🧠 Financial Advising Agents with Phidata

This project showcases two specialized AI agents: a Financial Analyst and a Web Researcher, built using the Phidata framework. These agents are designed to answer financial questions (stock prices, fundamentals, analyst recommendations) and perform real-time web searches with citations.

🔗 📽️ Watch Demo Video

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🚀 Features

• 📈 Financial Analyst Agent

  • Pulls real-time stock prices, analyst recommendations, and fundamentals
  • Uses YFinanceTools for accurate and updated data
  • Auto-formats responses in clean Markdown tables

• 🌐 Web Researcher Agent

  • Uses DuckDuckGo to perform live web searches
  • Responds with sources and citations
  • Good for news, current events, or company info

• 🧠 Team Agent

  • Smartly routes queries to the relevant agent
  • Supports debug logs and reasoning traces
  • Modular – easily extendable to more agents or domains

• 🧪 Interactive Playground

  • Launch the app locally with a Streamlit-like interface
  • Ask finance or web questions in a chat UI

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🛠️ Setup Instructions

1. Clone the Repo

git clone https://github.com/Pranav-here/financial-advising.git
cd financial-advising

2. Install Dependencies

Use Pipenv:

pipenv install
pipenv shell

Or just use pip:

pip install -r requirements.txt

3. Set Up API Keys

Create a .env file and add your keys:

OPENAI_API_KEY=your-openai-key
GROQ_API_KEY=your-groq-key

4. Run the Playground App

phi euth
python playground.py

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🧪 How to Use

• Run playground.py to launch the local UI
• Ask questions like:
  • "Compare analyst recommendations for Tesla and Apple"
  • "What's the latest news about Nvidia?"
• Agents will auto-select and return clean, contextual answers

✅ Watch the video walkthrough here

See the /Working App/ folder for example outputs.

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🧠 Code Structure

File	Purpose
financial_advisors.py	Financial agent logic setup with YFinance tools
playground.py	Launches web UI using Phidata's Playground
testing.py	Simple script to test agents via CLI
Pipfile / requirements.txt	Package dependencies

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📌 Future Ideas

• Add a News Summary Agent using NewsAPI
• Integrate earnings calendar + price prediction models
• Deploy the UI using FastAPI + Vercel

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👨‍💻 Author

Pranav Kuchibhotla
💻 Portfolio | 🔗 LinkedIn

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📄 License

MIT – feel free to fork and build on it!