Built an Open-Source Devil's Advocate for Stock, Fund and Investing Deals

I built a multi-agent system to stress-test investment theses across public equities, fund portfolios, and private-company deals. I called it the Devil's Advocate because it ideally tears down whatever memos, pitch decks, PDFs or statements you have about any stock, or private company deals **Architecture:** 1. Bull Advocate - It advocates for your thesis where there are actually use cases or positive signals. 2. Bear Advocate - attacks it using grounded retrieval (real comps, sector data, FDA filings, founder history, primary sources) 3. House View Checker - it grades against the fund’s written mandate. 4. Synthesizer - merges all sides into a structured investment memo 5. Devil’s Advocate (binding) - It can kill, size-down, or approve the position. Not just an LLM decision. **How I built it:** The orchestration layer runs on OpenAI agents, while the research layer is powered by Valyu’s financial search infrastructure for grounded retrieval across filings, news, sector data, biotech/FDA records, founder histories, and market comps. One thing I liked architecturally: Valyu’s OAuth proxy means retrieval costs are tenant-scoped. User accounts pay for their own research usage instead of routing all search costs through a centralized backend account. Cross-agent communication and output schemas are enforced with Zod so every agent produces typed, structured outputs instead of freeform blobs. Persistence is SQLite + Drizzle. **Tech stack:** * Framework: Next.js * Agents: OpenAI * Financial retrieval: Valyu * Validation/type safety: Zod * Database: SQLite + Drizzle * UI: Tailwind I seeded three private-company demos (Seed, Series A, Series B) so people can inspect the full multi-agent output before running their own deals. It's **open-source**, so it can cloned, modified or even deployed on private instances easily. I'll drop the URL in the comments. Curious what people think about the architecture or data layer: 1. How many more financial use cases will you consider this for? 2. Anyone else doing per-tenant mandate enforcement instead of one global ruleset? 3. Do you trust primary-source retrieval more than fine-tuned financial models for grounded investment research?