Features
- Financial Independence Planner (FIRE) with personalized plans based on age, salary, and goals
- Investment Advice Tester using EasyOCR for text extraction and AI validation
- Fundamental & Technical Analysis with comprehensive company reports and trading strategies
- Portfolio Analysis with multi-dimensional analysis and stock-wise recommendations
- Market Research & Competitor Benchmarking using AI-driven industry trend analysis
- Real-Time Stock Data with live price tracking and trend analysis
- Hypothesis Testing using historical and real-time market data
- Investment Books Summary with concise summaries of top 50 investment books
Prerequisites
- Python 3.8+ and pip
- Streamlit for web application framework
- Perplexity API key (Sonar models)
- Optional: EasyOCR for image text extraction
Installation
Configuration
Createsecrets.toml
file for Streamlit secrets:
Usage
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Start the Application:
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Access Features:
- Navigate through different pages for specific functionality
- Use the main dashboard for overview and navigation
- Access specialized tools like portfolio analysis, FIRE planning, and tip testing
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Run Specific Modules:
Code Explanation
- Frontend: Streamlit web application with interactive pages and real-time data visualization
- Backend: Python-based business logic with Pandas for data manipulation and analysis
- AI Integration: Perplexity Sonar API models (sonar-deep-research, sonar-reasoning-pro, sonar-pro) for financial analysis
- Data Processing: Real-time stock data fetching, CSV data management, and market insights generation
- Text Extraction: EasyOCR integration for processing investment tips from images
- Portfolio Management: Comprehensive portfolio analysis with optimization recommendations
- Market Analysis: Technical and fundamental analysis with sentiment scoring