Complete Documentation
System Manual v1.0

COMPLETE DOCUMENTATION

The Stock Investment Research Assistant is a modular GenAI system designed to bridge the gap between structured financial metrics and unstructured economic analysis.

Structured Data

1,821 companies with real-time-simulated metrics (Price, Target, Cap, Yield, P/E).

Unstructured Context

RAG-powered analysis of macro reports using advanced similarity search.

Hybrid Reasoning

Orchestrated synthesis of multiple data streams for holistic answers.

Smart Routing

Autonomous intent detection and entity extraction via senior LLM logic.

System Architecture

Interface Layer
CLI / WEB FRONTEND
PYTHON ORCHESTRATOR
• Intent Classification
• Entity Extraction
• Data Synthesis
• Source Labeling
Data Layer
SUPABASE INFRASTRUCTURE
Relational (SQL)
equities table (1,821 stocks)
Vector (RAG)
documents table (pgvector)

Processing Flow & Q&A

SQL Query

What is Microsoft's target price?

Microsoft's target price is $600.00. Source: SQL Database
Hybrid Query

How does inflation affect tech stocks like Amazon?

Amazon's target price is $270.00. Macro context: Inflation pressures tech margins due to higher cost of capital... Source: Hybrid
RAG Query

What does OECD say about 2026 GDP?

OECD reports suggest primary risks include trade barriers and fiscal instability... Source: Macro Reports
1,821
Stocks
~5s
Latency
100%
Compliance
GenAI Capital Corporate Intelligence2026.03.24