Smart Assist

A modern web application for financial insights powered by AI agents. Smart Assist provides an intuitive chat interface to analyze portfolios, calculate returns, assess risk, and get expert financial advice.

Overview

Smart Assist is a full-stack application that combines:

Frontend: React + TypeScript chat interface
Backend: FastAPI REST API with WebSocket support
Agent System: Multi-agent analysis engine
Database: MSSQL for financial data storage

Quick Start

Local Development

# 1. Start Backend
cd backend
pip install -r requirements.txt
python main.py

# 2. Start Frontend (new terminal)
cd frontend
npm install
npm run dev

# 3. Open browser
# Navigate to: http://localhost:3000

Project Structure

Smart_assitant/
├── backend/                    # FastAPI Backend
│   ├── main.py                # API application
│   ├── requirements.txt       # Python dependencies
│   ├── .env.example          # Environment template
│   └── README.md             # Backend documentation
│
├── frontend/                   # React Frontend
│   ├── src/
│   │   ├── App.tsx           # Main component
│   │   ├── App.css           # Styles
│   │   └── main.tsx          # Entry point
│   ├── package.json          # Node dependencies
│   ├── vite.config.ts        # Vite configuration
│   └── README.md             # Frontend documentation
│
├── financial-insights-agents/  # Agent System
│   ├── agents/               # AI agents
│   ├── mcp_servers/          # MCP servers
│   ├── core/                 # Core utilities
│   ├── database/             # Database schemas
│   └── README.md             # Agent documentation
│
└── docs/                       # Documentation
    ├── azure-deployment-guide.md    # Azure setup
    └── local-development.md         # Local dev guide

Features

Chat Interface

Real-time messaging with AI agents
Session management
Message history
Beautiful, responsive UI
Mobile-friendly design

Backend API

REST endpoints for chat
WebSocket support for streaming
Session persistence
Health monitoring
CORS enabled

Agent System

SQL Agent: Natural language to SQL queries
Data Analyst Agent: Statistical analysis
Domain Expert Agent: Domain insights
Multi-agent orchestration

Financial Analysis

Portfolio performance tracking
Risk assessment
Return calculations
Market comparisons
Sector analysis

Documentation

Getting Started

Local Development Guide - Setup and run locally
Backend README - Backend API documentation
Frontend README - Frontend documentation

Deployment

Azure Deployment Guide - Complete Azure setup
- Prerequisites and requirements
- Step-by-step deployment
- Debugging and troubleshooting
- Cost optimization
- Security best practices

Agent System

Analysis Agents - Agent architecture

Technology Stack

Frontend

React 18 - UI library
TypeScript - Type safety
Vite - Build tool
Axios - HTTP client
Lucide React - Icons

Backend

FastAPI - Modern Python web framework
Uvicorn - ASGI server
WebSockets - Real-time communication
Pydantic - Data validation

Agent System

Microsoft Agent Framework - Agent orchestration
Claude via Azure AI Foundry - LLM
MSSQL - Database
MCP - Model Context Protocol

Infrastructure

Azure App Service - Backend hosting
Azure Static Web Apps - Frontend hosting
Azure SQL Database - Data storage
Azure AI Foundry - AI/ML services
Application Insights - Monitoring

Architecture

┌─────────────────────────────────────────────────────────┐
│                     User Browser                         │
│                  (React Frontend)                        │
└─────────────────┬───────────────────────────────────────┘
                  │ HTTP/WebSocket
                  ▼
┌─────────────────────────────────────────────────────────┐
│              FastAPI Backend                             │
│          (REST API + WebSocket)                          │
└─────────────────┬───────────────────────────────────────┘
                  │
        ┌─────────┴──────────┬────────────────┐
        ▼                    ▼                 ▼
┌──────────────┐   ┌──────────────┐   ┌──────────────┐
│  SQL Agent   │   │Data Analyst  │   │Domain Expert │
│              │   │    Agent     │   │    Agent     │
└──────┬───────┘   └──────┬───────┘   └──────────────┘
       │                  │
       ▼                  ▼
┌──────────────────────────────────┐
│      MSSQL Database              │
│   (Financial Data Storage)       │
└──────────────────────────────────┘

API Endpoints

REST API

GET / - Root endpoint with API info
GET /health - Health check
POST /api/chat - Send chat message
GET /api/sessions - List all sessions
GET /api/sessions/{id} - Get session history
DELETE /api/sessions/{id} - Delete session

WebSocket

WS /ws/chat/{session_id} - Real-time chat

API documentation available at: http://localhost:8000/docs

Example Queries

Ask Smart Assist questions like:

"What is my portfolio's total return over the last year?"
"Calculate the Sharpe ratio for my holdings vs S&P 500"
"Show me the top 5 performing stocks in my portfolio"
"What is my portfolio's risk exposure by sector?"
"Compare my returns against market benchmarks"

Setup Instructions

Prerequisites

Python 3.11+
Node.js 18+
Git

Optional

Azure Account (for deployment)
MSSQL Server (for full agent functionality)

Backend Setup

cd backend

# Create virtual environment
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

# Install dependencies
pip install -r requirements.txt

# Configure environment
cp .env.example .env
# Edit .env with your settings

# Run server
python main.py

Backend runs at: http://localhost:8000

Frontend Setup

cd frontend

# Install dependencies
npm install

# Configure environment
cp .env.example .env
# Edit .env (default points to localhost:8000)

# Run development server
npm run dev

Frontend runs at: http://localhost:3000

Database Setup (Optional)

