Financial Analysis Agent

A powerful financial assistant that provides comprehensive analysis for stocks and cryptocurrencies using multiple data sources including Yahoo Finance, TradingView, and CoinMarketCap.

Features

• Interactive chat interface with Next.js and React
• Python backend with LlamaIndex RAG agent
• Comprehensive stock analysis with fundamental and technical indicators
• Multi-source cryptocurrency analysis (Yahoo Finance, TradingView, CoinMarketCap)
• Asset comparison tool for comparing multiple stocks or cryptocurrencies
• Technical indicators and market trends analysis
• Investment recommendations with risk assessment

Project Structure

├── backend/                # Flask backend server
├── frontend/               # Next.js frontend application
├── agentic-rag.py          # Main LlamaIndex RAG agent implementation
├── coinmarketcap_api.py    # CoinMarketCap API integration
├── financial_tools.py      # Financial analysis tools and utilities
├── load_env.py             # Environment variables loader
├── tradingview_api.py      # TradingView API integration
└── requirements.txt        # Python dependencies

Setup

Prerequisites

• Python 3.9+
• Node.js 14+
• API keys for:
  • OpenAI
  • CoinMarketCap (optional, but recommended)
  • Llama Cloud (optional, enhances RAG capabilities)
  • Alpha Vantage (required for detailed stock analysis)
  • Finnhub (required for real-time stock data)

Backend Setup

1. Create a virtual environment and activate it:

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

2. Install Python dependencies:

   pip install -r requirements.txt

3. Set up your API keys: Create a .env file in the root directory with the following content:

   OPENAI_API_KEY=your_openai_api_key
   COINMARKETCAP_API_KEY=your_coinmarketcap_api_key
   LLAMA_CLOUD_API_KEY=your_llama_cloud_api_key  # For enhanced RAG capabilities
   ALPHA_VANTAGE_API_KEY=your_alpha_vantage_key  # For detailed stock analysis
   FINNHUB_API_KEY=your_finnhub_key              # For real-time stock data
   

4. Start the Flask backend:

   cd backend
   python app.py

   The backend server will run on http://localhost:5000

Frontend Setup

1. Navigate to the frontend directory:

   cd frontend

2. Install dependencies:

   npm install

3. Start the development server:

   npm run dev

4. Open http://localhost:3000 in your browser.

Testing

Run the unit tests

pytest -v backend/test_app.py -k "not integration"

Run the integration tests (require the server to be running)

pytest -v backend/test_app.py -k "integration"

Usage

Available Features

• Stock Analysis: Get comprehensive analysis of stocks with technical indicators, fundamentals, and price trends
• Cryptocurrency Analysis: Analyze cryptocurrencies using data from multiple sources (Yahoo Finance, TradingView, CoinMarketCap)
• Investment Recommendations: Receive buy/sell recommendations with confidence scores based on your risk tolerance
• Asset Comparisons: Compare multiple stocks or cryptocurrencies with correlation analysis, performance metrics, and more
• Market Overview: Get market indices data, sector performance, and cryptocurrency market trends

Example Queries

• Stock analysis: "Analyze AAPL stock with moderate risk tolerance"
• Cryptocurrency analysis: "What's your comprehensive analysis of Bitcoin?"
• Investment advice: "Should I buy Ethereum right now?"
• Comparisons: "Compare MSFT, AAPL, and GOOGL performance"
• Crypto comparisons: "Compare BTC, ETH, and SOL with correlation analysis"
• Technical analysis: "What do the technical indicators show for Tesla stock?"
• Market overview: "What's the current crypto market overview?"

Sample screenshots

Disclaimer

This financial analysis tool is for informational purposes only and should not be considered financial advice. Always conduct your own research and consider consulting with a financial advisor before making investment decisions. Cryptocurrency investments are especially high-risk and speculative.

License

MIT