Agentic AI Platform: Multi-Model Orchestration for Trading Intelligence

AI Trader needed a research platform that could turn large volumes of unstructured data—filings, regulatory events, market context—into scored trading hypotheses, continuously and without manual intervention.

The requirements went well beyond standard LLM integration:

• Multi-model coordination: Route research tasks to the right model (OpenAI, Claude, Gemini, Vertex AI) based on task type, cost, and context window—not just call a single API
• Iterative refinement, not one-shot prompts: Generate candidate hypotheses, enrich each with structured analysis, score them against financial risk models, and repeat across generations
• Unattended operation: Run 24/7 with auto-scaling, job resumption after failures, and structured alerting—not a notebook someone re-runs manually
• Auditability: Every research job needed reproducible outputs, structured logs, and data provenance suitable for backtesting and compliance review
• Speed to production: An FDA regulatory event pipeline—critical for biotech strategies—had to go from zero to processing hundreds of events within days

The platform produces research signals and scored hypotheses. Trade execution decisions remain with the client's team, with clear separation between intelligence outputs and any downstream action.

We designed and built an end-to-end research intelligence platform that treats LLM providers as orchestrated agents rather than standalone endpoints.

Our approach centered on three key pillars:

1. Agentic Workflow Orchestration

Built on LangGraph, the platform decomposes each research job into a multi-step workflow with specialized nodes:

• Task-specific agent nodes handle discrete functions: industry pattern analysis, technology convergence, market gap identification, solution scoring, and output finalization
• Parallel fan-out with state aggregation processes multiple enrichment tasks concurrently, then merges results into a unified state object
• Quality-gated iteration: A reflection node evaluates output quality against configurable thresholds and conditionally triggers additional analysis passes before finalizing
• Schema-validated structured outputs with multi-layer parsing fallbacks ensure every result conforms to downstream data contracts

2. Hypothesis Generation & Risk-Adjusted Scoring

The platform implements iterative hypothesis refinement across configurable generations:

• Variator phase produces new candidate hypotheses by recombining traits from top-scoring predecessors, plus controlled random entries to maintain diversity
• Parallel enrichment runs each hypothesis through independent deep analysis—feasibility, competitive landscape, financial modeling—with configurable batch concurrency
• Risk-adjusted ranking scores each hypothesis using probability-weighted expected value, capital efficiency, and diversification factors
• Generational loop retains top performers, discards weak candidates, and feeds the next cycle—improving output quality with each pass
• Deterministic, reproducible runs with persistent state in Firestore, enabling backtesting against historical data

3. Reliable 24/7 Platform & Data Pipelines

The system runs unattended on Google Cloud with monitoring, retries, and job resumption:

• Cloud Run workers auto-scale from 0 to 50 instances based on queue depth, with separate resource profiles for API and worker services
• Cloud Workflows + Cloud Tasks handle job orchestration with built-in retry logic and exponential backoff
• Persistent job state in Firestore enables interrupted jobs to resume from the last completed phase—no work is lost on transient failures
• Structured logging with correlation IDs, health checks, readiness probes, and graceful shutdown handling
• FDA regulatory pipeline ingests and normalizes public FDA events (approvals, label changes, PDUFA dates), enriches them with AI-extracted context (affected tickers, event type, clinical impact), and emits structured outputs consumable by both research workflows and quantitative models—processing 500+ events in under 60 seconds

The FDA pipeline was designed and shipped end-to-end in 2 days.

The platform replaced a collection of manual research notebooks and one-off scripts with an operationalized, continuously running intelligence system.

Key achievements include:

• 3x improvement in research throughput measured in hypotheses enriched and scored per batch run, driven by parallel enrichment, prompt caching, and optimized database access patterns
• FDA event pipeline delivered in 2 days, processing 500+ public events in under 60 seconds with deterministic, backtestable outputs
• 24/7 unattended operation with auto-scaling infrastructure, structured alerting, and automatic job resumption on failure
• Four LLM providers orchestrated behind a unified abstraction—dynamic model routing, schema-validated outputs, and multi-layer fallback parsing across OpenAI, Claude, Vertex AI, and Gemini
• Reproducible, auditable research runs with persistent state, structured logs, and correlation IDs across every job phase
• Vendor-agnostic architecture allowing new models or providers to be added without changes to workflow logic

AI Trader's team now focuses on strategy and signal interpretation. The platform handles deep research at scale—generating, scoring, and refining hypotheses continuously—while maintaining the auditability and reproducibility required for regulated financial environments.