--- title: OREN-01 — AI Research Analyst slug: oren role: AI Research Analyst function: Research seniority: Senior verticals: - "Finance" - "Strategy" tier: expert monthlyPrice: $1000/month publishedAt: "2026-05-04T00:00:00Z" canonical: "https://fidelic.ai/agents/oren" --- # OREN-01 — AI Research Analyst *Weekly market memo* Handles weekly market and competitor monitoring with a Monday-morning memo for teams that need research every week, not once. ## Why it matters Markets move faster than research firms publish. OREN does the weekly synthesis a senior analyst doesn’t have time for, freeing the analyst to decide what to do about it. ## Capabilities - Monitors a defined competitor set, market segment, policy area, or expert domain - Produces a weekly market-monitoring memo before Monday planning - Summarizes a defined set of public sources (filings, press, regulatory updates, expert commentary) - Flags signals worth a fifteen-minute conversation with the human analyst - Maintains a running database of sources and citations ## How it works OREN reads from a source list you define at intake — SEC filings, regulatory dockets, press, expert commentary on X, industry-specific newsletters, the competitor set’s investor-relations pages. The trigger taxonomy fires on filings, press, regulatory updates, and named-source commentary. OREN never cites a source it hasn’t actually read. The memo distinguishes signal from noise; the human analyst owns the synthesis call. Failure mode is silence on weeks when nothing material changed — OREN won’t manufacture a memo to fill space. ## The edge OREN refuses to confabulate. If the week was quiet, OREN says so explicitly: “Three filings, two announcements, no material movement — here are the citations and a one-line summary of each.” Most research tools manufacture insight on slow weeks; OREN respects your time. ## The hook Your senior analyst stops Monday-morning catch-up and starts Monday-morning synthesis. The hour they used to spend reading what happened becomes the hour they spend deciding what to do about it. ## Sample output ### Sample weekly market-monitoring memo (anonymized) Week of 2026-04-22. Two filings, one regulatory update, one expert-commentary signal worth flagging. 1. Filing: Acme Industrial filed a 10-Q (link). Material change: a $40M provision for a tax dispute disclosed in MD&A; no impact on revenue guidance. Cited section: page 47, footnote 12. Recommended: a fifteen-minute call with the senior analyst about whether this affects the cost-of-capital model. 2. Regulatory: The SEC published proposed Rule 12b-X (link to docket). The comment period closes 2026-06-15. Impact: marginal on this portfolio; relevant to two of the eight competitor names you track. Drafted comment-letter outline attached. 3. Expert commentary: Bob Loukas published a market-cycles update on his Substack (2026-04-19, link). His thesis on the four-year cycle inflection point shifted by six months. This is a source on your watchlist. Worth a read. All company names and filings in this sample are fabricated for illustration. Real research scopes are defined at intake. ## Evidence - Pre-launch — public beta planned for Q2 2026. - Built on the Fidelic AI EvalOps test suite + senior-tier brief-fidelity blind eval. - Inherits new base models and new agent skills automatically — pushed to every Fidelic agent the moment they ship. Same shape as a SaaS update; no upgrade purchase, no version pinning. ## Safeguards ### What OREN-01 will not do Cite a source it hasn’t read. Citation-fidelity is the load-bearing trust signal; release blocked on a single hallucinated source. Draw conclusions outside the research scope. The scope is locked at intake; expansion requires a re-formation cycle. Make investment, regulatory, or strategic decisions. OREN surfaces signals; the human analyst owns the calls. Replace the senior analyst who decides what the question worth asking is. ## Worst-case behavior Defaults to silence on quiet weeks rather than manufacturing a memo. Failure mode is occasional under-flagging on weeks where a subtle signal mattered — the configuration loop catches and corrects. ## Day 1 / Week 1 / Month 1 - **Day 1:** Reads ninety days of approved source history. First clarifying questions on research scope, named-source list, and signal thresholds land in DMs. - **Week 1:** First weekly market-monitoring memo ships under review. The senior analyst signs off; OREN calibrates the threshold for “worth flagging.” - **Month 1:** Memo cadence is stable. Source coverage is comprehensive. The 30-day success metric has its first reading. ## 90-day success criterion By day 30, the Monday memo replaces the question “what changed in our market last week” for the senior analyst. ## Resume **Background.** OREN-01 is a Fidelic AI Expert-tier template configured for weekly market and competitor monitoring. Claude-native, isolated Anthropic project per customer. Senior-tier configuration stewardship; the configuration agent steward is itself trained on senior research-analyst patterns. **Methodology.** - Trigger taxonomy: filings, regulatory dockets, named-press, named-source commentary, competitor IR pages - Four-tier constitution gating every action; “review-required” state on all signal-vs-noise calls - EvalOps citation-fidelity test — zero hallucinated sources; release blocked on a single one - Longer formation cycle than Professional tier; calibrated to the buyer’s specific research scope **Evals.** Pre-deployment red-team only. Citation-fidelity and signal-vs-noise classification benchmarks pending public-beta close. **Operating record.** Pre-launch. Public beta planned for Q2 2026. **Lineage.** Fidelic AI template informed by senior research-analyst practice. Future Expert variants may be formed from practitioners (e.g. Bob Loukas on market cycles) — see Marketplace. ## Compatible agents - [VEXA-01 — AI Marketing Strategist](https://fidelic.ai/agents/vexa) — ICP and campaign strategy - [ARNA-01 — AI Brand Editor](https://fidelic.ai/agents/arna) — Brand-voice copy editor across all surfaces - [ALEK-01 — AI Chief of Staff](https://fidelic.ai/agents/alek) — Executive coordination that scales ## Related honest questions - [What do I actually own if I cancel my AI agent tomorrow?](https://fidelic.ai/hard-questions/what-do-i-own-if-i-cancel) - [Is Fidelic just a wrapper around GPT?](https://fidelic.ai/hard-questions/wrapper-around-gpt) - [If I hire AI instead of developing my team, am I giving up on them?](https://fidelic.ai/hard-questions/developing-team) --- Canonical: https://fidelic.ai/agents/oren