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Important: AI-generated analysis is for informational purposes only and does not constitute investment advice. Any commentary here should not be considered personalized recommendations.

Per SEC/Investment Advisers Act: Past performance does not guarantee future results. All investments involve risk of loss.

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Generative AI-Powered Institutional Equity Research

AI-Powered

Forecast Financials using Auto-Detected or your Own Sources

Perspectec enables buy-side and sell-side institutions to leverage their human capital using generative AI.

Built by a seasoned equity research professional, Perspectec combines deep experience in equities with years of leveraging generative AI to create insights that drive investment decisions.

Key Platform Capabilities

Leveraging AI Models for Reasoning, Visual Reasoning and Agentic Use in Equity Research

Research Analyst

Marcus Chen — AI Agent

Fundamental analysis, DCF valuation, peer comparisons, and WACC calculation powered by CFA-level knowledge.

E-Commerce Industry Analyst

Diana Nakamura — AI Agent

Bottoms-up driver-based forecasting, GMV decomposition, and unit economics across 13 e-commerce companies.

Technical Analyst

Alejandro Reyes — AI Agent

Professional-grade technical analysis with chart patterns, support/resistance levels, and momentum indicators.

Managing Director — Institutional Ownership

James Whitmore — AI Agent

13-F analysis, institutional ownership dynamics, activist screening, and portfolio risk management.

Canadian Managing Director

Andrew MacLeod — AI Agent

Canadian institutional ownership, SEDI insider filings, Bay Street capital markets, and cross-border flows.

Chief Investment Officer

Victoria Sterling — AI Agent

Final authority on investment opinions. Moderates multi-agent debates and synthesizes weighted consensus.

Chief Accounting Officer

Eleanor Fitzgerald — AI Agent

Quality of earnings analysis, IFRS/GAAP compliance, revenue recognition, and balance sheet risk assessment.

Industry Expert

Marcus Webb — AI Agent

Competitive intelligence, Porter's Five Forces, moat assessment, and sector dynamics across all industries.

Quantitative Analyst

Priya Sharma — AI Agent

Factor models, regression analysis, anomaly detection, and statistical risk analytics.

Compliance Officer

Robert Kim, JD — AI Agent

Securities compliance, disclosure requirements, and conflict identification. Non-voting review authority.

Incorporate Advanced Forecasting Methods

Enhance forecast accuracy using seasonality, business drivers, and mathematical methods not taught in the CFA program or business schools.

Earnings Release to Financial Model

Automatically extract earnings releases and SEC filings into structured Excel financial models with 100% accuracy.

Perspectec North America Technical Analyst Model Portfolio 2.0

Portfolio Performance vs. NASDAQ Composite & S&P/TSX

Perspectec is an SEC registered investment firm (CRD # 287591/SEC#:801-110017) with continuous registration since March 15, 2017.

Perspectec's strategy is assigning one equity research associate to one equity, enabling deep, comprehensive analysis on every stock.

  • NASDAQ
  • Portfolio (Net)
  • S&P/TSX

Portfolio Evolution

GrossNet

1D1W1M3MITD

Portfolio ValueJun 01$1,030NVDA$224+$9 (+4.3%)LTRX$50UBS$63+$3 (+5.3%)OSCR$54MAKO$46UTI$48AEG$113+$0 (+0.1%)SLB$78$-4 (-4.4%)QCOM$229$-4 (-1.9%)EPD$115$-7 (-6.1%)Jun 02$1,041NVDA$223$-2 (-0.7%)QCOM$241+$12 (+5.2%)LTRX$52UBS$64+$0 (+0.3%)UTI$48MAKO$47AEG$114+$1 (+0.7%)OSCR$50EPD$116+$2 (+1.3%)Cash$87-SLBJun 03$1,038QCOM$250+$9 (+3.8%)UTI$52LTRX$49UBS$62$-1 (-1.7%)MAKO$45NVDA$215$-8 (-3.6%)AEG$112$-2 (-2.1%)Cash$253-OSCR-EPDJun 04$1,035QCOM$243$-7 (-3.0%)UTI$52NVDA$219+$4 (+1.8%)UBS$63+$0 (+0.7%)LTRX$49MAKO$45AEG$112+$1 (+0.5%)Cash$253Jun 05$1,001UTI$51LTRX$43QCOM$216$-27 (-11.0%)Cash$692-AEG-MAKO-NVDA+1 more

Institutional Equity Research

These reports are protected under copyright laws and should not be scraped and/or used without the express written consent of Robin Manson-Hing

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Executive summary on Docebo's AI-powered learning platform and its competitive positioning in the e-learning market. Published November 29, 2019.

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In-depth analysis of Aurora's strategic position in the rapidly evolving cannabis industry. Research published October 8, 2018.

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Experience

10 Years

Institutional Equity Research

Ranging from assistant to associate to stock coverage

5 Years

Buy-Side Equity Research

Generated market moving research with small and mid cap North American equities

4 Years

Machine Learning & Generative AI Experience

Implementing practical solutions that leverage machine learning libraries, neural networks, LLMs, AI agents and more

100% Focused

on Leveraging these experiences in institutional equity research

Equity Research Associate Program

Developing the next generation of equity research talent

Program Details:

  • Capped at four individuals
  • Duration: 3 months
  • Fee (CAD): $2,500 + API costs beyond $60.
  • Next term: June 30, 2026

Ideal Candidate Mix:

  1. Mathematics Graduate

    • Working towards your CFA. Demonstrated interest in the stock market. Ideally in post-grad program.
    • Can reduce program costs by introducing relevant mathematical models.

  2. Computer Science Graduate

    • Working towards your CFA. Demonstrated interest in the stock market. Ideally in post-grad program.
    • Can reduce program costs by introducing further improvements in automation.

  3. 2 Business Graduates

    • Can discuss the mechanics of financial statements and drivers of valuation.

Focus:

  • Launch coverage leveraging best in-class A.I.
  • Generating differentiated equity research that moves the market.

Apply for the June 30, 2026 term here.