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---
title: Financial Advisory Agent
emoji: 🧑💼
colorFrom: gray
colorTo: blue
sdk: gradio
sdk_version: 5.33.0
app_file: app.py
tags:
- agent-demo-track
- financial-analysis
- openai
- tavily
pinned: false
license: apache-2.0
short_description: Financial analysis, investments, budget planning, and more.
---
# AI Financial Advisory Agent
An intelligent financial advisory agent powered by OpenAI's GPT-4.1 and specialized financial tools. This agent provides comprehensive financial analysis, investment recommendations, budget planning, and market insights through an intuitive web interface.
**Watch the demo video:** [Financial Advisory Agent Demo (Hugging Face Hackathon)](https://youtu.be/vGOSAXyrQgM)
[](https://youtu.be/vGOSAXyrQgM)
## 🚀 Features
### Core Financial Tools
- **📊 Investment Analyzer**: Real-time stock analysis with technical indicators, risk assessment, and investment recommendations
- **💰 Budget Planner**: Personalized budget creation using the 50/30/20 rule with optimization suggestions
- **📈 Portfolio Analyzer**: Portfolio diversification analysis and performance optimization
- **📰 Market Trends Analyzer**: Real-time market news, sector analysis, and economic insights
### Advanced Features
- **🎯 Smart Response Type Detection**: Automatically detects if users want short summaries or detailed reports
- **⚡ Real-time LLM Streaming**: Live token-by-token response generation from OpenAI API
- **📋 Interactive Tool Results**: Collapsible sections for clean data presentation
- **🔍 Comprehensive Data Analysis**: Enhanced insights for all financial data
## 🛠️ Installation
1. **Clone the repository**
```bash
git clone https://huggingface.co/spaces/Agents-MCP-Hackathon/Financial-Advisory-Agent.git
cd Financial-Advisory-Agent
```
2. **Install dependencies**
```bash
pip install -r requirements.txt
```
3. **Set up environment variables**
Set environment variables:
```bash
export OPENAI_API_KEY="your-openai-api-key"
export TAVILY_API_KEY="your-tavily-api-key"
```
4. **Run the application**
```bash
python app.py
```
## 🎯 Response Types
The system automatically detects your preference:
### Short Response Keywords
- `quick`, `brief`, `short`, `summary`, `concise`, `simple`, `fast`, `tldr`, `bottom line`
### Detailed Response Keywords
- `detailed`, `comprehensive`, `thorough`, `in-depth`, `report`, `breakdown`, `explain`, `elaborate`, `deep dive`
### Default Behavior
- **Short responses** are the default (under 200 words)
- **Detailed responses** are triggered by specific keywords (comprehensive analysis)
## 🔧 Technical Architecture
- **Frontend**: Gradio web interface with real-time streaming
- **Backend**: LangChain agents with OpenAI GPT-4.1
- **Data Sources**:
- Yahoo Finance API for stock data
- Tavily Search API for market news
- Real-time financial calculations
- **Streaming**: Direct LLM token streaming from OpenAI API
- **Tools**: Specialized financial analysis functions
## 📊 Tool Capabilities
### Investment Analyzer
- Real-time stock prices and historical data
- Technical indicators (RSI, MACD, Bollinger Bands, Moving Averages)
- Risk assessment (volatility, VaR, beta analysis)
- Fundamental analysis (P/E, P/B ratios, dividend yield)
- Buy/Hold/Sell recommendations with confidence scores
### Budget Planner
- 50/30/20 rule implementation
- Emergency fund calculations
- Debt-to-income ratio analysis
- Savings optimization recommendations
- Expense category warnings
### Market Trends Analyzer
- Real-time market news via Tavily Search
- Major index tracking (S&P 500, NASDAQ)
- Market sentiment analysis
- Key theme extraction
- Economic trend identification
### Portfolio Analyzer
- Diversification scoring
- Sector allocation analysis
- Concentration risk assessment
- Rebalancing recommendations
- Performance metrics
## 🚀 Recent Updates
- ✅ **Smart Response Detection**: Automatically detects if users want short or detailed responses
- ✅ **Real LLM Streaming**: Genuine token-by-token streaming from OpenAI API
- ✅ **Improved Data Analysis**: Comprehensive insights
- ✅ **Optimized Performance**: Faster tool execution and response times
- ✅ **Collapsible Results**: Clean, organized tool output presentation
## 🔒 API Keys Required
- **OpenAI API Key**: For language model
- **Tavily API Key**: For real-time market news and trends
## Issues to Resolve
The problem is in the current flow:
1. Agent executor runs all tools
2. We collect ALL results
3. Then display everything at once
4. Then stream the final response
## 🤝 Contributing
Contributions are welcome! Please feel free to submit a Pull Request.
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