Finance RAG Pipeline

This is the model will take the input is the query related to the financial field specificly for stock to answer about the based knowledge question or analysis the specific stocks using 1 year historical data prices with 1 year news related to the stock symbol

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I. Sample Output

A. Ticker Analysis Services Input Query: What is the current price of Nvidia?

B. General Knowledge Services Input Query: What is a P/E ratio?

C. Financial Advice Services Input Query: Should I invest in an IPO?

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II. Prerequisites

A. Install the Requirements Dependencies

Method 1: Install using pip (Manual)

• Make sure you have Python installed on your system.
• Open a terminal or command prompt.
• Navigate to the project directory where the requirements.txt file is located.
• Run the following command to install the required packages:

pip install -r requirements.txt

Method 2: Install using Script (Automatically)

• Double-click the Install.bat file to automatically install the required packages (Windows only).

B. Update the API Keys inside the assistant/.env file

• Open the .env file located in the root directory.

• Replace the placeholder values with your actual API keys for OpenAI, Finnhub, and Financial Modeling Prep.

• Save the changes to the .env file.

  OPENAI_API_KEY=your_openai_api_key
  FINNHUB_API_KEY=your_finnhub_api_key
  FMP_API_KEY=your_financial_modeling_prep_api_key
  

  

C. Run the Script

Method 1: Run the code in terminal (Manual)

• Step 1: Update the sqlite Database

python manage.py migrate

• Step 2: Run the Django Server

python manage.py runserver

Method 2: Run the code using Script (Automatically)

• Double-click the Analysis_Server.bat file to automatically run the server (Windows only).

D. Deploying with Ngrok (Server Running Locally - Optional)

• Step 1: Install and Configure ngrok

  • Go to the ngrok website to sign up and download the client (ngrok)
  • Find your authtoken on the ngrok dashboard.
  • Connect your account using the command below.

    ngrok config add-authtoken YOUR_AUTHTOKEN
    

• Step 2: Run Django Server and ngrok

  • Terminal 1: Start Django

    python manage.py runserver
    

  • Terminal 2: Start ngrok

    ngrok http 8000
    

• Step 3: Access Your Public URL

  • Ngrok will provide a public URL that forwards to your local server. Look for the "Forwarding" line in the ngrok terminal.

    Forwarding https://random-string.ngrok-free.app -> http://localhost:8000
    

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