Agentic AI for Capital Markets Research
Six coordinated AI agents and 60+ tools for real-time analysis of LATAM + global markets.
Technical Outcome
6 Agents · 60+ Tools
Coordinated agentic analyses that no single LLM can produce — with full tool-call traceability.
01. Sector Challenge
Off-the-shelf LLMs know Wall Street but not local capital markets. Sovereign curves, corporate debt, local credit ratings, and LATAM macro data sit behind fragmented APIs that a generic assistant cannot reach. The challenge: build an AI research layer that speaks both local and global markets natively and can reason across live data sources — with every step auditable.
02. Systems Architecture
We engineered a Deep Agents system: one orchestrator delegates to six specialized sub-agents, each with its own toolset. Requests stream token-by-token with every tool-call visible — the end user sees exactly which source, which filter, and which computation is being performed. Python 3.13 · FastAPI · SubAgentMiddleware · Server-Sent Events streaming.
The six agents
- 01
Researcher
Parallel data collection across up to 38 tools
- 02
Analyst
Quantitative metrics — YTM, duration, Sharpe, volatility
- 03
Credit Analyst
Local credit ratings, issuer history, PDF report parsing
- 04
Macro Strategist
FX, reserves, inflation, rates, fiscal, trade balance
- 05
Portfolio Analyst
P&L, equity curve vs benchmark, Sharpe, drawdown
- 06
Writer
Publish-ready markdown with tables and cited sources
03. Data Surface
Deep coverage of local bond markets — sovereign and corporate debt, short-duration local-currency notes, repo curve, equity options. Full local macro — FX regime, central bank reserves, inflation-linked series, rates curve, treasury auctions, fund flows. Automated credit-rating ingestion including PDF report extraction. Plus global equities and fundamentals. Every response is streamed with live tool-calls so outputs are fully auditable.
Tool surface area
Fixed Income
8 tools
Equities
6 tools
Instrument lookups
6 tools
Credit ratings
3 tools
Local macro
14 tools
Global markets
4 tools
News
3 tools
Portfolio
3 tools
System Impact Report
Specialized agents
6
Coordinated via Deep Agents
Live tools
60+
8 live data sources
Streaming
SSE · Tool-call visible
Token-by-token with full traceability