{"id":16201229,"url":"https://github.com/mjunaidca/05-st-financial-assistant","last_synced_at":"2025-10-29T19:37:19.448Z","repository":{"id":210458082,"uuid":"726264386","full_name":"mjunaidca/05-st-financial-assistant","owner":"mjunaidca","description":"\"Financial-Analyst\" is a simple financial analyst project leveraging REST APIs and OpenAI's Assistants API architecture to aid end users with financial analysis.","archived":false,"fork":false,"pushed_at":"2023-12-02T19:45:17.000Z","size":321,"stargazers_count":1,"open_issues_count":0,"forks_count":0,"subscribers_count":1,"default_branch":"main","last_synced_at":"2025-02-13T20:19:26.609Z","etag":null,"topics":[],"latest_commit_sha":null,"homepage":"","language":"Python","has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":null,"status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/mjunaidca.png","metadata":{"files":{"readme":"readme.md","changelog":null,"contributing":null,"funding":null,"license":null,"code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null}},"created_at":"2023-12-01T22:30:59.000Z","updated_at":"2024-02-27T18:27:27.000Z","dependencies_parsed_at":"2023-12-02T22:32:44.899Z","dependency_job_id":null,"html_url":"https://github.com/mjunaidca/05-st-financial-assistant","commit_stats":null,"previous_names":["mjunaidca/05-st-financial-assistant"],"tags_count":0,"template":false,"template_full_name":null,"repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/mjunaidca%2F05-st-financial-assistant","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/mjunaidca%2F05-st-financial-assistant/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/mjunaidca%2F05-st-financial-assistant/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/mjunaidca%2F05-st-financial-assistant/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/mjunaidca","download_url":"https://codeload.github.com/mjunaidca/05-st-financial-assistant/tar.gz/refs/heads/main","host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":247706707,"owners_count":20982651,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2022-07-04T15:15:14.044Z","host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":[],"created_at":"2024-10-10T09:36:32.995Z","updated_at":"2025-10-29T19:37:14.424Z","avatar_url":"https://github.com/mjunaidca.png","language":"Python","funding_links":[],"categories":[],"sub_categories":[],"readme":"# Convert Step 09 Financial Analyst Project to Streamlit App\n\n###### This is a Multi Modal ChatGPT Application with Streamlit DALLE-3 Function Calling From Scratch\n\n\"Financial-Analyst\" is a simple financial analyst project leveraging REST APIs and OpenAI's Assistants API architecture to aid end users with financial analysis. \n\nTry it Out For:\n1. Getting Financials Comparision\n2. Plot Charts to see the Financials Comparision\n\nWatch Live YouTube Video:\n\n[\u003cimg src=\"https://img.youtube.com/vi/LjS3lXFZT10/hqdefault.jpg\" width=\"600\" height=\"300\"\n/\u003e](https://www.youtube.com/embed/LjS3lXFZT10)\n\nInspired by the idea of building an AI financial analyst, this project integrates advanced AI capabilities to provide insightful financial information.\n\n### Try Prompts\n\n#### 1 - Financials Comparision\n\nCan you compare the financial health of Microsoft and Apple over the last four years, focusing on their balance sheets and key financial ratios?\n\n#### 21 - Financials Comparision And Visual Charts\n\nEvaluate Microsoft vs. Googles's revenue \u0026 profitability growth over the past 4 quarters. Visualize the results with one or more charts.\n\n\n### - Features\n1. AI-Driven Financial Analysis: Utilizes OpenAI's Assistants API to analyze financial data.\n2. Streamlit Web Application: An interactive web interface for easy access and use.\n3. Dynamic Data Retrieval: Fetches financial information from various REST APIs.\n\n### - Assistant Functions\n\n- get_income_statement: Retrieves the income statement data. This function likely fetches detailed revenue, expense, and profit information for a specified entity over a given period.\n\n- get_balance_sheet: Obtains the balance sheet data. This would include assets, liabilities, and shareholder equity details, providing a snapshot of an entity's financial condition at a specific point in time.\n\n- get_cash_flow_statement: Gathers cash flow statement data. It probably details the cash inflows and outflows from operating, investing, and financing activities, offering insights into how an entity generates and uses cash.\n\n- get_key_metrics: Retrieves key financial metrics. This function likely provides important financial indicators that help in assessing a company's financial health, such as EBITDA, return on equity, debt to equity ratio, etc.\n\n- get_financial_ratios: Fetches various financial ratios. These ratios, such as the price-to-earnings ratio, current ratio, or liquidity ratio, are crucial for financial analysis and comparative assessments.\n\n- get_financial_growth: Accesses financial growth data. This function probably tracks the growth trends in various financial aspects like revenue growth, profit growth, etc., over time, indicating the entity's growth trajectory.\n\n### Installation\nTo install the necessary dependencies, run:\n\n```\npip install -r requirements.txt\n```\n### Configuration\nConfigure the .env file with your OpenAI API key and any other necessary settings.\n\n### Usage\n\nStreamlit App: Run the Streamlit app to interact with the financial analyst features.\n\n```\nstreamlit run streamlit_app.py\n```\n\n- Assistant API: The assistant.py script manages OpenAI Assistant calls and functions.\n\n- Utility Functions: The utils.py script contains utility functions for displaying messages and images.\n\n### Contributing\nContributions are welcome. Please follow standard coding conventions and submit pull requests for any proposed changes.\n\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fmjunaidca%2F05-st-financial-assistant","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fmjunaidca%2F05-st-financial-assistant","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fmjunaidca%2F05-st-financial-assistant/lists"}