FinGPT - Financial Report Analysis

This project provides a tool enabling users to analyze financial reports, explicitly focusing on annual reports (10-K). The tool incorporates advanced language models like GPT-4 or other locally deployed Large Language Models (LLM) to help users generate detailed analysis reports in PDF format. These reports provide insights into a company's financial health and performance over the fiscal year.

Features

• Customizable Analysis: the analysis scope can be modified by choosing different company symbols.
• PDF Report Generation:: generate detailed analysis reports in PDF format.
• RAG Support:: the power of RAG is used in the construction of the report, and the base created can be used for question-answering and summary tasks.

Requirements

Before starting, ensure you have the following installed:

• Python 3.11 or later
• SEC-API, which is used to grab the 10-K report: https://sec-api.io/profile
• (Optional) FMP API for target price
• Qdrant cloud account

Setup

Create a new environment:

conda create --prefix ./env python=3.11

Activate the new environment:

conda activate ./env

Install the requirements:

pip install -r requirements.txt

Prepare credentials:

cp .env.example .env

and complete the .envfile with your external services credentials.

Run:

streamlit run  main.py