Product Requirements Document (PRD)
PRODUCT REQUIREMENTS DOCUMENT
Project: GenAI Capital|Version: 1.0|Status: ✅ Implemented
1. Product Objective
Develop a generative AI-powered investment research assistant that combines structured stock data with unstructured macroeconomic documents to provide contextualized and accurate answers about the financial market.
Vision
An intelligent assistant for investors to obtain quick insights into companies and trends by combining multiple data sources in one conversational interface.
Problem
- Fragmented data between spreadsheets/PDFs
- Time-consuming cross-referencing
- High risk of hallucination in standard LLMs
2. Users & Personas
1
Investment Analyst
Quick company data and macro context. Clear sources and accurate metrics.
2
Portfolio Manager
Holistic vision for allocation decisions based on micro/macro trends.
3
Research Academic
Access to original sources and full traceability for correlations.
3. Functional Requirements
| ID | Requirement | Status |
|---|---|---|
| F-01 | Structured Data Query (Price, Target, Cap, Yield) | ✅ |
| F-02 | Unstructured Document Query (OECD PDFs via RAG) | ✅ |
| F-03 | Hybrid Queries (Combined context synthesis) | ✅ |
| F-04 | Intelligent Intent Classification | ✅ |
| F-05 | Automated Entity Extraction (Tickers/Names) | ✅ |
| F-06 | Source Identification & Traceability | ✅ |
| F-07 | Financial Data Formatting (Trillions/Billions) | ✅ |
| F-10 | English-only Language Enforcement | ✅ |
4. Success Metrics (KPIs)
95%
SQL Accuracy
< 5s
Avg Response Time
1,821
Verified Companies
GenAI Corporate IntelligenceRef: GENAI-CAPITAL-2026