03 · RESEARCH PLATFORMONLINE

EquityForge

Financial research automation platform transforming unstructured documents into institutional equity reports.

KEY OUTCOMES
METRIC 01Generates print-perfect A4-paginated 4-page institutional PDF reports in seconds.
METRIC 02Handles PDF, TXT, and CSV formats with unified text normalization.
METRIC 03Zero-hallucination guardrails and automated Matplotlib data visualization.
01 · PROBLEM STATEMENT
B2B financial analysts spend hours parsing complex PDFs, TXT summaries, and CSV data to draft reports, leading to visual formatting errors and manual calculations.
02 · SYSTEM ARCHITECTURE
Upload docsRun extractionCompile layoutReturn report PDFNext.js UIFastAPI BackendGemini / OpenAIWeasyPrintPDF Download
03 · DESIGN DECISIONS & TRADE-OFFS
DECISION 01

WeasyPrint PDF engine over client-side jsPDF

Alternative Evaluated:

Client-side browser generation

Decision Reason:

WeasyPrint compiles print-perfect CSS-driven pagination, exact page-breaks, and margin calculations reliably on the server.

Trade-off: Requires system-level dependencies (Pango, Cairo) installed on the deployment environment.
04 · SYSTEM FAILURE & RECOVERY
Attempted Strategy

Originally attempted client-side PDF rendering using vanilla canvas-to-pdf libraries.

Observed Symptom

Severe layout clipping, font inconsistencies, and pagination breaks across dynamic page boundaries.

Resolution & Fix

Migrated to a server-side WeasyPrint converter utilizing Jinja2 HTML templates and CSS print specifications.

TECHNOLOGY BLUEPRINT
PythonFastAPINext.jsGPT-4o / GeminiWeasyPrintMatplotlibPydantic