Stock chatbot

.gitignore

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 .DS_Store
 *.bkp
 *.dtmp
-wandb/
+

examples/panel/stock-market-chatbot/.gitignore

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+
+!examples/panel/stock-market-chatbot/nasdaq_symbols.csv
+
+*.duckdb

examples/panel/stock-market-chatbot/README.md

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+## LLM-powered Stock Market app with Panel
+
+This application downloads stock market data from Yahoo Finance, populates a duckdb instance, generates a time series plot of the selected stocks. It also allows the user to ask a natural language question about the plot and get a response using the LLM model.
+
+The app is built using Python Yahoo Finance [yfinance](https://pypi.org/project/yfinance/), [Panel](https://panel.holoviz.org/),[DuckDB](https://duckdb.org/), OpenAI's [Vision Model preview API](https://platform.openai.com/docs/guides/vision) and [ImageKit](https://docs.imagekit.io/getting-started/quickstart-guides/python/python_app). The app can be hosted on [Ploomber Cloud](https://www.platform.ploomber.io/).
+
+The app will store the plot generated and save it to ImageKit.io, and then use the OpenAI API to generate a response to the user's question about the plot. 
+
+### Pre-requisites
+
+1. OpenAI API key. Visit their [Documentation](https://platform.openai.com/docs/api-reference/introduction)
+2. ImageKit.io url endpoint, public key, and private key. Visit their [Dashboard](https://imagekit.io/dashboard)
+
+Save your OpenAI API key in an environment variable. You can set it as an environment variable from the terminal as follows:
+
+```bash
+export OPENAI_API_KEY=your_api_key
+export image_private_key=your-imagekit-private-key
+export image_public_key=your-imagekit-public-key
+export image_url_endpoint=your-imagekit-endpoint
+```
+
+To run the app, you need to install the following packages:
+
+```bash
+pip install -r requirements.txt
+```
+
+Download the tickers. You can use the `nasdaq_symbols.csv` in this repository. This file was obtained from [the NASDAQ site](https://www.nasdaq.com/market-activity/stocks/screener) - press download. 
+
+If you want to use different tickers, ensure to replace the `nasdaq_symbols.csv` file with your file and update the `get_stock_symbols` function in the `stock.py` file.
+
+```python
+def get_stock_symbols():
+# Symbols obtained from 
+# https://www.nasdaq.com/market-activity/stocks/screener
+    data = pd.read_csv("nasdaq_symbols.csv")
+    symbols = data["Symbol"].to_list()
+    names = data['Name'].to_list()
+
+    symbol_name = {symbol: name for symbol, name in zip(symbols, names)}
+
+    return symbols, symbol_name
+```
+
+### Running the app
+
+```bash
+panel serve app.py --autoreload --show
+```
+
+### Deploying the app to Ploomber Cloud
+
+To deploy the app to Ploomber Cloud, you need to have a Ploomber Cloud account. Visit their [website](https://www.platform.ploomber.io/) to create an account. Once you have an account, you can deploy the Panel app to Ploomber Cloud using the following guides:
+
+[Deploy Panel apps through the UI](https://docs.cloud.ploomber.io/en/latest/apps/panel.html).
+[Add your secret variables](https://docs.cloud.ploomber.io/en/latest/user-guide/env-vars.html)

