SecretAgent

Overview
Portfolios
Pipeline
API Log
Total Portfolios
—
Completed
—
Processing
—
Avg Pipeline Time
~52s

Analysis Pipeline

Step 1
📄
File Upload
PDF / XLSX / CSV
~2s
→
Step 2
⚙️
n8n Parsing
PDF extraction via webhook
~28s
→
Parallel AI Agents
📈
Equities
~12s
🏦
Fixed Income
~10s
🔮
Alternatives
~11s
→
Step 4
🧠
Consolidation
Claude final report
~8s
→
Step 5
💾
Save
Persist to Supabase
~1s
PortfolioClientStatusCreatedActions
Loading…

Pipeline Architecture

1. File Upload — Client uploads PDF/XLSX/CSV via /auth/integrated-portfolio/upload

2. n8n PDF Parsing — Webhook fires to raykiam.app.n8n.cloud. Extracts holdings, allocations, metadata. ~28s for complex PDFs.

3. Parallel AI Analysis — Three Claude agents analyze simultaneously:

  • Equities Agent — Stock analysis, sector allocation, risk metrics
  • Fixed Income Agent — Bond analysis, duration, credit quality
  • Alternatives Agent — Alternative investments, hedge funds, real estate

4. Consolidation — Final Claude call merges all analyses into unified report with recommendations. ~8-10s.

5. Persist — Results saved to Supabase with full audit trail.

Total pipeline: ~50-55 seconds end-to-end.

POST/auth/integrated-portfolio/upload2001.2s
POSTraykiam.app.n8n.cloud/webhook/parse20028.4s
POSTapi.anthropic.com/v1/messages (equities)20012.1s
POSTapi.anthropic.com/v1/messages (fixed-income)20010.3s
POSTapi.anthropic.com/v1/messages (alternatives)20011.7s
POSTapi.anthropic.com/v1/messages (consolidation)2008.9s
POSTsupabase.co/rest/v1/portfolios2010.4s
GET/auth/integrated-portfolio/portfolios2000.2s

Showing estimated pipeline timing. Live API logging coming soon.