Reference: Financial Deep Research Agent

Architectural notes

Reference architecture for a financial-research agent that produces
earnings-call summaries, fundamentals comparisons, and thesis memos
with traceable citations to filings.

Why these picks:
- Opus for the final synthesis where reasoning quality dominates.
- Gemini for the "consume entire 10-K" pass.
- EDGAR MCP for primary-source filings (no scraping).
- Citation grounding on every claim — financial compliance requires it.
- Langfuse self-hosted because thesis content is competitively sensitive.

Common gotchas:
- Hallucinated numbers are existential in finance; require citation
  + numerical-extraction confirmation.
- Cost runaway is the operational risk; budget caps per research run.