{"id":16201227,"url":"https://github.com/mjunaidca/financial-analyst","last_synced_at":"2025-04-07T18:28:52.957Z","repository":{"id":210452241,"uuid":"725211181","full_name":"mjunaidca/financial-analyst","owner":"mjunaidca","description":null,"archived":false,"fork":false,"pushed_at":"2023-12-04T17:30:38.000Z","size":1390,"stargazers_count":3,"open_issues_count":0,"forks_count":0,"subscribers_count":1,"default_branch":"main","last_synced_at":"2025-02-13T20:19:26.447Z","etag":null,"topics":[],"latest_commit_sha":null,"homepage":null,"language":"Jupyter Notebook","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,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null}},"created_at":"2023-11-29T17:05:01.000Z","updated_at":"2024-08-13T14:46:28.000Z","dependencies_parsed_at":"2024-11-03T10:22:32.918Z","dependency_job_id":"63129b1a-2176-4cd0-8808-67fbcf066278","html_url":"https://github.com/mjunaidca/financial-analyst","commit_stats":null,"previous_names":["mjunaidca/financial-analyst"],"tags_count":0,"template":false,"template_full_name":null,"repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/mjunaidca%2Ffinancial-analyst","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/mjunaidca%2Ffinancial-analyst/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/mjunaidca%2Ffinancial-analyst/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/mjunaidca%2Ffinancial-analyst/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/mjunaidca","download_url":"https://codeload.github.com/mjunaidca/financial-analyst/tar.gz/refs/heads/main","host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":247706652,"owners_count":20982642,"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":"2024-10-10T09:36:32.312Z","updated_at":"2025-04-07T18:28:52.932Z","avatar_url":"https://github.com/mjunaidca.png","language":"Jupyter Notebook","funding_links":[],"categories":[],"sub_categories":[],"readme":"# Building an AI Financial Analyst with the Assistants API\n\n### Challenge Project 1 - Step 09\n\nA financial analyst project that get finance info from rest api and uses Open AI Assistants API architechture to help end users with financial analysis.\n\nSeed Idea: \n- [Building an AI Financial Analyst with the Assistants API](https://www.mlq.ai/ai-financial-analyst-assistants-api/)\n\nTry it Out For:\n1. Getting Financials Comparision\n2. Plot Charts to see the Financials Comparision\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\nWatch YouTube Video to Understand Code\n\n[\u003cimg src=\"https://img.youtube.com/vi/C14_ghBhlNw/hqdefault.jpg\" width=\"600\" height=\"300\"\n/\u003e](https://www.youtube.com/embed/C14_ghBhlNw)\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- ## Like NextJS Requests Architecture we can do parralel data fetching - using concurrent.features python api.\n\n- In pythong 3.12 : https://docs.python.org/3/library/concurrent.futures.html\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fmjunaidca%2Ffinancial-analyst","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fmjunaidca%2Ffinancial-analyst","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fmjunaidca%2Ffinancial-analyst/lists"}