Multi-Agent Portfolio Orchestration
An enterprise-grade hybrid portfolio platform with autonomous RAG-driven decisions.
A multi-agent hybrid portfolio management platform featuring an autonomous 3-stage RAG (Retrieval-Augmented Generation) pipeline, a confidence gate that decides when to escalate to an LLM, a dual-mode shell, direct broker API integration, and a full admin portal.
The Problem
Financial decision systems often rely on static heuristics or hallucination-prone LLMs without deterministic verification or risk confidence gating.
The Approach & Implementation
Designed a 3-stage RAG retrieval engine with dynamic vector embeddings, confidence scoring thresholds for LLM escalation, and real-time broker execution APIs.
Measurable Outcome
Delivered deterministic, audited portfolio rebalancing recommendations with transparent provenance for every suggested asset allocation.