https://github.com/mjunaidca/05-st-financial-assistant
"Financial-Analyst" is a simple financial analyst project leveraging REST APIs and OpenAI's Assistants API architecture to aid end users with financial analysis.
https://github.com/mjunaidca/05-st-financial-assistant
Last synced: 8 months ago
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"Financial-Analyst" is a simple financial analyst project leveraging REST APIs and OpenAI's Assistants API architecture to aid end users with financial analysis.
- Host: GitHub
- URL: https://github.com/mjunaidca/05-st-financial-assistant
- Owner: mjunaidca
- Created: 2023-12-01T22:30:59.000Z (over 2 years ago)
- Default Branch: main
- Last Pushed: 2023-12-02T19:45:17.000Z (over 2 years ago)
- Last Synced: 2025-02-13T20:19:26.609Z (over 1 year ago)
- Language: Python
- Homepage:
- Size: 313 KB
- Stars: 1
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: readme.md
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README
# Convert Step 09 Financial Analyst Project to Streamlit App
###### This is a Multi Modal ChatGPT Application with Streamlit DALLE-3 Function Calling From Scratch
"Financial-Analyst" is a simple financial analyst project leveraging REST APIs and OpenAI's Assistants API architecture to aid end users with financial analysis.
Try it Out For:
1. Getting Financials Comparision
2. Plot Charts to see the Financials Comparision
Watch Live YouTube Video:
[
](https://www.youtube.com/embed/LjS3lXFZT10)
Inspired by the idea of building an AI financial analyst, this project integrates advanced AI capabilities to provide insightful financial information.
### Try Prompts
#### 1 - Financials Comparision
Can you compare the financial health of Microsoft and Apple over the last four years, focusing on their balance sheets and key financial ratios?
#### 21 - Financials Comparision And Visual Charts
Evaluate Microsoft vs. Googles's revenue & profitability growth over the past 4 quarters. Visualize the results with one or more charts.
### - Features
1. AI-Driven Financial Analysis: Utilizes OpenAI's Assistants API to analyze financial data.
2. Streamlit Web Application: An interactive web interface for easy access and use.
3. Dynamic Data Retrieval: Fetches financial information from various REST APIs.
### - Assistant Functions
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
### Installation
To install the necessary dependencies, run:
```
pip install -r requirements.txt
```
### Configuration
Configure the .env file with your OpenAI API key and any other necessary settings.
### Usage
Streamlit App: Run the Streamlit app to interact with the financial analyst features.
```
streamlit run streamlit_app.py
```
- Assistant API: The assistant.py script manages OpenAI Assistant calls and functions.
- Utility Functions: The utils.py script contains utility functions for displaying messages and images.
### Contributing
Contributions are welcome. Please follow standard coding conventions and submit pull requests for any proposed changes.