Financial Analyst CrewAI

A powerful AI-powered stock market analysis tool that uses CrewAI to provide comprehensive financial analysis and investment reports.

🚀 Features

• Multi-Agent Analysis: Utilizes specialized AI agents for thorough stock analysis
• Real-time Market Data: Fetches live stock data using YFinance
• Professional Reports: Generates detailed investment reports with market insights
• User-friendly Interface: Streamlit-based web interface for easy interaction
• Stock Symbol Validation: Ensures accurate stock symbol input
• Report Download: Export analysis reports in markdown format

##Demo - https://www.linkedin.com/feed/update/urn:li:activity:7325661424981045249/

🛠️ Technologies Used

• CrewAI: For orchestrating AI agents and tasks
• Streamlit: For the web interface
• YFinance: For real-time stock market data
• Sambanova LLM: For AI-powered analysis
• Python: Core programming language

📋 Prerequisites

• Python 3.8 or higher
• Sambanova API key
• Required Python packages (see Installation)

💻 Installation

1. Clone the repository:

   git clone https://github.com/yourusername/Financial-Analyst-CrewAI.git
   cd Financial-Analyst-CrewAI

2. Create and activate a virtual environment:

   python -m venv myenv
   source myenv/bin/activate  # On Windows: myenv\Scripts\activate

3. Install required packages:

   pip install -r requirements.txt

4. Create a .env file in the project root and add your Sambanova API key:

   SAMBANOVA_API_KEY=your_api_key_here
   

🚀 Usage

1. Start the Streamlit app:

   streamlit run app.py

2. Open your web browser and navigate to the provided local URL (typically http://localhost:8501)

3. In the sidebar:

   • Enter your Sambanova API key
   • Input a stock symbol (e.g., AAPL, GOOGL, MSFT)
   • Click "Analyze Stock"

4. Wait for the analysis to complete (this may take a few minutes)

5. View the generated report and download it if desired to your local machine

🤖 AI Agents

The system uses two specialized AI agents:

1. Stock Analysis Agent

   • Role: Wall Street Financial Analyst
   • Expertise: Market data analysis, financial metrics interpretation
   • Tools: YFinance integration for real-time data

2. Report Writer Agent

   • Role: Financial Report Specialist
   • Expertise: Creating professional investment reports
   • Focus: Clear data presentation and actionable insights

📊 Analysis Components

The analysis includes:

• Latest trading information
• 52-week performance metrics
• Financial metrics (P/E ratio, market cap, etc.)
• Technical analysis
• Market context and risk assessment

⚠️ Limitations

• Requires valid Sambanova API key
• Stock market data availability depends on YFinance
• Analysis time varies based on market conditions and data availability

🔒 Security

• API keys are handled securely through environment variables
• No sensitive data is stored permanently

📝 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgments

• CrewAI for the multi-agent framework
• YFinance for market data
• Sambanova for LLM capabilities
• Streamlit for the web interface

📞 Support

For support, please open an issue in the GitHub repository or contact the maintainers.

🔄 Updates

Stay tuned for updates and new features!