InvestAI

AI-Native Research Platform

RAG Pipeline Active
2.4M Documents
5 Agent Tools

Hybrid search: dense embeddings (text-embedding-3-large) + BM25 sparse retrieval + cross-encoder reranking

Coverage Universe

6 companies

Research Agent Chat

Claude 4 Opus
InvestAI Research Agent initialized — RAG pipeline connected to 2.4M financial documents

Agentic Pipeline

Document Ingestion

Parsing SEC filings, earnings transcripts, and research reports

Chunk & Embed

Splitting documents into semantic chunks with contextual embeddings

Multi-Query RAG

Generating sub-queries and retrieving relevant context from vector store

Agentic Analysis

Chain-of-thought reasoning over financial data with tool use

Insight Synthesis

Generating actionable insights with confidence scores and citations

System Architecture

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Retrieval

Hybrid dense+sparse with pgvector HNSW indexing. Cross-encoder reranking for precision.

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Agent Framework

ReAct pattern with tool-use. Financial calculators, sentiment analyzers, peer comparison engines.

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Data Pipeline

SEC EDGAR API, Bloomberg Terminal, earnings call whisper transcription, news RSS aggregation.

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Infrastructure

Next.js + Node.js API. PostgreSQL + pgvector. Redis for agent state. Kubernetes for scale.

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Multimodal Ingestion

PDF parsing (financial tables), chart OCR, audio transcription, structured data extraction.

Stack

Next.js 16TypeScriptNode.jsPostgreSQLpgvectorRedisLangChainClaude APIOpenAI EmbeddingsTailwind CSSDockerKubernetes