What Changed
From Scattered Signals to One Graded Recommendation
The goal was a recommendation an investor could act on, with the reasoning visible behind it. Here is how Athena differs from the manual process it replaces.
The goal was a recommendation an investor could act on, with the reasoning visible behind it. Here is how Athena differs from the manual process it replaces.
Mapped how a real analyst works onto distinct agent roles: retrieval, research, analysis and reporting.
Connected live market data, company fundamentals, filings and news sources so every analysis rests on current information.
Built a Qdrant-backed retrieval layer over source documents like SEC filings and earnings reports.
Built the LangGraph-based deterministic workflow linking the retrieval, research, analysis and reporting agents.
Implemented parallel technical (RSI, MACD, Bollinger Bands) and fundamental (DCF) models feeding directly into reporting.
Built the React interface that streams each agent’s reasoning live and keeps watching tracked portfolios afterward.
