https://github.com/mjunaidca/financial-analyst

https://github.com/mjunaidca/financial-analyst

Last synced: 3 days ago
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• Host: GitHub
• URL: https://github.com/mjunaidca/financial-analyst
• Owner: mjunaidca
• Created: 2023-11-29T17:05:01.000Z (11 months ago)
• Default Branch: main
• Last Pushed: 2023-12-04T17:30:38.000Z (11 months ago)
• Last Synced: 2024-10-11T09:36:12.733Z (26 days ago)
• Language: Jupyter Notebook
• Size: 1.33 MB
• Stars: 3
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

        
# Building an AI Financial Analyst with the Assistants API

### Challenge Project 1 - Step 09

A financial analyst project that get finance info from rest api and uses Open AI Assistants API architechture to help end users with financial analysis.

Seed Idea: 

- [Building an AI Financial Analyst with the Assistants API](https://www.mlq.ai/ai-financial-analyst-assistants-api/)

Try it Out For:

1. Getting Financials Comparision

2. Plot Charts to see the Financials Comparision

### 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.

Watch YouTube Video to Understand Code

[](https://www.youtube.com/embed/C14_ghBhlNw)

### - 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.

- ## Like NextJS Requests Architecture we can do parralel data fetching - using concurrent.features python api.

- In pythong 3.12 : https://docs.python.org/3/library/concurrent.futures.html