AI-powered autonomous quantitative analyst
Author: Nolan Cacheux · LinkedIn
An autonomous AI agent that performs professional-grade equity research by aggregating and analyzing multiple data sources in real-time. Built with LangGraph for orchestration, hybrid RAG for document analysis, and deployed on Azure Container Apps.
User: "Analyze NVIDIA's position. Compare P/E with AMD, check 10-K for China risks."
The agent autonomously:
- Fetches real-time market data (price, P/E, market cap)
- Downloads and searches SEC 10-K filings using hybrid RAG
- Analyzes earnings call transcripts
- Aggregates social sentiment from Reddit
- Compares metrics with industry peers
- Generates a professional research report
🏗️ High-Level System Design (click to expand)
┌─────────────────────────────────────────────────────────────────────────────┐
│ USER INTERFACES │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────┐ ┌──────────────┐ │
│ │ Telegram │ │ REST API │ │
│ │ Bot │ │ (FastAPI) │ │
│ └──────┬───────┘ └──────┬───────┘ │
│ │ │ │
│ └─────────────┬───────────────┘ │
│ ▼ │
│ ┌─────────────────────────┐ │
│ │ LangGraph Engine │ │
│ │ (Research Pipeline) │ │
│ └─────────────┬───────────┘ │
│ │ │
└──────────────────────────┼───────────────────────────────────────────────────┘
│
┌──────────────────────────┼───────────────────────────────────────────────────┐
│ ▼ AGENT LAYER │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │
│ │ Market │ │ Document │ │ News │ │ Earnings │ │
│ │ Data │ │ Reader │ │ Sentiment │ │ Call │ │
│ │ Agent │ │ Agent │ │ Agent │ │ Agent │ │
│ └──────┬──────┘ └──────┬──────┘ └──────┬──────┘ └──────┬──────┘ │
│ │ │ │ │ │
│ ┌──────┴──────┐ ┌──────┴──────┐ ┌──────┴──────┐ ┌──────┴──────┐ │
│ │ Reddit │ │ Peer │ │ Risk │ │ Synthesizer │ │
│ │ Sentiment │ │ Comparison │ │ Scoring │ │ Agent │ │
│ │ Agent │ │ Agent │ │ Agent │ │ │ │
│ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
│
┌──────────────────────────┼───────────────────────────────────────────────────┐
│ ▼ DATA LAYER │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │
│ │ Yahoo │ │ SEC │ │ Reddit │ │ DuckDuckGo │ │
│ │ Finance │ │ EDGAR │ │ API │ │ Search │ │
│ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────────────┐ │
│ │ RAG Pipeline (Hybrid Search) │ │
│ │ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │ │
│ │ │ Chunker │ -> │ BM25 │ -> │ Dense │ -> │Reranker │ │ │
│ │ │ │ │ Sparse │ │Embedding│ │ (RRF) │ │ │
│ │ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │ │
│ └─────────────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │
│ │ Qdrant │ │ In-Memory │ │ Groq │ │
│ │ Vector DB │ │ Cache │ │ LLM API │ │
│ └─────────────┘ └─────────────┘ └─────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
🔄 LangGraph Research Pipeline (click to expand)
┌─────────────┐
│ START │
└──────┬──────┘
│
▼
┌───────────────────────┐
│ Parse Query │
│ (Extract tickers, │
│ identify intent) │
└───────────┬───────────┘
│
▼
┌───────────────────────┐
│ Market Data Agent │
│ (Fetch quotes, │
│ financials) │
└───────────┬───────────┘
│
┌────────────┴────────────┐
▼ ▼
┌─────────────────────┐ ┌─────────────────────┐
│ Document Analysis? │ │ Skip Documents │
│ YES │ │ NO │
└──────────┬──────────┘ └──────────┬──────────┘
│ │
▼ │
┌─────────────────────┐ │
│ Document Reader │ │
│ (SEC 10-K RAG) │ │
└──────────┬──────────┘ │
│ │
└────────────┬────────────┘
│
▼
┌───────────────────────────────┐
│ Parallel Analysis │
├───────────────────────────────┤
│ ┌─────────┐ ┌─────────┐ │
│ │ News │ │ Reddit │ │
│ │Sentiment│ │Sentiment│ │
│ └─────────┘ └─────────┘ │
│ ┌─────────┐ ┌─────────┐ │
│ │Earnings │ │ Peer │ │
│ │ Calls │ │Compare │ │
│ └─────────┘ └─────────┘ │
└───────────────┬───────────────┘
│
▼
┌───────────────────────┐
│ Synthesizer Agent │
│ (Generate report, │
│ executive summary) │
└───────────┬───────────┘
│
▼
┌─────────────┐
│ END │
└─────────────┘
☁️ Azure Deployment Architecture (click to expand)
┌─────────────────────────────────────────────────────────────────────────────┐
│ AZURE CLOUD │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌────────────────────────────────────────────────────────────────┐ │
│ │ Container Apps Environment │ │
│ │ (equity-research-env) │ │
│ │ ┌──────────────────────────────────────────────────────────┐ │ │
│ │ │ │ │ │
│ │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │
│ │ │ │ API App │ │ Bot App │ │ Qdrant │ │ │ │
│ │ │ │ (FastAPI) │ │ (Telegram) │ │ (Vector DB) │ │ │ │
│ │ │ │ Port 8000 │ │ Polling │ │ Port 6333 │ │ │ │
│ │ │ └──────┬──────┘ └──────┬──────┘ └─────────────┘ │ │ │
│ │ │ │ │ │ │ │
│ │ │ │ Internal │ │ │ │
