Fundamental analysis regarding company's financial statements can be a really challenging and tedious task for common investors. And even with the calculated ratios, it is still hard to interpret it into an understandable format.
This project aims to analyze the financial statements of a given stock using various reports from different sources including SEC and Yahoo Finance. The analysis will focus on the financial fundamentals to give investors an easy understanding of a company's operation.
And with the help of Large Language Model (LLM) and agent, further translate all financial data into a plain, simple, and understandable format.
- Retrieve official company filings, latest and historical financial data from authorities and financial market
- Analyze financial data leveraging LLM and agent
- Support DeepSeek API for LLM analysis
- Use Autogen for agents operation
- Clone the repository
git clone https://github.com/raymond0208/finstatments_analysis.git - Install the required packages
pip install -r requirements.txt - Set up the environment variables by creating a
.envfile in the project root directory. This file should contain the API keys. You can refer to the.env.examplefile for the format. - Run the script
python3.11 analyze_BS_w_param.pyin your terminal, and you will be prompted to enter the company ticker symbol, fiscal year, report save path. PLEASE USE STOCK SYMBOL INSTEAD OF NAME, LIKE 'GOOGL' FOR GOOGLE, 'AAPL' FOR APPLE ETC. - The report will be saved in the specified path
- The script is designed with Python 3.11
- You need to apply for the API keys from Financial Modeling Prep (FMP_API_KEY) and Securities and Exchange Commission (SEC_API_KEY)
- Large Language Model API key from venders(OpenAI, DeepSeek, etc. )
- Yahoo Finance (yfinance) doesn't need an API key, however you will get rate limited if requesting too frequently