Financial Insights at Your Fingertips
Finsight is a cutting-edge finance AI assistant tailored to meet the needs of portfolio managers, investors, and finance enthusiasts. By leveraging GPT-4
and financial data, Finsight provides deep insights and actionable summaries about a company, aiding in more informed investment decisions.
📊 Finance Metrics Overview:
- Dive deep into core financial metrics extracted from the income statement, balance sheet, and cash flow.
- Stay updated with the top news sentiment surrounding the company for the current year, ensuring you're always in the loop.
- These are the different sections:
- Company Overview: Get a quick overview of the company.
- Income Statement: Understand the company's revenue and expenses.
- Balance Sheet: Get a grasp on the company's assets, liabilities, and shareholders' equity.
- Cash Flow: Understand the company's cash flow from operating, investing, and financing activities.
- News Sentiment: Stay updated with the top news sentiment surrounding the company for the current year.
📄 Annual Report Analyzer:
- Simply upload a company's annual report.
- Finsight will then provide comprehensive insights into:
- Fiscal Year Highlights: Major achievements, milestones, and financial highlights.
- Strategy Outlook and Future Direction: Understand the company's strategic plans and anticipated future trajectory.
- Risk Management: Insight into the company's risk assessment, potential challenges, and mitigation strategies.
- Innovation and R&D: Get a grasp on the company's commitment to innovation and its R&D endeavors.
Streamlit: Powers the frontend, providing a seamless user interface. LangChain: Acts as the foundation for integrating the LLM into the web app. Llama Index: The data framework behind the Research Agent Generator (RAG) and agent-based features, such as the Annual Report Analyzer. Alpha Vantage: The go-to API service for fetching the most recent financial data about companies.
Head over to Finsight
- Clone the Repository:
git clone https://github.com/vishwasg217/finsight.git
cd finsight
- Set Up a Virtual Environment (Optional but Recommended):
# For macOS and Linux:
python3 -m venv venv
# For Windows:
python -m venv venv
- Activate the Virtual Environment:
# For macOS and Linux:
source venv/bin/activate
# For Windows:
.\venv\Scripts\activate
- Install Required Dependencies:
pip install -r requirements.txt
- Set up the Environment Variables:
# create directory
mkdir .streamlit
# create toml file
touch .streamlit/secrets.toml
You can get your API keys here: AlphaVantage, OpenAI
# add the following API keys
av_api_key = "ALPHA_VANTAGE API KEY"
openai_api_key = "OPEN AI API KEY"
- Run Finsight:
streamlit run src/🏡_Home.py
After running the command, Streamlit will provide a local URL (usually https://localhost:8501/
) which you can open in your web browser to access Finsight.