
ai-financial-agent
A financial agent for investment research
Stars: 382

AI Financial Agent is a proof of concept project exploring the use of AI for investment research. It provides an AI SDK with a unified API for generating text and structured objects, along with access to real-time and historical stock market data optimized for AI financial agents. The project includes features like dynamic chat interfaces, support for multiple model providers, and styling with Tailwind CSS. Users can deploy their own version of the AI Financial Agent using Vercel and GitHub integration.
README:
This is a proof of conncept AI financial agent. The goal of this project is to explore the use of AI for investment research. This project is for educational purposes only and is not intended for real trading or investment.
๐ Demo: You can use a live demo of this project here.
This project is for educational and research purposes only.
- Not intended for real trading or investment
- No warranties or guarantees provided
- Past performance does not indicate future results
- Creator assumes no liability for financial losses
- Consult a financial advisor for investment decisions
By using this software, you agree to use it solely for learning purposes.
-
AI SDK
- Unified API for generating text, structured objects, and tool calls with LLMs
- Hooks for building dynamic chat and generative user interfaces
- Supports OpenAI (default), Anthropic, Cohere, and other model providers
-
Financial Datasets API
- Access to real-time and historical stock market data
- Data is optimized for AI financial agents
- 30+ years of financial data with 100% market coverage
- Documentation available here
-
shadcn/ui
- Styling with Tailwind CSS
- Component primitives from Radix UI for accessibility and flexibility
git clone https://github.com/virattt/ai-financial-agent.git
cd ai-financial-agent
If you do not have npm installed, please install it from here.
- Install pnpm (if not already installed):
npm install -g pnpm
- Install dependencies:
pnpm install
- Set up your environment variables:
# Create .env file for your API keys
cp .env.example .env
Set the API keys in the .env file:
# Get your OpenAI API key from https://platform.openai.com/
OPENAI_API_KEY=your-openai-api-key
# Get your Financial Datasets API key from https://financialdatasets.ai/
FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
# Get your LangSmith API key from https://smith.langchain.com/
LANGCHAIN_API_KEY=your-langsmith-api-key
LANGCHAIN_TRACING_V2=true
LANGCHAIN_PROJECT=ai-financial-agent
Note: You should not commit your
.env
file or it will expose secrets that will allow others to control access to your various OpenAI and authentication provider accounts.
If you want to deploy your own version of the AI Financial Agent in production, you need to link your local instance with your Vercel and GitHub accounts.
- Install Vercel CLI:
npm i -g vercel
- Link local instance with Vercel and GitHub accounts (creates
.vercel
directory):vercel link
- Download your environment variables:
vercel env pull
After completing the steps above, simply run the following command to start the development server:
pnpm dev
Your app template should now be running on localhost:3000.
This template uses the Financial Datasets API as the financial data provider. The Financial Datasets API is specifically designed for AI financial agents and LLMs.
The Financial Datasets API provides real-time and historical stock market data and covers 100% of the US market over the past 30 years.
Data includes financial statements, stock prices, options data, insider trades, institutional ownership, and much more. You can learn more about the API via the documentation here.
Note: Data is free for AAPL, GOOGL, MSFT, NVDA, and TSLA.
If you do not want to use the Financial Datasets API, you can easily switch to another data provider by modifying a few lines of code.
You can deploy your own version of the AI Financial Agent in production via Vercel with one click:
For Tasks:
Click tags to check more tools for each tasksFor Jobs:
Alternative AI tools for ai-financial-agent
Similar Open Source Tools

ai-financial-agent
AI Financial Agent is a proof of concept project exploring the use of AI for investment research. It provides an AI SDK with a unified API for generating text and structured objects, along with access to real-time and historical stock market data optimized for AI financial agents. The project includes features like dynamic chat interfaces, support for multiple model providers, and styling with Tailwind CSS. Users can deploy their own version of the AI Financial Agent using Vercel and GitHub integration.

dream-team
Build your dream team with Autogen is a repository that leverages Microsoft Autogen 0.4, Azure OpenAI, and Streamlit to create an end-to-end multi-agent application. It provides an advanced multi-agent framework based on Magentic One, with features such as a friendly UI, single-line deployment, secure code execution, managed identities, and observability & debugging tools. Users can deploy Azure resources and the app with simple commands, work locally with virtual environments, install dependencies, update configurations, and run the application. The repository also offers resources for learning more about building applications with Autogen.