│ │ │ │◄── Network ──┤ │ │ │
│ │ │ │ │ │ │ │
│ │ └─────────┼────────────────┼──────────────────────────────┘ │ │
│ │ │ │ │ │
│ └────────────┼────────────────┼──────────────────────────────────┘ │
│ │ │ │
│ ┌────────────┼────────────────┼──────────────────────────────────┐ │
│ │ │ │ │ │
│ │ ┌─────────▼─────────┐ ┌──▼───────────────┐ │ │
│ │ │ Container Registry│ │ Key Vault │ │ │
│ │ │ (equityresearchacr│ │ (Secrets) │ │ │
│ │ └───────────────────┘ └──────────────────┘ │ │
│ │ │ │
│ │ ┌───────────────────┐ ┌──────────────────┐ │ │
│ │ │ Log Analytics │ │ Storage Account │ │ │
│ │ │ (Monitoring) │ │ (Terraform) │ │ │
│ │ └───────────────────┘ └──────────────────┘ │ │
│ │ │ │
│ └────────────────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
│
┌──────────────────────────┼──────────────────────────┐
│ │ │
▼ ▼ ▼
┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐
│ Telegram API │ │ Groq API │ │ External Data │
│ │ │ (LLM/Free) │ │ (Yahoo, SEC) │
└─────────────────┘ └─────────────────┘ └─────────────────┘
🚀 CI/CD Pipeline (click to expand)
┌──────────────┐ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐
│ Push │────>│ Lint │────>│ Tests │────>│ Security │
│ to main │ │ (Ruff) │ │ (pytest) │ │ (Bandit) │
└──────────────┘ └──────────────┘ └──────────────┘ └──────┬───────┘
│
▼
┌──────────────┐ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐
│ Deploy │<────│ Push to │<────│ Build │<────│ Terraform │
│ to Azure │ │ ACR │ │ Images │ │ Validate │
└──────────────┘ └──────────────┘ └──────────────┘ └──────────────┘
| Category | Feature | Description |
|---|---|---|
| Analysis | Multi-source Research | Aggregates Yahoo Finance, SEC filings, news, social sentiment |
| Analysis | Hybrid RAG | BM25 sparse + dense embeddings with RRF fusion |
| Analysis | DCF Valuation | Discounted cash flow fair value calculation |
| Analysis | Risk Scoring | 10-K risk factor analysis (1-10 scale) |
| Data | Real-time Quotes | Live prices, P/E, market cap, volume |
| Data | SEC 10-K/10-Q | Automatic download and indexing |
| Data | Earnings Calls | Transcript analysis and summarization |
| Social | Reddit Sentiment | WSB, r/stocks, r/investing aggregation |
| Tools | Peer Comparison | Side-by-side competitor metrics |
| Tools | Watchlist | Personal stock tracking with alerts |
| Tools | Price Alerts | Notifications on price/P/E thresholds |
- Python 3.11+
- uv package manager
- Docker & Docker Compose
# Clone repository
git clone https://github.com/nolancacheux/Rag-Equity-Research-Agent.git
cd Rag-Equity-Research-Agent
# Install dependencies with uv
uv venv && source .venv/bin/activate
uv pip install -e ".[dev]"
# Configure environment
cp .env.example .env
# Edit .env: Add GROQ_API_KEY (free at console.groq.com)# Start infrastructure
docker-compose up -d qdrant
# Start API server
uvicorn src.api.main:app --reload --port 8000
# Start Telegram bot (separate terminal)
python -m src.telegram.bot# Run tests with coverage
uv run pytest --cov=src --cov-report=html
# Lint and format
uv run ruff check --fix src/
uv run ruff format src/
# Type checking
uv run mypy src/📡 Core Endpoints
| Method | Endpoint | Description |
|---|---|---|
GET |
/health |
Health check |
GET |
/quote/{ticker} |
Real-time stock quote |
GET |
/compare/{tickers} |
Compare multiple stocks |
POST |
/analyze |
Full research analysis |
🔧 Analysis Tools
| Method | Endpoint | Description |
|---|---|---|
GET |
/dcf/{ticker} |
DCF fair value calculation |
GET |
/risk/{ticker} |
10-K risk score (1-10) |
GET |
/peers/{ticker} |
Peer comparison |
GET |
/reddit/{ticker} |
Reddit sentiment |
GET |
/earnings/{ticker} |
Earnings call summary |
📋 Watchlist
| Method | Endpoint | Description |
|---|---|---|
GET |
/watchlist/{user_id} |
Get user's watchlist |
POST |
/watchlist/{user_id}/add |
Add stock to watchlist |
POST |
/watchlist/{user_id}/alert |
Create price alert |
| Command | Description |
|---|---|
/start |
Welcome message and menu |
/q NVDA |
Quick stock quote |
/analyze <query> |
Full research analysis |
/compare NVDA,AMD |
Compare stocks |
/dcf NVDA |
DCF valuation |
/risk NVDA |
Risk score |
/peers NVDA |
Peer comparison |
/watchlist |
View/manage watchlist |
/alert NVDA above 150 |
Set price alert |
⚙️ Environment Variables
| Variable | Required | Description |
|---|---|---|
GROQ_API_KEY |
Yes | Groq API key (free tier) |
TELEGRAM_BOT_TOKEN |
Yes | Telegram bot token |
QDRANT_URL |
No | Qdrant URL (default: localhost:6333) |
AZURE_OPENAI_* |
No | Azure OpenAI credentials (optional) |
LANGCHAIN_API_KEY |
No | LangSmith tracing (optional) |
Note: Deployment is triggered manually via GitHub Actions (workflow_dispatch).
