InSync buy-side analyst
High-caliber, buy-side-trained, dedicated to your coverage.
The A(I)mplified Analyst
A high-caliber research analyst, amplified by the data underneath them.
A buy-side-trained analyst, delivered into your coverage team and wired directly into InSync guidance, actuals, models and KPI-level estimates through MCP, WEAVE and Excel. Amplify analysts, don't replace them.
~50% more cost-efficient than service-only vendors. InSync GAME content included.
...AMZN - Q3 '26 model - InSync WEAVEIllustrative
| KPI | Guidance | Consensus | Actual | Vs cons. | Brokers |
|---|---|---|---|---|---|
| Net sales ($bn) | 174.0 - 179.5 | 177.4 | 179.1 | +1.0% | 41 |
| AWS revenue ($bn) | - | 33.8 | 34.6 | +2.4% | 38 |
| AWS y/y growth | "mid-20s%" | 24.6% | 27.4% | +2.8% | 35 |
| Advertising ($bn) | - | 17.2 | 16.9 | -1.7% | 29 |
| Operating income ($bn) | 15.0 - 19.0 | 17.6 | 17.4 | -1.1% | 37 |
| Capex ($bn) | reiterated | 26.1 | 29.8 | +14.2% | 31 |
MCP Which KPIs missed consensus even though guidance was reiterated?
Advertising-1.7% vs 29-broker consensus; guide unchangedOp. income-1.1%, but inside the guided rangeCapex+14.2% versus the real change in the modelSourced from 8-K + working sell-side models · row-level audit trail
FactSet strategic AI partner300+ brokers2,500+ prebuilt buyside models1,500+ line items & KPIsMCP native
The shift, in practice
The role doesn't go away. It changes.
Hours of grunt work, minutes of actual insight: that math is broken. InSync MCP, paired with WEAVE, flips the ratio. The analyst's hours go to synthesis, assessment and validation.
Today A typical analyst day
Amplified Same analyst. Same day.
Illustrative allocation of a research day. The role is elevated, not eliminated.The principle
Same analyst.
Same day. The role is elevated, not eliminated.
Amplification gives the hours back to judgement: the part of the job that was never the bottleneck's fault.
The equation
What an A(I)mplified Analyst actually is
Not a chatbot, and not a seat licence. A dedicated, CFA/MBA-trained buy-side analyst at the core, with first-party data and preset agentic workflows wired in behind them.
InSync data
Guidance, actuals, models and estimates on one taxonomy.
Preset agentic workflows
Pre-built skills do the heavy lifting. No power user required.
The A(I)mplified Analyst
More coverage per head, with the judgement still human.
Layer 1 - Structured data ingestion
InSync Add-ins & WEAVE
ExcelModels and comps built directly from the add-ins, not hand-keyed. Removes manual gathering and enforces consistency across models, comps and sector analysis.
Reclaims the hours.Layer 2 - Analysis & synthesis
MCP & LLM workflows
Claude · ChatGPT · IDEsBuilds data and assessment sheets, runs company- and sector-specific analysis, catches errors across large datasets, and summarizes filings, transcripts and decks to spec.
Elevates the hours.Connected data · The GAME layer
One KPI. Four connected datapoints.
Take a single KPI: AWS revenue growth. InSync knows what management guided, what the company reported, what each broker now expects, and where that assumption sits in a financial model. Because every datapoint shares one taxonomy, the relationship between them is queryable, not just the datapoints themselves.
Source documents
- 10-Qs, 10-Ks, reg filings
- 8-Ks, investor decks
- Transcripts & IR documents
- Working sell-side models
One connected, auditable row-level dataset
- Actuals + guidance
- Granular estimates: 1,500+ line items from 300+ brokers
- Calendarized, standardized, point-in-time
Output products
- Pre-built models & comps
- Actuals-to-consensus sheets
- Guidance trend sheets
- MCP server: GAME data
Token reduction
73%Fewer tokens per query: agents reason over structured data instead of parsing documents.MCP tools
16Live in Excel, chat and IDEs. LLM-agnostic, enterprise-grade security.Truth sources
3Actuals, estimates and guidance: never blurred together.Refresh
HoursKPI-level consensus refreshed within hours; actuals within minutes of the print.Revisions
"Which brokers revised after earnings, and on which drivers?"Guidance
"Where is guidance furthest from Street expectations?"Point in time
"What did the Street believe the day before the print?"Model impact
"What do recent revisions change most in the valuation?"Any platform can add an AI layer. These questions require guidance, actuals, estimates and models to be linked.
