Koskamo

Conduct investment research using transcript search

A comprehensive research brief citing timestamped evidence from YouTube and podcast transcripts to support or refute investment hypotheses.

How it works

Read-onlyResearch and knowledge

The agent receives a specific research question and uses the Arcmira MCP server to search for relevant mentions in public conversations. It performs multiple searches to find supporting and contradicting evidence, compares sources, and verifies claims against available data. The agent then synthesizes these findings into a structured research brief, ensuring all assertions are backed by cited transcript moments.

Prompt

Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.

Prompt for Conduct investment research using transcript search
Investigate whether there is a material reason for the recent semiconductor selloff despite strong AI demand. Use the last 60 days. First verify the timing and size of the selloff. If the premise does not hold, say so and identify what changed. Search public conversations about NVIDIA, TSMC, ASML, Micron, Broadcom, and their GPU-cloud customers. Focus on demand, cancellations, customer agreements, lead times, power availability, margins, and financing. Separate current conditions from risks to future expansion. Find the strongest evidence supporting and contradicting each explanation, identify which companies are exposed, and cite the original moments. Finish with the unresolved questions and indicators that would change the conclusion. Verify material claims against filings and earnings disclosures.

MCP servers it needs

Source

The vendor page this playbook is drawn from, and the passage that supports it.

Search company mentions, executive interviews, and expert commentary in YouTube and podcast transcripts. Compare evidence and cite original moments in investment research.
Investment research with YouTube video and podcast transcript search - Arcmira API

Each playbook is drawn from the vendor page it cites and reviewed by Koskamo before it is published. Koskamo does not run these servers or your agent: check what each tool will do before you let it act on your accounts.