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| title: FinSightX - Financial Agent Suite | |
| colorFrom: blue | |
| colorTo: green | |
| sdk: streamlit | |
| sdk_version: 1.45.0 | |
| app_file: ui/streamlit_app.py | |
| pinned: false | |
| license: apache-2.0 | |
| short_description: Multi-agent AI assistant for finance, news, and analysis. | |
| # FinSightX – AI-Powered Financial Analyst Suite | |
| **FinSightX** is an intelligent, agent-powered financial assistant built using Groq's ultra-fast LLaMA 3.1 models, AutoRAG, and open-source tools. It allows users to query equities, summarize news, run macroeconomic forecasts, test quant strategies, track regulatory changes, and receive client-style advisory responses — all in one lightweight app. | |
| > Built with Groq API, Hugging Face Transformers, ChromaDB, and Streamlit. | |
| --- | |
| ## Features | |
| | Agent | Role | | |
| |-------|------| | |
| | **EquityAnalystAgent** | Answers stock-specific financial questions using live data and sentiment | | |
| | **NewsSummarizerAgent** | Summarizes market headlines via LLM and retrieval | | |
| | **MacroStrategistAgent** | Forecasts macroeconomic trends using NeuralProphet | | |
| | **QuantBacktesterAgent** | Runs quant strategies using historical price data | | |
| | **ReguRadarAgent** | Scans for key regulatory disclosures | | |
| | **ClientAdvisorAgent** | Provides personalized financial advice based on user tone and goals | | |
| --- | |
| ## Tech Stack | |
| - **LLM**: `llama-3.1-8b-instant` via Groq API (OpenAI-compatible) | |
| - **Embedding**: `all-MiniLM-L6-v2` (SentenceTransformers) | |
| - **Sentiment Analysis**: `ProsusAI/finbert` | |
| - **Vector DB**: ChromaDB (local) | |
| - **Forecasting**: NeuralProphet | |
| - **Backtesting**: `bt` package | |
| - **UI**: Streamlit | |
| --- | |
| ## Setup Instructions | |
| 1. Clone the repo | |
| 2. Install dependencies: | |
| ```bash | |
| pip install -r requirements.txt | |
| ``` | |
| 3. Create a .env file: | |
| ```bash | |
| GROQ_API_KEY=your_groq_key | |
| GROQ_API_URL=https://api.groq.com/openai/v1/chat/completions | |
| ``` | |
| 4. Run the app: | |
| ```bash | |
| streamlit run ui/streamlit_app.py | |
| ``` | |
| ## Current Limitations | |
| - ChromaDB does not yet include 10-K/10-Q or earnings data | |
| - Macro indicators (CPI, interest rates) not integrated | |
| - No real-time alerts or portfolio memory | |
| - No backtest visualization (plotly optional) | |
| - LLaMA 3.1 license is research-only (not commercial) | |
| --- | |
| ## Future Improvements | |
| ### Financial Documents to Integrate | |
| | Document | Use | | |
| |------------------------------|-----------------------------------------------| | |
| | 10-K / 10-Q | Full financial analysis and risk sections | | |
| | 8-K | Instant updates on events, deals, or risks | | |
| | Earnings Transcripts | Management commentary and guidance | | |
| | Investor Presentations | Visual and forward-looking insights | | |
| | Proxy Statements (DEF 14A) | Governance and voting info | | |
| ### Financial Metrics to Add | |
| - Free cash flow | |
| - ROE / ROIC | |
| - Altman Z-Score | |
| - Piotroski F-Score | |
| - Debt/equity & profitability ratios | |
| ### Macroeconomic Indicators | |
| | Indicator | Source | | |
| |--------------------------|------------------------------------| | |
| | CPI, GDP, Unemployment | FRED API / IMF / World Bank | | |
| | Fed rates, Inflation | TradingEconomics / OpenBB | | |
| | Currency / Commodities | Yahoo Finance / forex-python | | |
| ### Tools & Libraries to Integrate | |
| - `sec-api.io` or `sec-edgar-downloader` (for 10-Ks) | |
| - `openbb` (for macro + financial aggregation) | |
| - `plotly` (for backtesting visualization) | |
| - `redis` or `duckdb` (for memory/session tracking) | |
| --- | |
| ## Future Agent Extensions | |
| | Agent Name | Description | | |
| |------------------------|------------------------------------------------------------------------| | |
| | `PortfolioBuilderAgent`| Recommends custom portfolio allocations based on user goals | | |
| | `RiskMonitorAgent` | Tracks volatility, drawdowns, exposure and market risk | | |
| | `AlertAgent` | Notifies users of macro shifts, earnings releases, or regulatory events| | |
| --- | |
| ## License | |
| Currently for **research and educational purposes only**. | |
| If using Groq-hosted LLaMA 3.1, ensure compliance with Meta’s licensing. | |
| --- | |
| ## Author | |
| Developed by **Rahul Thakur** | |
| Want to collaborate or contribute? Fork, star, and connect! |