FinRobot

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Introduce：

FinRobot is an open source AI agent platform that utilizes Large language models (LLMs) to provide comprehensive solutions for financial applications. It integrates a variety of AI technologies, goes beyond a simple language model, and shows the versatility and adaptability of the platform to meet the diverse needs of the financial industry. FinRobot’s AI agent concept refers to intelligent entities that use large language models as their brains to perceive their environment, make decisions, and perform actions. Unlike traditional AI, AI agents have the ability to think independently and use tools to progressively achieve a given goal.

Stakeholders:
FinRobot’s target audience is financial analysts, traders, investment advisers, and anyone who needs to leverage AI technology for market analysis and decision making. The product helps users more accurately predict market trends, optimize portfolios, and improve trading efficiency by providing advanced AI agents and strategies.
Usage Scenario Examples:

• Financial analysts use FinRobot’s market prediction agents to analyze the stock market and predict future movements.
• Investment advisors use document analysis agents to extract key data from complex financial reports to provide investment advice to clients.
• Traders automate trades through strategy agents to optimize portfolio management.

The features of the tool:

• Market prediction agent: analyze market dynamics and predict stock trends.
• Document analysis agents: Process financial documents and extract key information.
• Trading strategy agent: Develop trading strategies based on analysis results.
• Intelligent scheduler: Optimizes model diversity and selects the most appropriate LLM to perform tasks.
• Agent registration and management: Register agents, track the availability of agents within the system, and efficiently assign tasks.
• Proxy adapters: Customize proxy functions to fit specific tasks, improving performance and system integration.
• Task Manager: Manages and stores LLM base agents customized for different financial tasks.

Steps for Use:

• 1. Create a new virtual environment. Python’s virtual environment management tool is recommended.
• 2. Download the FinRobot code base, which can be downloaded through the terminal or manually.
• 3. Install FinRobot and its dependencies, either by getting the latest version from PyPI or directly from the code base.
• 4. Modify the OAI_CONFIG_LIST_samlile configuration file to add the OlienAI API key.
• 5. Modify the config_alii_keys_samlile file to add API keys for FINNHUB, financialmodelinglireli and sec-alii.
• 6. Follow the tutorials or demonstrations provided to start using FinRobot’s functions.

Tool’s Tabs: Finance,AI agency