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Agentic AI Financial Agent

Jun 2024 - Aug 2024

An AI-powered financial agent that delivers real-time market insights, stock analysis, and verified financial news using agentic workflows.

About This Project

Developed an intelligent, agentic AI-based financial assistant using Phi AI, OpenAI, and Groq to provide real-time market insights, detailed stock analysis, and up-to-date financial news. The agent leverages YFinanceTools to retrieve live stock prices, analyst recommendations, company fundamentals, and related news, presenting the information in well-structured tabular formats for enhanced readability. Additionally, a Web Search Agent powered by DuckDuckGo was integrated to fetch, cross-check, and verify financial information with reliable sources, ensuring accuracy and trustworthiness in decision support.

Technologies Used

PythonAgentic AIPhi AIOpenAI APIGroqYFinanceToolsDuckDuckGo SearchLLM-based Agents

Key Highlights

  • Real-time stock price retrieval and market analysis using YFinanceTools
  • Agentic architecture combining multiple AI agents for analysis and verification
  • Structured tabular presentation of financial data for improved clarity
  • Integrated web search and source verification using DuckDuckGo
  • Supports informed financial decision-making with reliable, up-to-date insights

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