Welcome to your guide on FinSight, the cutting-edge finance AI assistant that provides portfolio managers, investors, and finance enthusiasts with deep insights and actionable summaries about companies. By utilizing the power of GPT-4 and extensive financial data, FinSight enables you to make informed investment decisions with ease. Let’s explore how to get started!

What is FinSight?

FinSight is designed to provide financial insights at your fingertips. It helps users extract crucial metrics from financial documents and stays ahead with the latest company news sentiment. With features such as Annual Report Analyzer and a detailed Finance Metrics Overview, it’s a must-have tool for anyone in the finance sector.

Features of FinSight

• Finance Metrics Overview
  • Company Overview: Quick snapshot of the company.
  • Income Statement: Analysis of the company’s revenue and expenses.
  • Balance Sheet: Insights into assets, liabilities, and shareholders’ equity.
  • Cash Flow: Understanding cash flow from operations, investments, and financing.
  • News Sentiment: Stay updated with the latest news impacting the company.
• Annual Report Analyzer
  • Fiscal Year Highlights: Key achievements and financial highlights.
  • Strategy Outlook and Future Direction: Insight into future strategic plans.
  • Risk Management: Comprehensive risk assessment and mitigation strategies.
  • Innovation and R&D: Insight into commitment towards innovation and R&D initiatives.

Tech Stack

FinSight is powered by the following technologies:

• Streamlit: Provides a seamless and user-friendly front-end interface.
• LangChain: Integrates large language models (LLMs) into the application.
• LlamaIndex: A flexible data framework for connecting custom data sources to large language models.
• Alpha Vantage: The API service for fetching the latest financial data.

How to Use FinSight

Website Access

You can easily access FinSight by heading over to the Finsight website.

Local Setup

If you prefer to set up FinSight locally, follow the steps below:

1. Clone the Repository:

   bash
   git clone https://github.com/vishwasg217/finsight.git
   cd finsight
       

2. Set Up a Virtual Environment (Optional but Recommended):

   bash
   # For macOS and Linux:
   python3 -m venv venv
   # For Windows:
   python -m venv venv
       

3. Activate the Virtual Environment:

   bash
   # For macOS and Linux:
   source venv/bin/activate
   # For Windows:
   .venv/Scripts/activate
       

4. Install Required Dependencies:

   bash
   pip install -r requirements.txt
       

5. Set Up the Environment Variables:

   bash
   # Create directory
   mkdir .streamlit
   # Create toml file
   touch .streamlit/secrets.toml
       

6. Get Your API Keys:

   Your API keys can be obtained from Alpha Vantage and OpenAI.

7. Add API Keys to the Secrets File:

   
   av_api_key = ALPHA_VANTAGE_API_KEY
   openai_api_key = OPENAI_API_KEY
       

8. Run FinSight:

   bash
   streamlit run _Home.py
       

   After executing the command, Streamlit will provide a local URL (usually http://localhost:8501) which you can open in your web browser to access FinSight.

Troubleshooting

If you encounter issues while running FinSight, here are some troubleshooting tips:

• Ensure your virtual environment is activated before running the application.
• Check that you have all required dependencies installed.
• If you face API errors, verify your API keys are correct and have appropriate access privileges.
• Consult the logs for any error messages that may guide you toward solutions.

For more insights, updates, or to collaborate on AI development projects, stay connected with fxis.ai.

Conclusion

At fxis.ai, we believe that such advancements are crucial for the future of AI, as they enable more comprehensive and effective solutions. Our team is continually exploring new methodologies to push the envelope in artificial intelligence, ensuring that our clients benefit from the latest technological innovations.