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https://github.com/vishwasg217/fin-sight
FinSight - Financial Insights at Your Fingertip: FinSight is a cutting-edge AI assistant tailored for portfolio managers, investors, and finance enthusiasts. It streamlines the process of gaining crucial insights and summaries about a company in a user-friendly manner.
https://github.com/vishwasg217/fin-sight
fintech langchain llama-index llms nlp streamlit
Last synced: 7 days ago
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FinSight - Financial Insights at Your Fingertip: FinSight is a cutting-edge AI assistant tailored for portfolio managers, investors, and finance enthusiasts. It streamlines the process of gaining crucial insights and summaries about a company in a user-friendly manner.
- Host: GitHub
- URL: https://github.com/vishwasg217/fin-sight
- Owner: vishwasg217
- Created: 2023-09-06T13:01:39.000Z (over 1 year ago)
- Default Branch: main
- Last Pushed: 2024-07-10T10:46:51.000Z (7 months ago)
- Last Synced: 2025-01-08T05:18:30.960Z (14 days ago)
- Topics: fintech, langchain, llama-index, llms, nlp, streamlit
- Language: Jupyter Notebook
- Homepage: https://finsight-report.streamlit.app/
- Size: 25.6 MB
- Stars: 203
- Watchers: 6
- Forks: 76
- Open Issues: 11
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# 💸 FinSight:
**Financial Insights at Your Fingertips**
Finsight is a cutting-edge finance AI assistant tailored to meet the needs of portfolio managers, investors, and finance enthusiasts. By leveraging `GPT-4` and financial data, Finsight provides deep insights and actionable summaries about a company, aiding in more informed investment decisions.
If you'd like to learn more about the technical details of FinSight, check out the LlamaIndex blogpost below where I do a deep dive into the project:
[How I built the Streamlit LLM Hackathon winning app — FinSight using LlamaIndex.](https://blog.llamaindex.ai/how-i-built-the-streamlit-llm-hackathon-winning-app-finsight-using-llamaindex-9dcf6c46d7a0)
## Features
📊 **Finance Metrics Overview**:
- Dive deep into core financial metrics extracted from the income statement, balance sheet, and cash flow.
- Stay updated with the top news sentiment surrounding the company for the current year, ensuring you're always in the loop.
- These are the different sections:
- **Company Overview**: Get a quick overview of the company.
- **Income Statement**: Understand the company's revenue and expenses.
- **Balance Sheet**: Get a grasp on the company's assets, liabilities, and shareholders' equity.
- **Cash Flow**: Understand the company's cash flow from operating, investing, and financing activities.
- **News Sentiment**: Stay updated with the top news sentiment surrounding the company for the current year.
📄 **Annual Report Analyzer**:
- Simply upload a company's annual report.
- FinSight will then provide comprehensive insights into:
- **Fiscal Year Highlights**: Major achievements, milestones, and financial highlights.
- **Strategy Outlook and Future Direction**: Understand the company's strategic plans and anticipated future trajectory.
- **Risk Management**: Insight into the company's risk assessment, potential challenges, and mitigation strategies.
- **Innovation and R&D**: Get a grasp on the company's commitment to innovation and its R&D endeavors.
## Tech Stack
-- **Streamlit**: Powers the front end, providing a seamless user interface.
-- **LangChain**: The foundation for integrating the LLM into the web app.
-- **Llama Index**: Simple, flexible data framework for connecting custom data sources to large language models.
-- **Alpha Vantage**: The go-to API service for fetching the most recent financial data about companies.
## How to Use
### Website Access:
Head over to [Finsight](https://finsight-report.streamlit.app/)
### **Local Setup**:
1. **Clone the Repository**:
```bash
git clone https://github.com/vishwasg217/finsight.git
cd finsight
```
2. **Set Up a Virtual Environment** (Optional but Recommended):
```bash
# For macOS and Linux:
python3 -m venv venv
# For Windows:
python -m venv venv
```
3. **Activate the Virtual Environment**:
```bash
# For macOS and Linux:
source venv/bin/activate
# For Windows:
.\venv\Scripts\activate
```
4. **Install Required Dependencies**:
```bash
pip install -r requirements.txt
```
5. **Set up the Environment Variables**:
```bash
# create directory
mkdir .streamlit
# create toml file
touch .streamlit/secrets.toml
```
You can get your API keys here: [AlphaVantage](https://www.alphavantage.co/support/#api-key), [OpenAI](https://openai.com/blog/openai-api)
```bash
# add the following API keys
av_api_key = "ALPHA_VANTAGE API KEY"
openai_api_key = "OPEN AI API KEY"
```
6. **Run Finsight**:
```bash
streamlit run 🏡_Home.py
```
After running the command, Streamlit will provide a local URL (usually `http://localhost:8501/`) which you can open in your web browser to access Finsight.