💼 Investment Assistant using GenAI

Unleash the power of Gen-AI in your investment strategies! Our advanced investment advisor application leverages cutting-edge Generative AI to elevate stock analysis and provide you with insightful investment recommendations. Built with Streamlit, this platform integrates real-time financial data from Yahoo Finance (yfinance) and the latest news from DuckDuckGo (DDGS) to craft comprehensive investment reports just for you.

🚀 Key Features

• 📈 Real-time Data Integration: Seamlessly fetch current stock prices, historical data, and key financial metrics with yfinance.
• 🧠 AI-powered Report Generation: Utilize Groq’s AI to generate detailed and professional investment reports that rival the expertise of a senior Goldman Sachs analyst.
• 📰 News Aggregation: Stay informed with the latest news articles relevant to your chosen stock, curated using DuckDuckGo search.
• 📊 Analyst Recommendations: Get the latest insights with recent analyst upgrades and downgrades to make well-informed decisions.
• 📄 PDF Report Download: Download your AI-generated investment reports as professionally formatted PDFs for easy sharing and offline viewing.

🌍 Use Cases

Individual Investors

Empower individual investors with advanced tools and insights typically reserved for financial professionals. Make informed decisions based on comprehensive AI-generated reports.

Financial Advisors

Enhance the services offered by financial advisors with detailed, real-time reports and recommendations, allowing them to provide clients with up-to-date and accurate investment advice.

Investment Clubs

Facilitate group discussions and collective decision-making in investment clubs with easily shareable and professionally formatted reports.

Educational Institutions

Support finance and investment courses with practical tools and real-world data, helping students to better understand market dynamics and investment strategies.

Corporate Finance Teams

Assist corporate finance teams in performing detailed stock analysis for strategic investment decisions, mergers, acquisitions, and portfolio management.

🌟 Impact

Transform your investment research with AI-generated insights and professional-grade reports, significantly enhancing the efficiency and quality of your decision-making process. This tool can:

• Increase Accuracy: Reduce human error and bias with AI-driven analysis.
• Save Time: Quickly generate comprehensive reports, freeing up time for strategic planning.
• Enhance Knowledge: Stay updated with the latest market trends and news.
• Improve Decision-Making: Make better-informed decisions with detailed, data-driven insights.

🛠 Technologies Used

• Python
• Streamlit
• Generative AI (Groq)
• yfinance
• DuckDuckGo Search
• ReportLab
• dotenv

🛠 Installation

Follow these steps to set up and run the project locally:

1. Clone the repository:

   git clone https://github.com/your-username/investment-assistant.git
   cd investment-assistant

2. Create a virtual environment and activate it:

   python -m venv venv
   source venv/bin/activate  # On Windows use `venv\Scripts\activate`

3. Install the required dependencies:

   pip install -r requirements.txt

4. Set up environment variables: Create a .env file in the project root and add your Groq API key:

   GROQ_API_KEY=your_groq_api_key
   

5. Run the application:

   streamlit run app.py

🎯 Usage

• Open the application in your browser. By default, it runs at http://localhost:8501.
• Enter a stock ticker symbol in the input field and click the "Generate Investment Report" button.
• View the generated investment report on the web interface.
• Click the "Download Report as PDF" button to save the report as a PDF file.

🤝 Contributing

We welcome contributions to enhance the functionality and features of this project. To contribute:

1. Fork the repository.
2. Create a new branch:

   git checkout -b feature-branch-name

3. Make your changes and commit them:

   git commit -m 'Add some feature'

4. Push to the branch:

   git push origin feature-branch-name

5. Open a pull request on GitHub.

📜 License

This project is licensed under the MIT License. See the LICENSE file for details.

📬 Contact

For any inquiries or feedback, please contact:

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Elevate your investment strategies with AI – happy investing!