Finance Agent

The Portfolio Evaluator assesses investment portfolios across three diverse financial goals simultaneously: retirement (30yr), house down payment (10yr), and college savings (15yr). For each scenario, it evaluates diversification, risk appropriateness, return likelihood, and time horizon alignment using LLM-as-judge methodology. The agent generates aggregate success scores and individual scenario breakdowns, revealing portfolio versatility - how well recommendations adapt to different financial needs.

We use pre-parsed treasury corpus documents from databricks, build a faiss and bm25 index over it. We use query reformulation for bm25 retrieval. We then setup a verifier agent, that looks at the output answer to identify whether the answer looks correct and finally we do a retry for n times if answer wasn't found. We use gemini-3-flash-preview model, and allow it access to web search and its internal python and math tools.