Learning Path

Use this path when reviewing the project from scratch.

1. Start With The Problem

Read the home page and Sprint 1. The key idea is that financial research is not a single-source question-answering task. Analysts need company filings, macro context, structured financial data, internal policy guidance, and traceable evidence.

2. Understand The Data Layers

Read these concepts:

• RAG and Citations
• Qdrant Vector Retrieval
• SEC EDGAR Ingestion
• FRED Macro Agent
• SQL Analytics Agent

3. Understand The Agent Layer

Read LangGraph Orchestrator, then read Chat Request Lifecycle. These pages explain how one user question turns into a security check, route decision, agent execution, trace, and final response.

4. Understand Reliability

Read:

• Evaluation Engine
• Security Governance
• Observability Dashboard

5. Prepare The Interview Narrative

Read Sprint 10 and the repository docs:

• docs/architecture-pack.md
• docs/risk-register.md
• docs/cost-estimate.md
• docs/demo-script.md
• docs/interview-talking-points.md

6. Read Code While Learning

Use the Source Map after each concept page. The source map links directly to GitHub line ranges for the implementation areas discussed in the site.

Recommended pattern:

1. Read the concept page
2. Open the linked source lines
3. Run the related API command from the example
4. Answer the exercise prompts
5. Practice the interview drill out loud