README.md

metadata

title: Financial Research Agent
emoji: 📊
colorFrom: blue
colorTo: green
sdk: gradio
sdk_version: 5.49.0
app_file: app.py
pinned: false
license: mit

📊 Financial Research Agent

Multi-agent equity analysis combining SEC filings with real-time market intelligence

🎯 What This Does

Analyzes stocks using a multi-agent AI system that:

• SEC Filing Agent: Analyzes 10-K/10-Q filings with FinBERT + SEC-BERT
• Market Intelligence Agent: Gathers real-time price data, technicals (RSI/MACD), and news
• Synthesis Agent: Cross-references fundamentals vs. market action for final recommendation

🚀 How to Use

1. Enter a stock ticker (e.g., TSLA, AAPL, RBLX)
2. Optionally add company name for better news search
3. Select SEC filing type (10-K for annual, 10-Q for quarterly)
4. Click Analyze
5. Wait ~1-2 minutes for comprehensive analysis

🔬 What Makes This Different

Unlike basic sentiment tools, this platform:

• ✅ Analyzes actual SEC filings (not just news)
• ✅ Uses LIME explainability to show which words drive decisions
• ✅ Cross-validates what companies say (filings) vs. what markets do (price)
• ✅ Provides evidence-based recommendations with risk factors

⚙️ Configuration

Required Environment Variables:

• SEC_EMAIL: Your email (SEC EDGAR compliance)
• NEWS_API_KEY: NewsAPI key (get free tier here)

Note: First run downloads ML models (~500MB) - subsequent analyses are much faster!

📊 Example Output

Market Sentiment: BULLISH
Confidence: HIGH

Key Risks:
• [HIGH] Increasing competition from major gaming platforms
• [MEDIUM] User acquisition costs trending upward

Recommended Action: BUY - Favorable risk/reward

🛠️ Tech Stack

• NLP Models: FinBERT, SEC-BERT
• Explainability: LIME
• Data Sources: SEC EDGAR, yfinance, NewsAPI
• Framework: Multi-agent orchestration
• Interface: Gradio

📝 Limitations

• SEC filings updated quarterly/annually (not real-time)
• NewsAPI free tier: 100 requests/day
• First analysis takes longer (model download)
• Analysis time: 1-3 minutes depending on data availability

🔗 Links

• GitHub: SanchitSharma10/financial-research-agent
• Author: Sanchit Sharma

⚠️ Disclaimer

This tool is for research and educational purposes only. Not financial advice. Always conduct your own due diligence before making investment decisions.

📄 License

MIT License - See LICENSE file