Financial Agent

This is a financial agent built on Langchain and FastAPI. It can access current price, historical prices, latest news, and financial data for a ticker via the Polygon API.

The agent can compute financial metrics like owner earnings, return on equity, and return on invested capital. The agent can also do a simple discounted cash flow valuation.

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

Disclaimer: The agent is not intended as financial advice. The agent is for informational and entertainment purposes only. As Warren Buffett says, do your own due diligence.

Deploy locally with Docker

For easy install and secure containerized deployment, 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 in the following command with your OpenAI and Polygon API keys:

docker run -e OPENAI_API_KEY=$OPENAI_API_KEY -e POLYGON_API_KEY=$POLYGON_API_KEY -p 8000:8000 --name financial-agent -it virattt-financial-agent

Navigate to http://localhost:8000/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

Important: To use this agent, you will need an OpenAI API key and a 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.

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>

Finally, start the LangChain server:

poetry run langchain serve

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

Questions?

Feel free to reach out to me on X here.