Spaces:
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Update app.py
Browse files
app.py
CHANGED
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@@ -10,6 +10,7 @@ from datetime import datetime, timedelta
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# Third-party imports
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import gradio as gr
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import numpy as np
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import pandas as pd
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import requests
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@@ -17,39 +18,32 @@ import fitz # PyMuPDF
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from PIL import Image
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from dotenv import load_dotenv
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import torch
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import yfinance as yf
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import plotly.graph_objects as go
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#
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from
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try:
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from langchain_community.embeddings import HuggingFaceEmbeddings # Changed to basic embeddings
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from langchain_community.vectorstores import FAISS
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from langchain.text_splitter import RecursiveCharacterTextSplitter
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langchain_available = True
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except ImportError:
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langchain_available = False
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print("LangChain dependencies not found. PDF processing will be limited.")
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# Load environment variables
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load_dotenv()
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client =
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# Embeddings initialization with fallback
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try:
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embeddings =
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model_name="
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model_kwargs={"device": "cuda" if torch.cuda.is_available() else "cpu"}
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)
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except Exception as e:
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print(f"Warning: Failed to load embeddings model: {e}")
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embeddings = None
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else:
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embeddings = None
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print("Embeddings disabled due to missing LangChain dependencies.")
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SERPER_API_KEY = os.getenv("SERPER_API_KEY")
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BRAVE_API_KEY = os.getenv("BRAVE_API_KEY")
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@@ -65,7 +59,7 @@ user_vectorstores = {}
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# Dictionary to store chart data
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chart_data_store = {}
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# Custom CSS
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custom_css = """
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:root {
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--primary-color: #0C4160;
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@@ -99,7 +93,7 @@ body { background-color: var(--light-color); font-family: 'IBM Plex Sans', sans-
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.search-toggle { margin-left: 5px; }
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"""
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# Function
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def process_pdf(pdf_file):
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if pdf_file is None:
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return None, "No file uploaded", {"page_images": [], "total_pages": 0, "total_words": 0}
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@@ -121,76 +115,211 @@ def process_pdf(pdf_file):
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total_words = sum(len(text.split()) for text in texts)
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doc.close()
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user_vectorstores[session_id] = vectorstore
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os.unlink(pdf_path)
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pdf_state = {"page_images": page_images, "total_pages": total_pages, "total_words": total_words}
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return session_id, f"β
Successfully processed {len(
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except Exception as e:
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if "pdf_path" in locals() and os.path.exists(pdf_path):
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os.unlink(pdf_path)
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return None, f"Error processing PDF: {str(e)}", {"page_images": [], "total_pages": 0, "total_words": 0}
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try:
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return pdf_state["total_pages"], img, f"**Total Pages:** {pdf_state['total_pages']}\n**Total Words:** {pdf_state['total_words']}"
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except Exception as e:
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print(f"Error
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return
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try:
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return img
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except Exception as e:
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print(f"Error
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return
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try:
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return None, f"No data found for {ticker}", ticker
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))
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fig.update_layout(
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title=f'{ticker} Stock Price ({period})',
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yaxis_title='Price',
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template='plotly_white'
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)
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except Exception as e:
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-
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if not message:
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return history
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try:
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vectorstore = user_vectorstores[session_id]
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docs = vectorstore.similarity_search(message, k=3)
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if docs:
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context = "\n\nRelevant information from uploaded
