FinRobot
FinRobot: An Open-Source AI Agent Platform for Financial Applications using LLMs π π π
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Download Latest Version (.zip)- settings.json
- save_config_forecaster.json
- investment_group.py
- multi_factor_agents.py
- portfolio_optimization.py
- quantitative_investment_group_config.json
- logo_white_background.jpg
- __init__.py
- agent_library.py
- prompts.py
- utils.py
- workflow.py
- __init__.py
- earningsData.py
- main_earningsData.py
- __init__.py
- app.py
- section.py
- __init__.py
- fetch.py
- sec_document.py
- sections.py
- __init__.py
- sec_filings.py
- secData.py
- section_names.py
- __init__.py
- pdf_to_md.py
- pdf_to_md_parallel.py
- sec_filings_to_pdf.py
- __init__.py
- finance_data.py
- finnhub_utils.py
- finnlp_utils.py
- fmp_utils.py
- reddit_utils.py
- sec_utils.py
- yfinance_utils.py
- __init__.py
- analyzer.py
- charting.py
- coding.py
- quantitative.py
- rag.py
- ragquery.py
- reportlab.py
- text.py
- __init__.py
- toolkits.py
- utils.py
- config.ini.example
- COP_Equity_Research_Report.html
- META_Equity_Research_Report.html
- MSFT_Equity_Research_Report.html
- NVDA_Equity_Research_Report.html
- TSLA_Equity_Research_Report.html
- __init__.py
- agent_manager.py
- company_overview_agent.py
- competitor_analysis_agent.py
- investment_overview_agent.py
- major_takeaways_agent.py
- news_summary_agent.py
- risks_agent.py
- tagline_agent.py
- valuation_overview_agent.py
- catalyst_analyzer.py
- chart_generator.py
- common_utils.py
- enhanced_chart_generator.py
- enhanced_text_generator.py
- financial_data_processor.py
- html_renderer.py
- html_template_professional.py
- market_data_api.py
- news_integrator.py
- pdf_generator.py
- professional_pdf_report.py
- report_data_loader.py
- report_structure.py
- retail_sentiment_client.py
- sensitivity_analyzer.py
- text_generator_agents.py
- valuation_engine.py
- create_equity_report.py
- generate_financial_analysis.py
- generate_pdf_report.py
- Run.ipynb
- test_generate_report.py
- test_modules.py
- test_retail_sentiment_client.py
- requirements.txt
- .gitkeep
- __init__.py
- connection.py
- crud.py
- models.py
- __init__.py
- request_logger.py
- bg.png
- logo.png
- logo_transparent_background.png
- style.css
- index.html
- login.html
- parallel_dashboard.html
- admin_routes.py
- auth.py
- main.py
- __init__.py
- README.md
- 2023-07-27_10-K_msft-20230630.htm.pdf
- Microsoft_Annual_Report_2023.pdf
- NVDA_report.pdf
- agent_annual_report.ipynb
- agent_fingpt_forecaster.ipynb
- agent_openbb.ipynb
- agent_trade_strategist.ipynb
- lmm_agent_mplfinance.ipynb
- lmm_agent_opt_smacross.ipynb
- agent_annual_report.ipynb
- agent_fingpt_forecaster.ipynb
- agent_rag_earnings_call_sec_filings.ipynb
- agent_rag_qa.ipynb
- agent_rag_qa_up.ipynb
- ollama function call.ipynb
- ollama stock chart.ipynb
- .dockerignore
- .gitignore
- .gitmodules
- agent_builder_demo.py
- config_api_keys
- deploy.gcloud.sh
- deploy.sh
- Dockerfile
- FinNLP
- LICENSE
- NOTICE
- OAI_CONFIG_LIST
- README.md
- requirements-equity.txt
- requirements.txt
- run_web_app.py
- setup.py
- test_module.py
- TRADEMARK_POLICY.md
# Installation Guide
1. Get the code
git clone https://github.com/AI4Finance-Foundation/FinRobot
Downloads the entire project code from GitHub to your computer.
cd FinRobot
Moves into the project folder you just downloaded.
2. Docker
Easy RecommendedPrerequisites
- Git Needed to download the project code from GitHub.
- Docker Desktop Needed to build and run containers. Install it and keep it running in the background.
docker build -t finrobot .
Builds a runnable image based on the Dockerfile.
docker run -p 8080:80 finrobot
Runs the built image as an actual container.
Run docker compose ps to check the containers are Up. If the README mentions a port, open http://localhost:PORT in your browser.
3. Python
EasyPrerequisites
pip install -r finrobot_equity/core/requirements.txt
Installs the Python libraries listed in requirements.txt (or similar).
jupyter notebook
Launches Jupyter in your browser so you can open and run the notebook (.ipynb) files.
If it runs without errors and prints output in the terminal, it worked.
// repository documentation
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