About 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.

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vishwasg217

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💸 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.

demo

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.

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

Local Setup:

Clone the Repository:

git clone https://github.com/vishwasg217/finsight.git
cd finsight

Set Up a Virtual Environment (Optional but Recommended):
```
# 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

Install Required Dependencies:
```
pip install -r requirements.txt
```
Set up the Environment Variables:
```
# 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"

Run Finsight:
```
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.

fin-sight