financial-analysis-agent
Build intelligent agents for investment analysis, risk assessment, and portfolio recommendations.
- Integrates financial data collection via yfinance with technical analysis (moving averages, RSI, support/resistance) and fundamental analysis (profitability, valuation, and liquidity ratios)
- Includes risk assessment tools covering volatility, Value at Risk, Sharpe Ratio, and company-specific risk evaluation
- Generates investment recommendations (Strong Buy through Strong Sell) with confidence levels and investment scores based on combined technical and fundamental signals
- Provides portfolio management capabilities including valuation, rebalancing, and risk calculation across holdings
- Emphasizes multi-source validation, downside risk assessment, diversification, and ethical disclosure in recommendation workflows
Financial Analysis Agent
Build intelligent financial analysis agents that evaluate investments, assess risks, and generate data-driven recommendations.
Financial Data Integration
See examples/financial_data_collector.py for the FinancialDataCollector class that:
- Integrates with yfinance for stock data
- Retrieves financial statements (income, balance sheet, cash flow)
- Fetches key metrics (market cap, PE ratio, dividend yield, etc.)
Financial Analysis Techniques
Technical Analysis
See examples/technical_analyzer.py for TechnicalAnalyzer:
- Moving averages calculation
- Relative Strength Index (RSI)
- Support and resistance level identification
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