Financial Data Analysis CrewAI Project

Overview

This project leverages the CrewAI framework to create a team of AI agents that work together to retrieve, analyze, and generate insights from financial data. The agents are designed to handle both structured (CSV) and unstructured (PDF) data sources, providing meaningful insights based on user queries.

Project Structure

The project is organized into several key files:

• tools.py: Defines the tools used by the agents to search and retrieve data from CSV and PDF files.
• agents.py: Contains the definitions of the AI agents, including their roles, goals, and tools.
• tasks.py: Defines the tasks that each agent will perform, including data retrieval, analysis, and insight generation.
• crew.py: Initializes the agents and tasks, and sets up the crew to process user queries sequentially.
• requirements.txt: Lists the Python dependencies required to run the project.

Installation

1. Clone the repository:

   git clone https://github.com/Osama-Abo-Bakr/financial-data-analysis-crewai.git
   cd financial-data-analysis-crewai

2. Install the dependencies:

   pip install -r requirements.txt

3. Set up the data files:

   • Place your CSV data file in data/Apple-Data.csv.
   • Place your PDF report file in data/apple-report.pdf.

Usage

To run the project, execute the crew.py script:

python crew.py

You will be prompted to enter a query. The crew of agents will then process the query, retrieve relevant data, analyze it, and generate insights.

Example Query

Enter a query: What is the total revenue of Apple in 2024?

The agents will retrieve data from the CSV and PDF files, analyze the data, and provide a detailed response based on the insights generated.

Agents

• Data Retriever: Fetches accurate and relevant data from structured (CSV) and unstructured (PDF) sources.
• Data Analyzer: Processes the retrieved data to extract trends, patterns, and insights.
• Insight Generator: Combines insights from both data sources to provide a comprehensive response to the user's query.

Tasks

• Data Retrieval Task: Retrieves relevant financial data based on the user's query.
• Data Analysis Task: Analyzes the retrieved data to extract trends and patterns.
• Insight Task: Generates a detailed response by combining insights from both data sources.

Dependencies

• crewai: The core framework for creating and managing AI agents.
• crewai_tools: Provides tools for searching and retrieving data from various sources.
• python-dotenv: Used for managing environment variables (if needed).

License

This project is licensed under the MIT License. See the LICENSE file for more details.

Contributing

Contributions are welcome! Please open an issue or submit a pull request for any improvements or bug fixes.

Acknowledgments

• CrewAI: For providing the framework to create and manage AI agents.
• Llama3.2: The language model used by the agents for processing and generating insights.

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