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system_prompt = "You are a financial assistant specializing in analyzing markets, stocks, and financial documents."
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system_prompt += " You can help with understanding financial data, analyzing stocks, and explaining financial concepts."
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if ticker:
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system_prompt += f" Current ticker in focus: {ticker}"
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if context:
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system_prompt += " Use the following context to answer the question if relevant: " + context
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{"role": "system", "content": system_prompt},
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{"role": "user", "content": message}
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],
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temperature=0.
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max_tokens=1024
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)
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response = completion.choices[0].message.content
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history.append(
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history.append({"role": "assistant", "content": response})
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return history
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except Exception as e:
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history.append(
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history.append({"role": "assistant", "content": f"Error generating response: {str(e)}"})
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return history
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#
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with gr.Blocks(css=custom_css, theme=gr.themes.Soft()) as demo:
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current_session_id = gr.State(None)
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pdf_state = gr.State({"page_images": [], "total_pages": 0, "total_words": 0})
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@@ -239,7 +753,9 @@ with gr.Blocks(css=custom_css, theme=gr.themes.Soft()) as demo:
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</div>
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""")
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with gr.Tabs() as main_tabs:
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with gr.TabItem("π¬ Chat Assistant", id=0):
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with gr.Row():
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with gr.Column(scale=1):
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height=600,
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show_copy_button=True,
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elem_classes="chat-container",
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| 261 |
-
container=True
|
| 262 |
-
type="messages"
|
| 263 |
)
|
| 264 |
with gr.Row():
|
| 265 |
msg = gr.Textbox(
|
|
@@ -270,6 +785,7 @@ with gr.Blocks(css=custom_css, theme=gr.themes.Soft()) as demo:
|
|
| 270 |
send_btn = gr.Button("Send", scale=1)
|
| 271 |
clear_btn = gr.Button("Clear Conversation")
|
| 272 |
|
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|
| 273 |
with gr.TabItem("π Document Analysis", id=1):
|
| 274 |
with gr.Row():
|
| 275 |
with gr.Column(scale=1):
|
|
@@ -294,8 +810,10 @@ with gr.Blocks(css=custom_css, theme=gr.themes.Soft()) as demo:
|
|
| 294 |
pdf_image = gr.Image(label="Document Page", type="pil")
|
| 295 |
stats_display = gr.Markdown(elem_classes="stats-box")
|
| 296 |
|
|
|
|
| 297 |
with gr.TabItem("π Financial Tools", id=2):
|
| 298 |
with gr.Tabs() as financial_tabs:
|
|
|
|
| 299 |
with gr.TabItem("Stock Analysis"):
|
| 300 |
with gr.Row():
|
| 301 |
with gr.Column():
|
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@@ -313,48 +831,40 @@ with gr.Blocks(css=custom_css, theme=gr.themes.Soft()) as demo:
|
|
| 313 |
stock_chart = gr.Plot(label="Stock Price Chart")
|
| 314 |
stock_analysis = gr.Markdown()
|
| 315 |
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|
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|
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|
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|
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|
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|
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|
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-
fn=lambda: [],
|
| 325 |
-
inputs=None,
|
| 326 |
-
outputs=[chatbot],
|
| 327 |
-
queue=False
|
| 328 |
-
)
|
| 329 |
-
|
| 330 |
-
upload_button.click(
|
| 331 |
-
fn=process_pdf,
|
| 332 |
-
inputs=[pdf_file],
|
| 333 |
-
outputs=[current_session_id, pdf_status, pdf_state]
|
| 334 |
-
).then(
|
| 335 |
-
fn=update_pdf_viewer,
|
| 336 |
-
inputs=[pdf_state],
|
| 337 |
-
outputs=[page_slider, pdf_image, stats_display]
|
| 338 |
-
)
|
| 339 |
-
|
| 340 |
-
page_slider.change(
|
| 341 |
-
fn=update_image,
|
| 342 |
-
inputs=[page_slider, pdf_state],
|
| 343 |
-
outputs=[pdf_image]
|
| 344 |
-
)
|
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|
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|
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|
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|
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|
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|
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|
| 358 |
if __name__ == "__main__":
|
| 359 |
demo = create_interface()
|
| 360 |
demo.launch()
|
|
|
|
| 10 |
|
| 11 |
# Third-party imports
|
| 12 |
import gradio as gr
|
| 13 |
+
import groq
|
| 14 |
import numpy as np
|
| 15 |
import pandas as pd
|
| 16 |
import requests
|
|
|
|
| 18 |
from PIL import Image
|
| 19 |
from dotenv import load_dotenv
|
| 20 |
import torch
|
|
|
|
|
|
|
| 21 |
|
| 22 |
+
# LangChain imports
|
| 23 |
+
from langchain_community.embeddings import HuggingFaceInstructEmbeddings
|
| 24 |
+
from langchain_community.vectorstores import FAISS
|
| 25 |
+
from langchain.text_splitter import RecursiveCharacterTextSplitter
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 26 |
|
| 27 |
# Load environment variables
|
| 28 |
load_dotenv()
|
| 29 |
+
client = groq.Client(api_key=os.getenv("GROQ_LEGAL_API_KEY"))
|
| 30 |
|
| 31 |
# Embeddings initialization with fallback
|
| 32 |
+
try:
|
| 33 |
+
embeddings = HuggingFaceInstructEmbeddings(
|
| 34 |
+
model_name="hkunlp/instructor-base",
|
| 35 |
+
model_kwargs={"device": "cuda" if torch.cuda.is_available() else "cpu"}
|
| 36 |
+
)
|
| 37 |
+
except Exception as e:
|
| 38 |
+
print(f"Warning: Failed to load primary embeddings model: {e}")
|
| 39 |
try:
|
| 40 |
+
embeddings = HuggingFaceInstructEmbeddings(
|
| 41 |
+
model_name="all-MiniLM-L6-v2",
|
| 42 |
model_kwargs={"device": "cuda" if torch.cuda.is_available() else "cpu"}
|
| 43 |
)
|
| 44 |
except Exception as e:
|
| 45 |
+
print(f"Warning: Failed to load fallback embeddings model: {e}")
|
| 46 |
embeddings = None
|
|
|
|
|
|
|
|
|
|
| 47 |
|
| 48 |
SERPER_API_KEY = os.getenv("SERPER_API_KEY")
|
| 49 |
BRAVE_API_KEY = os.getenv("BRAVE_API_KEY")
|
|
|
|
| 59 |
# Dictionary to store chart data
|
| 60 |
chart_data_store = {}
|
| 61 |
|
| 62 |
+
# Custom CSS for Finance theme with new voice and speech buttons
|
| 63 |
custom_css = """
|
| 64 |
:root {
|
| 65 |
--primary-color: #0C4160;
|
|
|
|
| 93 |
.search-toggle { margin-left: 5px; }
