Stonks Chat 📈 - AI-Powered Financial Assistant

📖 Overview

A conversational AI application that provides financial insights using stock market data from Finnhub and Azure OpenAI.

Stack

Streamlit | Langchain | LangGraph | FastAPI | FinnHub

RAG Architecture

Three core components work together:

1. client.py - Streamlit frontend with chat interface
2. server.py - FastAPI backend handling AI processing
3. llm.py - LangGraph workflow with financial data tools

✨ Features

• Real-time stock data analysis
• Company recommendation trends visualization
• Earnings history and news summaries
• Conversational AI with financial expertise

🛠️ Local Setup

Prerequisites

• Python 3.12
• Conda package manager
• API keys for Finnhub and Azure OpenAI

Installation

# Create conda environment
conda create -y -p ./conda python=3.12
conda activate ./.conda

# Install dependencies
pip install -r requirements.txt

# Create .env file
touch .env

Environment Variables (.env)

OPENAI_API_DEPLOYMENT=your-deployment-name
OPENAI_API_MODEL=your-model-name
AZURE_OPENAI_ENDPOINT=your-azure-endpoint
OPENAI_API_VERSION=2023-05-15
OPENAI_API_KEY=your-openai-key
FINNHUB_API_KEY=your-finnhub-key

🚀 Usage

1. Start Server (in separate terminal)

uvicorn server:app --reload

2. Start Client

streamlit run client.py

3. Sample Queries:

Q. "Show me recommendation trends for AAPL"
Q. "What's the current price of TSLA?"
Q. "Summarize recent news for Microsoft"
Q. "Display earnings history for Amazon"

🧩 Component Interaction

1. Client (Streamlit Frontend)

• Handles user interface and chat history
• Sends prompts to server via POST requests
• Visualizes responses using Streamlit charts
• Maintains session-based chat history

2. Server (FastAPI Backend)

• Receives POST requests with user prompts
• Maintains conversation state using LangGraph
• Coordinates with financial data tools
• Returns AI-generated responses in JSON format

3. LLM Workflow (LangGraph)

• Processes natural language queries using Azure OpenAI
• Routes to appropriate financial tools:
  • getStockData: Company profiles
  • getStockRecommendation: Analyst trends
  • getCompanyNews: Recent news summaries
  • getStockPrice: Real-time quotes
  • getCompanyEarnings: Historical performance

📄 License

MIT License - Use responsibly with proper API key management. Always verify financial insights with professional advisors.