Stock Analysis with AI Agents, using CrewAI 🚣
AI Summary
Summary: New Financial Crew AI System
- Introduction of Financial Crew AI:
- Composed of three AI agents:
- Research Analyst
- Financial Analyst
- Investment Adviser
- Purpose: To generate an investment recommendation report for a specific stock.
- Workflow:
- Four tasks to be performed:
- Research Task
- Financial Analysis
- Filing Analysis
- Report Compilation
- Agent Details:
- Financial Analyst is highly experienced in the stock market.
- Agents have defined roles, goals, backstories, and tools.
- Operation:
- User inputs a company name or ticker (e.g., Tesla).
- The system starts with the research analyst’s task.
- Features:
- Searches and analyzes Tesla’s 10-Q form.
- Implements a simple RAG (Retrieve and Generate) system.
- Agents can delegate tasks and ask questions among themselves for collaboration.
- Output:
- Produces an investment report on Tesla Inc.
- Report includes:
- Financial health
- Revenue
- Profitability
- Geographic performance
- Market sentiment
- Regulatory changes
- Insider trading activity
- Upcoming events (e.g., Q4 earnings)
- Final recommendation: Consider a long-term investment strategy for Tesla.
- Availability:
- Plans to make the system open-source for extension and experimentation.