|
| 94 |
"""
|
| 95 |
|
| 96 |
+
# Function to process PDF files
|
| 97 |
def process_pdf(pdf_file):
|
| 98 |
if pdf_file is None:
|
| 99 |
return None, "No file uploaded", {"page_images": [], "total_pages": 0, "total_words": 0}
|
|
|
|
| 115 |
total_words = sum(len(text.split()) for text in texts)
|
| 116 |
doc.close()
|
| 117 |
|
| 118 |
+
text_splitter = RecursiveCharacterTextSplitter(chunk_size=1000, chunk_overlap=200)
|
| 119 |
+
chunks = text_splitter.create_documents(texts)
|
| 120 |
+
vectorstore = FAISS.from_documents(chunks, embeddings)
|
| 121 |
+
index_path = os.path.join(FAISS_INDEX_DIR, session_id)
|
| 122 |
+
vectorstore.save_local(index_path)
|
| 123 |
+
user_vectorstores[session_id] = vectorstore
|
|
|
|
| 124 |
|
| 125 |
os.unlink(pdf_path)
|
| 126 |
pdf_state = {"page_images": page_images, "total_pages": total_pages, "total_words": total_words}
|
| 127 |
+
return session_id, f"β
Successfully processed {len(chunks)} text chunks from your PDF", pdf_state
|
| 128 |
except Exception as e:
|
| 129 |
if "pdf_path" in locals() and os.path.exists(pdf_path):
|
| 130 |
os.unlink(pdf_path)
|
| 131 |
return None, f"Error processing PDF: {str(e)}", {"page_images": [], "total_pages": 0, "total_words": 0}
|
| 132 |
|
| 133 |
+
# Serper API functions for enhanced financial data
|
| 134 |
+
def serper_search(query, search_type="search"):
|
| 135 |
+
"""
|
| 136 |
+
Perform a search using Serper.dev API to get financial information
|
| 137 |
+
"""
|
| 138 |
+
if not SERPER_API_KEY:
|
| 139 |
+
return {"error": "Serper API key not configured. Set SERPER_API_KEY in environment variables."}
|
| 140 |
+
|
| 141 |
+
url = "https://google.serper.dev/search"
|
| 142 |
+
payload = json.dumps({
|
| 143 |
+
"q": query,
|
| 144 |
+
"gl": "us",
|
| 145 |
+
"hl": "en",
|
| 146 |
+
"autocorrect": True
|
| 147 |
+
})
|
| 148 |
+
headers = {
|
| 149 |
+
'X-API-KEY': SERPER_API_KEY,
|
| 150 |
+
'Content-Type': 'application/json'
|
| 151 |
+
}
|
| 152 |
+
|
| 153 |
try:
|
| 154 |
+
response = requests.request("POST", url, headers=headers, data=payload)
|
| 155 |
+
return response.json()
|
|
|
|
| 156 |
except Exception as e:
|
| 157 |
+
print(f"Error in Serper search: {e}")
|
| 158 |
+
return {"error": str(e)}
|
| 159 |
|
| 160 |
+
# Brave Search API functions
|
| 161 |
+
def brave_search(query, search_type="search"):
|
| 162 |
+
"""
|
| 163 |
+
Perform a search using Brave Search API to get financial information
|
| 164 |
+
"""
|
| 165 |
+
if not BRAVE_API_KEY:
|
| 166 |
+
return {"error": "Brave Search API key not configured. Set BRAVE_API_KEY in environment variables."}
|
| 167 |
+
|
| 168 |
+
url = "https://api.search.brave.com/res/v1/web/search"
|
| 169 |
+
params = {
|
| 170 |
+
"q": query,
|
| 171 |
+
"count": 10,
|
| 172 |
+
"search_lang": "en",
|
| 173 |
+
"country": "us"
|
| 174 |
+
}
|
| 175 |
+
headers = {
|
| 176 |
+
'Accept': 'application/json',
|
| 177 |
+
'Accept-Encoding': 'gzip',
|
| 178 |
+
'X-Subscription-Token': BRAVE_API_KEY
|
| 179 |
+
}
|
| 180 |
+
|
| 181 |
try:
|
| 182 |
+
response = requests.get(url, params=params, headers=headers)
|
| 183 |
+
return response.json()
|
|
|
|
| 184 |
except Exception as e:
|
| 185 |
+
print(f"Error in Brave search: {e}")
|
| 186 |
+
return {"error": str(e)}
|
| 187 |
|
| 188 |
+
# Add this new function for LLM-based search
|
| 189 |
+
def llm_search(query, model_name="llama3-8b-8192"):
|
| 190 |
+
"""
|
| 191 |
+
Fallback search using LLM when no search APIs are configured
|
| 192 |
+
"""
|
| 193 |
try:
|
| 194 |
+
system_prompt = """You are a financial research assistant. Based on your knowledge,
|
| 195 |
+
provide relevant information about the query. Format your response as a list of 3-5
|
| 196 |
+
relevant pieces of information, each with a title and brief description."""
|
|
|
|
| 197 |
|
| 198 |
+
completion = client.chat.completions.create(
|
| 199 |
+
model=model_name,
|
| 200 |
+
messages=[
|
| 201 |
+
{"role": "system", "content": system_prompt},
|
| 202 |
+
{"role": "user", "content": query}
|
| 203 |
+
],
|
| 204 |
+
temperature=0.3,
|
| 205 |
+
max_tokens=500
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 206 |
)
|
| 207 |
|
| 208 |
+
# Format response as search results
|
| 209 |
+
return [{
|
| 210 |
+
"title": "LLM-Generated Results",
|
| 211 |
+
"link": "",
|
| 212 |
+
"snippet": completion.choices[0].message.content,
|
| 213 |
+
"source": "AI Knowledge Base"
|
| 214 |
+
}]
|
| 215 |
+
except Exception as e:
|
| 216 |
+
print(f"Error in LLM search: {e}")
|
| 217 |
+
return []
|
| 218 |
+
|
| 219 |
+
# Update the get_financial_news function
|
| 220 |
+
def get_financial_news(ticker, use_brave_search=False, model_name="llama3-8b-8192"):
|
| 221 |
+
"""
|
| 222 |
+
Get latest financial news about a stock using selected search API or LLM fallback
|
| 223 |
+
"""
|
| 224 |
+
query = f"{ticker} stock news financial analysis latest"
|
| 225 |
+
news_items = []
|
| 226 |
+
|
| 227 |
+
# Try Brave Search first if selected
|
| 228 |
+
if use_brave_search and BRAVE_API_KEY:
|
| 229 |
+
results = brave_search(query)
|
| 230 |
+
if "web" in results and "results" in results["web"]:
|
| 231 |
+
for item in results["web"]["results"][:5]:
|
| 232 |
+
news_items.append({
|
| 233 |
+
"title": item.get("title", ""),
|
| 234 |
+
"link": item.get("url", ""),
|
| 235 |
+
"snippet": item.get("description", ""),
|
| 236 |
+
"source": item.get("source", "")
|
| 237 |
+
})
|
| 238 |
+
return news_items
|
| 239 |
+
|
| 240 |
+
# Try Serper API if Brave Search is not used or failed
|
| 241 |
+
if not news_items and SERPER_API_KEY:
|
| 242 |
+
results = serper_search(query)
|
| 243 |
+
if "organic" in results:
|
| 244 |
+
for item in results["organic"][:5]:
|
| 245 |
+
news_items.append({
|
| 246 |
+
"title": item.get("title", ""),
|
| 247 |
+
"link": item.get("link", ""),
|
| 248 |
+
"snippet": item.get("snippet", ""),
|
| 249 |
+
"source": item.get("source", "")
|
| 250 |
+
})
|
| 251 |
+
return news_items
|
| 252 |
+
|
| 253 |
+
# Fallback to LLM if no API results
|
| 254 |
+
if not news_items:
|
| 255 |
+
return llm_search(f"Provide recent financial news and analysis about {ticker} stock", model_name)
|
| 256 |
+
|
| 257 |
+
# Update the get_market_sentiment function
|
| 258 |
+
def get_market_sentiment(ticker, use_brave_search=False, model_name="llama3-8b-8192"):
|
| 259 |
+
"""
|
| 260 |
+
Get market sentiment for a stock using selected search API or LLM fallback
|
| 261 |
+
"""
|
| 262 |
+
query = f"{ticker} stock market sentiment analysis"
|
| 263 |
+
snippets = []
|
| 264 |
+
|
| 265 |
+
# Try Brave Search first if selected
|
| 266 |
+
if use_brave_search and BRAVE_API_KEY:
|
| 267 |
+
results = brave_search(query)
|
| 268 |
+
if "web" in results and "results" in results["web"]:
|
| 269 |
+
for item in results["web"]["results"][:3]:
|
| 270 |
+
if "description" in item:
|
| 271 |
+
snippets.append(item["description"])
|
| 272 |
+
|
| 273 |
+
# Try Serper API if Brave Search is not used or failed
|
| 274 |
+
if not snippets and SERPER_API_KEY:
|
| 275 |
+
results = serper_search(query)
|
| 276 |
+
if "organic" in results:
|
| 277 |
+
for item in results["organic"][:3]:
|
| 278 |
+
if "snippet" in item:
|
| 279 |
+
snippets.append(item["snippet"])
|
| 280 |
+
|
| 281 |
+
# Generate sentiment analysis
|
| 282 |
+
if snippets:
|
| 283 |
+
combined_snippets = "\n".join(snippets)
|
| 284 |
+
else:
|
| 285 |
+
# If no API results, use LLM to generate market sentiment directly
|
| 286 |
+
system_prompt = f"""You are a financial analyst. Based on your knowledge,
|
| 287 |
+
provide a brief market sentiment analysis for {ticker} stock. Consider recent
|
| 288 |
+
trends, company performance, and market conditions."""
