This project provides an AI-powered financial research assistant designed for educational and exploratory purposes. It targets individuals interested in leveraging AI for stock analysis, offering a chat interface with generative UI elements to display financial data.

How It Works

The agent utilizes a chat-based interface powered by generative UI to present stock prices and fundamental data. It integrates with the Financial Datasets API, which provides optimized real-time and historical market data, including financial statements and stock prices, covering over 30 years of US market data. This approach aims to streamline investment research by offering a conversational and visually informative experience.

Quick Start & Requirements

• Install dependencies: pnpm install
• Set up environment variables by copying .env.example to .env and populating it with API keys for OpenAI, Financial Datasets, and LangSmith.
• Run the agent: pnpm dev
• Prerequisites: Node.js, npm, pnpm, OpenAI API key, Financial Datasets API key, LangSmith API key.
• Demo: https://virattt.github.io/ai-financial-agent/
• Documentation: https://docs.financialdatasets.ai/

Highlighted Details

• Chat assistant for financial research and stock analysis.
• Generative UI for displaying stock prices and fundamentals.
• Access to 30+ years of US market data via Financial Datasets API.
• One-click deployment to Vercel.

Maintenance & Community

The project is presented as a proof of concept for educational purposes. No specific community channels or maintenance information are provided in the README.

Licensing & Compatibility

The README does not explicitly state a license. The project is intended for educational and research purposes only, and users agree to use it solely for learning. Commercial use or real trading is explicitly discouraged.

Limitations & Caveats

This project is a proof of concept for educational and research purposes only and is not intended for real trading or investment. No warranties or guarantees are provided, and past performance is not indicative of future results. The creator assumes no liability for financial losses.