SalesGPT
SalesGPT is an open-source AI agent designed for sales, utilizing context-awareness and LLMs to work across various communication channels like voice, email, and texting. It aims to enhance sales conversations by understanding the stage of the conversation and providing tools like product knowledge base to reduce errors. The agent can autonomously generate payment links, handle objections, and close sales. It also offers features like automated email communication, meeting scheduling, and integration with various LLMs for customization. SalesGPT is optimized for low latency in voice channels and ensures human supervision where necessary. The tool provides enterprise-grade security and supports LangSmith tracing for monitoring and evaluation of intelligent agents built on LLM frameworks.

coral-cloud
Coral Cloud Resorts is a sample hospitality application that showcases Data Cloud, Agents, and Prompts. It provides highly personalized guest experiences through smart automation, content generation, and summarization. The app requires licenses for Data Cloud, Agents, Prompt Builder, and Einstein for Sales. Users can activate features, deploy metadata, assign permission sets, import sample data, and troubleshoot common issues. Additionally, the repository offers integration with modern web development tools like Prettier, ESLint, and pre-commit hooks for code formatting and linting.

azure-search-openai-javascript
This sample demonstrates a few approaches for creating ChatGPT-like experiences over your own data using the Retrieval Augmented Generation pattern. It uses Azure OpenAI Service to access the ChatGPT model (gpt-35-turbo), and Azure AI Search for data indexing and retrieval.

devika
Devika is an advanced AI software engineer that can understand high-level human instructions, break them down into steps, research relevant information, and write code to achieve the given objective. Devika utilizes large language models, planning and reasoning algorithms, and web browsing abilities to intelligently develop software. Devika aims to revolutionize the way we build software by providing an AI pair programmer who can take on complex coding tasks with minimal human guidance. Whether you need to create a new feature, fix a bug, or develop an entire project from scratch, Devika is here to assist you.

promptpanel
Prompt Panel is a tool designed to accelerate the adoption of AI agents by providing a platform where users can run large language models across any inference provider, create custom agent plugins, and use their own data safely. The tool allows users to break free from walled-gardens and have full control over their models, conversations, and logic. With Prompt Panel, users can pair their data with any language model, online or offline, and customize the system to meet their unique business needs without any restrictions.

pathway
Pathway is a Python data processing framework for analytics and AI pipelines over data streams. It's the ideal solution for real-time processing use cases like streaming ETL or RAG pipelines for unstructured data. Pathway comes with an **easy-to-use Python API** , allowing you to seamlessly integrate your favorite Python ML libraries. Pathway code is versatile and robust: **you can use it in both development and production environments, handling both batch and streaming data effectively**. The same code can be used for local development, CI/CD tests, running batch jobs, handling stream replays, and processing data streams. Pathway is powered by a **scalable Rust engine** based on Differential Dataflow and performs incremental computation. Your Pathway code, despite being written in Python, is run by the Rust engine, enabling multithreading, multiprocessing, and distributed computations. All the pipeline is kept in memory and can be easily deployed with **Docker and Kubernetes**. You can install Pathway with pip: `pip install -U pathway` For any questions, you will find the community and team behind the project on Discord.

genai-for-marketing
This repository provides a deployment guide for utilizing Google Cloud's Generative AI tools in marketing scenarios. It includes step-by-step instructions, examples of crafting marketing materials, and supplementary Jupyter notebooks. The demos cover marketing insights, audience analysis, trendspotting, content search, content generation, and workspace integration. Users can access and visualize marketing data, analyze trends, improve search experience, and generate compelling content. The repository structure includes backend APIs, frontend code, sample notebooks, templates, and installation scripts.

leettools
LeetTools is an AI search assistant that can perform highly customizable search workflows and generate customized format results based on both web and local knowledge bases. It provides an automated document pipeline for data ingestion, indexing, and storage, allowing users to focus on implementing workflows without worrying about infrastructure. LeetTools can run with minimal resource requirements on the command line with configurable LLM settings and supports different databases for various functions. Users can configure different functions in the same workflow to use different LLM providers and models.

