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ai
Fintech
6 Weeks

Quant Financial Research Agent

Enterprise financial RAG system analyzing SEC 10-K filings with reflection loops.

Quant Financial Research Agent

BUSINESS IMPACT & RESULTS DELIVERED

10x
Analysis Speedup
100%
Citation Accuracy

The Challenge

Financial analysts spent days reading 200-page SEC filings to compute valuation metrics.

Our Solution

Architected a dual-mode research agent that extracts structured financial metrics, calculates ratios, and cross-references source citations.

Engineering Process

1

10-K PDF Chunking & Qdrant Ingestion

2

Reflective RAG & Verification Agent Construction

3

Financial Formula Calculation Engine

4

Web Interface Deployment

Technologies Used

LangGraphGroqQdrantGeminiFastAPI

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