The idea
Investment research is full of judgment calls that should be consistent. Jarvis encodes that judgment into deterministic frameworks, so every stock is analysed the same way — removing recency bias and emotion from the process.
Privacy note: this case study shows the system design and framework logic only. No real portfolio, holdings, balances or positions are displayed.
The frameworks
- Data screener — a universal collector that normalizes fundamentals from market-specific sources (NSE/BSE for India, SEC EDGAR for the US) into one data card.
- Quality score (0–100) — a deterministic, step-by-step fundamental analysis producing a score, verdict and a transparent inventory of strengths and concerns.
- Return estimation — scenario-based modeling (bear / base / bull) of forward returns.
- Red-flag detection — systematic screening for accounting and governance warning signs.
Automation
A scheduled pipeline runs after market close in each region, refreshes data, re-runs the frameworks, and delivers a digest of what changed and why — turning research into an always-on system rather than a one-off spreadsheet.
Why it matters
Jarvis is product thinking applied to a messy domain: defining the right abstractions, making the logic transparent and repeatable, and designing for two very different markets under one coherent interface.