FinRobot is an open-source AI agent platform designed for comprehensive financial analysis, extending beyond traditional LLM applications. It targets financial professionals and researchers seeking to automate complex tasks like market forecasting, document analysis, and trading strategy development, offering enhanced decision-making capabilities through its multi-layered architecture and advanced AI agents.

How It Works

FinRobot employs a four-layer architecture: Financial AI Agents, Financial LLMs Algorithms, LLMOps, and Multi-source LLM Foundation Models. The core innovation lies in its Financial Chain-of-Thought (CoT) prompting, which breaks down complex financial problems into logical steps for agents. This approach, combined with a "Perception-Brain-Action" workflow and a Smart Scheduler for optimal LLM selection, enables agents to independently think, utilize tools, and execute actions for precise, actionable financial insights.

Quick Start & Requirements

• Installation: pip install -U finrobot or pip install -e .
• Prerequisites: Python 3.10, OpenAI API key, Finnhub API key, FinancialModelingPrep API key, SEC API key.
• Setup: Requires renaming and populating configuration files (OAI_CONFIG_LIST_sample, config_api_keys_sample).
• Resources: Tutorials are available for beginners and advanced users, demonstrating market forecasting and equity research report generation.

Highlighted Details

• Integrates multiple LLMs and financial data sources (Finnhub, SEC, Yahoo Finance).
• Features specialized agents for market forecasting, document analysis, and trading strategies.
• Supports Chain-of-Thought (CoT) prompting for complex financial reasoning.
• Includes demos for market prediction and automated equity research report generation.

Maintenance & Community

The project is associated with AI4Finance Foundation and cites several academic papers and related open-source projects, indicating active research and development. Links to community resources are not explicitly provided in the README.

Licensing & Compatibility

The code and documentation are released under the Apache-2.0 license. The project explicitly states that it should not be construed as financial counsel or recommendations for live trading.

Limitations & Caveats

The platform requires multiple API keys for full functionality, and the provided code is not intended as financial advice. Users are cautioned to consult with financial professionals before making any trading or investment decisions.