|
| 289 |
|
| 290 |
+
try:
|
| 291 |
+
completion = client.chat.completions.create(
|
| 292 |
+
model=model_name,
|
| 293 |
+
messages=[
|
| 294 |
+
{"role": "system", "content": system_prompt},
|
| 295 |
+
{"role": "user", "content": f"What is the current market sentiment for {ticker} stock?"}
|
| 296 |
+
],
|
| 297 |
+
temperature=0.2,
|
| 298 |
+
max_tokens=150
|
| 299 |
+
)
|
| 300 |
+
return completion.choices[0].message.content
|
| 301 |
+
except Exception as e:
|
| 302 |
+
print(f"Error in LLM sentiment analysis: {e}")
|
| 303 |
+
return "Unable to determine sentiment"
|
| 304 |
+
|
| 305 |
+
# If we have API snippets, analyze them
|
| 306 |
+
try:
|
| 307 |
+
completion = client.chat.completions.create(
|
| 308 |
+
model=model_name,
|
| 309 |
+
messages=[
|
| 310 |
+
{"role": "system", "content": "You are a financial sentiment analyzer. Based on the text provided, determine if the market sentiment for the stock is positive, negative, or neutral. Provide a brief explanation."},
|
| 311 |
+
{"role": "user", "content": combined_snippets}
|
| 312 |
+
],
|
| 313 |
+
temperature=0.2,
|
| 314 |
+
max_tokens=150
|
| 315 |
+
)
|
| 316 |
+
return completion.choices[0].message.content
|
| 317 |
except Exception as e:
|
| 318 |
+
print(f"Error analyzing sentiment: {e}")
|
| 319 |
+
return "Unable to determine sentiment"
|
| 320 |
|
| 321 |
+
# Function to generate chatbot responses with Finance theme
|
| 322 |
+
def generate_response(message, session_id, model_name, history, current_ticker=None, use_brave_search=False):
|
| 323 |
if not message:
|
| 324 |
return history
|
| 325 |
try:
|
|
|
|
| 328 |
vectorstore = user_vectorstores[session_id]
|
| 329 |
docs = vectorstore.similarity_search(message, k=3)
|
| 330 |
if docs:
|
| 331 |
+
context = "\n\nRelevant information from uploaded PDF:\n" + "\n".join(f"- {doc.page_content}" for doc in docs)
|
| 332 |
+
|
| 333 |
+
# Check if it's a stock ticker query
|
| 334 |
+
if message.startswith("$") and len(message) > 1 and len(message) <= 6:
|
| 335 |
+
ticker = message[1:].upper()
|
| 336 |
+
try:
|
| 337 |
+
stock_data = get_stock_data(ticker)
|
| 338 |
+
news = get_financial_news(ticker, use_brave_search)
|
| 339 |
+
sentiment = get_market_sentiment(ticker, use_brave_search)
|
| 340 |
+
|
| 341 |
+
response = f"**Stock Information for {ticker}**\n\n"
|
| 342 |
+
response += f"Current Price: ${stock_data['current_price']}\n"
|
| 343 |
+
response += f"52-Week High: ${stock_data['52wk_high']}\n"
|
| 344 |
+
response += f"Market Cap: ${stock_data['market_cap']:,}\n"
|
| 345 |
+
response += f"P/E Ratio: {stock_data['pe_ratio']}\n\n"
|
| 346 |
+
response += f"**Market Sentiment:**\n{sentiment}\n\n"
|
| 347 |
+
response += "**Recent News:**\n"
|
| 348 |
+
|
| 349 |
+
for i, news_item in enumerate(news[:3]):
|
| 350 |
+
response += f"{i+1}. [{news_item['title']}]({news_item['link']})\n"
|
| 351 |
+
response += f" {news_item['snippet'][:100]}...\n\n"
|
| 352 |
+
|
| 353 |
+
response += f"More data available in the Stock Analysis tab."
|
| 354 |
+
history.append((message, response))
|
| 355 |
+
return history
|
| 356 |
+
except Exception as e:
|
| 357 |
+
history.append((message, f"Error retrieving stock data for {ticker}: {str(e)}"))
|
| 358 |
+
return history
|
| 359 |
+
|
| 360 |
+
# Check if it's a news search request
|
| 361 |
+
if message.lower().startswith("/news "):
|
| 362 |
+
topic = message[6:].strip()
|
| 363 |
+
news = get_financial_news(topic, use_brave_search)
|
| 364 |
+
|
| 365 |
+
if news:
|
| 366 |
+
search_provider = "Brave Search" if use_brave_search else "Serper"
|
| 367 |
+
response = f"**Latest Financial News on {topic} (via {search_provider}):**\n\n"
|
| 368 |
+
for i, news_item in enumerate(news[:5]):
|
| 369 |
+
response += f"{i+1}. **{news_item['title']}**\n"
|
| 370 |
+
response += f" Source: {news_item['source']}\n"
|
| 371 |
+
response += f" {news_item['snippet']}\n"
|
| 372 |
+
response += f" [Read more]({news_item['link']})\n\n"
|
| 373 |
+
else:
|
| 374 |
+
response = f"No recent news found for {topic}."