OrionChat
Orion is a web-based chat interface that simplifies interactions with multiple AI model providers. It provides a unified platform for chatting and exploring various large language models (LLMs) such as Ollama, OpenAI (GPT model), Cohere (Command-r models), Google (Gemini models), Anthropic (Claude models), Groq Inc., Cerebras, and SambaNova. Users can easily navigate and assess different AI models through an intuitive, user-friendly interface. Orion offers features like browser-based access, code execution with Google Gemini, text-to-speech (TTS), speech-to-text (STT), seamless integration with multiple AI models, customizable system prompts, language translation tasks, document uploads for analysis, and more. API keys are stored locally, and requests are sent directly to official providers' APIs without external proxies.

llm-engine
Scale's LLM Engine is an open-source Python library, CLI, and Helm chart that provides everything you need to serve and fine-tune foundation models, whether you use Scale's hosted infrastructure or do it in your own cloud infrastructure using Kubernetes.

Sentient
Sentient is a personal, private, and interactive AI companion developed by Existence. The project aims to build a completely private AI companion that is deeply personalized and context-aware of the user. It utilizes automation and privacy to create a true companion for humans. The tool is designed to remember information about the user and use it to respond to queries and perform various actions. Sentient features a local and private environment, MBTI personality test, integrations with LinkedIn, Reddit, and more, self-managed graph memory, web search capabilities, multi-chat functionality, and auto-updates for the app. The project is built using technologies like ElectronJS, Next.js, TailwindCSS, FastAPI, Neo4j, and various APIs.

AI-Scientist
The AI Scientist is a comprehensive system for fully automatic scientific discovery, enabling Foundation Models to perform research independently. It aims to tackle the grand challenge of developing agents capable of conducting scientific research and discovering new knowledge. The tool generates papers on various topics using Large Language Models (LLMs) and provides a platform for exploring new research ideas. Users can create their own templates for specific areas of study and run experiments to generate papers. However, caution is advised as the codebase executes LLM-written code, which may pose risks such as the use of potentially dangerous packages and web access.

hof
Hof is a CLI tool that unifies data models, schemas, code generation, and a task engine. It allows users to augment data, config, and schemas with CUE to improve consistency, generate multiple Yaml and JSON files, explore data or config with a TUI, and run workflows with automatic task dependency inference. The tool uses CUE to power the DX and implementation, providing a language for specifying schemas, configuration, and writing declarative code. Hof offers core features like code generation, data model management, task engine, CUE cmds, creators, modules, TUI, and chat for better, scalable results.

actions
Sema4.ai Action Server is a tool that allows users to build semantic actions in Python to connect AI agents with real-world applications. It enables users to create custom actions, skills, loaders, and plugins that securely connect any AI Assistant platform to data and applications. The tool automatically creates and exposes an API based on function declaration, type hints, and docstrings by adding '@action' to Python scripts. It provides an end-to-end stack supporting various connections between AI and user's apps and data, offering ease of use, security, and scalability.
For similar tasks

ai-financial-agent
AI Financial Agent is a proof of concept project exploring the use of AI for investment research. It provides an AI SDK with a unified API for generating text and structured objects, along with access to real-time and historical stock market data optimized for AI financial agents. The project includes features like dynamic chat interfaces, support for multiple model providers, and styling with Tailwind CSS. Users can deploy their own version of the AI Financial Agent using Vercel and GitHub integration.

FinMem-LLM-StockTrading
This repository contains the Python source code for FINMEM, a Performance-Enhanced Large Language Model Trading Agent with Layered Memory and Character Design. It introduces FinMem, a novel LLM-based agent framework devised for financial decision-making, encompassing three core modules: Profiling, Memory with layered processing, and Decision-making. FinMem's memory module aligns closely with the cognitive structure of human traders, offering robust interpretability and real-time tuning. The framework enables the agent to self-evolve its professional knowledge, react agilely to new investment cues, and continuously refine trading decisions in the volatile financial environment. It presents a cutting-edge LLM agent framework for automated trading, boosting cumulative investment returns.