Go to Actions → Build and Deploy → Run workflow after configuring secrets.
🔐 GitHub Secrets Required
AZURE_CREDENTIALS # Service principal JSON
AZURE_CLIENT_ID # SP client ID
AZURE_CLIENT_SECRET # SP secret
AZURE_SUBSCRIPTION_ID # Subscription ID
AZURE_TENANT_ID # Tenant ID
ACR_LOGIN_SERVER # equityresearchacr.azurecr.io
ACR_USERNAME # ACR admin username
ACR_PASSWORD # ACR admin password
TELEGRAM_BOT_TOKEN # Bot token
GROQ_API_KEY # Groq API key
🌍 Deploy with Terraform
cd terraform
terraform init
terraform plan
terraform apply💰 Estimated Costs
| Resource | Monthly Cost |
|---|---|
| Container Apps (Consumption) | $0-10 |
| Container Registry (Basic) | $5 |
| Log Analytics | $0-5 |
| Total | ~$5-20 |
| Layer | Technologies |
|---|---|
| LLM | Groq (Llama 3.3 70B), Azure OpenAI |
| Orchestration | LangGraph, LangChain |
| RAG | Qdrant, BM25, Hybrid Search, Reranking |
| Data Sources | Yahoo Finance, SEC EDGAR, Reddit, DuckDuckGo |
| Backend | FastAPI, Pydantic |
| Bot | python-telegram-bot |
| Infrastructure | Docker, Azure Container Apps, Terraform |
| CI/CD | GitHub Actions |
| Quality | uv, Ruff, pytest, Bandit |
📁 Directory Layout
Rag-Equity-Research-Agent/
├── src/
│ ├── agents/ # LangGraph agents
│ │ ├── graph.py # Main orchestration
│ │ ├── market_data.py
│ │ ├── document_reader.py
│ │ ├── news_sentiment.py
│ │ ├── reddit_agent.py
│ │ ├── earnings_agent.py
│ │ ├── peer_agent.py
│ │ ├── risk_agent.py
│ │ └── synthesizer.py
│ ├── services/ # Business logic
│ │ ├── dcf_valuation.py
│ │ ├── risk_scoring.py
│ │ └── watchlist.py
│ ├── tools/ # Data fetchers
│ │ ├── yfinance_tool.py
│ │ ├── sec_edgar_tool.py
│ │ ├── search_tool.py
│ │ └── reddit_sentiment_tool.py
│ ├── rag/ # RAG pipeline
│ │ ├── chunking.py
│ │ ├── hybrid_search.py
│ │ ├── vector_store.py
│ │ └── reranker.py
│ ├── api/ # FastAPI app
│ │ └── main.py
│ └── telegram/ # Telegram bot
│ ├── bot.py
│ ├── handlers.py
│ └── keyboards.py
├── terraform/ # Infrastructure as Code
├── tests/ # Test suite (205 tests)
├── pyproject.toml # Project config
├── Dockerfile.api # API container
├── Dockerfile.bot # Bot container
└── docker-compose.yml # Local development
- No hardcoded secrets - All credentials via environment variables
- Rate limiting - API endpoints protected with SlowAPI
- Input validation - Pydantic models for all inputs
- Security scanning - Bandit in CI pipeline
- Dependency auditing - Regular updates via Dependabot
MIT License - see LICENSE
- Fork the repository
- Create a feature branch (
git checkout -b feat/amazing-feature) - Commit changes (
git commit -m 'feat: add amazing feature') - Push to branch (
git push origin feat/amazing-feature) - Open a Pull Request
Made with ❤️ by Nolan Cacheux