Today, we're introducing ROI 'Chart Factory': a software toolkit for deterministic, automated production of pre-defined charts at scale, built for investment research teams and data companies producing institutional-grade chartbooks and investor reports.

This builds on a decade of internal production use at our sister company, Real Estate Foresight, in research on China property markets.

The core concept: decompose each chart into a very detailed parameter set — all the way to the thickness and colour of the line highlighting the latest change, the consistent colour-coding of axis labels matched to their data series, and precise control of every visual element.

Once encoded, production is fast. A 30-page PowerPoint deck with four charts per page — minutes, not hours.

Every chart comes out identical, every time. No AI guesswork, no hallucination risk. In investment research, charts are an essential form of communication, and the accuracy bar is very high. We believe a deterministic approach still rules.

At the same time, Chart Factory is designed to function as a tool within agentic AI workflows — LLMs can populate parameters, select templates, or trigger production as part of a broader automated pipeline. Deterministic reliability meets AI-driven orchestration.

For many chart production needs, standard spreadsheets or simple scripts are perfectly sufficient. Chart Factory is for more advanced, bespoke use cases where precision and consistency at scale matter.

A few examples of chart types are shown in the screen recording below.

We can manage the chart/report production as a service (if the client prefers effectively outsourcing it), or the toolkit can be deployed on an Enterprise SaaS basis, via APIs for integration into proprietary systems, or on-premises for firms with strict data governance requirements. It is also suitable for agentic AI integration.