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Engineering notes on AI workflows for investment research

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AI Engineering

How We Build Production AI Workflows

A workflow-first approach to building AI systems that combine data, software, LLMs, validation, and human review.

Ganesh Voona

Ganesh Voona

Engineering

From AI Research Assistants to AI Workflow Automation

A practical framework for LLM workflows, skill-based agents, and autonomous execution agents based on what we have learned building AI systems for investment research.

Ganesh Voona

Ganesh Voona

Quarterly results

From Quarterly Results PDFs to Structured Financial APIs

A production AI workflow for extracting, validating, and publishing financial statements from result-season PDFs before standardized XBRL data is available.

Ganesh Voona

Ganesh Voona

AI

How Far Can You Automate Equity Research Report Using AI?

Exploring the Boundaries of AI in Streamlining Equity Research Processes.

Ganesh Voona

Ganesh Voona

RAG

Understanding RAG System Latency: Breaking Down the Components

Key Factors Impacting Speed in Retrieval-Augmented Generation Systems

Ganesh Voona

Ganesh Voona

AI

AI in Investment Research: Reasoning vs Information Retrieval

Exploring how AI handles reasoning vs. information retrieval in investment research.

Ganesh Voona

Ganesh Voona

RAG

Architectural Overview of RAG-Based AI Assist

A detailed look at the technical design and workflow of stockinsights.ai’s RAG-based AI assistant for equity analysts.

Ganesh Voona

Ganesh Voona

RAG

Building an RAG-Based AI Assistant for Equity Analysts: What It Takes

A guide to developing a RAG-based AI assistant that elevates equity research for analysts.

Ganesh Voona

Ganesh Voona

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