high-signal items to the relevant specialist agents.
Mycroft Layer
The coordination layer. Orchestrates the agent network, resolves conflicts between outputs, and maintains the coherent view that no single agent holds alone.
Recent Research
Research coming soon.