This project provides experimental LLM-powered agents for financial research, enabling autonomous data analysis and question answering using the OpenBB Platform. It targets financial analysts and researchers seeking to leverage AI for efficient market intelligence.

How It Works

The agents utilize LLMs with function calling capabilities to interact with the OpenBB Platform's extensive financial data APIs. This allows the agents to dynamically select and execute relevant functions based on user queries, retrieve up-to-date financial data, and synthesize comprehensive answers. The approach enables complex, multi-step financial analysis and temporal reasoning.

Quick Start & Requirements

• Install via pip: pip install openbb-agents --upgrade
• Requires Python 3.10+.
• Requires an OpenAI API key set as the OPENAI_API_KEY environment variable.
• OpenBB Platform data provider credentials must be configured locally (~/.openbb_platform/user_settings.json) or via an OpenBB Hub PAT.
• Getting Started Notebook: [Link to Notebook - not provided in README]

Highlighted Details

• Supports complex, multi-part queries and temporal dependencies.
• Dynamically configures based on available data provider credentials.
• Includes an asynchronous agent variant (aopenbb_agent).
• Uses yfinance by default, requiring no API key for basic functionality.

Maintenance & Community

• Development is experimental and ongoing.
• Linting and formatting managed by ruff.
• Testing framework uses pytest.
• Community channels and roadmap links are not provided in the README.

Licensing & Compatibility

• The license is not explicitly stated in the README.
• Compatibility for commercial use or closed-source linking is not specified.

Limitations & Caveats

This is an R&D playground with work-in-progress agents. Support for Python versions beyond 3.10 is pending. The availability of certain data sources is contingent on user-provided API credentials.