Deep research guide

Use the Deep Research server/strategy for diligence, filings, and briefings.

Deep research covers one-off diligence and recurring briefings, grounded in official sources (SEC EDGAR, the live web) — never fabricated.

From an assistant (MCP)

Connect https://mcp.openhelm.ai/research/mcp and call tools like deep_research_company, earnings_triage, build_comp_set, monitor_sec_filings, or morning_notes. Longer runs return a task_id; call check_result.

As a recurring monitor

Adopt the Hedge Fund Deep Research or Thesis-Aware Morning Briefing strategy in the app, or create a cron job over the API and supply a callback_url — you'll get a webhook every morning. See Long-running & recurring jobs.

Disclosed trades are lagged and outputs are not investment advice.