This is a proof of conncept AI financial agent. The goal of this project is to explore the use of AI for investment research. This project is for educational purposes only and is not intended for real trading or investment.
👋 Demo: You can use a live demo of this project here.
This project is for educational and research purposes only.
By using this software, you agree to use it solely for learning purposes.
git clone https://github.com/virattt/ai-financial-agent.git
cd ai-financial-agent
If you do not have npm installed, please install it from here.
npm install -g pnpm
pnpm install
# Create .env file for your API keys
cp .env.example .env
Set the API keys in the .env file:
# Get your OpenAI API key from https://platform.openai.com/
OPENAI_API_KEY=your-openai-api-key
# Get your Financial Datasets API key from https://financialdatasets.ai/
FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
# Get your LangSmith API key from https://smith.langchain.com/
LANGCHAIN_API_KEY=your-langsmith-api-key
LANGCHAIN_TRACING_V2=true
LANGCHAIN_PROJECT=ai-financial-agent
Important: You should not commit your .env file or it will expose secrets that will allow others to control access to your various OpenAI and authentication provider accounts.
After completing the steps above, simply run the following command to start the development server:
pnpm dev
Your app template should now be running on localhost:3000.
This template uses the Financial Datasets API as the financial data provider. The Financial Datasets API is specifically designed for AI financial agents and LLMs.
The Financial Datasets API provides real-time and historical stock market data and covers 100% of the US market over the past 30 years.
Data includes financial statements, stock prices, options data, insider trades, institutional ownership, and much more. You can learn more about the API via the documentation here.
Note: Data is free for AAPL, GOOGL, MSFT, NVDA, and TSLA.
If you do not want to use the Financial Datasets API, you can easily switch to another data provider by modifying a few lines of code.
You can deploy your own version of the AI Financial Agent in production via Vercel with one click:
If you want to deploy your own version of the AI Financial Agent in production, you need to link your local instance with your Vercel and GitHub accounts.
npm i -g vercel.vercel directory): vercel linkvercel env pull