Finance Agent

Finance Agent is an interactive web application designed to generate comprehensive financial insights for stock ticker symbols. Built with Streamlit, the application leverages tools such as yfinance to retrieve stock data, Groq for generating detailed reports, and additional modules for visualizing historical prices and stock fundamentals.

Deployed at: https://huggingface.co/spaces/Ashkchamp/financeagent

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Table of Contents

• Features
• Prerequisites
• Installation
• Configuration
• Usage
• Project Structure
• Contributing
• License
• Acknowledgements

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Features

• Comprehensive Financial Reports: Generate detailed financial insights by providing a stock ticker.
• Historical Price Visualization: Display interactive charts showing historical price trends.
• Detailed Fundamentals & Analyst Insights: Review stock fundamentals and analyst recommendations in expandable sections.
• Streamlit Powered Interface: Benefit from an interactive web experience via Streamlit.
• Modular Design: Separates concerns with dedicated agents and tools (like yfinance and Groq) for maintainability.

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Prerequisites

• Python 3.7 or later
• API Key for Groq (set as environment variable GROQ_API_KEY)

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Installation

1. Clone the Repository

git clone https://github.com/ashkunwar/FINANCE_AGENT.git
cd FINANCE_AGENT

2. Create a Virtual Environment (Optional but Recommended)

python3 -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

3. Install Dependencies

If a requirements.txt file is present:

pip install -r requirements.txt

Otherwise, install manually:

pip install streamlit pandas yfinance matplotlib python-dotenv

Note: Ensure that you have access to the custom modules (like agno and its submodules) if they're not available via PyPI.

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Configuration

Environment Variables

Create a .env file in the project root and add your Groq API key:

GROQ_API_KEY=your_groq_api_key_here

The app checks for this API key during startup and will display an error if it’s missing.

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Usage

Run the Application

streamlit run app.py

Interact with the App

• Enter a valid stock ticker symbol (e.g., TSLA).
• Click on the "Get Financial Insights" button.
• View the comprehensive financial report, historical price chart, detailed stock fundamentals, and analyst recommendations.

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Project Structure

FINANCE_AGENT/
├── app.py                      # Main Streamlit application entry point
├── agents/
│   └── finance_agent.py        # Contains the FinanceAgent class with report-generation logic
├── .env                        # Environment variables file (includes GROQ_API_KEY)
├── requirements.txt            # Project dependencies list
└── README.md                   # This README file

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Contributing

Contributions are welcome! If you wish to contribute by providing new features, reporting bugs, or suggesting improvements, please fork the repository and submit a pull request. Ensure your changes are well tested and documented.

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License

This project is licensed under the MIT License.

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Acknowledgements

• Streamlit for an intuitive web framework.
• yfinance for easy access to financial data.
• Groq for powering advanced financial insights.
• All contributors and community supporters.