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Agentic AI Financial Analysis Platform

Agentic AI Financial Analysis Platform

Year: 2025

Technologies Used

PythonFlaskPostgreSQLGoogle Gemini AIDocker

About This Project

The AI Financial Analysis Agent is a comprehensive investment analysis system that leverages Google Vertex AI (Gemini) to provide intelligent, data-driven recommendations across multiple asset classes.

Core Capabilities:

  • Multi-Asset Analysis: Supports stocks, cryptocurrencies, commodities, and currencies using standardised ticker formats
  • Technical Analysis Suite: Calculates RSI, MACD, Moving Averages, Bollinger Bands, and other key indicators
  • Web-Grounded Intelligence: The AI performs real-time web searches to incorporate the latest news and market developments into its analysis
  • Cited Sources: All analysis statements include numbered citations linking to original source articles for transparency and verification
  • Interactive Chat: Users can challenge and discuss the AI's conclusions, asking follow-up questions about specific recommendations or scenarios
  • Analysis History & Refresh: Track previous analyses and update them with fresh data while preserving conversation history
  • Admin Dashboard: Secure panel for managing analyses with JSON export functionality for integration with other tools

System Architecture: The application follows a Flask-based backend architecture with PostgreSQL for persistence. It integrates multiple data sources including Yahoo Finance for price data and Google Web Search for real-time news. The frontend uses Flask templates with JavaScript for a responsive single-page experience.