Financial Agent: A Comprehensive Overview
Introduction
The Financial Agent is an innovative tool designed to assist users with a variety of financial inquiries and analyses. Built on advanced frameworks like Langchain and FastAPI, this agent provides real-time access to crucial financial information, making it a reliable companion for those interested in the stock market and financial data.
Key Features
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Access to Financial Data
- The agent taps into the Polygon API, allowing it to retrieve current stock prices, historical price data, and the latest financial news for specific ticker symbols. This continuous flow of information keeps users well-informed about market happenings.
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Financial Metrics Calculation
- Users can utilize the agent to compute important financial metrics. These include:
- Owner Earnings: A measure of the profits a company generates that are available to its shareholders.
- Return on Equity (ROE): This metric helps evaluate how effectively a company is using shareholder funds to generate profits.
- Return on Invested Capital (ROIC): Indicates the efficiency with which a company uses its capital to produce value.
- Users can utilize the agent to compute important financial metrics. These include:
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Discounted Cash Flow Valuation
- The agent can perform a simple discounted cash flow (DCF) valuation, offering insights into the intrinsic value of a stock based on expected future cash flows, adjusted for the time value of money.
Deployment
Deploy with Docker
For a swift and secure deployment, users can employ Docker to run the Financial Agent locally:
- Install Docker on your system.
- Use the terminal to build and run the Docker image, ensuring to replace placeholders with your OpenAI and Polygon API keys.
- Access the agent through your browser at
http://localhost:8000/agent/playground/.
Local Deployment Without Docker
For those preferring to work without Docker:
- Ensure Python is installed on your machine.
- Clone the repository from GitHub and set up the environment using Poetry, a dependency manager.
- Install the necessary dependencies and activate the virtual environment.
- Insert your API keys into the
.envfile or set them as environment variables. - Launch the server and interact with the agent via your web browser.
Disclaimer
It's crucial to note that the Financial Agent is not designed to provide financial advice. Instead, it serves as an informational and educational tool. Users should conduct their own analysis and due diligence before making financial decisions, echoing the wise words of Warren Buffett.
Getting Started
To explore how the Financial Agent functions, users can refer to a simple example available in a Colab notebook, which provides a hands-on demonstration of its capabilities.
Conclusion
Whether you are an investor, a financial analyst, or simply someone interested in financial markets, the Financial Agent offers a versatile and user-friendly solution to a wide array of financial data needs. For additional questions or support, users are welcome to reach out on social media for assistance.