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Financial Analysis Bot
This video demonstrates how to use the Financial Analysis Bot template.
from discord.ext import commands
from pandas import DataFrame
from tabulate import tabulate
from typing import Any, List, Dict, Union
import aiohttp
import discord
import json
import numpy as np
import openai
import requests
import yfinance as yf
from yahoo_fin import stock_info as si
import os
from financial_analysis import fetch_financial_data, generate_summary
from ai_company_info import ai_company_info
API_ENDPOINT = "https://api.openai.com/v1/chat/completions"
def load_credentials() -> Dict[str, Any]:
credentials = {
"command_prefix": "!",
"api_key": os.environ.get("OPENAI_API_KEY"),
"bot_token": os.environ.get("BOT_TOKEN")
}Frequently Asked Questions
How can businesses benefit from using the Financial Analysis Bot?
The Financial Analysis Bot offers significant advantages for businesses by providing AI-generated summaries of financial data for major US companies. This tool can help investors, financial analysts, and business strategists quickly access and interpret complex financial information. By leveraging the Alpha Vantage API and OpenAI's language models, the Financial Analysis Bot delivers concise, actionable insights that can inform investment decisions, competitive analysis, and market research.
What types of financial data can the Financial Analysis Bot analyze?
The Financial Analysis Bot is capable of analyzing various types of financial data, including: - Listing status - Earnings reports - Cash flow statements - Balance sheets - Income statements - Company overviews
This comprehensive coverage allows users to gain a holistic understanding of a company's financial health and performance.
How does the Financial Analysis Bot ensure the accuracy of its summaries?
The Financial Analysis Bot ensures accuracy by combining reliable data sources with advanced AI models. It fetches financial data from the Alpha Vantage API, a trusted provider of real-time and historical financial data. The bot then uses OpenAI's language models, such as GPT-4, to generate summaries. By setting an appropriate temperature value (e.g., 0.5 for the company info function), the bot balances creativity and accuracy in its responses. Additionally, users can switch between different AI models (GPT-3.5-turbo and GPT-4) to optimize performance and accuracy based on their needs.
How can I add a new command to the Financial Analysis Bot?
To add a new command to the Financial Analysis Bot, you need to define a new async function and register it as a bot command. Here's an example of how to add a new command that fetches and summarizes a company's revenue:
```python async def revenue(ctx, symbol: str): data = fetch_financial_data(symbol, "INCOME_STATEMENT", os.environ['ALPHAVANTAGE_API_KEY']) revenue_data = data.get('annualReports', [{}])[0].get('totalRevenue', 'N/A') summary = f"The total revenue for {symbol} in the last reported year was ${revenue_data}." await ctx.send(summary)
# In the register_financial_commands function: bot.add_command(commands.Command(revenue, name="revenue")) ```
This new command can be invoked by users with !revenue SYMBOL, where SYMBOL is the stock symbol of the company they want to analyze.
How can I customize the AI model used by the Financial Analysis Bot for generating summaries?
The Financial Analysis Bot allows you to customize the AI model used for generating summaries. You can modify the model variable in the main.py file to switch between different OpenAI models. Here's an example of how to implement a command that allows users to switch between models:
```python async def set_model(ctx, new_model: str): global model allowed_models = ["gpt-3.5-turbo", "gpt-4"] if new_model in allowed_models: model = new_model await ctx.send(f"Model successfully changed to {model}") else: await ctx.send(f"Invalid model. Please choose from: {', '.join(allowed_models)}")
# Add this command to the bot bot.add_command(commands.Command(set_model, name="setmodel")) ```
Users can then change the model by using the command !setmodel gpt-4 or !setmodel gpt-3.5-turbo. This flexibility allows users to balance between performance and cost based on their specific needs.
Created: | Last Updated:
Introduction to the Financial Analysis Bot Template
The Financial Analysis Bot template is a powerful tool designed to help you create a Discord bot that can generate AI summaries of financial data for renowned US companies. This bot leverages the Alpha Vantage API to fetch financial data and uses OpenAI's GPT models to provide insights and analysis. Whether you're a financial analyst, a stock market enthusiast, or just curious about company performances, this template will enable you to build a bot that can provide valuable financial information right within Discord.
Getting Started with the Template
To begin building your Financial Analysis Bot, click on "Start with this Template" in the Lazy builder interface. This will pre-populate the code in the Lazy Builder, so you won't need to copy, paste, or delete any code manually.
Initial Setup: Adding Environment Secrets
Before you can use the Financial Analysis Bot, you'll need to set up a few environment secrets within the Lazy Builder. These are necessary for the bot to interact with the Alpha Vantage API and Discord.
- OPENAI_API_KEY: This is your API key for OpenAI, which is used to access GPT models for generating AI summaries. You can obtain this key by signing up for an account on the OpenAI platform and navigating to the API section.
- BOT_TOKEN: This is the token for your Discord bot, which allows it to operate within your Discord server. You can get this token from the Discord Developer Portal by creating a new application, adding a bot to it, and copying the token provided.
- ALPHAVANTAGE_API_KEY: This is the API key for Alpha Vantage, which provides financial data that your bot will analyze. You can get this key by signing up on the Alpha Vantage website and claiming your free API key.
Once you have these keys, enter them into the Environment Secrets tab within the Lazy Builder.
Test: Pressing the Test Button
After setting up the environment secrets, it's time to test your bot. Press the "Test" button in the Lazy Builder. This will deploy your application and launch the Lazy CLI. The CLI will prompt you for any required user input.
Entering Input: Filling in User Input
If the bot requires user input, you will be prompted to provide it through the Lazy CLI after pressing the test button. For example, if you want to analyze financial data, you might need to enter the stock symbol and the type of financial data you're interested in, such as earnings or balance sheets.
Using the App
Once your bot is up and running, you can interact with it directly within your Discord server. Use the commands you've set up, like !earnings AAPL or !compare GOOGL MSFT, to get financial data and AI-generated summaries.
Integrating the App
If you want to integrate the bot's functionality into another service or frontend, you may need to use the server link provided by Lazy after pressing the Test button. This link allows you to interact with the bot's API and integrate its capabilities into your chosen platform.
Remember, the Financial Analysis Bot is a versatile tool that can be customized to fit your needs. Explore the code, experiment with the commands, and tailor the bot to provide the financial insights that are most relevant to you and your community.
For detailed documentation on the Discord bot setup and the Alpha Vantage API, you can refer to the following links:
With the Financial Analysis Bot template, you're well on your way to creating a valuable resource for financial data analysis within Discord. Happy building!
Here are 5 key business benefits for this Financial Analysis Bot template:
Template Benefits
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Real-time Financial Insights: Provides instant access to up-to-date financial data and AI-generated summaries for US companies, enabling quick decision-making for investors and analysts.
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Automated Financial Research: Streamlines the process of gathering and analyzing financial information, saving time and resources for financial professionals and individual investors.
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Interactive Discord Integration: Leverages the popular Discord platform to make financial analysis accessible and engaging for a wide range of users, from casual investors to financial teams.
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Customizable Analysis: Offers various financial data functions (e.g., earnings, cash flow, balance sheet) that can be tailored to specific analysis needs, enhancing versatility for different financial use cases.
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AI-Powered Company Profiles: Generates comprehensive company profiles using advanced AI models, providing users with rich context and background information to supplement raw financial data.
