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Stock Pitch Multi-Agent System

Five specialized AI agents that produce Wall-Street-grade equity research pitches.

Year 2026Status BuiltView source↗
5
specialized agents
≤12
validation gates
6
live data sources
0
LLM arithmetic

Overview

A parallel multi-agent system that generates equity research stock pitches. An orchestrator acting as a 'Managing Director' resolves dependencies and spawns five agents in phases: business intelligence, SEC financials, and news/sentiment run in parallel, feeding a valuation agent (deterministic DCF + comparable-company models in Python), which is validated by up to 12 deterministic checks before a synthesis agent produces a BUY/HOLD/SELL pitch deck via Gamma. Every data point cites its source; all financial computation is done in Python, never estimated in prose.

Highlights

  • Dependency-driven orchestration across 5 agents (hard + soft deps, phased execution)
  • Deterministic DCF and comps engine with no LLM arithmetic; auto-detects company type
  • SEC EDGAR XBRL parsing for audited 10-K / 10-Q / DEF 14A financials
  • Cross-agent Redis cache with 3 TTL tiers + Finnhub rate-limit budgeting
  • 12 deterministic validation checks gate the deck; run versioning via DVC

Stack & tools

  • Claude Code
  • Python
  • DCF Engine
  • SEC EDGAR (XBRL)
  • yfinance
  • Finnhub
  • FRED API
  • Upstash Redis
  • Gamma
  • DVC
  • Pytest
  • React / Vite

Architecture

An orchestrator acting as a Managing Director resolves agent dependencies and spawns work in phases. Three research agents run in parallel on independent data sources, hand off JSON sidecars to a deterministic Python valuation engine, and the run is gated by up to 12 checks before a synthesis agent writes the deck. The design keeps every number auditable: all math is in Python, every claim cites a source.

Ticker
Phase 1 · parallel∥ concurrent
Business Intelyfinance · Finnhub
SEC FinancialsEDGAR XBRL
News & SentimentFinnhub
Phase 2
Valuation EngineDCF + comps · Python
Gate
≤12 deterministic checks
Phase 3
Synthesis → DeckBUY / HOLD / SELL · Gamma
InputAgentEngineGateOutput
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trunghuynhwork9@gmail.com · open to finance and AI roles