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📊 Finsight – AI-Powered Financial Analyst Assistant

Finsight is an intelligent assistant that automates financial analysis, anomaly detection, and risk profiling using Retrieval-Augmented Generation (RAG), LangChain agents, and local LLMs via Ollama. It parses financial documents, answers company-specific queries, and generates structured PDF reports — empowering analysts, investors, and enterprise decision-makers.


🚀 Features

  • Financial Report Generation
  • 🔍 Retrieval-Augmented QA (RAG)
  • 🚨 Anomaly Detection
  • ⚠️ Risk Report Generation
  • 📄 PDF Output
  • 🤖 LangChain Agent Tools
  • 🧪 CLI Interface

🔧 System Design

Architecture Diagram


🛠️ Tech Stack

Layer Technology
Language Model Ollamamistral
Framework LangChain
Retrieval Chroma Vectorstore
Embedding Mgmt Custom loader + embedding manager
PDF Generation fpdf
Interface Python CLI + LangChain Agents

🧩 Tools Implemented

Tool Name Purpose
generate_financial_report Creates a structured PDF financial report
retrieval_qa Answers user questions using retrieved financial docs
detect_anomalies Detects irregular patterns in company data
generate_risk_report Generates a risk profile and warning report

📁 Project Structure

finsight/
├── app/
│   ├── cli/                  # Command-line interface logic
│   ├── embeddings/           # Vectorstore setup and embedding manager
│   ├── tools/                # Tool definitions for the LangChain agent
│   └── utils/                # PDF and formatting helpers
├── output/
│   └── report/               # Auto-generated PDF reports
├── main.py                   # CLI Entry point
├── data/                      # add regulatory filings for analysis
├── font/
├── requirements.txt
└── README.md

⚙️ Setup & Running Instructions

git clone https://github.com/your-username/finsight.git
cd finsight
  1. Create and Activate a Virtual Environment
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python -m venv venv
source venv/bin/activate        # macOS/Linux
venv\Scripts\activate
ollama run mistral
python main.py