examples/panel/stock-market-chatbot/app.py

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+import panel as pn
+import pandas as pd
+from chat import  analyze_image_with_text
+
+import os
+from imagekitio import ImageKit
+import nest_asyncio
+
+from stock import  store_data_in_duckdb, get_data_from_duckdb, get_stock_symbols
+from bokeh.themes import Theme
+from bokeh.io import curdoc
+
+import plotly.express as px
+pd.options.plotting.backend = "plotly"
+
+img_private = os.getenv("image_private_key")
+img_public = os.getenv("image_public_key")
+img_endpoint = os.getenv("image_url_endpoint")
+
+curdoc().theme = Theme(json={})
+
+
+# needed because  Panel starts up the ioloop
+nest_asyncio.apply()
+
+# Initialize Panel with extensions for plotting
+pn.extension('plotly')
+
+
+def save_image():
+    """
+
+    Content of upload object
+
+    {
+    'fileId': '6311960051c0c0bdd51cff53',
+    'name': 'test-url_9lQZRkh8J.jpg',
+    'size': 1222,
+    'versionInfo': {
+        'id': '6311960051c0c0bdd51cff53',
+        'name': 'Version 1'
+    },
+    'filePath': '/test-url_9lQZRkh8J.jpg',
+    'url': 'https://ik.imagekit.io/your_imagekit_id/test-url_9lQZRkh8J.jpg',
+    'fileType': 'non-image',
+    'tags': ['tag1', 'tag2'],
+    'AITags': None,
+    'isPrivateFile': False
+    }
+
+    """
+    imagekit = ImageKit(
+        private_key=img_private,
+        public_key=img_public,
+        url_endpoint = img_endpoint
+    )
+
+    upload = imagekit.upload_file(
+            file=open("plot_image.png", "rb"),
+            file_name="test-file.jpg",
+        )
+
+    result = upload.response_metadata.raw
+
+    return result['url']
+
+def save_plot(plot, filename="plot.png"):
+    plot.write_image(filename)
+
+def update_visualization(ticker, start, end, data_instruction, question):
+    # Fetch the stock data from DuckDB
+    print(type(start))
+    store_data_in_duckdb(ticker, start, end, db_file="stockdata.duckdb")
+    data = get_data_from_duckdb(stat_dic[data_instruction], ticker, start, end)
+
+    try:
+        # Generate the plot
+        plot =  data.plot.line(x="Date",
+                                   y=stat_dic[data_instruction],
+                                   color="Ticker",
+                                   facet_col="Ticker",
+                                  title=f"{' '.join(ticker)}: {data_instruction} from {start} to {end}")
+
+        # Display plot
+        visualization_area.object = plot
+    except Exception as e:
+        print(f"Error generating plot: {e}")
+
+
+    interpretation_area.object = "LLM is generating plot interpretation, please wait..."
+
+    # Save the plot
+    save_plot(plot, "plot_image.png")
+
+    result_url = save_image()
+
+    interpretation_text = analyze_image_with_text(result_url, question)
+
+    # Update the interpretation_area with the interpretation text
+    interpretation_area.object = interpretation_text
+
+def submit_action(event):
+    submit_button.disabled = True
+    reset_button.disabled = True
+
+    update_visualization(ticker_input.value, 
+                         start_date.value, 
+                         end_date.value, 
+                         instruction_input.value,
+                         question.value
+                         )
+
+    submit_button.disabled = False
+    reset_button.disabled = False
+
+def reset_action(event):
+    visualization_area.object = None
+    interpretation_area.objetc = None
+
+# Define the stock symbols you're interested in for the dropdown
+stock_symbols,  symbol_name = get_stock_symbols()
+stat = ["Closing price", "Opening price", "Highest value of day", "Lowest value of day"]
+stat_dic = {"Closing price": "Close",
+            "Opening price": "Open",
+            "Highest value of day": "High",
+            "Lowest value of day": "Low"}
+# Create a header with the app's title and description
+header = pn.pane.Markdown("""
+## LLM-powered NASDAQ Stock Analysis App
+""",  margin=(0, 0, 10, 0), align='center')
+
+description = pn.pane.Markdown("""
+### How does it work?
+This app analyzes stock data and provides visualizations and interpretations.
+1. Select a stock symbol from the dropdown.
+2. Select a start and end date for the analysis.
+3. Select the value you want to analyze (e.g., closing price, opening price, etc.).
+4. Enter a natural language question about the stock data.
