Choosing RAG or full PDFs for a finance AI agent
The goal is to build an that works like an equity research analyst. It would study a company using financial statement PDFs and earnings call .
The main choice is between three approaches: RAG, sending the full PDF to the model, or using a hybrid of both. The open need is practical advice from similar and recommendations for that can support this kind of document-heavy .
Key points
- The planned tool is an for equity re.
- The source material would include financial statement PDFs and earnings call .
- The design choice is RAG, full-document input, or a hybrid approach.
- Full PDFs may increase token use and cost when documents are long.
- The next need is advice from similar builds and provider recommendations.