CNinfo2Notebookllm  by jarodise

Automated financial report analysis for deep insights

Created 4 months ago
362 stars

Top 77.6% on SourcePulse

GitHubView on GitHub
Project Summary

Summary

This project automates the in-depth analysis of A-share company financial reports by downloading them from CNinfo.com.cn and uploading them to Google NotebookLM. It targets engineers, researchers, and power users, providing an AI-driven "Financial Analyst" persona to streamline risk detection and valuation analysis. The benefit is a fully automated workflow for extracting actionable insights from financial documents.

How It Works

The core approach involves a Python-based orchestration script that intelligently downloads a specified company's annual (5 years) and quarterly financial reports from CNinfo. These reports are then uploaded to a Google NotebookLM instance. A key feature is the automatic configuration of a specialized "Financial Analyst" system prompt within NotebookLM, leveraging a defined methodology for deep analysis. This end-to-end automation simplifies complex financial data processing and AI-assisted review.

Quick Start & Requirements

  • Installation: For AI Agents: npx skills add jarodise/CNinfo2Notebookllm. Manual setup requires navigating to the skill directory and running ./install.sh.
  • Prerequisites: Users must authenticate with Google NotebookLM via notebooklm login if they haven't previously. A Python environment is necessary for manual execution.
  • Execution: Run analysis using the global stock <stock_name_or_code> command (if configured) or directly via python3 scripts/run.py <stock_name_or_code> from the project directory.
  • Links: No direct external links for demos or detailed documentation are provided beyond the installation and execution commands.

Highlighted Details

  • Automated download covers 5 years of annual reports and all quarterly reports for the current year.
  • Features a pre-configured AI "Financial Analyst" persona, employing the "Hand-in-Hand Guide to Reading Financial Reports" methodology.
  • Provides a fully automated workflow from data acquisition to AI analysis setup, including cleanup of temporary files.
  • Ensures stable authentication using notebooklm-py with browser automation.

Maintenance & Community

No specific details regarding maintainers, community channels (e.g., Discord, Slack), or project roadmap are present in the provided README. The project appears to be a self-contained tool.

Licensing & Compatibility

  • License: The specific open-source license is not explicitly stated. The project includes a disclaimer requiring adherence to the terms of service for CNinfo.com.cn and Google NotebookLM.
  • Compatibility: Designed for execution within AI Agent environments with shell access or via direct Python script execution.

Limitations & Caveats

This tool is intended solely for educational and research purposes; AI-generated financial analyses are for reference only and do not constitute investment advice. Users are responsible for complying with the terms of service of the external platforms used. The functionality relies on the continued availability and stability of CNinfo.com.cn and Google NotebookLM services.

Health Check
Last Commit

1 month ago

Responsiveness

Inactive

Pull Requests (30d)
0
Issues (30d)
0
Star History
16 stars in the last 30 days

Explore Similar Projects

Feedback? Help us improve.