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MAG7 SEC Filings Analyzer β Agentic Financial Intelligence Platform
This is not just RAG. It is a controlled, production-shaped system for answering questions over real SEC 10-K / 10-Q filings with VERIFIABLE CITATIONS.
The workflow is intentionally ULTRA OPTIMIZED for latency + cost: a DETERMINISTIC ROUTER classifies intent (single-company, comparison, ingestion) with NO LLM CALL, then a FAST RAG AGENT compresses retrieval + analysis + reporting into ONE LLM call (about 3Γ fewer calls than traditional chains).
Example questions:
- "Compare AAPL vs MSFT: biggest risks and how they differ."
- "What were the biggest YoY changes in operating margin, and why?"
- "What changed from last quarter and why?"
- "Extract and summarize all risk factors from the latest 10-K."
- "Identify key growth drivers mentioned in management commentary."
- "Analyze revenue trends and segment performance across quarters."
Retrieval runs on PINECONE (SERVERLESS) with sentence-transformer embeddings, and advanced options of HYBRID RETRIEVAL, SECTION BOOSTING, RERANKING + QUERY REWRITING. An MD5-KEYED SEMANTIC CACHE returns repeated queries in ~20ms.
Ships with a MULTI-PROVIDER LLM abstraction (OpenAI / Anthropic / Ollama) with pooled + cached instances, plus performance engineering via async FastAPI, request deduplication, and concurrent comparison execution.
π Real SEC Filings
Ingests and indexes actual 10-K / 10-Q filings from all MAG7 companies β answers are grounded in real financial documents with verifiable citations.
β‘ 3Γ Fewer LLM Calls
Deterministic router classifies intent with zero LLM overhead, then a Fast RAG Agent compresses retrieval + analysis + reporting into a single call.
π Hybrid Retrieval
Semantic + keyword search with section boosting and Cross-Encoder reranking β surfaces the most relevant filing passages even for complex multi-part questions.
π ~20ms Cache Hits
MD5-keyed semantic cache returns identical or near-identical queries almost instantly β dramatically reducing cost and latency for repeated analysis.
π€ Multi-Provider LLM
Pooled + cached LLM instances across OpenAI, Anthropic, and Ollama β swap providers freely with concurrent comparison execution for benchmarking.
π Company Comparison
Ask cross-company questions like "Compare AAPL vs MSFT risks" β the agent routes to a parallel comparison pipeline and merges results into a unified analysis.
ποΈ Infrastructure