manuthvann216 / finsight

FinSight - Financial Insights at Your Fingertip: FinSight is a cutting-edge AI assistant tailored for portfolio managers, investors, and finance enthusiasts. It streamlines the process of gaining crucial insights and summaries about a company in a user-friendly manner.

💸 FinSight:

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.

Features

📊 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.

Tech Stack

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.

How to Use

Website Access:

Head over to Finsight

Local Setup:

1. Clone the Repository:

git clone https://github.com/vishwasg217/finsight.git
cd finsight

2. Set Up a Virtual Environment (Optional but Recommended):

# For macOS and Linux:
python3 -m venv venv

# For Windows:
python -m venv venv

3. Activate the Virtual Environment:

# For macOS and Linux:
source venv/bin/activate

# For Windows:
.\venv\Scripts\activate

4. Install Required Dependencies:

pip install -r requirements.txt

5. 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"

6. Run Finsight:

streamlit run src/🏡_Home.py

After running the command, Streamlit will provide a local URL (usually http://localhost:8501/) which you can open in your web browser to access Finsight.