Financial Agent

This is a financial agent that can help you with your financial queries. It is built using the LangChain framework.

For a simple example of how this agent works, check out the colab notebook here.

Deploy locally with Docker

We highly recommend deploying this agent with Docker for easy install and secure containerization. First, install the appropriate version of Docker for your operating system.

Next, open a terminal and build a Docker image from the remote repository:

docker build -t virattt-financial-agent https://github.com/virattt/financial-agent.git

Then, run the Docker container, replacing $OPENAI_API_KEY and $POLYGON_API_KEY with your OpenAI and Polygon API keys:

docker run -e OPENAI_API_KEY=$OPENAI_API_KEY -e POLYGON_API_KEY=$POLYGON_API_KEY -p 8080:8080 --name financial-agent -it virattt-financial-agent

Navigate to http://localhost:8080/agent/playground/ in your browser to interact with the agent.

To stop the container, run:

docker stop financial-agent

Local deployment without Docker

To deploy the agent locally without Docker, make sure you have an up-to-date version of Python installed on your machine.

Open a terminal, clone the repo to your local machine, and open the folder:

git clone https://github.com/virattt/financial-agent.git
cd financial-agent

We recommend using the poetry package manager to install dependencies for this project. First, install the latest version of Poetry for your operating system.

Poetry will automatically create a virtual environment for this project. To install the dependencies and activate the virtual environment, run:

poetry install
poetry shell

Copy the .env.example file to a new file called .env:

cp .env.example .env

Then, open the .env file in a text editor and add your OpenAI and Polygon API keys.

Alternatively, you can set these environment variables in your terminal:

export OPENAI_API_KEY=<your-openai-api-key>
export POLYGON_API_KEY=<your-polygon-api-key>

If you don't have an OpenAI API key, you can get one here.

If you don't have a Polygon API key, you can get one here.

Finally, start the LangChain server:

langchain serve

Then navigate to http://localhost:8000/agent/playground/ in your browser!

Questions?

Feel free to reach out to me on X here.