Portfolio-GPT is an agentic AI system for analyzing your stock portfolio using uploaded PDF reports. It leverages LangGraph, Streamlit, and multi-agent reasoning to answer investment questions with grounded evidence and real-time insights.
PDF Portfolio Ingestion
Upload your investment reports — Portfolio-GPT extracts structured tables, charts, and narratives using advanced parsing.
Multi-Agent Reasoning (LangGraph Supervisor)
Your queries are routed through 3 intelligent agents:
rag→ Retrieves your portfolio purchases & commentary from PDFprice→ Fetches live stock prices & trends via Yahoo Financenews→ Analyzes recent headlines and sentiment per ticker
✅ End-to-End Investment Queries
Ask complex financial questions like:
- “How much profit did I make on AAPL?”
- “Whats the sentiment on AAPL”
✅ Intelligent Prompt Engineering
Prompts use ReAct-style reasoning and enforce agent-by-agent routing to prevent hallucination and ensure tool usage.
Ask:
“Should I sell my Microsoft shares?”
Portfolio-GPT will:
- Use
ragto retrieve your purchase price, date, and analysis - Use
priceto get the current stock price and trend - Use
newsto analyze sentiment - Return a full response like:
“You bought MSFT on 2022-11-15 at $242.50. It is now $458.17 (+89.0%) with mixed sentiment. Holding may be wise.”
Install:
pip install -r requirements.txt
Running The App
streamlit run app.py