For full agent functionality with real financial data:

# Using Docker
docker run -e "ACCEPT_EULA=Y" -e "MSSQL_SA_PASSWORD=YourStrong@Password" \
   -p 1433:1433 --name mssql-server \
   -d mcr.microsoft.com/mssql/server:2022-latest

# Create database and load schema
cd financial-insights-agents/database/sample_schema
sqlcmd -S localhost -U sa -P YourPassword -i create_tables.sql
sqlcmd -S localhost -U sa -P YourPassword -i seed_data.sql

Deployment

Azure Deployment

Complete deployment instructions available in Azure Deployment Guide

Quick overview:

Create Azure resources (App Service, Static Web App, SQL Database)
Deploy backend to App Service
Deploy frontend to Static Web Apps
Configure environment variables
Set up monitoring

Local Testing

# Test backend
curl http://localhost:8000/health
curl -X POST http://localhost:8000/api/chat \
  -H "Content-Type: application/json" \
  -d '{"message": "Hello"}'

# Test frontend
# Open browser: http://localhost:3000

Configuration

Backend Environment Variables

Create backend/.env:

API_HOST=0.0.0.0
API_PORT=8000
ENVIRONMENT=development
DEBUG=true

# Optional: Database
MSSQL_SERVER=localhost
MSSQL_DATABASE=financial_insights_db
MSSQL_USERNAME=sa
MSSQL_PASSWORD=YourPassword

# Optional: Azure AI
AZURE_AI_PROJECT_CONNECTION_STRING=your-connection-string
AZURE_OPENAI_ENDPOINT=your-endpoint

Frontend Environment Variables

Create frontend/.env:

VITE_API_URL=http://localhost:8000

Development

Backend Development

cd backend
source venv/bin/activate
python main.py  # Auto-reload enabled

Edit files in backend/ - server auto-restarts

Frontend Development

cd frontend
npm run dev  # Hot reload enabled

Edit files in frontend/src/ - browser auto-updates

Code Quality

# Backend
cd backend
black .              # Format
flake8 .            # Lint
mypy .              # Type check

# Frontend
cd frontend
npm run lint        # ESLint
npm run build       # Type check

Debugging

Backend Debugging

Check logs in console
Use Swagger UI: http://localhost:8000/docs
Enable debug mode in .env

Frontend Debugging

Open browser DevTools (F12)
Check Console tab for errors
Check Network tab for API calls
Use React DevTools extension

Common Issues

See Local Development Guide for solutions to:

Port conflicts
CORS errors
Module not found
Database connection issues

Testing

# Backend tests
cd backend
pytest

# Frontend tests
cd frontend
npm test

Contributing

Fork the repository
Create feature branch (git checkout -b feature/amazing-feature)
Commit changes (git commit -m 'Add amazing feature')
Push to branch (git push origin feature/amazing-feature)
Open Pull Request

Guidelines

Use type hints (Python) and TypeScript
Add tests for new features
Update documentation
Follow existing code style
Keep commits atomic

Security

Never commit .env files
Use strong passwords
Enable HTTPS in production
Implement authentication
Regular dependency updates
Follow security best practices

Performance

Backend uses async/await for concurrency
Frontend implements lazy loading
Database uses connection pooling
Caching for frequently accessed data
Optimized bundle size

Monitoring

Local Development

Backend logs to console
Frontend uses browser console
API docs at /docs

Production

Application Insights for telemetry
Azure Monitor for infrastructure
Custom logging
Performance metrics
Error tracking

Roadmap

Current Features

✅ Chat interface
✅ Session management
✅ REST API
✅ WebSocket support
✅ Basic agent responses

Upcoming Features

🚧 Full agent integration
🚧 Authentication
🚧 User profiles
🚧 Chart visualizations
🚧 Export functionality
🚧 Advanced analytics

Future Plans

📋 Real-time collaboration
📋 Mobile apps
📋 Voice interface
📋 Custom dashboards
📋 Advanced reporting

Support

Documentation

Resources

Getting Help

Check documentation
Review issues
Read code comments
Test with example queries

License

MIT License - See LICENSE file for details

Acknowledgments

Microsoft Agent Framework
Anthropic Claude
FastAPI framework
React community
Azure services

Version: 1.0.0 Status: Active Development Last Updated: December 2025

Built with ❤️ for financial insights

Name		Name	Last commit message	Last commit date
Latest commit History 4 Commits
backend		backend
docs		docs
financial-insights-agents		financial-insights-agents
frontend		frontend
.gitignore		.gitignore
README.md		README.md

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Smart Assist

Overview

Quick Start

Local Development

Project Structure

Features

Chat Interface

Backend API

Agent System

Financial Analysis

Documentation

Getting Started

Deployment

Agent System

Technology Stack

Frontend

Backend

Agent System

Infrastructure

Architecture

API Endpoints

REST API

WebSocket

Example Queries

Setup Instructions

Prerequisites

Optional

Backend Setup

Frontend Setup

Database Setup (Optional)

Deployment

Azure Deployment

Local Testing

Configuration

Backend Environment Variables

Frontend Environment Variables

Development

Backend Development

Frontend Development

Code Quality

Debugging

Backend Debugging

Frontend Debugging

Common Issues

Testing

Contributing

Guidelines

Security

Performance

Monitoring

Local Development

Production

Roadmap

Current Features

Upcoming Features

Future Plans

Support

Documentation

Resources

Getting Help

License

Acknowledgments

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