Skip to content

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

7 Commits
 
 
 
 
 
 
 
 

Repository files navigation

⚡ ARGUS

AI-Powered Quantitative Research Terminal


Python FastAPI Pydantic NumPy Pandas ChromaDB RAG Multi-Agent


Status Backend Tests Architecture Research


🎯 Vision

ARGUS is an AI-powered quantitative research terminal designed to unify:

  • 📈 Market Intelligence
  • 📊 Quantitative Analytics
  • 💼 Portfolio Intelligence
  • 🤖 Multi-Agent Research
  • 📚 Financial Knowledge Retrieval
  • 🔍 Evidence-Based Decision Support

into a single research ecosystem.

Unlike conventional "ChatGPT + Stock API" applications, ARGUS follows a layered architecture where deterministic financial analytics, retrieval systems, portfolio intelligence, and specialized research agents collaborate to generate explainable and evidence-backed investment insights.

The long-term objective is to build an institutional-grade research platform inspired by:

  • Bloomberg Terminal
  • BlackRock Aladdin
  • FactSet
  • Capital IQ
  • TradingView
  • Internal Quant Research Platforms

while remaining transparent, reproducible, and engineer-friendly.


🏛 Core Design Philosophy

ARGUS is built on five foundational principles:

1️⃣ Deterministic Analytics

All quantitative metrics are computed mathematically.

No performance metric is generated by an LLM.


2️⃣ Evidence Before Conclusions

Every research output should be traceable to:

  • Financial statements
  • SEC filings
  • Earnings calls
  • Investor presentations
  • Market data

3️⃣ Specialized Intelligence

Instead of a single general-purpose assistant, ARGUS employs specialized agents that focus on specific domains.


4️⃣ Explainability

Every metric, recommendation, and conclusion must be explainable and reproducible.


5️⃣ Research First

ARGUS prioritizes research quality over conversational fluency.


🏗 System Architecture

                                    ┌──────────────────────────┐
                                    │      ARGUS Terminal      │
                                    └────────────┬─────────────┘
                                                 │
                                                 ▼

        ┌────────────────────────────────────────────────────────────────────────────┐
        │                               FastAPI Backend                              │
        └────────────────────────────────────────────────────────────────────────────┘
                                   │                           │
                                   ▼                           ▼

                          ┌─────────────────┐       ┌────────────────────┐
                          │  Quant Engine   │       │ Portfolio Engine   │
                          └─────────────────┘       └────────────────────┘
                                   │                           │
                                   └──────────────┬────────────┘
                                                  ▼

                                     ┌──────────────────────┐
                                     │ Intelligence Layer   │
                                     └──────────────────────┘

                         ┌──────────────┬──────────────┬──────────────┐
                         ▼              ▼              ▼              ▼

                    Market Agent    Risk Agent     News Agent    Strategy Agent

                         │              │              │              │
                         └──────────────┴───────┬──────┴──────────────┘
                                                ▼

                                   ┌────────────────────────┐
                                   │   Knowledge Layer      │
                                   │ ChromaDB + Embeddings  │
                                   └────────────────────────┘

                                                │
                                                ▼

                           SEC Filings • Earnings Calls • Annual Reports
                           Investor Presentations • Research Documents

🚀 Implemented Features

📈 Market Intelligence Layer

Capabilities

  • Live Yahoo Finance Integration
  • Async Data Retrieval
  • Provider-Based Architecture
  • Dependency Injection
  • Configurable Market Data Sources
  • Typed Response Contracts
  • Structured Validation

API Endpoint

POST /analyze

Returns:

  • Company Information
  • Market Statistics
  • Quantitative Metrics
  • Research Context

📊 Quantitative Analytics Engine

The Quant Engine is responsible for all deterministic financial computations.

Implemented Metrics

  • Annualized Return
  • Volatility
  • Sharpe Ratio
  • Beta
  • Maximum Drawdown

Engineering Principles

✅ Deterministic

✅ Reproducible

✅ Explainable

✅ Unit Tested

✅ Independent of LLMs


💼 Portfolio Analytics Engine

Analyze portfolios using weighted allocations and risk-adjusted performance metrics.

