martinxu9/claude-investor

Claude Investor

Based on the gpt-investor by Matt. See the original README for more details.

This is an app built using Reflex. The AI prompts, data fetching and processing logic are directly lifted from the notebook. The UI elements and the reactivity are built using Reflex.

Prerequisites

To run the code, you need to have an Anthropic API key. You can get one by signing up at Anthropic.

Requirements

As specified in the pyproject.toml file, the following packages are required to run the code:

yfinance
requests
beautifulsoup4
reflex==0.4.5

These are the defaults added by poetry. Relaxed versions of some of these packages likely work as well.

Environment variables

The app reads two environment variables ANTHROPIC_API_KEY and MAX_TICKERS_TO_ANALYZE. MAX_TICKERS_TO_ANALYZE is part of the prompt to Claude for how many tickers it returns for further analysis, defaults to 4 right now. The analysis takes a bit of time to run.

export ANTHROPIC_API_KEY="your_api_key"

Running the app

This app is based on Reflex framework. In the top level directory (this directory has a file named rxconfig.py), run the following commands to run the app:

reflex init
reflex run

Also check out Reflex Documentation to build/run/host your own app.

Background | Excerpt from the original README

Below is part of the original README on the implementation.

Claude-Investor | The first release in the gpt-investor repo

Claude-Investor is an experimental investment analysis agent that utilizes the Claude 3 Opus and Haiku models to provide comprehensive insights and recommendations for stocks in a given industry. It retrieves financial data, news articles, and analyst ratings for companies, performs sentiment analysis, and generates comparative analyses to rank the companies based on their investment potential.

Workflow

• Generates a list of ticker symbols for major companies in a specified industry
• Retrieves historical price data, balance sheets, financial statements, and news articles for each company
• Performs sentiment analysis on news articles to gauge market sentiment
• Retrieves analyst ratings and price targets for each company
• Conducts industry and sector analysis to understand market trends and competitive landscape
• Generates comparative analyses between the selected company and its peers
• Provides a final investment recommendation for each company based on the comprehensive analysis, including price targets
• Ranks the companies within the industry based on their investment attractiveness

Disclaimer

Claude-Investor is an educational and informational tool designed to assist in investment analysis. It should not be considered as financial advice or a substitute for professional investment guidance. Always conduct thorough research and consult with a qualified financial advisor before making any investment decisions.