SecretAgent

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

2. AI Extraction — Claude analyzes the uploaded file and extracts holdings, allocations, and metadata. Falls back to internal parser if needed. ~10-20s depending on file complexity.

3. Parallel AI Analysis — Three specialist agents analyze simultaneously via asyncio.gather():

• Equities Agent — Stock analysis, sector allocation, risk metrics (alpha, beta, Sharpe)
• Fixed Income Agent — Bond analysis, duration, convexity, credit quality, yield curve
• Alternatives Agent — Real estate, private equity, commodities, hedge funds, crypto

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

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

Total pipeline: ~40-60 seconds end-to-end.