🚀 Autonomous Financial Research Agent using Agentic AI

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📖 Overview

The Autonomous Financial Research Agent is an Agentic AI system developed as part of the ZeTheta Remote Live Project Work Experience Program.

The system autonomously performs financial research by collecting data from multiple financial sources, analyzing company fundamentals, evaluating financial risk, storing research memory, and generating structured investment research reports.

The architecture follows the Plan → Reason → Act → Analyze → Report workflow inspired by modern autonomous AI agents.

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📑 Table of Contents

• Overview
• Features
• System Architecture
• Agent Workflow
• Project Structure
• Technologies Used
• Installation
• Usage
• Sample Output
• Modules
• Financial Data Sources
• Future Improvements
• Screenshots
• Author
• GitHub Statistics
• License

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✨ Features

✅ Company Profile Lookup

✅ SEC EDGAR Filing Retrieval

✅ Live Stock Price Analysis

✅ Financial Statements Analysis

✅ Financial Ratio Calculation

✅ Company Risk Assessment

✅ Earnings Transcript Summary

✅ Financial News Collection

✅ Web Search Integration

✅ ReAct Reasoning Engine

✅ Planner Module

✅ Tool Registry

✅ Memory Management

✅ Investment Research Report Generation

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🏗️ System Architecture

                    User Query
                         │
                         ▼
                ┌─────────────────┐
                │     Planner     │
                └─────────────────┘
                         │
                         ▼
                ┌─────────────────┐
                │  ReAct Engine   │
                │ Thought → Action│
                │ Observation     │
                └─────────────────┘
                         │
                         ▼
                ┌─────────────────┐
                │  Tool Registry  │
                └─────────────────┘
                         │
     ┌───────────────────┼────────────────────┐
     ▼                   ▼                    ▼
Company Profile     Financial APIs      SEC EDGAR
     │                   │                    │
     ▼                   ▼                    ▼
Stock Price      Financial Statements     Filings
     │                   │
     ▼                   ▼
Financial Ratios     Risk Analysis
     │                   │
     └──────────────┬────┘
                    ▼
           Earnings Transcript
                    │
                    ▼
              News & Web Search
                    │
                    ▼
             Memory Management
                    │
                    ▼
           Investment Report

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🤖 Agent Workflow

User Query
      │
      ▼
Planner
      │
      ▼
ReAct Reasoning
      │
      ▼
Tool Selection
      │
      ▼
Financial Data Collection
      │
      ▼
Financial Analysis
      │
      ▼
Memory Storage
      │
      ▼
Investment Report

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📂 Project Structure

app/
│
├── agent/
│   ├── controller.py
│   └── react_engine.py
│
├── planner/
│   └── planner.py
│
├── memory/
│   └── memory_manager.py
│
├── report/
│   └── report_generator.py
│
├── tools/
│   ├── company_lookup_tool.py
│   ├── company_profile_tool.py
│   ├── financial_statements_tool.py
│   ├── stock_price_tool.py
│   ├── ratio_calculator_tool.py
│   ├── risk_analyzer_tool.py
│   ├── earnings_tool.py
│   ├── news_tool.py
│   ├── web_search_tool.py
│   ├── sec_edgar_tool.py
│   └── tool_registry.py
│
├── outputs/
├── reports/
└── main.py

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🛠️ Technologies Used

Technology	Purpose
Python	Core Programming
OOP	Modular Architecture
yfinance	Stock Market Data
SEC EDGAR API	SEC Filings
Requests	API Calls
JSON	Data Handling
dotenv	Environment Variables

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⚙️ Installation

Clone Repository

git clone https://github.com/prudhvirajbanikela/Autonomous-Financial-Research-Agent.git

Move into project

cd Autonomous-Financial-Research-Agent

Create Virtual Environment

python -m venv venv

Activate Environment

Windows

venv\Scripts\activate

Linux / Mac

source venv/bin/activate

Install Dependencies

pip install -r requirements.txt

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▶️ Run Project

python app/main.py

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💡 Example Query

Analyze Apple

or

Investment analysis of NVIDIA

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📊 Sample Output

The agent automatically performs:

• Company Profile
• Live Stock Price
• Financial Statements
• Financial Ratios
• Risk Analysis
• SEC Filings
• Earnings Transcript
• Latest News
• Web Search
• Investment Report

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🧠 Modules

📌 Planner

Creates the execution strategy.

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🤖 ReAct Engine

Implements

Thought
↓
Action
↓
Observation

reasoning methodology.

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🛠 Tool Registry

Manages all available financial tools dynamically.

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🧠 Memory Manager

Supports

• Short-Term Memory
• Long-Term Memory
• Episodic Memory

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📄 Report Generator

Produces structured investment research reports.

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🌍 Financial Data Sources

• SEC EDGAR
• Yahoo Finance
• Public Financial APIs

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📈 Future Improvements

• LangGraph Integration
• LangChain Agent
• Groq LLM
• ChromaDB Memory
• Pinecone Vector Database
• NewsAPI Integration
• PDF Report Generation
• Streamlit Dashboard
• Interactive Charts
• Portfolio Recommendation Engine

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👨‍💻 Author

Prudhvi Raj Banikela

Artificial Intelligence & Data Science Undergraduate

Developed as part of the ZeTheta Remote Live Project Work Experience Program

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🌐 Connect with Me

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📈 GitHub Statistics

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⭐ If you found this project useful

Please consider giving the repository a ⭐ on GitHub.

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📄 License

This project was developed for educational, research, and portfolio purposes as part of the ZeTheta Remote Live Project Work Experience Program.