| Título: | INTELLIGENT ASSISTANT FOR FINANCIAL MARKET ANALYSIS AND DECISION SUPPORT | ||||||||||||
| Autor(es): |
CAIO VALLE DE V DAS N MORAES |
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| Colaborador(es): |
AUGUSTO CESAR ESPINDOLA BAFFA - Orientador |
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| Catalogação: | 26/MAR/2026 | Língua(s): | PORTUGUESE - BRAZIL |
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| Tipo: | TEXT | Subtipo: | SENIOR PROJECT | ||||||||||
| Notas: |
[pt] Todos os dados constantes dos documentos são de inteira responsabilidade de seus autores. Os dados utilizados nas descrições dos documentos estão em conformidade com os sistemas da administração da PUC-Rio. [en] All data contained in the documents are the sole responsibility of the authors. The data used in the descriptions of the documents are in conformity with the systems of the administration of PUC-Rio. |
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| Referência(s): |
[pt] https://www.maxwell.vrac.puc-rio.br/projetosEspeciais/TFCs/consultas/conteudo.php?strSecao=resultado&nrSeq=75844@1 [en] https://www.maxwell.vrac.puc-rio.br/projetosEspeciais/TFCs/consultas/conteudo.php?strSecao=resultado&nrSeq=75844@2 |
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| DOI: | https://doi.org/10.17771/PUCRio.acad.75844 | ||||||||||||
| Resumo: | |||||||||||||
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This undergraduate thesis presents the objective of developing an intelligent
assistant aimed at analysis and decision support in the financial market, a sector
characterized by a massive volume of data. The method employed to solve this
problem is the implementation of a RAG, Retrieval-Augmented Generation
architecture. This architecture utilizes a vector database to allow a Large
Language Model to access real-time information, overcoming its static
knowledge. The vector database is continuously fed by multiple data sources,
integrating public data (recent news via API, social media posts via web scraping)
with the user s private data (uploaded PDF reports and the assets composing
their portfolio). The results are demonstrated through a functional prototype that
allows the user to not only manage their portfolio but also interact with the
assistant. The system is capable of interpreting natural language queries and
using software tools to retrieve relevant context (whether from the vector
database or APIs) before formulating a response. It is concluded that the use of
RAG architectures applied to finance is a viable and effective approach. The
system demonstrated the ability to integrate disperse information and offer
personalized analytical support, broadening access to information and enhancing
the understanding of complex market scenarios.
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