Research & Agents

Longsurf treats research as a product surface, not only as chat. Agents can use the user’s chart context, watchlists, Resource Tree state, market data, news, fundamentals, and sandbox tools to produce durable analysis.

Research Modes

Mode	Scope
Copilot	User-initiated help in chart, watchlist, news, and alert workflows.
Orchestrator	Multi-step analysis such as screening, event studies, backtests, and cross-source research.
Autonomous Analyst	Proactive monitoring, scheduled research, and notification-driven brief generation.

Product Surfaces

• Explain, Annotate, and Deep Dive for selected chart ranges.
• Research feed and story artifacts for deeper private analysis.
• Agent workflows for repeatable multi-step tasks.
• Resource Tree mutations that let the agent propose changes to user-owned workspace resources.

Source docs: docs/vision/ai-features.md, docs/vision/explain.md, docs/vision/agent-env.md, and docs/vision/agent-workflows.md.