The offering
A dedicated buy-side analyst, A(I)mplified all day
One analyst runs your full research day on InSync content: every stage amplified by MCP, LLM skills and WEAVE.
Pre-market
Situational awareness
Scan overnight news and macro; triage what actually moves models.MCP · InSyncMarket open
Earnings & live news
Extract the print; validate results against guidance and consensus.MCP · LLM skillsMidday
Deep-work modeling
Scenario analysis, route updates and comps straight into the thesis.WEAVE · Prebuilt modelsAfternoon
Analysis & validation
Engage sell-side and peers; validate against peers; summarize the thesis.MCP · InSyncEnd of day
Wrap up
Finalize notes, reconcile models, set tomorrow's priorities.MCP · InSyncProductivity & capabilities
What your A(I)mplified Analyst delivers
One dataset, one workflow: model → benchmark → monitor → synthesize → deliver.
Earnings
KPI-level consensus gap
Rebuild the print using per-KPI consensus, not just the topline.Earnings
Earnings-day scorecard
Reconcile every KPI as the numbers cross the tape.Guidance
Guidance reconciliation
Guidance against structured history, with shift flags.Monitoring
Earnings & consensus updates
Near real-time earnings and IR call summaries.Estimates
Broker revision intel
Topline and KPI-level revisions, point-in-time.Research
Sell-side research monitoring
Synthesize sell-side research into your view, not theirs.Modeling
Auto-built comps + model
Peers, consensus and a driver model, via WEAVE.Custom
Dashboards & projects
Dashboards, visuals and specialized research work.Excel productivity
Four ways to build an institutional-grade model
InSync data, one source of truth: your workflow, your call.
Prebuilt models
Live earnings and granular KPI consensus, guidance baked in.
Customize
Tailor a prebuilt model to your view with Retrolinker.
Build & query
Build your own via WEAVE, or Claude over InSync MCP.
Fully managed
Delivered by an A(I)mplified Analyst, at a fraction of the cost.
Time & cost
70%+Time saved versus building an institutional-grade model from scratch.Model library
2,500+Prebuilt models with comps, built on 20+ years of buy-side experience.AI Excel agent
WEAVETrained on 10,000+ buy-side models.Strategic partnership
Integrated on FactSet
InSync data and models are available on the FactSet platform through a strategic partnership: a stronger combined offering, not just a distribution channel.
- Announced by the FactSet CEO on the Q3 FY2026 earnings call.
- Named a FactSet strategic AI partner.
- Adds working-model consensus and buyside models to FactSet data.
- Bundled pricing when InSync is added to an existing FactSet subscription.
- Broader broker access through the combined consensus offering.
- Faster enterprise rollout: security, compliance and support already in place.
How it's delivered
One continuum: from a delivered analyst to an A(I)mplified team
The same InSync layer underneath, whether we deliver the analyst or amplify yours.
Start here
Delivered A(I)mplified Analyst
For smaller shops, or teams extending coverage: delivered, not hired.Underneath both
Horizontal data layer
InSync under every stage: the shared substrate.Scale into
AI-amplified in-house team
Productivity, and ROI on data spend, scales with team size.One hire
Multiple teamsA single analyst supports more than one coverage team.Lower cost
< 2 analystsVersus two in-house analysts, with content included.Higher output
More namesMore names covered per analyst, with the work left behind as an asset.Own the data. Amplify the analyst.
Let's demo it.
See an A(I)mplified Analyst rebuild a print from KPI-level consensus, in your names, on your coverage.