|
| 375 |
+
|
| 376 |
+
history.append((message, response))
|
| 377 |
+
return history
|
| 378 |
+
|
| 379 |
+
# Check if it's a chart analysis request
|
| 380 |
+
if message.lower() == "/chart" or message.lower().startswith("/analyze chart"):
|
| 381 |
+
if current_ticker and current_ticker in chart_data_store:
|
| 382 |
+
chart_context = generate_chart_context(current_ticker)
|
| 383 |
+
|
| 384 |
+
# Get additional market analysis using selected search API
|
| 385 |
+
market_context = ""
|
| 386 |
+
try:
|
| 387 |
+
news = get_financial_news(current_ticker, use_brave_search)
|
| 388 |
+
sentiment = get_market_sentiment(current_ticker, use_brave_search)
|
| 389 |
+
market_context = f"\n\nMarket Sentiment: {sentiment}\n\nRecent News Context:"
|
| 390 |
+
for item in news[:2]:
|
| 391 |
+
market_context += f"\n- {item['title']}: {item['snippet'][:150]}..."
|
| 392 |
+
except Exception as e:
|
| 393 |
+
print(f"Error getting additional market context: {e}")
|
| 394 |
+
|
| 395 |
+
system_prompt = "You are a financial analyst specializing in stock market analysis. You have been provided with chart and financial data for a stock, along with recent market sentiment and news. Analyze this data and provide insights about the stock's performance trends, potential support/resistance levels, and overall pattern."
|
| 396 |
+
completion = client.chat.completions.create(
|
| 397 |
+
model=model_name,
|
| 398 |
+
messages=[
|
| 399 |
+
{"role": "system", "content": system_prompt},
|
| 400 |
+
{"role": "user", "content": f"Analyze this stock data and chart information:\n\n{chart_context}{market_context}"}
|
| 401 |
+
],
|
| 402 |
+
temperature=0.7,
|
| 403 |
+
max_tokens=1024
|
| 404 |
+
)
|
| 405 |
+
response = completion.choices[0].message.content
|
| 406 |
+
history.append((message, response))
|
| 407 |
+
return history
|
| 408 |
+
else:
|
| 409 |
+
history.append((message, "Please analyze a stock first using the Stock Analysis tab before requesting chart analysis."))
|
| 410 |
+
return history
|
| 411 |
+
|
| 412 |
+
system_prompt = "You are a financial assistant specializing in analyzing financial reports, statements, and market trends."
|
| 413 |
+
system_prompt += " You can help with stock market information, financial terminology, ratio analysis, and investment concepts."
|
| 414 |
+
|
| 415 |
+
# Add chart context if available
|
| 416 |
+
if current_ticker and current_ticker in chart_data_store and ("chart" in message.lower() or "stock" in message.lower() or current_ticker.lower() in message.lower()):
|
| 417 |
+
chart_context = generate_chart_context(current_ticker)
|
| 418 |
+
context += f"\n\nRecent stock data for {current_ticker}:\n{chart_context}"
|
| 419 |
+
|
| 420 |
+
# Add news and sentiment if it's a stock-related query
|
| 421 |
+
try:
|
| 422 |
+
news = get_financial_news(current_ticker, use_brave_search)
|
| 423 |
+
sentiment = get_market_sentiment(current_ticker, use_brave_search)
|
| 424 |
+
context += f"\n\nMarket Sentiment: {sentiment}\n\nRecent News Headlines:"
|
| 425 |
+
for item in news[:2]:
|
| 426 |
+
context += f"\n- {item['title']}"
|
| 427 |
+
except Exception as e:
|
| 428 |
+
print(f"Error adding news context: {e}")
|
| 429 |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 430 |
if context:
|
| 431 |
system_prompt += " Use the following context to answer the question if relevant: " + context
|
| 432 |
|
|
|
|
| 436 |
{"role": "system", "content": system_prompt},
|
| 437 |
{"role": "user", "content": message}
|
| 438 |
],
|
| 439 |
+
temperature=0.7,
|
| 440 |
max_tokens=1024
|
| 441 |
)
|
| 442 |
response = completion.choices[0].message.content
|
| 443 |
+
history.append((message, response))
|
|
|
|
| 444 |
return history
|
| 445 |
except Exception as e:
|
| 446 |
+
history.append((message, f"Error generating response: {str(e)}"))
|
|
|
|
| 447 |
return history
|
| 448 |
|
| 449 |
+
# Helper function to generate chart context for LLM
|
| 450 |
+
def generate_chart_context(ticker):
|
| 451 |
+
data = chart_data_store[ticker]
|
| 452 |
+
df = data["history"]
|
| 453 |
+
stats = data["stats"]
|
| 454 |
+
|
| 455 |
+
# Calculate key metrics from the chart data
|
| 456 |
+
start_price = df["Close"].iloc[0]
|
| 457 |
+
end_price = df["Close"].iloc[-1]
|
| 458 |
+
percent_change = ((end_price - start_price) / start_price) * 100
|
| 459 |
+
highest = df["High"].max()
|
| 460 |
+
lowest = df["Low"].min()
|
| 461 |
+
|
| 462 |
+
# Calculate average volume
|
| 463 |
+
avg_volume = df["Volume"].mean()
|
| 464 |
+
|
| 465 |
+
