---
title: Financial Research Agent
emoji: 📊
colorFrom: blue
colorTo: green
sdk: gradio
sdk_version: 4.11.0
app_file: app.py
pinned: false
license: mit
---

# 📊 Financial Research Agent

**Multi-agent equity analysis combining SEC filings with real-time market intelligence**

## 🎯 What This Does

Analyzes stocks using a multi-agent AI system that:
- **SEC Filing Agent**: Analyzes 10-K/10-Q filings with FinBERT + SEC-BERT
- **Market Intelligence Agent**: Gathers real-time price data, technicals (RSI/MACD), and news
- **Synthesis Agent**: Cross-references fundamentals vs. market action for final recommendation

## 🚀 How to Use

1. Enter a stock ticker (e.g., TSLA, AAPL, RBLX)
2. Optionally add company name for better news search
3. Select SEC filing type (10-K for annual, 10-Q for quarterly)
4. Click **Analyze**
5. Wait ~1-2 minutes for comprehensive analysis

## 🔬 What Makes This Different

Unlike basic sentiment tools, this platform:
- ✅ Analyzes **actual SEC filings** (not just news)
- ✅ Uses **LIME explainability** to show which words drive decisions
- ✅ **Cross-validates** what companies say (filings) vs. what markets do (price)
- ✅ Provides **evidence-based** recommendations with risk factors

## ⚙️ Configuration

**Required Environment Variables:**
- `SEC_EMAIL`: Your email (SEC EDGAR compliance)
- `NEWS_API_KEY`: NewsAPI key ([get free tier here](https://newsapi.org/))

**Note**: First run downloads ML models (~500MB) - subsequent analyses are much faster!

## 📊 Example Output

```
Market Sentiment: BULLISH
Confidence: HIGH

Key Risks:
• [HIGH] Increasing competition from major gaming platforms
• [MEDIUM] User acquisition costs trending upward

Recommended Action: BUY - Favorable risk/reward
```

## 🛠️ Tech Stack

- **NLP Models**: FinBERT, SEC-BERT
- **Explainability**: LIME
- **Data Sources**: SEC EDGAR, yfinance, NewsAPI
- **Framework**: Multi-agent orchestration
- **Interface**: Gradio

## 📝 Limitations

- SEC filings updated quarterly/annually (not real-time)
- NewsAPI free tier: 100 requests/day
- First analysis takes longer (model download)
- Analysis time: 1-3 minutes depending on data availability

## 🔗 Links

- **GitHub**: [SanchitSharma10/financial-research-agent](https://github.com/SanchitSharma10/financial-research-agent)
- **Author**: [Sanchit Sharma](https://linkedin.com/in/sanchit-sharma10)

## ⚠️ Disclaimer

This tool is for **research and educational purposes only**. Not financial advice. Always conduct your own due diligence before making investment decisions.

## 📄 License

MIT License - See [LICENSE](LICENSE) file