Inspiration

The inspiration for the Finance Wizard project stems from the need to democratize access to high-quality financial insights and make sophisticated investment tools available to everyone. In a world where financial markets are increasingly complex and fast-paced, individual investors often struggle to keep up with the latest developments and make informed decisions. By leveraging advanced AI technology, Finance Wizard aims to bridge this gap, providing real-time market sentiment data, company overview analysis. The goal is to get to the point where it empower users to take control of their financial futures, regardless of their experience level, and make investing a more accessible and confident experience for all.

What it Does

Finance Wizard is an AI-powered investment app designed to empower users with comprehensive financial insights and tools. Here’s what it offers:

  1. Real-Time Company Overviews: Access up-to-date information on companies, including industry positioning, products/services, and market performance.

  2. Detailed Financial Performance: Review key financial metrics such as revenue, earnings, profit margins, and cash flow, with comparisons to previous periods.

  3. Real-time Market News Sentiment Analysis: Gauge market sentiment through analysis of recent news articles, social media trends, and analyst reports, identifying bullish or bearish trends.

  4. Recent Developments Summary: Stay informed about recent company developments like product launches, acquisitions, partnerships, and regulatory changes.

  5. Technical Analysis: Get technical analysis indicators including moving averages, support/resistance levels, and trend analysis to assess price movements.

  6. Investment Recommendations: Receive expert investment recommendations, highlighting potential risks and opportunities based on comprehensive analysis.

  7. Interactive Chat Support: Engage with an AI-powered chat feature to get answers to your stock market questions.

Finance Wizard simplifies the complexity of investing, providing users with the tools and insights needed to make informed financial decisions and maximize their investment potential.

How we built it

I built this app by streamlit and artic llm. Practised different formats of prompt to get the market sentiment of google finance news of the particular stock and chat support to query the various numerical data related questions using langchain AI agents

Challenges we ran into

Accessing artic llm and integrating in streamlit at the beginning was a little challenging. But that was resolved after referring multiple streamlit resources. But one main hurdle is less minimal input & output tokens supported by artic llm.

Accomplishments that we're proud of

Able to build a demo of the future finance app with streamlit & artic

What we learned

I have learn how to integrate artic llm and build an interactive chat bot that will fetch company's data and chat support for querying stock data

What's next for Finance Wizard

To include the stock backtesting capabilities and all the existing stock-related querying support in the future releases

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