metadata

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

Clone the repo
Install dependencies:
```
pip install -r requirements.txt
```

Create a .env file:

GROQ_API_KEY=your_groq_key
GROQ_API_URL=https://api.groq.com/openai/v1/chat/completions

Run the app:
```
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!