Product, Engineering

Product, Engineering

AI Agent Series: Stock Screener with AWS Bedrock & OpenSearch

AI Agent Series: Stock Screener with AWS Bedrock & OpenSearch

Apr 1, 2025

Apr 1, 2025

Jacob Chanyeol Choi

Jacob Chanyeol Choi

AWS featured LinqAlpha’s Company Screener Agent, which combines Amazon Bedrock, Amazon OpenSearch, and a finance-specific embedding model to help hedge funds and asset managers accelerate investment research. The system unifies hybrid search, AI-driven analysis, and audit verification to deliver faster, more accurate stock screening.

AI Stock Screener for Hedge Funds with AWS Bedrock & OpenSearch

AWS has published a detailed feature on how LinqAlpha’s Company Screener Agent helps hedge funds and asset managers streamline investment research. The article explains how we combine Amazon Bedrock, Amazon OpenSearch, and our proprietary finance-specific embedding model to enable faster and more accurate stock screening.

The piece covers our approach to hybrid search, which blends keyword and vector retrieval to uncover relevant market data, and how our Screener Agent, powered by Claude 3.7 Sonnet, analyzes news, filings, and analyst reports to produce concise investment rationales and clear Yes or No conclusions. It also describes the role of the Audit Agent in verifying every output with source-level citations, ensuring trust and transparency.

It further explains why OpenSearch was selected for its robust metadata filtering, multilingual search capabilities, and ability to combine semantic and keyword queries. The article highlights measurable results from hedge fund research teams, including reducing preliminary research time from hours to minutes and expanding stock coverage by nearly three times.

You can read the full story here:
English version: AWS Technical Blog (US)
Korean version: AWS Technical Blog (KR)

This collaboration with AWS showcases how finance-tuned AI agents can unify search, analysis, and audit into a single workflow, giving institutional investors a powerful tool for making faster and more confident decisions.