M02·AI Agents and Workflows

Agentic RAG - Building an AI Financial Analyst Team

Build a multi-agent system with LangGraph that dynamically plans and retrieves financial data from stock APIs and SEC filings to answer complex questions, moving beyond simple RAG pipelines.

Agentic RAG - Building an AI Financial Analyst Team

RAG pipelines work great, but they follow a fixed script - retrieve, augment, generate. What happens when a user asks a complex, multi-faceted question like "Analyze Tesla's recent performance and risks"? A simple retriever can't create a plan, it just fetches whatever seems closest. The result is often a shallow answer that misses the big picture.

This is where an Agentic RAG shines. Instead of a fixed process, we'll build a team of AI agents that can reason, create a multi-step research plan, use different tools to gather information, and synthesize a comprehensive analysis.

In this tutorial, you will build FinVault, an agentic RAG system powered by LangGraph. You will learn to construct a "supervisor" agent that delegates tasks to specialized "worker" agents - one for stock prices, another for SEC filings, and a third "synthesizer" to craft a final, data-driven report.

Tutorial Goals

  • Understand the difference between simple RAG and agentic RAG
  • Implement a multi-agent Supervisor pattern
  • Build specialized retrieval tools for financial data (stock prices and SEC filings)
  • Orchestrate agent collaboration using LangGraph
  • Develop a Streamlit UI application to talk with the agents
video

Agentic RAG vs. Simple RAG

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References

Footnotes

  1. Divide and Conquer

  2. Supervisor Pattern

  3. LangGraph

  4. yfinance

  5. Edgar Tools