| # Amplegest — Claude Code Context |
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| ## What this project is |
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| A Streamlit web app for retail investors. User enters a ticker → receives a structured research brief covering: what changed in the latest results, what matters most, bull points, bear points, what to watch next. |
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| MVP scope: 5–10 S&P 500 large-cap companies, manually curated. |
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| ## Architecture |
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| Two layers: |
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| **Offline ingestion** (`python ingest.py TICKER`) — fetches SEC EDGAR filings + earnings transcripts, chunks and embeds text into Chroma, extracts structured financial metrics into SQLite. Run manually after each earnings release. |
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| **Runtime** (`streamlit run app.py`) — LangGraph tool-calling agent retrieves from Chroma + SQLite + Tavily (live news), synthesizes into a structured brief. LangSmith traces every run. |
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| ## Key constraints |
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| - Public data only. No Bloomberg, Refinitiv, or paid market data APIs. |
| - No buy/sell recommendations, no price targets — ever. |
| - Every output fact must carry a source tag (10-K, 10-Q, transcript, news) and reliability level (HIGH, MEDIUM, LOW). |
| - `what_matters_most` is the only AI-interpretation field — all others are sourced facts. |
| - LangGraph agent is capped at 10 tool rounds per run (a round may contain multiple parallel tool calls) to bound token spend. |
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| ## LLM |
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| Model: `claude-haiku-4-5-20251001` (Anthropic SDK). Used for both agent loop and synthesis node. |
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| ## Tech stack |
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| - Python 3.11+ |
| - `langgraph`, `langsmith`, `anthropic` |
| - `chromadb` — vector store (two collections: `filings`, `transcripts`) |
| - `sqlite3` — structured financial metrics |
| - `tavily-python` — live news search (runtime only) |
| - `streamlit` — frontend |
| - `yfinance` — analyst estimates, price reaction, EDGAR XBRL fallback |
| - `sentence-transformers` — cross-encoder reranker (`BAAI/bge-reranker-base`) for RAG chunks |
| - `alpha_vantage` — quarterly EPS surprise / earnings tracker |
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| ## Environment variables (`.env`) |
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| ``` |
| ANTHROPIC_API_KEY= |
| TAVILY_API_KEY= |
| LANGCHAIN_TRACING_V2=true |
| LANGCHAIN_API_KEY= |
| LANGCHAIN_PROJECT=amplegest |
| ``` |
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| ## Data directory |
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| `data/` is gitignored. Contains `chroma/` (vector DB files) and `metrics.db` (SQLite). |
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| ## Full design spec |
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| `docs/superpowers/specs/2026-05-04-ticker-brief-design.md` |
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