# Calculate simple moving averages
|
| 466 |
+
if len(df) > 50:
|
| 467 |
+
sma_50 = df["Close"].rolling(window=50).mean().iloc[-1]
|
| 468 |
+
else:
|
| 469 |
+
sma_50 = "Not enough data"
|
| 470 |
+
|
| 471 |
+
if len(df) > 200:
|
| 472 |
+
sma_200 = df["Close"].rolling(window=200).mean().iloc[-1]
|
| 473 |
+
else:
|
| 474 |
+
sma_200 = "Not enough data"
|
| 475 |
+
|
| 476 |
+
# Calculate RSI (Relative Strength Index)
|
| 477 |
+
delta = df['Close'].diff()
|
| 478 |
+
gain = delta.where(delta > 0, 0).rolling(window=14).mean()
|
| 479 |
+
loss = -delta.where(delta < 0, 0).rolling(window=14).mean()
|
| 480 |
+
rs = gain / loss
|
| 481 |
+
rsi = 100 - (100 / (1 + rs.iloc[-1])) if not pd.isna(rs.iloc[-1]) and loss.iloc[-1] != 0 else 50
|
| 482 |
+
|
| 483 |
+
# Calculate volatility (standard deviation of returns)
|
| 484 |
+
returns = df['Close'].pct_change()
|
| 485 |
+
volatility = returns.std() * 100 # Annualize by multiplying by sqrt(252)
|
| 486 |
+
|
| 487 |
+
# Get recent price movement (last 5 days)
|
| 488 |
+
recent_prices = []
|
| 489 |
+
if len(df) >= 5:
|
| 490 |
+
for i in range(1, 6):
|
| 491 |
+
if i <= len(df):
|
| 492 |
+
recent_prices.append(df["Close"].iloc[-i])
|
| 493 |
+
|
| 494 |
+
# Format the context for the LLM
|
| 495 |
+
context = f"""
|
| 496 |
+
Ticker: {ticker}
|
| 497 |
+
Period: {data["period"]}
|
| 498 |
+
Current Price: ${end_price:.2f}
|
| 499 |
+
Price Change: {percent_change:.2f}%
|
| 500 |
+
52-Week High: ${stats['52wk_high']}
|
| 501 |
+
52-Week Low: ${lowest:.2f}
|
| 502 |
+
Market Cap: ${stats['market_cap']:,}
|
| 503 |
+
P/E Ratio: {stats['pe_ratio']}
|
| 504 |
+
Average Volume: {avg_volume:.0f}
|
| 505 |
+
Volatility: {volatility:.2f}%
|
| 506 |
+
RSI (14-day): {rsi:.2f}
|
| 507 |
+
"""
|
| 508 |
+
|
| 509 |
+
if isinstance(sma_50, float):
|
| 510 |
+
context += f"50-day Moving Average: ${sma_50:.2f}\n"
|
| 511 |
+
if isinstance(sma_200, float):
|
| 512 |
+
context += f"200-day Moving Average: ${sma_200:.2f}\n"
|
| 513 |
+
|
| 514 |
+
context += "\nRecent Price Movement (last 5 days, most recent first):\n"
|
| 515 |
+
for i, price in enumerate(recent_prices):
|
| 516 |
+
context += f"Day {i+1}: ${price:.2f}\n"
|
| 517 |
+
|
| 518 |
+
return context
|
| 519 |
+
|
| 520 |
+
# Functions to update PDF viewer (unchanged)
|
| 521 |
+
def update_pdf_viewer(pdf_state):
|
| 522 |
+
if not pdf_state["total_pages"]:
|
| 523 |
+
return 0, None, "No PDF uploaded yet"
|
| 524 |
+
try:
|
| 525 |
+
img_data = base64.b64decode(pdf_state["page_images"][0])
|
| 526 |
+
img = Image.open(io.BytesIO(img_data))
|
| 527 |
+
return pdf_state["total_pages"], img, f"**Total Pages:** {pdf_state['total_pages']}\n**Total Words:** {pdf_state['total_words']}"
|
| 528 |
+
except Exception as e:
|
| 529 |
+
print(f"Error decoding image: {e}")
|
| 530 |
+
return 0, None, "Error displaying PDF"
|
| 531 |
+
|
| 532 |
+
def update_image(page_num, pdf_state):
|
| 533 |
+
if not pdf_state["total_pages"] or page_num < 1 or page_num > pdf_state["total_pages"]:
|
| 534 |
+
return None
|
| 535 |
+
try:
|
| 536 |
+
img_data = base64.b64decode(pdf_state["page_images"][page_num - 1])
|
| 537 |
+
img = Image.open(io.BytesIO(img_data))
|
| 538 |
+
return img
|
| 539 |
+
except Exception as e:
|
| 540 |
+
print(f"Error decoding image: {e}")
|
| 541 |
+
return None
|
| 542 |
+
|
| 543 |
+
# New Finance-specific tools
|
| 544 |
+
def get_stock_data(ticker):
|
| 545 |
+
"""Tool to fetch latest stock data for a given ticker"""
|
| 546 |
+
try:
|
| 547 |
+
stock = yf.Ticker(ticker)
|
| 548 |
+
info = stock.info
|
| 549 |
+
return {
|
| 550 |
+
"current_price": info.get("currentPrice", info.get("regularMarketPrice", "N/A")),
|
| 551 |
+
"52wk_high": info.get("fiftyTwoWeekHigh", "N/A"),
|
| 552 |
+
"market_cap": info.get("marketCap", "N/A"),
|
| 553 |
+
"pe_ratio": info.get("trailingPE", "N/A"),
|
| 554 |
+
"dividend_yield": info.get("dividendYield", "N/A"),
|
| 555 |
+
"beta": info.get("beta", "N/A"),
|
| 556 |
+
"average_volume": info.get("averageVolume", "N/A")
|
| 557 |
+
}
|
| 558 |
+
except Exception as e:
|
| 559 |
+
print(f"Error fetching stock data: {e}")
|
| 560 |
+
raise e
|
| 561 |
+
|
| 562 |
+
def get_stock_history(ticker, period="1y"):
|
| 563 |
+
"""Get historical data for charting"""
|
| 564 |
+
try:
|
| 565 |
+
stock = yf.Ticker(ticker)
|
| 566 |
+
hist = stock.history(period=period)
|
| 567 |
+
return hist
|
| 568 |
+
except Exception as e:
|
| 569 |
+
print(f"Error fetching stock history: {e}")
|
| 570 |
+
return pd.DataFrame()
|
| 571 |
+
|
| 572 |
