Skip to content

omkarganda/Simple-Agentic-Finance-Analyst

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

18 Commits
 
 
 
 
 
 
 
 
 
 

Repository files navigation

Simple-Agentic-Finance-Analyst

This repository implements an intelligent financial analysis system using the Phidata framework and OpenAI's advanced language models. The solution demonstrates how to build specialized AI agents that can analyze stocks, retrieve real-time market data, and generate comprehensive investment insights.

Key Features

Specialized Agents

Web Research Agent

  • Performs web searches using DuckDuckGo to gather relevant market news and references
  • Provides source-attributed information with proper citations

Financial Data Agent

  • Accesses real-time market data through Yahoo Finance (YFinance) integration
  • Retrieves stock prices, historical trends, and fundamental company data

Collaborative Team

Agent Team

  • Combines capabilities of both Web and Finance agents
  • Generates comprehensive reports combining quantitative data with qualitative insights
  • Provides investment recommendations based on both technical and fundamental analysis

System Architecture

img.png

Getting Started

Prerequisites

  • Python 3.8+
  • Phidata API key
  • OpenAI API key

Installation

  1. Install required dependencies:
pip install -r requirements.txt
  1. To access the Phidata's chat playground, set up an account with Phidata, get the api key and export the api key to your windows environment.
    setx PHI_API_KEY phi-***
  1. To test the agents in the chat playground of Phidata's, run the following command, a locally hosted URL is generated, test the agents in the chat playground.
    python playground.py

Chat Playground Display

img.png

About

No description, website, or topics provided.

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published

Languages