RainbowGPT
RainbowGPT is a versatile tool that offers a range of functionalities, including Stock Analysis for financial decision-making, MySQL Management for database navigation, and integration of AI technologies like GPT-4 and ChatGlm3. It provides a user-friendly interface suitable for all skill levels, ensuring seamless information flow and continuous expansion of emerging technologies. The tool enhances adaptability, creativity, and insight, making it a valuable asset for various projects and tasks.

stock-trading
StockTrading AI is a small model stock automatic trading system that integrates with securities platforms, implements automated stock trading, utilizes QuartZ for scheduled tasks to update data daily, employs DL4J framework for LSTM model guidance on stock buying with T+1 short-term trading strategy, utilizes K8S+GithubAction for DevOps, and supports distributed offline training. Future optimizations include obtaining more historical stock data for incremental model training and tuning model hyperparameters to improve price trend prediction accuracy. The system provides various page displays for profit data statistics, trade order queries, stock price viewing, model prediction performance, scheduled task scheduling, and real-time log tracking.

Pathway-AI-Bootcamp
Welcome to the ฮผLearn x Pathway Initiative, an exciting adventure into the world of Artificial Intelligence (AI)! This comprehensive course, developed in collaboration with Pathway, will empower you with the knowledge and skills needed to navigate the fascinating world of AI, with a special focus on Large Language Models (LLMs).

LLM-Agent-Survey
Autonomous agents are designed to achieve specific objectives through self-guided instructions. With the emergence and growth of large language models (LLMs), there is a growing trend in utilizing LLMs as fundamental controllers for these autonomous agents. This repository conducts a comprehensive survey study on the construction, application, and evaluation of LLM-based autonomous agents. It explores essential components of AI agents, application domains in natural sciences, social sciences, and engineering, and evaluation strategies. The survey aims to be a resource for researchers and practitioners in this rapidly evolving field.

genkit
Firebase Genkit (beta) is a framework with powerful tooling to help app developers build, test, deploy, and monitor AI-powered features with confidence. Genkit is cloud optimized and code-centric, integrating with many services that have free tiers to get started. It provides unified API for generation, context-aware AI features, evaluation of AI workflow, extensibility with plugins, easy deployment to Firebase or Google Cloud, observability and monitoring with OpenTelemetry, and a developer UI for prototyping and testing AI features locally. Genkit works seamlessly with Firebase or Google Cloud projects through official plugins and templates.

vector-cookbook
The Vector Cookbook is a collection of recipes and sample application starter kits for building AI applications with LLMs using PostgreSQL and Timescale Vector. Timescale Vector enhances PostgreSQL for AI applications by enabling the storage of vector, relational, and time-series data with faster search, higher recall, and more efficient time-based filtering. The repository includes resources, sample applications like TSV Time Machine, and guides for creating, storing, and querying OpenAI embeddings with PostgreSQL and pgvector. Users can learn about Timescale Vector, explore performance benchmarks, and access Python client libraries and tutorials.
For similar jobs

promptflow
**Prompt flow** is a suite of development tools designed to streamline the end-to-end development cycle of LLM-based AI applications, from ideation, prototyping, testing, evaluation to production deployment and monitoring. It makes prompt engineering much easier and enables you to build LLM apps with production quality.

deepeval
DeepEval is a simple-to-use, open-source LLM evaluation framework specialized for unit testing LLM outputs. It incorporates various metrics such as G-Eval, hallucination, answer relevancy, RAGAS, etc., and runs locally on your machine for evaluation. It provides a wide range of ready-to-use evaluation metrics, allows for creating custom metrics, integrates with any CI/CD environment, and enables benchmarking LLMs on popular benchmarks. DeepEval is designed for evaluating RAG and fine-tuning applications, helping users optimize hyperparameters, prevent prompt drifting, and transition from OpenAI to hosting their own Llama2 with confidence.

