Detailed Introduction
AI Financial Agent is an open-source conversational agent template for investment research, designed for researchers and developers to deploy a finance-focused assistant. A live demo is available at AI Financial Agent demo , and market data is provided by the Financial Datasets API . The template combines price data, fundamentals, and options to enable interactive stock analysis powered by large language models.
Main Features
- Ready-to-run conversational UI and demo site for fast prototyping.
- Deep integration with Financial Datasets for real-time and historical market data, fundamentals, and derivatives.
- Local development and one-click Vercel deployment support.
- Built with TypeScript and Next.js for easy extension and frontend customization.
Use Cases
Suitable for investment research, rapid prototyping of stock analysis tools, generating company summaries, or providing researcher assistants. Users can run the agent locally or in the cloud to retrieve data, produce concise summaries, and generate preliminary research notes (for educational purposes only).
Technical Features
Implemented in TypeScript and Next.js, the project uses the
Financial Datasets API
as the data backend and can optionally connect to OpenAI or other LLM providers for natural language processing. The repository includes .env.example and Vercel configuration for straightforward deployment.