Your Institutional
Research Analyst

🏛️ Your New Junior Analyst. Powered by AI.

Gamut Agent connects to your Google Drive / OneDrive to read earnings transcripts, 10-Ks, and portfolio reports. It synthesizes hours of reading into instant insights, allowing you to focus on high-value client interactions.

Security Note: Your data is encrypted, isolated to your team, and never used to train public AI models.

🔐 Data Privacy & Compliance (Critical)

We understand the fiduciary responsibility you carry.

• Encrypted & Isolated: All data is encrypted at rest and in transit. Your team's data is strictly isolated from other teams.
• No PII Training: Your client data is never used to train public AI models. It remains private to your team.
• Read-Only Access: Gamut reads your files to answer questions but never modifies or deletes your original documents.
• Enterprise Security: Built on enterprise-grade Google Cloud security with audit trails.

Best Practices:

• Anonymize Data: While Gamut is secure, it is best practice to remove Client Names/SSNs from CSV uploads before analysis. Use Client IDs (e.g., "Household-1042").
• Separate Folders: Create a specific folder (e.g., "Gamut Research") for uploading reports you want analyzed, keeping them separate from sensitive PII if preferred.
• Team Isolation: Use separate teams for different client groups if needed for compliance.

🚀 Quick Start: Secure Setup

1. Sign In

• Go to ml-frameworks.web.app
• Sign in using your secure email credentials.

2. Connect Data Sources

• Navigate to ⚙️ Admin.
• Connect Google Drive or Microsoft OneDrive.
• Best Practice: Create a specific folder (e.g., "Gamut Research") for uploading reports you want analyzed.

3. Start Researching

• Switch to 💬 Chat.
• Gamut indexes your files securely. You are ready to query.

📊 Top 5 Analyst Workflows

1. The "Earnings Season" Sprint 🏃‍♂️

Scenario: You need to digest Apple, Microsoft, and NVIDIA earnings calls before the market opens.

Upload: PDF Transcripts or provide links.

Ask Gamut:

"Review the Q3 earnings transcripts for AAPL, MSFT, and NVDA.

Compare their commentary on AI Capex Spending:
- How much are they guiding for next year?
- What specific ROI metrics did the CFOs mention?
- What are the basis points of revenue allocated to AI infrastructure?"

Time Saved: 15-20 hours of listening/reading

2. The Portfolio Stress Test 📉

Scenario: Rates just hiked. You need to know which clients are exposed.

Upload: Portfolio Holdings Export (CSV/PDF) - Anonymized recommended.

Ask Gamut:

"Analyze this Holdings Report. Identify all positions sensitive to interest rate hikes (e.g., Long-duration Treasuries, REITs, Utilities). Calculate the total percentage exposure to these sectors."

Result: "22% of the portfolio is rate-sensitive, primarily in the Vanguard REIT ETF..."

Time Saved: 2-3 hours per portfolio review

File Format Support: Gamut reads Excel (CSV, XLSX) and PDF formats natively.

3. The "Annual Review" Prep 🤝

Scenario: Meeting with the Smith Family. Need to synthesize a year of notes.

Upload: Past meeting notes and YTD performance PDF.

Ask Gamut:

"Read the Smith Family Meeting Notes.

Summarize:
- Their top 3 financial goals stated last year.
- Any life changes they mentioned (new grandkids, retirement plans).
- Compare their current performance against their stated risk tolerance.

Create a meeting agenda with talking points."

Time Saved: 30-45 minutes per meeting

4. The "10-K" Deep Dive 🔎

Scenario: Due diligence on a new potential holding.

Upload: 10-K Filing (PDF).

Ask Gamut:

"Analyze the Risk Factors section of this 10-K.

Summarize any new risks added since the previous filing. Specifically look for mentions of:
- Regulatory litigation
- Supply chain dependencies
- Macro economic headwinds

Also extract the key financial metrics: revenue growth, margin trends, and debt-to-equity ratio."

Time Saved: 5-8 hours of reading

File Format Support: Gamut excels at reading PDF 10-K filings and extracting structured data.

5. Client Communication (Market Volatility) ✉️

Scenario: Markets are down 3%. Clients are nervous. You need a reassuring email draft.

Ask Gamut:

"Draft a client email regarding today's market volatility.

Tone: Professional, calm, and data-driven.

Key Point: Remind them that our defensive allocation to fixed income was designed exactly for days like this. Avoid jargon.

Include: Historical context (similar volatility periods and recovery timelines)."

Time Saved: 20-30 minutes per communication

🎙️ Audio Briefs: Commute & Consume

Turn a dense 80-page JPMorgan Market Outlook into a 5-minute Podcast for your drive to the office.

Perfect Use Case: You're commuting to the office and want to review a complex market report before client meetings.

How to Use:

1. Go to 🎙️ Audio Briefs.
2. Type the file name: "2026_Global_Market_Outlook.pdf"
3. Select "Summary" (Concise) or "Podcast" (Conversational).
4. Click Generate.
5. Listen.

Time Saved: Review 80-page reports in 5-10 minutes while commuting

💡 Pro Tips for Compliance & Efficiency

Tip 1: Citations Matter

Gamut provides sources. Always click the [1] citation chip to verify the number against the original document before trading or advising.

Tip 2: Anonymize Data

While Gamut is secure, it is best practice to remove Client Names/SSNs from CSV uploads before analysis. Use Client IDs (e.g., "Household-1042").

Tip 3: Batch Uploads

Create a folder named "Q3 Research" and drop 20 PDFs in it. Gamut can search the entire folder at once.

"Synthesize the macro sentiment across all files in the Q3 Research folder. Identify common themes and divergences."

Tip 4: Use Professional Terminology

Gamut understands financial terminology. Use terms like:

• "Alpha," "Beta," "Sharpe Ratio"
• "Basis Points," "BPS"
• "Sentiment Analysis," "Macro Trends"
• "Duration Risk," "Credit Risk"

Tip 5: File Format Support

Gamut reads:

• PDFs: 10-Ks, earnings transcripts, research reports
• Excel: CSV, XLSX (portfolio holdings, performance data)
• Word Docs: Meeting notes, client communications
• Google Sheets: Live data from Drive

🔍 What Gamut Can Search

Gamut searches across:

• ✅ Your Research Files - Earnings calls, 10-Ks, portfolio reports in Drive/OneDrive
• ✅ The Web - Market news, financial data, regulatory updates
• ✅ Business Intelligence - Company research, competitor analysis
• ✅ Your Content Library - Past analyses, meeting notes, client communications

Important: Gamut only reads files from the Drive/OneDrive account you connect. It does NOT access your computer's hard drive, custodial accounts, or trading platforms.

📞 Support

Priority Support for Financial Teams:

• Missing Data? Ensure the file has finished indexing (check Admin tab status).
• Wrong Number? Check the file currency format (USD vs EUR). Always verify against source documents.
• Compliance Questions? Review the Security section above. Contact support for specific compliance scenarios.

Contact: support@gamutagent.ai

🎯 Success Metrics

Track your efficiency:

• Before Gamut: 10-15 hours per week on research
• With Gamut: 3-5 hours per week on research
• Time Saved: 10+ hours per week