Supported Calculations

  • Portfolio Return
  • Portfolio Volatility
  • Portfolio Sharpe Ratio
  • Portfolio Beta
  • Portfolio Drawdown
  • Allocation Analysis

Example Endpoint

POST /portfolio/analyze

🤖 Multi-Agent Intelligence Layer

ARGUS utilizes specialized research agents instead of a monolithic assistant.

📈 Market Agent

Analyzes:

  • Price Trends
  • Performance
  • Volatility
  • Technical Context

Produces:

  • Market Intelligence Summary

⚠️ Risk Agent

Analyzes:

  • Beta
  • Volatility
  • Drawdowns
  • Sharpe Ratio

Produces:

  • Risk Assessment Report

📰 News Agent

Analyzes:

  • Company News
  • Market Events
  • Financial Headlines

Produces:

  • News Intelligence Summary

🎯 Strategy Agent

Aggregates insights from all other agents.

Produces:

  • Bull Case
  • Bear Case
  • Neutral Case
  • Key Risks
  • Growth Opportunities

📚 Knowledge Layer (RAG)

The Knowledge Layer enables evidence-backed research through retrieval-augmented generation.

Supported Sources

  • 10-K Filings
  • 10-Q Filings
  • Annual Reports
  • Earnings Call Transcripts
  • Investor Presentations

Retrieval Pipeline

PDF / Filing / Transcript
           │
           ▼
    Document Loader
           │
           ▼
        Chunking
           │
           ▼
      Embeddings
           │
           ▼
       ChromaDB
           │
           ▼
 Semantic Retrieval
           │
           ▼
    Agent Context
           │
           ▼
   Research Report

Features

  • Source Citations
  • Page-Level Provenance
  • Chunk Traceability
  • Ticker Filtering
  • Offline Deterministic Testing

🧪 Testing & Reliability

Current Test Status:

56+ Tests Passing

Coverage Includes:

  • Quant Engine
  • Portfolio Analytics
  • Agent Framework
  • Knowledge Layer
  • API Contracts
  • Validation Rules
  • Concurrency Handling
  • Error Scenarios

🛠 Technology Stack

Backend Infrastructure

Core

  • Python 3.11+
  • FastAPI
  • Pydantic
  • AsyncIO

Quant Layer

  • NumPy
  • Pandas
  • Yahoo Finance

Knowledge Layer

  • ChromaDB
  • Embeddings
  • PDF Processing
  • Semantic Retrieval

AI Layer

  • Multi-Agent Architecture
  • Retrieval-Augmented Generation (RAG)

Planned Frontend

  • React
  • TypeScript
  • Vite
  • TradingView Charts
  • TanStack Query

🗺 Development Roadmap

✅ Completed

  • Project Foundations
  • FastAPI Backend
  • Quant Engine
  • Portfolio Analytics
  • Intelligence Layer
  • Knowledge Layer
  • Retrieval Pipeline

🚧 In Progress

  • PostgreSQL Persistence
  • Authentication System
  • Production Hardening
  • Research Report Generation

🔮 Planned

  • Research Terminal UI
  • Portfolio Workspace
  • Strategy Workspace
  • Agent Workspace
  • Monitoring & Observability
  • Cloud Deployment

💡 Why ARGUS Exists

Most finance projects stop at:

Stock API + ChatGPT

ARGUS is designed differently.

The objective is to build a platform where:

  • Analytics are deterministic.
  • Research is evidence-backed.
  • Agents are specialized.
  • Intelligence is explainable.
  • Conclusions are traceable.
  • Insights are grounded in real financial data.

The end goal is not to create another chatbot.

The goal is to build a modern research terminal capable of supporting serious quantitative research and investment analysis workflows.


👨‍💻 Author

Omjee R Giri

AI & Machine Learning Engineer • Quant Research Enthusiast • Data Science Practitioner

Building ARGUS as a long-term exploration of:

  • Quantitative Finance
  • AI Engineering
  • Multi-Agent Systems
  • Retrieval-Augmented Generation
  • Financial Research Infrastructure
  • Institutional Analytics

⚡ ARGUS

Data Before Opinions. Evidence Before Conclusions.

About

No description, website, or topics provided.

Resources

Stars

0 stars

Watchers

0 watching

Forks

Releases

Packages

Contributors

Languages