Financial Advisor LLM

Features

• Framework: Leverages OpenAI's API and built with a FastAPI backend and a node.js frontend, using PostgreSQL for data storage.
• Tool calling: The LLM has access to tool calls to support operation, e.g., calling APIs, retrieving portfolios, etc.
• Multi-agentic framework: Uses an orchestration agent to direct requests to agents optimised for specific roles.
• Vector store retrieval: Stores regulatory filings in a vector database (ChromaDB/pgvector) for retrieval during inference.
• API calls: Can access up-to-date news, regulatory filings, and real-time data feeds via API calls.
• Generative UI: Populates UI elements in a generative fashion as directed by the LLM, useful for displaying data.
• User auth: User authentication handled via FastAPI/SQLAlchemy/PostgreSQL.

Installation and Execution

Requires local installation of node.js and Docker Compose. To install and execute (fill in your own API keys):

git clone git@github.com:j9smith/fin-llm.git
cd fin-llm
echo "OPENAI_API_KEY={YOUR API KEY HERE}" > .env
echo "REACT_API_APP_URL=127.0.0.1:8000" > frontend_app/goose/.env
npm start

The webpage can then be accessed at http://localhost:3000.

Contributors

This project was a joint effort between:

• @alexlambert1
• @mitch-c
• @j9smith