AI Analyst for Investment Data with ClickHouse & Codex
Build a local AI analyst for investment firm data using Bruin CLI, ClickHouse, and Codex.
What
Goal - Build a local AI analyst for investment firm data using Bruin CLI, ClickHouse, and Codex.
Audience - Data engineers and analysts at investment firms working with ClickHouse.
Prerequisites
- Investment data already loaded in ClickHouse
- Bruin CLI installed
- Codex CLI installed and authenticated for
bruin ai enhance - Bruin MCP configured for Codex
More guides
Capstone: add returns to the pipeline
Extend the project, prove the result, and assess the finished pipeline.
Describe the model in its asset definition
Keep the metric definition, owners, limits, and checked examples next to the SQL.
Load and profile the source data
Load local commerce data and check its shape before modeling it.