README.md

metadata

title: Financial & Market AI Assistant
emoji: 📊
colorFrom: blue
colorTo: green
sdk: gradio
sdk_version: 6.0.1
app_file: app.py
pinned: false
license: mit

Financial & Market AI Assistant

A streamlined Gradio-based AI assistant that integrates SEC financial data and real-time market information through two MCP servers.

✨ Features

• 🤖 Intelligent AI Assistant: Powered by Qwen/Qwen2.5-72B-Instruct:novita (supports tool calling)
• 📊 Dual Data Sources:
  • SEC Financial Reports: Official 10-K/10-Q data (revenue, earnings, cash flow, etc.)
  • Market & Stock Data: Real-time stock quotes and news (powered by Finnhub)
• 🛠️ Automatic MCP Tool Calling: AI automatically uses 6 tools across 2 MCP servers
• 💬 Natural Language Interface: Just ask questions naturally
• 🔍 Smart Analysis: AI provides data-driven insights, not just raw data

🚀 Quick Start

Prerequisites

• Python 3.9+
• Hugging Face API token (get one at https://huggingface.co/settings/tokens)

Installation

1. Clone the repository
2. Install dependencies: pip install -r requirements.txt
3. Create a .env file with your HF token:

   HF_TOKEN=your_token_here
   

4. Run: python app.py

Usage

Just start asking questions! The AI will automatically fetch data from the right source:

Financial Questions:

• "What's Apple's latest revenue and profit?"
• "Show me NVIDIA's 3-year financial trends"
• "Compare Microsoft's latest earnings with its operating expenses"

Market Questions:

• "How is Tesla's stock performing today?"
• "Get the latest market news about crypto"
• "What's the current price of AAPL?"

Combined Analysis:

• "Compare Microsoft's latest earnings with its current stock price"
• "Show me Amazon's financial performance and recent news"

🛠️ Available MCP Tools

SEC Financial Reports MCP:

1. advanced_search_company - Find US companies by name/ticker
2. get_latest_financial_data - Get latest 10-K/10-Q data
3. extract_financial_metrics - Get 3-year or 5-year trends

Market & Stock Data MCP (Finnhub): 4. get_quote - Real-time stock price, volume, change 5. get_market_news - Latest market news (general/forex/crypto/merger) 6. get_company_news - Company-specific news with date range

💾 Data Sources

• SEC Financial Data: https://huggingface.co/spaces/JC321/EasyReportDateMCP
• Market & Stock Data: https://huggingface.co/spaces/JC321/MarketandStockMCP (Finnhub API)

🛠️ Technology Stack

• Frontend: Gradio 6.0.1 (ChatInterface)
• AI Model: Qwen/Qwen2.5-72B-Instruct:novita (Hugging Face Inference API)
• MCP Protocol: 2 MCP Servers (HTTP + SSE transports)
• Data Sources:
  • SEC EDGAR (official financial filings)
  • Finnhub API (real-time market data)

💡 Tips

• Ask about financials (revenue, profit) or market data (stock price, news)
• AI understands context and can combine data from both sources
• Both company names and ticker symbols work ("Apple" or "AAPL")
• The AI shows which tools it used for transparency

👍 Supported Companies

All US-listed companies in SEC EDGAR database, including:

• Tech: Apple, Microsoft, NVIDIA, Google, Meta, Amazon, Tesla
• Finance: JPMorgan, Bank of America, Goldman Sachs
• Retail: Walmart, Target, Costco
• And many more...