Financial AICase study

Institutional research, automated.

Tickerwise distils real-time market data, filings and news across a broad universe of tickers into grounded, cited intelligence — delivered in near real time.

Tickerwise // Market scan

Watchlist

NVDA+4.2%

AVGO+2.1%

AMD-0.6%

Real-time

Market data ingestion

RAG-grounded

Cited & auditable

Multiplied

Research throughput

Streaming

Anomaly detection

The challenge

Analysts were drowning in exactly the data they needed.

Tickerwise's research team could cover a fraction of the market: every earnings call, filing and news cycle demanded manual reading, and by the time a note shipped, the moment had often passed. Off-the-shelf AI tools hallucinated — unusable in a regulated research product.

What we built

A RAG platform built for auditability, not just answers.

We engineered a retrieval-augmented intelligence pipeline over filings, transcripts and streaming market data — every claim grounded in a cited source, every summary evaluated against an accuracy harness before release. Analysts review and publish; the pipeline does the reading.

▸Streaming ingestion of filings & transcripts

▸RAG with per-claim citations

▸Evaluation harness & hallucination gates

▸Real-time anomaly & event detection

▸Analyst review workbench

▸Usage-metered client API

The outcome

Multiplied coverage, with an audit trail.

Research throughput increased substantially while every published insight remains traceable to source — the property that got the product through compliance review. Insight latency dropped from hours to near real time, and ticker coverage expanded significantly.

At a glance

Industry

Financial services · Research

Engagement

Accelerator → Dedicated team

Scope

AI research platform

Team

Embedded pod

Status

Live · compliance-ready environment

PythonClaudePineconeKafkaClickHouseFastAPI

The kind of feedback we build toward

“Other vendors demoed chatbots. Codeiqra shipped a research system our compliance team actually signed off on.”

Research Lead

Tickerwise

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