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DualLens Analytics

RAG-Powered Investment Analysis Platform

DualLens Analytics combines real-time financial data with AI-initiative knowledge bases to provide a dual-lens view of public companies. It merges quantitative stock metrics (via Yahoo Finance) with qualitative AI-strategy insights extracted from PDF reports using a Retrieval-Augmented Generation (RAG) pipeline.

Key Features

Feature Description
Interactive Dashboard Plotly charts for stock trends, financial metrics, and radar comparisons
AI Q&A Ask natural-language questions about company AI initiatives
Company Comparison Side-by-side radar charts of financial metrics
Composite Rankings LLM-generated rankings combining financial health and AI strategy
RAG Evaluation LLM-as-Judge scoring for groundedness and relevance
Downloadable Reports Markdown reports summarizing analysis sessions

Technology Stack

  • LLM: OpenAI gpt-4o-mini via LangChain
  • Embeddings: text-embedding-ada-002 → ChromaDB vector store
  • Financial Data: Yahoo Finance (yfinance)
  • Frontend: Streamlit (6-tab layout)
  • Configuration: Hydra / OmegaConf + .env for secrets
  • Package Management: Poetry
  • Quality: Ruff (lint/format), pytest (36+ unit tests)