Who We Are

David Campos

Lead

AI

Krystyna Perez

Andrew Abrahamian

Quant

Dean Nakada

Marketing

Geoffrey Wilson

Legal and Sales

Project Timeline

Through thorough discussions and strong initial alignment, the project has progressed to full model deployment. We began with a focus on building the data pipeline, infrastructure, and gaining customer insights. With the current version of our product completed, we are shifting focus to customer feedback and application refinement.

Challenges and Learnings

Our Team has overcome multiple key challenges with valuable input from Capstone Instructors, customers, and through iterative design. Some of them include:

  • Technology Infrastructure - working with new platforms, ensuring component compatibility

  • AI Engineering - Mastering new RAG and LLM technologies by testing over 44 model combinations against 47 key evaluation metrics

  • Problem Space & Customer Development - narrowing the target audience and communicating value propositions / differentiators / technical solutions with survey and interview feedback

  • Intellectual Property Law - Managing risk given the evolution of the legal landscape for AI generated content by including data summary sources and monitoring legal decisions

Future Work

We anticipate improving our application with development in the following areas:

  • Scale & Coverage of Intelligence - Expand the selection of companies and provide more specific financial details for each

  • Cohort Analysis - develop and deploy comparison metrics and visualization components to the user interface

  • User Education - adding an education component that fosters financial literacy

  • Accessibility - ensure multi-platform compatibility to increase accessibility

Acknowledgements

We would like to express our gratitude to:

  • NewsCatcher Inc. and Finnhub for generously providing us with free access to their data.

  • Interview Participants for sharing valuable insights and suggestions with us.

  • Instructors Joyce Shen and Zona Kostic for their consistent and instrumental guidance throughout the project.

  • NLP instructors Mark Butler and Natalie Ahn for their extensive hands-on advice on NLP development.

  • All Capstone classmates for their constructive feedback and inspiring ideas.