{"id":42071805,"url":"https://github.com/sheeki03/analystOS","last_synced_at":"2026-02-05T09:00:49.566Z","repository":{"id":295309565,"uuid":"989760871","full_name":"sheeki03/analystOS","owner":"sheeki03","description":"analystOS - AI research platform with Web UI + Notion automation. Upload docs, scrape URLs, chat with research via RAG. 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Analyze cryptocurrencies and stocks side-by-side, run comprehensive financial research, and automate due diligence workflows.\n\n## Key Capabilities\n\n| Crypto | Stocks | Cross-Asset |\n|--------|--------|-------------|\n| Real-time prices via CoinGecko | Fundamentals via OpenBB/FMP | Compare BTC vs VISA directly |\n| Historical data \u0026 charts | SEC filings (10-K, 10-Q, 8-K) | Volatility normalization (24/7 vs market hours) |\n| Top 250 coins by market cap | Income, balance sheet, cash flow | Sector-based analysis |\n| AI-powered analysis | Analyst estimates \u0026 insider trades | Yield comparison (staking vs dividends) |\n\n---\n\n## Two Ways to Use\n\n### Web UI (Interactive Research)\n```\n1. Open the Streamlit web interface\n2. Upload documents, add URLs, or enter a research query\n3. Use Financial Research for stocks or Crypto AI for crypto\n4. Compare assets across markets with Market Intelligence\n5. Get comprehensive research reports instantly\n```\n\n### Notion Automation (Zero-Touch Mode)\n```\n1. Connect your Notion database\n2. Add a project to Notion\n3. Agent automatically detects the new entry\n4. AI researches, scores, and evaluates\n5. Full report published back to Notion\n```\n\n---\n\n## Features\n\n### Financial Research (Stocks)\n- **Price Data**: Real-time snapshots and historical prices via OpenBB\n- **Fundamentals**: Income statements, balance sheets, cash flow statements\n- **SEC Filings**: 10-K, 10-Q, 8-K with item-level extraction\n- **Metrics**: Financial ratios, analyst estimates, insider trades\n- **News**: Company news and market sentiment\n- **AI Router**: Natural language queries routed to appropriate tools\n\n### Crypto Intelligence\n- **Live Market Data**: Real-time cryptocurrency prices via CoinGecko MCP\n- **Historical Analysis**: Price history with customizable intervals\n- **Top Coins**: Access to top 250 cryptocurrencies by market cap\n- **AI Chat**: Interactive crypto analysis and insights\n- **Portfolio Tracking**: Multi-coin comparisons and trends\n\n### Market Intelligence (Cross-Asset)\n- **Direct Comparison**: Compare crypto vs stocks (BTC vs V, ETH vs MA)\n- **Volatility Analysis**: Normalized comparisons accounting for 24/7 vs market hours\n- **Sector Views**: CMC-style sector categorization for tech stocks\n- **Yield Comparison**: Staking APY vs dividend yields\n\n### Research Suite\n- **Multi-Format Documents**: PDF, DOCX, TXT, Markdown with OCR\n- **DocSend Integration**: Automated presentation analysis\n- **Web Scraping**: Firecrawl-powered sitemap discovery and extraction\n- **Deep Research**: LangChain ODR framework for multi-agent research\n- **RAG Chat**: Context-aware Q\u0026A using FAISS vector search\n\n### Entity Extraction (LangExtract)\n- **Structured Extraction**: People, organizations, funding rounds, metrics\n- **Source Grounding**: All entities linked to source documents\n- **Smart Caching**: Results cached for unchanged content\n\n### Notion Automation\n- **Real-Time Monitoring**: Watches Notion database for new entries\n- **Auto-Research**: Triggers deep research on new projects\n- **AI Scoring**: Automated due diligence evaluation\n- **Direct Publishing**: Reports published to Notion pages\n\n---\n\n## Architecture\n\n```\n├── main.py                          # Streamlit entry point\n├── src/\n│   ├── controllers/\n│   │   └── app_controller.py        # Auth, routing, validation\n│   ├── pages/\n│   │   ├── interactive_research.py  # Document processing \u0026 AI analysis\n│   │   ├── financial_research.py    # Stocks research UI\n│   │   ├── market_intelligence.py   # Cross-asset comparison\n│   │   ├── crypto_chatbot.py        # Crypto AI interface\n│   │   └── notion_automation.py     # Notion CRM integration\n│   ├── services/\n│   │   ├── financial_tools/         # 19 financial data tools\n│   │   │   ├── tools.py             # Tool implementations\n│   │   │   ├── router.py            # OpenRouter-based routing\n│   │   │   ├── schemas.py           # OpenAI function schemas\n│   │   │   └── crypto_resolver.py   # Ticker format conversion\n│   │   ├── market_intelligence/     # Cross-asset services\n│   │   │   ├── cross_asset_service.py\n│   │   │   ├── volatility_service.py\n│   │   │   └── sector_service.py\n│   │   ├── openbb/                  # OpenBB Platform client\n│   │   │   └── client.py\n│   │   └── mcp/                     # MCP integrations\n│   │       └── coingecko_client.py  # CoinGecko data\n│   ├── core/\n│   │   ├── research_engine.py       # Research automation\n│   │   ├── scanner_utils.py         # Web discovery (Firecrawl)\n│   │   └── docsend_client.py        # DocSend processing\n│   └── utils/\n│       └── session_persistence.py   # Secure session management\n├── config/\n│   ├── users.yaml                   # User management\n│   ├── mcp_config.json              # MCP integrations\n│   └── sector_classifications.yaml  # Sector mappings\n└── tests/\n```\n\n### Technology Stack\n- **Backend**: Python 3.11+, Streamlit\n- **Financial Data**: OpenBB Platform, CoinGecko, FMP\n- **AI/ML**: OpenRouter, LangChain, FAISS\n- **Browser Automation**: Selenium, Playwright\n- **Document Processing**: PyMuPDF, Tesseract OCR\n- **Visualization**: Plotly, Altair\n\n---\n\n## Quick Start\n\n### 1. Installation\n\n```bash\n# Clone repository\ngit clone https://github.com/sheeki03/analystOS.git\ncd analystOS\n\n# Install dependencies\npip install -r requirements.txt\n\n# Install browser dependencies\nplaywright install\n\n# Install Tesseract OCR (for document processing)\n# macOS: brew install tesseract\n# Ubuntu: sudo apt-get install tesseract-ocr\n```\n\n### 2. Configuration\n\nCreate a `.env` file:\n\n```env\n# Required: AI Model Access\nOPENROUTER_API_KEY=your_openrouter_key\n\n# Financial Data (Stocks)\nFMP_API_KEY=your_fmp_key              # financialmodelingprep.com\nOPENBB_PAT=your_openbb_token          # Optional, for higher limits\n\n# Optional: Additional Providers\nFINNHUB_API_KEY=your_finnhub_key      # For news\nOPENAI_API_KEY=your_openai_key\nANTHROPIC_API_KEY=your_anthropic_key\n\n# Optional: Notion Integration\nNOTION_TOKEN=your_notion_token\n\n# Optional: Web Scraping\nFIRECRAWL_API_KEY=your_firecrawl_key\n\n# Optional: Deep Research\nTAVILY_API_KEY=your_tavily_key\n\n# Security\nSESSION_SECRET_KEY=your_random_secret_key\n```\n\n### 3. Run Application\n\n```bash\nstreamlit run main.py\n```\n\nVisit `http://localhost:8501` and login.\n\n---\n\n## Financial Tools Reference\n\n### Price Tools\n| Tool | Description | Source |\n|------|-------------|--------|\n| `get_price_snapshot` | Current stock price | OpenBB/FMP |\n| `get_prices` | Historical stock prices | OpenBB/FMP |\n| `get_crypto_price_snapshot` | Current crypto price | CoinGecko |\n| `get_crypto_prices` | Historical crypto prices | CoinGecko |\n| `get_available_crypto_tickers` | Top 250 crypto tickers | CoinGecko |\n\n### Fundamentals\n| Tool | Description | Source |\n|------|-------------|--------|\n| `get_income_statements` | Revenue, expenses, profit | OpenBB/FMP |\n| `get_balance_sheets` | Assets, liabilities, equity | OpenBB/FMP |\n| `get_cash_flow_statements` | Operating, investing, financing | OpenBB/FMP |\n| `get_all_financial_statements` | Combined statements | OpenBB/FMP |\n| `get_financial_metrics_snapshot` | Current ratios \u0026 metrics | OpenBB/FMP |\n| `get_financial_metrics` | Historical metrics | OpenBB/FMP |\n\n### Filings \u0026 Research\n| Tool | Description | Source |\n|------|-------------|--------|\n| `get_filings` | SEC filing list | OpenBB/SEC |\n| `get_10k_filing_items` | Annual report sections | OpenBB/SEC |\n| `get_10q_filing_items` | Quarterly report sections | OpenBB/SEC |\n| `get_8k_filing_items` | Current event reports | OpenBB/SEC |\n| `get_news` | Company news | OpenBB/Finnhub |\n| `get_analyst_estimates` | Earnings estimates | OpenBB/FMP |\n| `get_insider_trades` | Insider transactions | OpenBB/SEC |\n| `get_segmented_revenues` | Revenue by segment | OpenBB/FMP |\n\n### Crypto Limitations\n- **USD pairs only**: BTC-USD supported, BTC-ETH not supported\n- **No minute interval**: Use day, week, month, or year\n- **Max 365 days**: Historical data limited to 1 year from today\n- **Close prices only**: Returns close + volume, not OHLC\n\n---\n\n## Default Watchlist\n\nThe platform comes with a default cross-asset watchlist:\n\n**Crypto**: BTC, ETH, SOL\n**Payments**: V (Visa), MA (Mastercard)\n**Tech**: NVDA, INTC, MSFT, GOOGL\n**Finance**: JPM, COIN, SOFI\n\n---\n\n## Usage Examples\n\n### Financial Research\n```\nQuery: \"Show me AAPL revenue for the last 3 years\"\n→ Routes to get_income_statements(ticker=\"AAPL\", period=\"annual\", limit=3)\n\nQuery: \"Compare NVDA and AMD financial metrics\"\n→ Routes to get_financial_metrics for both tickers\n```\n\n### Crypto Analysis\n```\nQuery: \"Bitcoin price last month\"\n→ Routes to get_crypto_prices(ticker=\"BTC-USD\", interval=\"day\", ...)\n\nQuery: \"Top 10 cryptocurrencies\"\n→ Uses CoinGecko markets endpoint\n```\n\n### Cross-Asset Comparison\n```\nQuery: \"Compare BTC vs VISA market cap\"\n→ Uses Market Intelligence cross-asset service\n```\n\n---\n\n## Security Features\n\n- **HMAC-Signed Sessions**: URL session tokens are cryptographically signed\n- **Input Validation**: Username/password validation with strength requirements\n- **Subprocess Whitelist**: Only approved commands can execute\n- **SSL Verification**: Never disabled, fails safely\n- **Role-Based Access**: Admin vs researcher permissions\n- **XSS Prevention**: Safe Streamlit rendering methods\n\n---\n\n## AI Models\n\nSupported via OpenRouter:\n\n| Provider | Models |\n|----------|--------|\n| OpenAI | GPT-5.2, GPT-5.2 Pro |\n| Anthropic | Claude Sonnet 4, Claude Sonnet 4.5, Claude Opus 4.5 |\n| Google | Gemini 3, Gemini 2.5 Pro, Gemini 2.5 Flash |\n| Free Tier | Nemotron 3 Nano 30B, Qwen3 30B/235B, DeepSeek R1T Chimera, Molmo 2 8B Vision |\n| Image Gen | Seedream 4.5 |\n\n---\n\n## Testing\n\n```bash\n# Run all tests\npytest\n\n# Run with coverage\npytest --cov=src tests/\n\n# Run specific tests\npytest tests/integration/test_tool_schemas.py\npytest tests/services/test_crypto_resolver.py\n```\n\n---\n\n## Version History\n\n### v3.0.0 (Current)\n- Added OpenBB integration for stocks/fundamentals\n- Added 19 financial data tools\n- Added Market Intelligence with cross-asset comparison\n- Added Financial Research and Market Intelligence pages\n- Enhanced CoinGecko client with markets endpoint\n- Integrated Firecrawl for sitemap scanning\n- Security hardening (SSL, HMAC sessions, input validation)\n\n### v2.1.0\n- Deep Research (ODR) integration\n- Enhanced crypto intelligence\n- Entity extraction (LangExtract)\n\n### v2.0.0\n- Notion automation\n- Crypto chatbot\n\n### v1.0.0\n- Basic research and document processing\n\n---\n\n## Contributing\n\n1. Fork the repository\n2. Create feature branch (`git checkout -b feature/amazing-feature`)\n3. Commit changes (`git commit -m 'Add amazing feature'`)\n4. Push to branch (`git push origin feature/amazing-feature`)\n5. Open Pull Request\n\n---\n\n## License\n\nMIT License - see [LICENSE](LICENSE) for details.\n\n---\n\n## Support\n\n- **Issues**: [GitHub Issues](https://github.com/sheeki03/analystOS/issues)\n- **Discussions**: [GitHub Discussions](https://github.com/sheeki03/analystOS/discussions)\n\n---\n\n**Built for researchers, analysts, and investors who need comprehensive market intelligence across crypto and traditional finance.**\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fsheeki03%2FanalystOS","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fsheeki03%2FanalystOS","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fsheeki03%2FanalystOS/lists"}