I rebuilt my Financial Mentor retrieval from scratch. Here's everything the RAG stack taught me

May 21, 2026 · 4:10 AM UTC ·9 min read · 0 reactions · 0 comments · 30 views

TL;DR · WeSearch summary

The article discusses the author's experience rebuilding the Financial Mentor retrieval system using the RAG stack. It highlights the challenges faced with data indexing and retrieval accuracy, particularly in the context of financial data. The author emphasizes the importance of addressing vocabulary mismatches and ensuring real-time data accuracy for better user experience.

Key facts

▪The original system provided irrelevant data, leading to confusion and inaccuracies in user queries.
▪The author implemented a three-stage process to improve data retrieval, focusing on relevant indexing and semantic chunking.
▪Real-time financial data must be fetched at query time to avoid accuracy issues caused by stale indexes.

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Story provenance

Source · retrieval · rights · ranking — open for full record

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Record

Original publisher	DEV.to (Top)
Canonical URL	https://dev.to/saulolinares10/i-rebuilt-my-financial-mentor-retrieval-from-scratch-heres-everything-the-rag-stack-taught-me-56cg
Publication time	Thu, 21 May 2026 04:10:07 +0000
Retrieval time	2026-05-21T04:35:03.470Z
Last seen	2026-05-21T04:35:03.470Z
Headline source	Publisher (no WeSearch rewrite)
Excerpt source	publisher body
Excerpt method	First ~120 words (~800 chars) of extracted publisher body, fair-use limited.
Summary	WeSearch · cerebras-chat (WeSearch summarizer)
Summary source text	contentText
Citation coverage	Summary is a WeSearch-generated derivative; primary citation is the original publisher URL.
Cluster	0XmOoriz0VzN
Cluster logic	Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison.
Ranking reason	Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking.
Publisher visit	Yes — open original
Substitutes article?	No — link-out required for full text

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No publisher-confirmed rights record for this source yet.

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WeSearch declared handling (basis: Derived from the published RSS/Atom feed). This is WeSearch policy, not a legal grant on the publisher's behalf.

Unknown

Retrieval and training permissions are not asserted unless the publisher confirms them.

WeSearch handling by dimension

Indexing	May the item be indexed (stored, ranked, made findable)?	Allowed
Snippet	May a short excerpt of the publisher's text be shown?	Allowed
AI summary	May WeSearch generate its own short summary of the article?	Limited
Retrieval / RAG	May the content be exposed for third-party retrieval-augmented generation?	Not asserted
Model training	May the content be used to train AI models?	Not asserted
Commercial reuse	May the content be reused commercially?	Not permitted

Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.

Open original publisher → Source rights JSON → Machine-readable provenance → Rights framework → WESEARCH-STORY-PROVENANCE-V1

Opening excerpt (first ~120 words) tap to expand

try { if(localStorage) { let currentUser = localStorage.getItem('current_user'); if (currentUser) { currentUser = JSON.parse(currentUser); if (currentUser.id === 3929476) { document.getElementById('article-show-container').classList.add('current-user-is-article-author'); } } } } catch (e) { console.error(e); } Saulo Linares Posted on May 21 I rebuilt my Financial Mentor retrieval from scratch. Here's everything the RAG stack taught me #ai #claude #machinelearning #python From stuffing JSON into Claude to GraphRAG, hybrid search, CRAG, and adversarial evaluation — the complete honest account The problem with FinMentor started before I had the vocabulary to describe it... Users were asking reasonable questions about their portfolios. The system was answering them. Some answers were right.

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Excerpt limited to ~120 words for fair-use compliance. The full article is at DEV.to (Top).

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