wehub-resource-sync
73 lines
2.8 KiB
Markdown
73 lines
2.8 KiB
Markdown
# Stock Portfolio Agent
|
|
|
|
This project shows how to create an AI agent that streams the portfolio analysis workflow in real-time. Built with CrewAI (backend), React/Next.js (frontend), the CopilotKit's AG-UI Protocol enables users to watch the agent fetch stock data, calculate allocations, and generate insights live.
|
|
|
|
**Tech stack:**
|
|
- [React](https://react.dev) + [Next.js](https://nextjs.org) for the frontend UI
|
|
- [FastAPI](https://fastapi.tiangolo.com) + [Uvicorn](https://www.uvicorn.org) for the backend API
|
|
- [CopilotKit](https://github.com/CopilotKit/CopilotKit) + AG UI Protocol for streaming agent events
|
|
- [CrewAI](https://github.com/crewAIInc/crewAI) for the agent workflow
|
|
- [yfinance](https://github.com/ranaroussi/yfinance) and [pandas](https://pandas.pydata.org) for market data and analysis
|
|
|
|
## Setup
|
|
|
|
1. **Install Dependencies**:
|
|
```bash
|
|
uv sync
|
|
|
|
# Install frontend dependencies
|
|
cd frontend
|
|
npm install
|
|
cd ..
|
|
```
|
|
|
|
2. **Environment Variables**:
|
|
- `agent/.env` (backend):
|
|
```env
|
|
OPENAI_API_KEY=your-key
|
|
```
|
|
- `frontend/.env` (frontend):
|
|
```env
|
|
OPENAI_API_KEY=your-openai-key
|
|
NEXT_PUBLIC_CREWAI_URL=http://127.0.0.1:8000/crewai-agent
|
|
```
|
|
|
|
3. **Configure Backend URL (optional)**:
|
|
The frontend expects the backend to run locally. If you change host/port, update the frontend API call configuration accordingly.
|
|
|
|
4. **Run the App**:
|
|
```bash
|
|
# Start backend
|
|
uv run python agent/main.py
|
|
|
|
# In another terminal, start frontend
|
|
cd frontend
|
|
npm run dev
|
|
```
|
|
|
|
## Usage
|
|
|
|
1. **Open the UI**:
|
|
- Visit `http://localhost:3000`.
|
|
|
|
2. **Run a Stock Analysis**:
|
|
- Use the prompt/input in the UI to ask for a portfolio analysis (e.g., "Analyze AAPL and MSFT with $10k each").
|
|
- Watch live progress: messages, tool calls, and intermediate results stream into the UI via AG UI Protocol events.
|
|
|
|
3. **Review Results**:
|
|
- View allocation summaries, charts, and insights rendered by the frontend components.
|
|
|
|
## Development Notes
|
|
- If your editor reports missing imports, ensure it points to the same Python environment where you installed dependencies (`uv`, `venv`, `conda`, etc.). Running `uv sync` in the repo root is recommended, but any standard Python environment manager works.
|
|
- The FastAPI app is in `agent/main.py`; core workflow logic is in `agent/stock_analysis.py`.
|
|
|
|
|
|
|
|
## 📬 Stay Updated with Our Newsletter!
|
|
|
|
**Get a FREE Data Science eBook** 📖 with 150+ essential lessons in Data Science when you subscribe to our newsletter! Stay in the loop with the latest tutorials, insights, and exclusive resources. [Subscribe now!](https://join.dailydoseofds.com)
|
|
|
|
[](https://join.dailydoseofds.com)
|
|
|
|
## Contribution
|
|
Contributions are welcome! Please open an issue or submit a PR. |