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README.md
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short_description: Multi-agent AI assistant for finance, news, and analysis.
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---
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#
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**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 โ all in one lightweight app.
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>
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---
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##
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| Agent | Role |
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|-------|------|
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---
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##
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- **LLM**: `llama-3.1-8b-instant` via Groq API (OpenAI-compatible)
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- **Embedding**: `all-MiniLM-L6-v2` (SentenceTransformers)
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---
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##
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1. Clone the repo
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2. Install dependencies:
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streamlit run ui/streamlit_app.py
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```
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##
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- ChromaDB does not yet include 10-K/10-Q or earnings data
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- Macro indicators (CPI, interest rates) not integrated
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---
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##
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###
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| Document | Use |
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|------------------------------|-----------------------------------------------|
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| Investor Presentations | Visual and forward-looking insights |
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| Proxy Statements (DEF 14A) | Governance and voting info |
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- Free cash flow
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- ROE / ROIC
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- Piotroski F-Score
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- Debt/equity & profitability ratios
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###
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| Indicator | Source |
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|--------------------------|------------------------------------|
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| Fed rates, Inflation | TradingEconomics / OpenBB |
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| Currency / Commodities | Yahoo Finance / forex-python |
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###
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- `sec-api.io` or `sec-edgar-downloader` (for 10-Ks)
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- `openbb` (for macro + financial aggregation)
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---
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##
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| Agent Name | Description |
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|------------------------|------------------------------------------------------------------------|
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---
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##
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Currently for **research and educational purposes only**.
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If using Groq-hosted LLaMA 3.1, ensure compliance with Metaโs licensing.
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---
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##
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Developed by **Rahul Thakur**
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Want to collaborate or contribute? Fork, star, and connect!
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short_description: Multi-agent AI assistant for finance, news, and analysis.
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---
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# FinSightX โ AI-Powered Financial Analyst Suite
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**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 โ all in one lightweight app.
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> Built with Groq API, Hugging Face Transformers, ChromaDB, and Streamlit.
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---
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## Features
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| Agent | Role |
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|-------|------|
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---
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## Tech Stack
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- **LLM**: `llama-3.1-8b-instant` via Groq API (OpenAI-compatible)
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- **Embedding**: `all-MiniLM-L6-v2` (SentenceTransformers)
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---
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## Setup Instructions
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1. Clone the repo
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2. Install dependencies:
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streamlit run ui/streamlit_app.py
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```
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## Current Limitations
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- ChromaDB does not yet include 10-K/10-Q or earnings data
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- Macro indicators (CPI, interest rates) not integrated
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---
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## Future Improvements
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### Financial Documents to Integrate
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| Document | Use |
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|------------------------------|-----------------------------------------------|
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| Investor Presentations | Visual and forward-looking insights |
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| Proxy Statements (DEF 14A) | Governance and voting info |
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### Financial Metrics to Add
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- Free cash flow
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- ROE / ROIC
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- Piotroski F-Score
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- Debt/equity & profitability ratios
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+
### Macroeconomic Indicators
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| Indicator | Source |
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|--------------------------|------------------------------------|
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| Fed rates, Inflation | TradingEconomics / OpenBB |
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| Currency / Commodities | Yahoo Finance / forex-python |
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### Tools & Libraries to Integrate
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- `sec-api.io` or `sec-edgar-downloader` (for 10-Ks)
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- `openbb` (for macro + financial aggregation)
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---
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## Future Agent Extensions
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| Agent Name | Description |
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|------------------------|------------------------------------------------------------------------|
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---
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## License
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Currently for **research and educational purposes only**.
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If using Groq-hosted LLaMA 3.1, ensure compliance with Metaโs licensing.
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---
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## Author
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Developed by **Rahul Thakur**
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Want to collaborate or contribute? Fork, star, and connect!
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