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https://github.com/rauhanahmed/financialanalystaiagent

Agentic AI–driven stock analytics leveraging Phidata, Google Gemini 2.0 Flash, and Yahoo Finance. Features real-time data, interactive Plotly charts, and a Streamlit dashboard for comprehensive, actionable market insights.
https://github.com/rauhanahmed/financialanalystaiagent

agentic-ai data-visualization finance google-gemini investment phidata plotly stock-analysis streamlit yfinance

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Agentic AI–driven stock analytics leveraging Phidata, Google Gemini 2.0 Flash, and Yahoo Finance. Features real-time data, interactive Plotly charts, and a Streamlit dashboard for comprehensive, actionable market insights.

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README 

          
# Stock Analysis Dashboard & Financial Analyst Agent



An advanced, AI-powered financial analysis tool that combines market data retrieval, technical charting, and natural language insights. This project leverages cutting-edge technologies and frameworks to deliver sophisticated analyses, actionable recommendations, and comprehensive market insights—all within an interactive dashboard.



---



## Table of Contents



- [Overview](#overview)

- [Demo](#demo)

- [Key Features](#key-features)

- [Architecture](#architecture)

- [Technologies & Frameworks](#technologies--frameworks)

- [Installation & Setup](#installation--setup)

- [Usage](#usage)

- [Configuration](#configuration)

- [File Structure](#file-structure)

- [Author](#author)

- [License](#license)



---



## Overview



This project provides a complete solution for stock analysis by integrating historical market data, interactive visualizations, and AI-driven insights. At its core is the **Financial Analyst Agent**, which leverages the power of **Google Gemini 2.0 Flash** to process user queries, assess market trends, and generate clear, actionable recommendations. The accompanying **Streamlit** dashboard offers an intuitive user interface to explore stock data, visualize candlestick charts, and interact with the AI agent.



---



## Demo



Below is a quick demonstration of how the Stock Analysis Dashboard works:



![Stock Analysis Dashboard Demo](demo/demo.gif)



---



## Key Features



- **Real-Time Stock Data:** Integrates with **Yahoo Finance** to fetch up-to-date market data.

- **Interactive Visualizations:** Utilizes **Plotly** to generate dynamic candlestick charts and data tables.

- **AI-Driven Analysis:** Powered by **Google Gemini 2.0 Flash**, offering detailed insights, risk assessments, and investment strategies.

- **Configurable Parameters:** Customizable parameters through a YAML configuration file for ease of updates and modifications.

- **Analyst Recommendations:** Combines historical data with AI analytics to provide sophisticated market analysis and actionable recommendations.

- **Company News & Historical Context:** While primarily focused on data trends and market analysis, the agent framework can be extended to include company news and previous data analysis for a more rounded view.

- **User-Friendly Dashboard:** Built with **Streamlit** for rapid deployment and a responsive, intuitive UI.

- **Modular and Extensible:** Clean architecture and modular code design facilitate easy integration of additional data sources and analytical tools.



---



## Architecture



### Data Flow & Components



1. **Data Acquisition:**  

   - **Yahoo Finance (yfinance):** Downloads historical stock data.

   - **CSV Ticker List:** Retrieves valid stock tickers via a YAML-configured URL.

2. **Data Visualization:**  

   - **Plotly:** Generates interactive candlestick charts.

3. **AI-Powered Analysis:**  

   - **Financial Analyst Agent:** Uses **Google Gemini 2.0 Flash** for processing queries.

   - **Phidata Integration:** Facilitates data handling and tool management, ensuring robust analytics.

4. **User Interaction:**  

   - **Streamlit Dashboard:** Provides an interface for ticker selection, query submission, and data display.

5. **Configuration & Parameters:**  

   - **YAML File (`params.yaml`):** Stores essential parameters like the model ID, agent description, instructions, and ticker list URL.



---



## Technologies & Frameworks



- **Python:** Core programming language.

- **Google Gemini 2.0 Flash:** State-of-the-art language model used for deep financial analysis and generating recommendations.

