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finsight-crew

ci python license

A provider-agnostic, multi-agent financial research crew built on CrewAI.

Point it at a ticker and a research question; a team of specialised agents researches the company, pulls market data, reads filings, assesses risk, and writes a cited investment brief.

Why

Serious financial research is a pipeline of distinct skills: gathering sources, crunching numbers, reading disclosures, weighing risk, and communicating clearly. finsight-crew models each as a focused agent and lets CrewAI orchestrate the hand-offs.

Quickstart

pip install -e .
cp .env.example .env   # add your API key
finsight research AAPL --question "Is the balance sheet healthy?"

Status

Early development. See CHANGELOG.md for progress.

Configuration

See docs/configuration.md.

Usage

See docs/usage.md and docs/agents.md.

Features

  • Provider-agnostic LLM (Claude default, OpenAI/Ollama swappable)
  • Tools: web search, market data, SEC filings, RAG, calculator, sentiment
  • Markdown / JSON / HTML briefs, multi-ticker comparison
  • Report evaluation and run observability

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