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How I Built an AI-Powered Stock Analyst using crewai

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How I Built an AI-Powered Stock Analyst in 10 Minutes (And How You Can Too!)

Discover how AI can revolutionize your stock analysis process. Learn to create a powerful stock analysis chatbot using Crew AI.

Hook: Ever wished for a personal stock analyst who works 24/7 without taking breaks? Welcome to the future with Crew AI! 📈🤖

Meet Your New AI Stock Analyst

Hello, finance enthusiasts! Today, we're diving into the fascinating world of Crew AI, an AI-powered stock analyst that can provide detailed reports and investment recommendations in minutes. Imagine having a team of analysts at your disposal, working tirelessly to give you the best insights. Let's make that a reality! 🌟✨

Step-by-Step Guide to Building Your Stock Analyst

Here's how to get started with Crew AI for your stock analysis needs:

  1. Clone the Crew AI Examples Repository:

    • Open your terminal and run:
      git clone https://github.com/joaomdmoura/crewAI-examples
cd crewAI-examples
cd stock_analysis

  2. Set Up the Environment:

    • Create a virtual environment and install dependencies:
      conda create -n crewai python=3.11 -y
conda activate crewai
pip install poetry platformdirs
poetry install --no-root

  3. Run the Application:

    • Start the application by running:
      poetry run python main.py

What’s Inside the Crew AI Stock Analyst?

Let's break down the magic happening behind the scenes:

  • Agents: Multiple specialized agents perform different tasks:

    • Research Analyst Agent: Gathers and interprets data.
    • Financial Analyst Agent: Analyzes financial health and market trends.
    • Investment Advisor Agent: Provides comprehensive investment recommendations.

  • Tools: Various tools assist the agents:

    • Browser Tool: Scrapes website content.
    • Calculator Tool: Performs mathematical calculations.
    • Search Tool: Searches the internet for information.
    • SEC Tool: Retrieves financial data from SEC filings.
    • Yahoo Finance News Tool: Collects the latest news from Yahoo Finance.

Building the Chatbot Logic

Here’s how you configure your AI stock analyst:

  1. Input Node: Captures user queries.
  2. Data Loader: Converts files into a format the vector database can understand.
  3. Vector Query Node: Loads files into a temporary vector database for querying.
  4. LLMs, Chat Memory, and Prompts: Ensures the chatbot can remember and process conversations.

Running the Stock Analyst

Let's put it all together and run our stock analyst. Answer a few questions, and watch the AI work its magic:

  • Stock Analysis Details:
    • Company to analyze: "Apple"

The AI then scours the web, checks financial data, analyzes market trends, and curates a detailed report:

  • Investment Recommendation:
    • Company Overview
    • Market Risk Profile
    • Insider Trading Activity
    • Upcoming Events
    • Investment Recommendation

Why This Is Exciting

Imagine receiving a comprehensive stock analysis report in minutes with detailed insights and recommendations. It’s like having a team of analysts working for you non-stop! 📊🤖

Customizing Your AI Stock Analyst

One of the coolest features of Crew AI is its flexibility. You can tailor the AI to suit your specific needs and preferences.

Personalize Your Analysis

  1. Define Your Preferences:
    • Focus on specific financial metrics or market conditions.
  2. Adjust the Scope:
    • Analyze multiple companies or deep-dive into one.
  3. Add Special Requests:
    • Include additional data sources or custom analysis parameters.

Adding More Functionality

You can expand the AI's capabilities by integrating additional APIs and tools:

  1. Financial News Search:
    • Connect news search APIs to get real-time updates on market conditions.
  2. Stock Performance Tracking:
    • Use performance tracking APIs to monitor stock movements over time.
  3. Advanced Data Analysis:
    • Integrate with data analysis platforms for more detailed insights.

A Glimpse at the Code

Here’s a sneak peek at how you can enhance your AI stock analyst:

from crewai.agents import ResearchAnalystAgent, FinancialAnalystAgent, InvestmentAdvisorAgent

# Define tasks for each agent
research_task = {
    "gather_data": {
        "parameters": {
            "news_sources": ["Yahoo Finance", "NASDAQ"],
            "focus_topics": ["market trends", "financial health"]
        }
    }
}

financial_task = {
    "analyze_financials": {
        "parameters": {
            "financial_reports": ["10-Q", "10-K"],
            "metrics": ["revenue", "profit margins"]
        }
    }
}

investment_task = {
    "provide_recommendation": {
        "parameters": {
            "analysis_depth": "comprehensive",
            "risk_profile": "moderate"
        }
    }
}

# Initiate agents with tasks
research_agent = ResearchAnalystAgent(task=research_task)
financial_agent = FinancialAnalystAgent(task=financial_task)
investment_agent = InvestmentAdvisorAgent(task=investment_task)

# Initialize Crew AI
crew_ai = CrewAI(agents=[research_agent, financial_agent, investment_agent])

# Get user input and run the analyst
user_input = {
    "company": "Apple",
    "focus_metrics": ["revenue", "market trends"]
}

crew_ai.run(user_input)

Real-World Applications Imagine the possibilities! Financial advisors can enhance their services by offering AI-powered stock analysis, saving time and providing detailed insights for their clients. Individuals can use it to make informed investment decisions with minimal effort.

Feedback and Continuous Improvement AI is all about learning and improving. Encourage users to provide feedback, which can be used to refine the AI’s recommendations and responses over time.

Join the AI Stock Analysis Revolution The future of stock analysis is here, and it’s powered by AI. Whether you’re a finance enthusiast or a tech geek, Crew AI offers an exciting glimpse into how AI can simplify and enhance your investment decisions.

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