Summary

This project provides a financial analysis agent built using LangChain and FastAPI. It addresses the need for automated retrieval and computation of financial data, enabling users to access current and historical prices, news, and key financial metrics. The agent is designed for technically savvy users, researchers, and power users seeking to leverage LLMs for financial due diligence and valuation, offering a streamlined approach to complex financial analysis.

How It Works

The agent operates by integrating LangChain's LLM orchestration capabilities with FastAPI for its API layer. It connects to the Polygon API to fetch real-time and historical stock prices, company news, and fundamental financial data. Core functionalities include computing essential financial metrics such as owner earnings, return on equity (ROE), and return on invested capital (ROIC), alongside performing a basic discounted cash flow (DCF) valuation. This approach automates data gathering and initial analysis, providing a foundation for deeper financial research.

Quick Start & Requirements

Installation can be achieved via Docker or local setup.

• Docker: Build the image with docker build -t virattt-financial-agent https://github.com/virattt/financial-agent.git, then run using docker run -e OPENAI_API_KEY=<your-key> -e POLYGON_API_KEY=<your-key> -p 8000:8000 --name financial-agent -it virattt-financial-agent. Access the playground at http://localhost:8000/agent/playground/.
• Local: Clone the repository, install dependencies using Poetry (poetry install, poetry shell), and start the server (poetry run langchain serve).
• Prerequisites: Requires an OpenAI API key and a Polygon API key. Resources for obtaining these keys, a Colab notebook for examples, and contact information via X are mentioned but not directly linked in the README.

Highlighted Details

• Fully implemented using LangChain and FastAPI.
• Leverages Polygon API for comprehensive financial data access.
• Automates calculation of key financial metrics (owner earnings, ROE, ROIC).
• Includes functionality for simple discounted cash flow (DCF) valuation.

Maintenance & Community

The project README directs users with questions to reach out via X (Twitter), but no specific handle or community channels (like Discord or Slack) are provided. There is no information regarding notable contributors, sponsorships, or a public roadmap.

Licensing & Compatibility

The provided README does not specify a software license. This lack of explicit licensing information poses a significant barrier for assessing compatibility, especially for commercial use or integration into proprietary systems.

Limitations & Caveats

The agent explicitly states it is for "informational and entertainment purposes only" and "not intended as financial advice." Users are required to provide their own OpenAI and Polygon API keys, which may incur costs. No information is provided regarding platform support, known bugs, or alpha/beta status.