Hugging Face's logo

Spaces:
Agents-MCP-Hackathon
/
Financial-Advisory-Agent
Running

App Files Community
Financial-Advisory-Agent / README.md
Abid Ali Awan
Update README.md to enhance project description, add detailed features, installation instructions, example prompts, and technical architecture for the Financial Advisory Agent. Changed emoji and color scheme for better representation.
5ad2796
preview code
|
raw
history blame
7.47 kB
metadata
title: Financial Advisory Agent
emoji: 🧑‍💼
colorFrom: gray
colorTo: blue
sdk: gradio
sdk_version: 5.33.0
app_file: app.py
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.

🚀 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
  • 💳 Expense Tracker: Advanced expense analysis with trends, predictions, and anomaly detection
  • 📈 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 visualizations and insights for all financial data
  • ⏱️ Real-time Status Updates: Shows which APIs are being called and estimated completion times

🛠️ Installation

  1. Clone the repository
git clone https://github.com/yourusername/financial-advisory-agent.git
cd financial-advisory-agent
  1. Install dependencies
pip install -r requirements.txt
  1. Set up environment variables Create a .env file or set environment variables:
export OPENAI_API_KEY="your-openai-api-key"
export TAVILY_API_KEY="your-tavily-api-key"
  1. Run the application
python app.py

💬 Example Prompts

Single Tool Invocation

Investment Analyzer 

"Analyze AAPL stock and tell me if it's a good investment"
"Should I buy Tesla stock right now?"
"Give me a detailed analysis of Microsoft shares"
"Quick summary of NVDA stock performance"

Budget Planner 

"Help me create a budget with $5000 monthly income and expenses: rent $1500, food $500, utilities $200"
"I make $75,000 annually, help me budget my expenses"
"Create a budget plan for someone earning $4000/month"
"Quick budget advice for $6000 monthly income"

Market Trends Analyzer 

"What are the latest market trends in tech stocks?"
"Give me current market news and analysis"
"Detailed report on today's market movements"
"Quick market update for technology sector"

Portfolio Analyzer 

"Analyze my portfolio: {'holdings': [{'symbol': 'AAPL', 'shares': 100}, {'symbol': 'GOOGL', 'shares': 50}]}"
"Check my diversification with holdings: AAPL 40%, MSFT 30%, TSLA 30%"
"Detailed portfolio analysis for my current investments"

Expense Tracker 

"Track my expenses: [{'category': 'food', 'amount': 150}, {'category': 'gas', 'amount': 80}]"
"Analyze my spending patterns from last month"
"Help me categorize and analyze my expenses"

Response Type Control

Short Responses (Under 200 words) 

"Quick analysis of AAPL"
"Brief summary of market trends"
"Give me a short budget recommendation"
"Simple portfolio check"
"Fast expense analysis"

Detailed Responses (Comprehensive reports) 

"Give me a detailed report on AAPL stock"
"Comprehensive market analysis for tech sector"
"Thorough budget breakdown with recommendations"
"In-depth portfolio diversification analysis"
"Complete expense tracking report with insights"

Multi-Tool Queries 

"Analyze AAPL stock and create a budget for investing $1000 monthly"
"What are the current market trends and how should I adjust my portfolio?"
"Help me budget $5000 income and recommend some good stocks to invest in"
"Track my expenses and suggest a better budget allocation"

Advanced Queries 

"I have $50K to invest. Analyze current market trends, suggest a diversified portfolio, and create a budget for monthly investments of $2000"
"Detailed analysis: Review AAPL, MSFT, and GOOGL stocks, then help me rebalance my portfolio"
"Comprehensive financial review: Budget analysis for $8000 monthly income, expense tracking, and investment recommendations"

🎯 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
  • 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

Expense Tracker

  • Category-wise spending analysis
  • Trend detection and predictions
  • Budget vs. actual comparisons
  • Anomaly detection
  • Spending pattern insights

🚀 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
  • ✅ Enhanced Tool Status: Real-time API call tracking with time estimates
  • ✅ Improved Data Analysis: Comprehensive visualizations and 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.