Fintech Advisor

Overview

Fintech Advisor is an AI-powered financial analysis tool that leverages a multi-agent system to fetch stock market data, analyze financial insights, perform sentiment analysis, and generate comprehensive financial reports.

The system is built using CrewAI, allowing multiple specialized agents to work collaboratively for deep financial insights and structured decision-making.

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🏗 Multi-Agent Workflow

The system follows a structured multi-agent workflow, as illustrated in Workflow.png. Each agent specializes in a specific task to ensure efficiency and accuracy.

🔹 Key Agents

1️⃣ Financial Agent (fin_agents.py)

• Fetches stock market data using yfinance
• Analyzes historical price trends, moving averages, and volatility
• Computes key financial metrics: CAGR, Sharpe Ratio, Risk Factors

2️⃣ News Agent (news_template.py)

• Retrieves real-time financial news related to the stock
• Performs sentiment analysis using NLP models (VADER, TextBlob, Transformers)
• Extracts market trends, keyword insights, and investor sentiment

3️⃣ Reporter Agent (fin_template.py)

• Aggregates insights from Financial & News Agents
• Structures data into comprehensive financial reports
• Summarizes key takeaways, risk assessments, and investment opportunities

🔹 Task Orchestration (fin_tasks.py)

• Defines the execution order of tasks for seamless data flow
• Ensures sequential & parallel execution of AI agents

🔹 Toolset (fin_tools.py)

• Provides additional AI-driven financial tools
• Includes technical indicators, predictive analytics, and trend detection

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🚀 Features

✅ AI-Powered Multi-Agent System – Specialized agents for accurate financial insights
✅ Automated Financial Analysis – Fetches stock data, computes key performance metrics
✅ Advanced Sentiment Analysis – Uses NLP to assess market sentiment & investor mood
✅ Comprehensive Financial Reports – Summarized market trends, risk assessment, insights
✅ Interactive Data Visualization – Uses Plotly for visualizing stock trends & analytics
✅ Export Functionality – Download AI-generated reports in TXT format

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