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Add Upstream — equity research on first-hand signal (finance enterprise demo) - #263

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Add Upstream — equity research on first-hand signal (finance enterprise demo)#263
giaphutran12 wants to merge 2 commits into
tinyfish-io:mainfrom
giaphutran12:upstream-equity-research

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What it is

Upstream turns primary sources — Reddit, Trustpilot, app stores, careers pages, SEC EDGAR, Downdetector — into a directional read on a public company, before it shows up in a filing. Built for the Glean GO conference finance demo; designed to outlive it.

  • Live scan: any US-listed ticker; TinyFish agents fan out in waves of 5, SSE-streamed into the UI with per-agent progress and live browser links
  • Company read: Direction Score decomposed into weighted families (Sentiment 40 / Workforce 30 / Leadership 20 / Ops 10, renormalized over landed sources); verbatim evidence table, every quote linked to source + scrape time
  • Lead-time timeline: the signature — Cracker Barrel's complaint velocity turned May 4, the CEO-departure 8-K landed Jul 27: a measured 84-day lead, drawn and labeled

TinyFish usage

fetch → stealth agent escalation per source (Reddit/Trustpilot 403 plain fetchers — live-tested), search→fetch for layoff intel, agent streaming with STREAMING_URL surfaced in the UI. Snippet in the README per CONTRIBUTING.

Verification discipline

Quotes must appear verbatim in fetched text (code-level substring gate); per-source metric hints; per-family scoring rubrics; EDGAR parsed deterministically in code, no LLM; provenance stamped server-side. "COMPLETED ≠ content valid" throughout.

Raw Postgres (Supabase session pooler), Tailwind v4 CSS-first tokens, design locked from a Claude Design handoff (docs/DESIGN.md).

🤖 Generated with Claude Code

Live TinyFish scans of primary sources (Reddit, Trustpilot, app stores,
careers pages, EDGAR, Downdetector) into a decomposed Direction Score,
verbatim-verified evidence, and a measured lead-time timeline (CBRL: 84
days between complaint-velocity inflection and the CEO-departure 8-K).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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Reconstructs a real historical review-velocity series from Internet
Archive snapshots of the company's Trustpilot page, detects a sustained
turn (+22% over trailing 4-sample avg, 3 consecutive), and pairs it with
an officer-change 8-K already ingested from EDGAR. Honest failure states
(flat signal, missing filing, archive rate-limited) surface on the page.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@giaphutran12

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Update: lead-time measurement is now generalized to any company, not just the CBRL calibration case. A "Measure it now from primary sources" action reconstructs a real historical review-velocity series from Internet Archive snapshots of the company's Trustpilot page, detects a sustained turn (+22% over trailing 4-sample average, 3 consecutive samples — same rule as the calibration case), and pairs it with an officer-change 8-K already ingested from EDGAR. Honest failure states (flat signal, no filing yet, archive rate-limited) render on the page instead of a fabricated chart. Nav is now ticker-aware. Live at https://upstream-brown.vercel.app

🤖 Generated with Claude Code

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