Transform heterogeneous financial data and user documents into a structured, traceable SWOT analysis while preserving the existing analysis format and a fluid real-time experience.
- My role
- I develop and evolve the SVI agent for monitoring investments and holdings. I implemented automated SWOT analysis using financial data, performance, valuations, monitoring notes and user documents, with PDF and DOCX ingestion, sources, recommendations and PowerPoint export. I also integrated SSE streaming of tokens, execution steps, tool calls and SWOT results, adapted the Angular frontend, maintained a Python extraction agent for PDF, image, DOCX and PPTX files, and produced architecture documentation for the transition between Java, Python and MCP versions.
- Delivered result
- An end-to-end conversational workflow that enriches LLM analysis with financial and documentary context, streams its execution in real time and delivers reusable SWOT presentations.
- Limits and evidence
- No public metric is available; this site does not infer quantified impact.
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