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---
title: FinSightX - Financial Agent Suite
colorFrom: blue
colorTo: green
sdk: streamlit
sdk_version: 1.45.0
app_file: ui/streamlit_app.py
pinned: false
license: apache-2.0
short_description: Multi-agent AI assistant for finance, news, and analysis.
---
# FinSightX – AI-Powered Financial Analyst Suite
**FinSightX** is an intelligent, agent-powered financial assistant built using Groq's ultra-fast LLaMA 3.1 models, AutoRAG, and open-source tools. It allows users to query equities, summarize news, run macroeconomic forecasts, test quant strategies, track regulatory changes, and receive client-style advisory responses — all in one lightweight app.
> Built with Groq API, Hugging Face Transformers, ChromaDB, and Streamlit.
---
## Features
| Agent | Role |
|-------|------|
| **EquityAnalystAgent** | Answers stock-specific financial questions using live data and sentiment |
| **NewsSummarizerAgent** | Summarizes market headlines via LLM and retrieval |
| **MacroStrategistAgent** | Forecasts macroeconomic trends using NeuralProphet |
| **QuantBacktesterAgent** | Runs quant strategies using historical price data |
| **ReguRadarAgent** | Scans for key regulatory disclosures |
| **ClientAdvisorAgent** | Provides personalized financial advice based on user tone and goals |
---
## Tech Stack
- **LLM**: `llama-3.1-8b-instant` via Groq API (OpenAI-compatible)
- **Embedding**: `all-MiniLM-L6-v2` (SentenceTransformers)
- **Sentiment Analysis**: `ProsusAI/finbert`
- **Vector DB**: ChromaDB (local)
- **Forecasting**: NeuralProphet
- **Backtesting**: `bt` package
- **UI**: Streamlit
---
## Setup Instructions
1. Clone the repo
2. Install dependencies:
```bash
pip install -r requirements.txt
```
3. Create a .env file:
```bash
GROQ_API_KEY=your_groq_key
GROQ_API_URL=https://api.groq.com/openai/v1/chat/completions
```
4. Run the app:
```bash
streamlit run ui/streamlit_app.py
```
## Current Limitations
- ChromaDB does not yet include 10-K/10-Q or earnings data
- Macro indicators (CPI, interest rates) not integrated
- No real-time alerts or portfolio memory
- No backtest visualization (plotly optional)
- LLaMA 3.1 license is research-only (not commercial)
---
## Future Improvements
### Financial Documents to Integrate
| Document | Use |
|------------------------------|-----------------------------------------------|
| 10-K / 10-Q | Full financial analysis and risk sections |
| 8-K | Instant updates on events, deals, or risks |
| Earnings Transcripts | Management commentary and guidance |
| Investor Presentations | Visual and forward-looking insights |
| Proxy Statements (DEF 14A) | Governance and voting info |
### Financial Metrics to Add
- Free cash flow
- ROE / ROIC
- Altman Z-Score
- Piotroski F-Score
- Debt/equity & profitability ratios
### Macroeconomic Indicators
| Indicator | Source |
|--------------------------|------------------------------------|
| CPI, GDP, Unemployment | FRED API / IMF / World Bank |
| Fed rates, Inflation | TradingEconomics / OpenBB |
| Currency / Commodities | Yahoo Finance / forex-python |
### Tools & Libraries to Integrate
- `sec-api.io` or `sec-edgar-downloader` (for 10-Ks)
- `openbb` (for macro + financial aggregation)
- `plotly` (for backtesting visualization)
- `redis` or `duckdb` (for memory/session tracking)
---
## Future Agent Extensions
| Agent Name | Description |
|------------------------|------------------------------------------------------------------------|
| `PortfolioBuilderAgent`| Recommends custom portfolio allocations based on user goals |
| `RiskMonitorAgent` | Tracks volatility, drawdowns, exposure and market risk |
| `AlertAgent` | Notifies users of macro shifts, earnings releases, or regulatory events|
---
## License
Currently for **research and educational purposes only**.
If using Groq-hosted LLaMA 3.1, ensure compliance with Meta’s licensing.
---
## Author
Developed by **Rahul Thakur**
Want to collaborate or contribute? Fork, star, and connect! |