+
def get_fred_data(indicator):
|
| 573 |
+
"""Get economic data from FRED API"""
|
| 574 |
+
api_key = os.getenv("FRED_API_KEY", "")
|
| 575 |
+
if not api_key:
|
| 576 |
+
return "FRED API key not configured"
|
| 577 |
+
|
| 578 |
+
base_url = "https://api.stlouisfed.org/fred/series/observations"
|
| 579 |
+
params = {
|
| 580 |
+
"series_id": indicator,
|
| 581 |
+
"api_key": api_key,
|
| 582 |
+
"file_type": "json",
|
| 583 |
+
"sort_order": "desc",
|
| 584 |
+
"limit": 100
|
| 585 |
+
}
|
| 586 |
+
|
| 587 |
+
try:
|
| 588 |
+
response = requests.get(base_url, params=params)
|
| 589 |
+
data = response.json()
|
| 590 |
+
return data.get("observations", [])
|
| 591 |
+
except Exception as e:
|
| 592 |
+
print(f"Error fetching FRED data: {e}")
|
| 593 |
+
return []
|
| 594 |
+
|
| 595 |
+
def create_stock_chart(ticker, period="1y"):
|
| 596 |
+
"""Create an interactive stock chart using Plotly"""
|
| 597 |
+
try:
|
| 598 |
+
df = get_stock_history(ticker, period)
|
| 599 |
+
if df.empty:
|
| 600 |
+
return None
|
| 601 |
+
|
| 602 |
+
fig = go.Figure()
|
| 603 |
+
|
| 604 |
+
# Add candlestick chart
|
| 605 |
+
fig.add_trace(
|
| 606 |
+
go.Candlestick(
|
| 607 |
+
x=df.index,
|
| 608 |
+
open=df['Open'],
|
| 609 |
+
high=df['High'],
|
| 610 |
+
low=df['Low'],
|
| 611 |
+
close=df['Close'],
|
| 612 |
+
name=ticker
|
| 613 |
+
)
|
| 614 |
+
)
|
| 615 |
+
|
| 616 |
+
# Add volume as bar chart on secondary y-axis
|
| 617 |
+
fig.add_trace(
|
| 618 |
+
go.Bar(
|
| 619 |
+
x=df.index,
|
| 620 |
+
y=df['Volume'],
|
| 621 |
+
name='Volume',
|
| 622 |
+
marker_color='rgba(0, 128, 0, 0.3)',
|
| 623 |
+
yaxis='y2'
|
| 624 |
+
)
|
| 625 |
+
)
|
| 626 |
+
|
| 627 |
+
# Update layout for dual y-axis
|
| 628 |
+
fig.update_layout(
|
| 629 |
+
title=f'{ticker} Stock Price',
|
| 630 |
+
yaxis_title='Price (USD)',
|
| 631 |
+
xaxis_title='Date',
|
| 632 |
+
template='plotly_white',
|
| 633 |
+
yaxis=dict(
|
| 634 |
+
domain=[0.3, 1.0]
|
| 635 |
+
),
|
| 636 |
+
yaxis2=dict(
|
| 637 |
+
domain=[0, 0.2],
|
| 638 |
+
title='Volume'
|
| 639 |
+
),
|
| 640 |
+
legend=dict(
|
| 641 |
+
orientation="h",
|
| 642 |
+
yanchor="bottom",
|
| 643 |
+
y=1.02,
|
| 644 |
+
xanchor="right",
|
| 645 |
+
x=1
|
| 646 |
+
),
|
| 647 |
+
height=500
|
| 648 |
+
)
|
| 649 |
+
|
| 650 |
+
return fig
|
| 651 |
+
except Exception as e:
|
| 652 |
+
print(f"Error creating stock chart: {e}")
|
| 653 |
+
return None
|
| 654 |
+
|
| 655 |
+
def analyze_ticker(ticker_input, period, use_brave_search=False):
|
| 656 |
+
"""Process the ticker input and return analysis"""
|
| 657 |
+
if not ticker_input:
|
| 658 |
+
return None, "Please enter a valid ticker symbol", None
|
| 659 |
+
|
| 660 |
+
ticker = ticker_input.strip().upper()
|
| 661 |
+
if ticker.startswith("$"):
|
| 662 |
+
ticker = ticker[1:]
|
| 663 |
+
|
| 664 |
+
try:
|
| 665 |
+
stock_data = get_stock_data(ticker)
|
| 666 |
+
stock_history = get_stock_history(ticker, period)
|
| 667 |
+
chart = create_stock_chart(ticker, period)
|
| 668 |
+
|
| 669 |
+
# Store chart data for LLM analysis
|
| 670 |
+
chart_data_store[ticker] = {
|
| 671 |
+
"history": stock_history,
|
| 672 |
+
"stats": stock_data,
|
| 673 |
+
"period": period
|
| 674 |
+
}
|
| 675 |
+
|
| 676 |
+
# Get market sentiment using selected search API or LLM fallback
|
| 677 |
+
try:
|
| 678 |
+
sentiment = get_market_sentiment(ticker, use_brave_search)
|
| 679 |
+
sentiment_summary = f"\n\n**Market Sentiment:**\n{sentiment}"
|
| 680 |
+
except Exception as e:
|
| 681 |
+
print(f"Error getting sentiment: {e}")
|
| 682 |
+
sentiment_summary = ""
|
| 683 |
+
|
| 684 |
+
# Create a formatted summary
|
| 685 |
+
search_provider = "Brave Search" if (use_brave_search and BRAVE_API_KEY) else "Serper" if SERPER_API_KEY else "AI Knowledge Base"
|
| 686 |
+
summary = f"""
|
| 687 |
+
### {ticker} Analysis (Using {search_provider})
|
| 688 |
+
|
| 689 |
+
**Current Price:** ${stock_data['current_price']}
|
| 690 |
+
**52-Week High:** ${stock_data['52wk_high']}
|
| 691 |
+
**Market Cap:** ${stock_data['market_cap']:,}
|
| 692 |
+
**P/E Ratio:** {stock_data['pe_ratio']}
|
| 693 |
+
**Dividend Yield:** {stock_data['dividend_yield'] * 100 if stock_data['dividend_yield'] != 'N/A' else 'N/A'}%
|
| 694 |
+
**Beta:** {stock_data['beta']}
|
| 695 |
+
**Avg Volume:** {stock_data['average_volume']:,}
|
| 696 |
+
{sentiment_summary}
|
| 697 |
+
|
| 698 |
+
For in-depth analysis of this chart, ask the chatbot by typing "/chart" or "/analyze chart".
|
| 699 |
+
For latest news, type "/news {ticker}".
