Skip to main content
Top Advisor Landscape

How the autonomous pipeline produced this

A DRIL-aligned task queue: gather → merge → enrich → verify → finalize.

Dossier production on this site is performed by an autonomous research pipeline, not hand-curation. The pipeline is an instance of the research-loop template — a bash-only task-queue architecture aligned with DRIL (Afonso, Galiani, Gálvez & Sosa, NBER w35188): citation contracts with verbatim quotes, explicit gap records, an append-only ledger, frozen instrument snapshots per run, and a budget gate.

The work model

Everything is a task in a JSON queue. A driver pops the next runnable task, dispatches it to a worker, writes results back, and repeats until the queue drains or the budget cap trips.

Type Worker Notes
gather_api curl + jq (no model) Forbes JSON API → 250 advisors, $0, exact
gather_browser claude -p + chrome-devtools MCP (headless) Next-Gen list paginates via GraphQL
merge jq Normalized unit space, cross-list dedup
enrich claude -p (Opus) + WebSearch/WebFetch One dossier per advisor, ~25 cited fields
verify claude -p (Opus) Second opinion on low-confidence verify-set fields
finalize claude -p Aggregate report

The citation contract

Every enriched field is written to an append-only ledger shaped:

{"field": "firm", "next": {"value": "...", "confidence": "high",
  "evidence": [{"quote": "<verbatim>", "url": "...", "source_role": "firm_official"},
               {"quote": "<verbatim>", "url": "...", "source_role": "sec_finra_regulatory"}]}}

Fields the pipeline cannot source honestly get a gap record — reason, queries tried, sources checked — never a silent null. Low-confidence writes on the verify-set (AUM, firm type, CRD, value-prop quote) auto-enqueue an independent verify task.

Escalation & budget

Completeness below full on an API gather escalates to the browser worker automatically. Every model call's cost accrues against a hard BUDGET_USD gate; the loop halts cleanly at the cap and resumes exactly where it stopped.

Run stats

Regenerated as runs complete. Pilot run: 14 dossiers, 344 ledger writes, $20.52, 0 failed tasks, ~$1.25/dossier marginal on Opus.