Financial Research Copilot
A full-stack RAG assistant that answers plain-English questions about public companies with citation-backed answers from SEC filings and live market data.
- Two-path query router classifies questions as live vs. filing-based and bypasses vector retrieval for price/news/TTM queries, eliminating stale-filing hallucinations.
- Parallel 10-K + 10-Q ingestion with chunking, OpenAI embeddings, per-user collection scoping, and staleness detection.
- Role-based auth and multi-tenant isolation via Supabase Auth, JWT verification in FastAPI, and Postgres Row-Level Security, with per-user token budgeting.