|
| 700 |
+
"""
|
| 701 |
+
|
| 702 |
+
return chart, summary, ticker
|
| 703 |
+
except Exception as e:
|
| 704 |
+
return None, f"Error analyzing ticker {ticker}: {str(e)}", None
|
| 705 |
+
|
| 706 |
+
# Replace the load_docling_model function with a simpler image analysis function
|
| 707 |
+
def analyze_image(image_file):
|
| 708 |
+
"""
|
| 709 |
+
Basic image analysis function that doesn't rely on external models
|
| 710 |
+
"""
|
| 711 |
+
if image_file is None:
|
| 712 |
+
return "No image uploaded. Please upload an image to analyze."
|
| 713 |
+
|
| 714 |
+
try:
|
| 715 |
+
image = Image.open(image_file)
|
| 716 |
+
width, height = image.size
|
| 717 |
+
format = image.format
|
| 718 |
+
mode = image.mode
|
| 719 |
+
|
| 720 |
+
analysis = f"""## Technical Document Analysis
|
| 721 |
+
|
| 722 |
+
**Image Properties:**
|
| 723 |
+
- Dimensions: {width}x{height} pixels
|
| 724 |
+
- Format: {format}
|
| 725 |
+
- Color Mode: {mode}
|
| 726 |
+
|
| 727 |
+
**Technical Analysis:**
|
| 728 |
+
1. Document Quality:
|
| 729 |
+
- Resolution: {'High' if width > 2000 or height > 2000 else 'Medium' if width > 1000 or height > 1000 else 'Low'}
|
| 730 |
+
- Color Depth: {mode}
|
| 731 |
+
|
| 732 |
+
2. Recommendations:
|
| 733 |
+
- For text extraction, consider using PDF format
|
| 734 |
+
- For technical diagrams, ensure high resolution
|
| 735 |
+
- Consider OCR for text content
|
| 736 |
+
|
| 737 |
+
**Note:** For detailed technical analysis, please convert to PDF format
|
| 738 |
+
"""
|
| 739 |
+
return analysis
|
| 740 |
+
except Exception as e:
|
| 741 |
+
return f"Error analyzing image: {str(e)}\n\nPlease try using PDF format instead."
|
| 742 |
+
|
| 743 |
+
# Update the Gradio interface
|
| 744 |
with gr.Blocks(css=custom_css, theme=gr.themes.Soft()) as demo:
|
| 745 |
current_session_id = gr.State(None)
|
| 746 |
pdf_state = gr.State({"page_images": [], "total_pages": 0, "total_words": 0})
|
|
|
|
| 753 |
</div>
|
| 754 |
""")
|
| 755 |
|
| 756 |
+
# Main container with all functionality in tabs
|
| 757 |
with gr.Tabs() as main_tabs:
|
| 758 |
+
# Chat Assistant Tab
|
| 759 |
with gr.TabItem("π¬ Chat Assistant", id=0):
|
| 760 |
with gr.Row():
|
| 761 |
with gr.Column(scale=1):
|
|
|
|
| 774 |
height=600,
|
| 775 |
show_copy_button=True,
|
| 776 |
elem_classes="chat-container",
|
| 777 |
+
container=True
|
|
|
|
| 778 |
)
|
| 779 |
with gr.Row():
|
| 780 |
msg = gr.Textbox(
|
|
|
|
| 785 |
send_btn = gr.Button("Send", scale=1)
|
| 786 |
clear_btn = gr.Button("Clear Conversation")
|
| 787 |
|
| 788 |
+
# Document Analysis Tab
|
| 789 |
with gr.TabItem("π Document Analysis", id=1):
|
| 790 |
with gr.Row():
|
| 791 |
with gr.Column(scale=1):
|
|
|
|
| 810 |
pdf_image = gr.Image(label="Document Page", type="pil")
|
| 811 |
stats_display = gr.Markdown(elem_classes="stats-box")
|
| 812 |
|
| 813 |
+
# Financial Tools Tab
|
| 814 |
with gr.TabItem("π Financial Tools", id=2):
|
| 815 |
with gr.Tabs() as financial_tabs:
|
| 816 |
+
# Stock Analysis
|
| 817 |
with gr.TabItem("Stock Analysis"):
|
| 818 |
with gr.Row():
|
| 819 |
with gr.Column():
|
|
|
|
| 831 |
stock_chart = gr.Plot(label="Stock Price Chart")
|
| 832 |
stock_analysis = gr.Markdown()
|
| 833 |
|
| 834 |
+
# Market News
|
| 835 |
+
with gr.TabItem("Market News"):
|
| 836 |
+
news_ticker = gr.Textbox(
|
| 837 |
+
label="Company/Ticker",
|
| 838 |
+
placeholder="Enter company name or ticker symbol"
|
| 839 |
+
)
|
| 840 |
+
news_btn = gr.Button("Fetch News")
|
| 841 |
+
news_results = gr.Markdown()
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 842 |
|
| 843 |
+
# Financial Report Analysis
|
| 844 |
+
with gr.TabItem("Report Analysis"):
|
| 845 |
+
with gr.Row():
|
| 846 |
+
with gr.Column():
|
| 847 |
+
report_image = gr.File(
|
| 848 |
+
label="Upload Financial Chart/Image",
|
| 849 |
+
file_types=["image"],
|
| 850 |
+
type="filepath"
|
| 851 |
+
)
|
| 852 |
+
analyze_report_btn = gr.Button("Analyze Image")
|
| 853 |
+
with gr.Column():
|
| 854 |
+
report_preview = gr.Image(label="Preview", type="pil")
|
| 855 |
+
report_analysis = gr.Markdown()
|
| 856 |
+
|
| 857 |
+
# Event Handlers
|
| 858 |
+
# [Add appropriate event handlers based on fin-vision functions]
|
| 859 |
|
| 860 |
+
# Add footer with attribution
|
| 861 |
+
gr.HTML("""
|
| 862 |
+
<div style="text-align: center; margin-top: 20px; padding: 10px; color: #666; font-size: 0.8rem; border-top: 1px solid #eee;">
|
| 863 |
+
Created by Calvin Allen Crawford
|
| 864 |
+
</div>
|
| 865 |
+
""")
|
| 866 |
|
| 867 |
+
# Launch the app
|
| 868 |
if __name__ == "__main__":
|
| 869 |
demo = create_interface()
|
| 870 |
demo.launch()
|