FinAnGPT is an AI-powered tool designed to summarize and analyze a company's financial statements, providing pros, cons, and recommendations. It targets financial analysts, investors, and researchers seeking automated insights from financial data, leveraging LLMs for a more accessible and comprehensive understanding of company performance.

How It Works

The tool integrates with the SimFin API to fetch raw financial data and then utilizes either the OpenAI API or a locally hosted Ollama model (e.g., Llama3.1) to process this data. The LLM analyzes key financial metrics such as balance sheets, cash flow statements, profitability, liquidity, and solvency ratios to generate a structured financial summary and actionable recommendations. This approach democratizes financial analysis by automating complex data interpretation.

Quick Start & Requirements

• Install dependencies: pip install -r requirements.txt
• Configure environment variables in a .env file: SIMFIN_API_KEY, OPENAI_API_KEY.
• For Ollama: Download Ollama and a model (e.g., Llama3.1), optionally set OLLAMA_SERVICE_URL.
• Usage: python chat.py (OpenAI) or python chat.py --use-ollama (Ollama).
• Requires Python 3.x, SimFin API key, and optionally an Ollama setup.
• Official Demo: Video Demo

Highlighted Details

• Supports both OpenAI and local Ollama models for flexibility.
• Analyzes a comprehensive set of financial metrics.
• Provides structured output including pros, cons, and recommendations.
• References related projects like NexusTrade for automated trading.

Maintenance & Community

The project is maintained by Austin Starks. Further community or roadmap information is not detailed in the README.

Licensing & Compatibility

The README does not explicitly state a license. Compatibility for commercial use or closed-source linking is not specified.

Limitations & Caveats

The script is presented as a starting point and not as financial advice. Users must conduct their own research before making investment decisions. The current implementation relies on specific API keys and may require manual setup for local model integration.