MegaDetector
MegaDetector is an AI model that identifies animals, people, and vehicles in camera trap images (which also makes it useful for eliminating blank images). This model is trained on several million images from a variety of ecosystems. MegaDetector is just one of many tools that aims to make conservation biologists more efficient with AI. If you want to learn about other ways to use AI to accelerate camera trap workflows, check out our of the field, affectionately titled "Everything I know about machine learning and camera traps".

leapfrogai
LeapfrogAI is a self-hosted AI platform designed to be deployed in air-gapped resource-constrained environments. It brings sophisticated AI solutions to these environments by hosting all the necessary components of an AI stack, including vector databases, model backends, API, and UI. LeapfrogAI's API closely matches that of OpenAI, allowing tools built for OpenAI/ChatGPT to function seamlessly with a LeapfrogAI backend. It provides several backends for various use cases, including llama-cpp-python, whisper, text-embeddings, and vllm. LeapfrogAI leverages Chainguard's apko to harden base python images, ensuring the latest supported Python versions are used by the other components of the stack. The LeapfrogAI SDK provides a standard set of protobuffs and python utilities for implementing backends and gRPC. LeapfrogAI offers UI options for common use-cases like chat, summarization, and transcription. It can be deployed and run locally via UDS and Kubernetes, built out using Zarf packages. LeapfrogAI is supported by a community of users and contributors, including Defense Unicorns, Beast Code, Chainguard, Exovera, Hypergiant, Pulze, SOSi, United States Navy, United States Air Force, and United States Space Force.

llava-docker
This Docker image for LLaVA (Large Language and Vision Assistant) provides a convenient way to run LLaVA locally or on RunPod. LLaVA is a powerful AI tool that combines natural language processing and computer vision capabilities. With this Docker image, you can easily access LLaVA's functionalities for various tasks, including image captioning, visual question answering, text summarization, and more. The image comes pre-installed with LLaVA v1.2.0, Torch 2.1.2, xformers 0.0.23.post1, and other necessary dependencies. You can customize the model used by setting the MODEL environment variable. The image also includes a Jupyter Lab environment for interactive development and exploration. Overall, this Docker image offers a comprehensive and user-friendly platform for leveraging LLaVA's capabilities.

carrot
The 'carrot' repository on GitHub provides a list of free and user-friendly ChatGPT mirror sites for easy access. The repository includes sponsored sites offering various GPT models and services. Users can find and share sites, report errors, and access stable and recommended sites for ChatGPT usage. The repository also includes a detailed list of ChatGPT sites, their features, and accessibility options, making it a valuable resource for ChatGPT users seeking free and unlimited GPT services.

TrustLLM
TrustLLM is a comprehensive study of trustworthiness in LLMs, including principles for different dimensions of trustworthiness, established benchmark, evaluation, and analysis of trustworthiness for mainstream LLMs, and discussion of open challenges and future directions. Specifically, we first propose a set of principles for trustworthy LLMs that span eight different dimensions. Based on these principles, we further establish a benchmark across six dimensions including truthfulness, safety, fairness, robustness, privacy, and machine ethics. We then present a study evaluating 16 mainstream LLMs in TrustLLM, consisting of over 30 datasets. The document explains how to use the trustllm python package to help you assess the performance of your LLM in trustworthiness more quickly. For more details about TrustLLM, please refer to project website.

AI-YinMei
AI-YinMei is an AI virtual anchor Vtuber development tool (N card version). It supports fastgpt knowledge base chat dialogue, a complete set of solutions for LLM large language models: [fastgpt] + [one-api] + [Xinference], supports docking bilibili live broadcast barrage reply and entering live broadcast welcome speech, supports Microsoft edge-tts speech synthesis, supports Bert-VITS2 speech synthesis, supports GPT-SoVITS speech synthesis, supports expression control Vtuber Studio, supports painting stable-diffusion-webui output OBS live broadcast room, supports painting picture pornography public-NSFW-y-distinguish, supports search and image search service duckduckgo (requires magic Internet access), supports image search service Baidu image search (no magic Internet access), supports AI reply chat box [html plug-in], supports AI singing Auto-Convert-Music, supports playlist [html plug-in], supports dancing function, supports expression video playback, supports head touching action, supports gift smashing action, supports singing automatic start dancing function, chat and singing automatic cycle swing action, supports multi scene switching, background music switching, day and night automatic switching scene, supports open singing and painting, let AI automatically judge the content.