+The app will then display a plot of the selected stock's value over time and provide an interpretation of the plot generated by an LLM that takes into account the user's question.
+""",  margin=(0, 0, 10, 0))
+
+# Add a logo at the top of the user menu
+logo = pn.pane.PNG('image.png', width=200, height=100, align='center')
+
+# Add credits at the bottom of the user menu
+credits = pn.pane.Markdown("""
+# How it was built
+* Data source: yfinance
+* Data storage: DuckDB
+* UI: Panel
+* Plotting: Plotly
+* Plot Interpretation: OpenAI's gpt-4-vision-preview
+* Hosted on [Ploomber Cloud](https://ploomber.io/).
+App Author: [Laura Funderburk](https://github.com/lfunderburk)
+""", )
+
+
+# UI Components for stock selection
+# Define the AutocompleteInput for stock selection
+ticker_input = pn.widgets.MultiChoice(
+    name='Stock Symbol', 
+    options=stock_symbols, 
+    value=['AAPL','GOOGL','AMZN']
+    ) 
+start_date = pn.widgets.DatePicker(name='Start Date', 
+                                   value=pd.to_datetime('2022-01-01'))
+end_date = pn.widgets.DatePicker(name='End Date', 
+                                 value=pd.to_datetime('2024-02-27'))
+instruction_input = pn.widgets.Select(name='Value',
+                                      options = stat,
+                                      value='Close'
+                                      )
+question = pn.widgets.TextAreaInput(name='Ask a natural language question', 
+                                    height=90,
+                                    placeholder = "What stock displays strongest growth over the selected period?",
+                                    value = "What stock displays strongest growth over the selected period?")
+
+# Visualization area where the plot will be displayed
+visualization_area = pn.pane.Plotly()
+interpretation_area = pn.pane.Markdown("", width=800)
+
+submit_button = pn.widgets.Button(name='Submit', button_type='primary')
+reset_button = pn.widgets.Button(name='Reset', button_type='danger')
+
+
+submit_button.on_click(submit_action)
+reset_button.on_click(reset_action)
+
+# Organize the layout
+user_menu = pn.Column(
+
+    header,
+    pn.pane.PNG('image.png', width=300,  align='center'), 
+    description,
+    ticker_input,
+    start_date,
+    end_date,
+    instruction_input,
+    question,
+    submit_button,
+    reset_button,
+    credits,
+    background='#F5F5F5',  
+    width=300,  
+    margin=(10, 10, 10, 10),  
+)
+
+visualization_layout = pn.Column(
+    "# Visualization",
+    visualization_area,
+    interpretation_area,
+    background='#FFFFFF',  
+    margin=(10, 10, 10, 10),  
+)
+
+# Combine the menu and visualization layout into the main layout
+main_layout = pn.Row(user_menu, visualization_layout)
+
+# Serve the app with a custom template that hides the theme toggle
+template = pn.template.FastListTemplate(
+    site="Ploomber Cloud",
+    title="AI-powered Stock Analysis App",
+    sidebar=[user_menu],
+    accent='#DAA520',
+    main=[visualization_layout],
+    theme_toggle=False,
+)
+
+# Servable without the theme toggle
+template.servable()

examples/panel/stock-market-chatbot/chat.py

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+from openai import OpenAI
+import os
+import pandas as pd
+
+
+client = OpenAI(api_key=os.getenv("OPENAI_API_KEY"))
+
+def analyze_image_with_text(image_url, text_query):
+    complete_question=f"You are an expert data analyst assistant specializing in reading plots. \
+                        You will be presented with a plot that contains stock information. \
+                        Please refer to each line using only the label, not the colour. \
+                        Provide a high level overview summary that \
+                        describes the trends in this plot. \
+                        Your answer should be  tailored towards \
+                        the user question: {text_query}"
+    response = client.chat.completions.create(
+        model="gpt-4-vision-preview",
+        messages=[
+            {
+                "role": "user",
+                "content": [
+                    {"type": "text", "text": complete_question},
+                    {
+                        "type": "image_url",
+                        "image_url": {"url": image_url},
+                    },
+                ],
+            }
+        ],
+        max_tokens=300,
+    )
+    return response.choices[0].message.content
+