How Heurist Finance built an AI-native investment workbench on Amazon Bedrock AgentCore | Amazon Web Services

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Heurist uses Amazon Bedrock AgentCore to build AI-powered financial intelligence for retail investors. Its flagship product, Heurist Finance, brings several institutional-style workflows into one chat experience: it gathers market data, reads filings and news, runs deep research, builds and stress-tests portfolios, and monitors positions. Each answer reflects the user’s portfolio and preferences. Heurist’s goal is to make tools such as unified risk-and-return views, whole-portfolio construction, and scenario analysis accessible to anyone with a market question.

This post explains how Heurist built the system behind Heurist Finance on Amazon Bedrock AgentCore, using AgentCore payments, a capability of Amazon Bedrock AgentCore, to buy premium data per query. It shows how paid data access, sandboxed analysis, identity, memory, and observability come together in an auditable response.

Business challenge

Heurist gives retail investors access to research built on premium market, macroeconomic, fundamental, and alternative data. Those sources sit behind paywalls and bespoke APIs....

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