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An intelligent financial bot built with LangChain. It integrates multiple financial APIs to provide users with stock analysis, real-time news, and portfolio management insights. By leveraging large language models, offering personalized investment advice based on comprehensive data and sophisticated reasoning.

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Peihsuan111/intelligent-finance-agent

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intelligent-finance-agent

About The Project

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An intelligent financial bot built with LangChain. It integrates multiple APIs to provide users with stock analysis, real-time news, and portfolio management insights. By leveraging large language models, offering personalized investment advice based on comprehensive data and sophisticated reasoning.

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Getting Started

Installation

  • Install Package
    pip install -r requirments.txt

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Usage

  1. Make sure put .env file inside in folder

    OPENAI_API_KEY=YOUR_OPENAI_TOKEN
    SERPAPI_API_KEY=YOUR_SERPAPI_TOKEN
    TAVILY_API_KEY=YOUR_TAVILY_TOKEN
    
  2. Run service locally

    python3 -m streamlit run chatbot_ui.py 
    

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Demo

  • Front Page: front-end page1

  • Analysis Capability: analysis-stock page1 (Agent thinking process)

    • Invoke tool google_finance -> google_news thinking-chain page1 thinking-chain page2
  • Communicate with Internal Data: internal-data page1 (Agent thinking process)

    • Invoke tool google_finance thinking-chain page3
    • Invoke tool user_portfolio thinking-chain page4

Further improved

  • Streaming reply

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Acknowledgments

About

An intelligent financial bot built with LangChain. It integrates multiple financial APIs to provide users with stock analysis, real-time news, and portfolio management insights. By leveraging large language models, offering personalized investment advice based on comprehensive data and sophisticated reasoning.

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