- **Phidata:** Tool for integrating multiple data sources and analytical frameworks, enabling a seamless connection between market data and AI insights.

- **Yahoo Finance (yfinance):** API wrapper for accessing historical and real-time stock data.

- **Plotly:** Library for creating high-quality, interactive financial charts.

- **Streamlit:** Framework for rapidly building and deploying interactive dashboards.

- **YAML:** Configuration management for easy updates to parameters and settings.

- **Dataclasses:** Simplifies configuration management with Python data classes.

- **dotenv:** Manages environment variables for secure configuration.

- **Additional Libraries:**  

  - **PyYAML:** For parsing YAML files.

  - **python-dotenv:** For handling environment variables.



---



## Installation & Setup



1. **Clone the Repository:**



   ```bash

   git clone https://github.com/RauhanAhmed/FinancialAnalystAIAgent.git

   cd FinancialAnalystAIAgent

   ```



2. **Create a Virtual Environment:**



   ```bash

   python -m venv venv

   source venv/bin/activate  # On Windows: venv\Scripts\activate

   ```



3. **Install Dependencies:**



   ```bash

   pip install -r requirements.txt

   ```



4. **Environment Configuration:**



   - Create a `.env` file in the project root and add the following environment variable:



   ```env

   OPENROUTER_API_KEY=your_api_key_here

   ```



5. **Run the Dashboard:**



   ```bash

   streamlit run main.py

   ```



---



## Usage



- **Dashboard Interaction:**  

  Use the sidebar to select a stock ticker or search for a specific ticker. The main panel displays historical data and an interactive candlestick chart.

- **AI Agent Query:**  

  Enter your questions regarding market trends, risk analysis, or investment strategies in the designated text area. Submit your query to receive detailed, AI-powered insights.

- **Custom Analysis:**  

  The Financial Analyst Agent uses the configured parameters to tailor its analysis, ensuring that the recommendations are both precise and actionable.



---



## Configuration



### `params.yaml`



This file contains crucial configuration parameters:



- **modelId:**  

  Specifies the version of the **Google Gemini 2.0 Flash** model to use (e.g., `gemini-2.0-pro-exp-02-05`).

- **description:**  

  Outlines the capabilities and focus of the AI agent, emphasizing data-driven, analytical approaches.

- **instructions:**  

  Provides guidance on leveraging all available tools and data sources for comprehensive financial analysis.

- **tickerListUrl:**  

  URL pointing to a CSV file with valid stock tickers.



### Environment Variables



- Managed via a `.env` file using **python-dotenv**.

- Ensure sensitive data and API keys (if any) are stored securely.



---



## File Structure



```

├── LICENSE

├── main.py                   # Entry point for the Streamlit dashboard

├── financeAnalystAgent.py    # Defines the Financial Analyst Agent

├── params.yaml               # YAML configuration file for agent parameters

├── requirements.txt          # List of Python dependencies

└── utils.py                  # Utility functions for fetching data and generating charts

```



---



## Author



🔗 **Portfolio & Contact Information**:  

- Website: [rauhanahmed.in](https://rauhanahmed.in)  

- GitHub: [github.com/rauhanAhmed](https://github.com/rauhanAhmed)  

- LinkedIn: [linkedin.com/in/rauhan-ahmed](https://www.linkedin.com/in/rauhan-ahmed)  

- Twitter (X): [x.com/ahmed_rauh46040](https://x.com/ahmed_rauh46040)  

- Email: [rauhaan.siddiqui@gmail.com](mailto:rauhaan.siddiqui@gmail.com)



---



## License



This project is licensed under the MIT License. See the [LICENSE](LICENSE) file for details.



---



Explore, analyze, and gain insights from the financial markets with a blend of powerful data, state-of-the-art AI, and interactive visualizations. This project is designed to support investors, analysts, and enthusiasts in making informed decisions backed by rigorous analysis and actionable recommendations.



Happy Analyzing!