import gradio as gr import os import numpy as np import pandas as pd import plotly.graph_objects as go import plotly.express as px from datetime import datetime, timedelta import io import base64 from dotenv import load_dotenv import json import subprocess import sys from typing import Optional, Dict, Any # Load environment variables from .env file load_dotenv() # Import financial and analysis libraries try: import yfinance as yf YFINANCE_AVAILABLE = True except ImportError: YFINANCE_AVAILABLE = False try: from scipy import stats import scipy.optimize as optimize SCIPY_AVAILABLE = True except ImportError: SCIPY_AVAILABLE = False try: from sklearn.linear_model import LinearRegression from sklearn.preprocessing import StandardScaler SKLEARN_AVAILABLE = True except ImportError: SKLEARN_AVAILABLE = False try: import seaborn as sns import matplotlib.pyplot as plt VISUALIZATION_AVAILABLE = True except ImportError: VISUALIZATION_AVAILABLE = False plt = None # Try to import OpenAI try: from openai import OpenAI openai_client = None api_key = os.getenv("OPENAI_API_KEY") if api_key: openai_client = OpenAI(api_key=api_key) print("OpenAI client initialized successfully") else: print("No OpenAI API key found") except ImportError: openai_client = None print("OpenAI library not available") # Financial calculation functions def calculate_dcf(free_cash_flows, terminal_growth_rate=0.02, wacc=0.10): """Calculate DCF valuation.""" try: present_values = [] for i, fcf in enumerate(free_cash_flows): pv = fcf / ((1 + wacc) ** (i + 1)) present_values.append(pv) # Terminal value terminal_fcf = free_cash_flows[-1] * (1 + terminal_growth_rate) terminal_value = terminal_fcf / (wacc - terminal_growth_rate) terminal_pv = terminal_value / ((1 + wacc) ** len(free_cash_flows)) total_dcf = sum(present_values) + terminal_pv return { "dcf_value": total_dcf, "present_values": present_values, "terminal_value": terminal_value, "terminal_pv": terminal_pv } except Exception as e: return {"error": str(e)} def calculate_sharpe_ratio(returns, risk_free_rate=0.02): """Calculate Sharpe ratio.""" try: excess_returns = np.mean(returns) - risk_free_rate/252 # Daily risk-free rate volatility = np.std(returns) sharpe = excess_returns / volatility * np.sqrt(252) # Annualized return sharpe except Exception as e: return f"Error: {str(e)}" def get_stock_data(symbol, period="1y"): """Fetch stock data using yfinance.""" if not YFINANCE_AVAILABLE: return None try: stock = yf.Ticker(symbol) data = stock.history(period=period) info = stock.info return {"data": data, "info": info} except Exception as e: return {"error": str(e)} def create_stock_chart(symbol, data): """Create interactive stock chart with enhanced styling.""" try: fig = go.Figure() # Add candlestick chart fig.add_trace(go.Candlestick( x=data.index, open=data['Open'], high=data['High'], low=data['Low'], close=data['Close'], name=symbol, increasing_line_color='#00C851', decreasing_line_color='#FF4444' )) # Add moving averages ma20 = data['Close'].rolling(window=20).mean() ma50 = data['Close'].rolling(window=50).mean() fig.add_trace(go.Scatter( x=data.index, y=ma20, name='MA20', line=dict(color='#007bff', width=1.5) )) fig.add_trace(go.Scatter( x=data.index, y=ma50, name='MA50', line=dict(color='#6f42c1', width=1.5) )) # Enhanced layout with dark theme fig.update_layout( title={ 'text': f"šŸ“ˆ {symbol} Stock Analysis", 'x': 0.5, 'font': {'size': 24, 'color': '#2c3e50'} }, yaxis_title="Price ($)", xaxis_title="Date", template="plotly_white", height=600, showlegend=True, legend=dict( orientation="h", yanchor="bottom", y=1.02, xanchor="right", x=1 ), margin=dict(l=50, r=50, t=80, b=50) ) return fig except Exception as e: return f"Chart error: {str(e)}" def perform_financial_analysis(symbol): """Comprehensive financial analysis.""" if not YFINANCE_AVAILABLE: return "Install yfinance for real-time analysis: pip install yfinance" try: stock_data = get_stock_data(symbol) if "error" in stock_data: return f"Error fetching data: {stock_data['error']}" data = stock_data["data"] info = stock_data["info"] # Calculate returns returns = data['Close'].pct_change().dropna() # Calculate metrics sharpe = calculate_sharpe_ratio(returns) volatility = returns.std() * np.sqrt(252) # Annualized # Beta calculation (vs SPY) try: spy_data = get_stock_data("SPY", period="1y")["data"] spy_returns = spy_data['Close'].pct_change().dropna() # Align dates aligned_data = pd.concat([returns, spy_returns], axis=1, keys=[symbol, 'SPY']).dropna() if SKLEARN_AVAILABLE: model = LinearRegression() X = aligned_data['SPY'].values.reshape(-1, 1) y = aligned_data[symbol].values model.fit(X, y) beta = model.coef_[0] else: beta = aligned_data.cov().iloc[0, 1] / aligned_data['SPY'].var() except: beta = "N/A" # Current metrics current_price = data['Close'][-1] pe_ratio = info.get('trailingPE', 'N/A') market_cap = info.get('marketCap', 'N/A') analysis = f""" ## {symbol} Financial Analysis ### **Current Metrics** - **Price**: ${current_price:.2f} - **Market Cap**: {f"${market_cap:,.0f}" if market_cap != 'N/A' else 'N/A'} - **P/E Ratio**: {pe_ratio} ### **Risk Metrics** - **Beta**: {f"{beta:.2f}" if beta != "N/A" else "N/A"} - **Sharpe Ratio**: {sharpe:.3f} - **Volatility**: {volatility:.1%} ### **Performance** - **1-Month Return**: {returns.tail(21).sum():.1%} - **3-Month Return**: {returns.tail(63).sum():.1%} - **YTD Return**: {returns.sum():.1%} *Analysis powered by yfinance, numpy, and pandas* """ return analysis.strip() except Exception as e: return f"Analysis error: {str(e)}" def execute_python_code(code: str) -> str: """Execute Python code safely and return results.""" try: # Create a safe environment with limited imports safe_globals = { '__builtins__': { 'print': print, 'len': len, 'range': range, 'enumerate': enumerate, 'sum': sum, 'min': min, 'max': max, 'abs': abs, 'round': round, 'str': str, 'int': int, 'float': float, 'bool': bool, 'list': list, 'dict': dict, 'tuple': tuple, 'set': set }, 'np': np, 'pd': pd, 'plt': plt if VISUALIZATION_AVAILABLE else None, 'yf': yf if YFINANCE_AVAILABLE else None } # Capture output old_stdout = sys.stdout sys.stdout = captured_output = io.StringIO() try: exec(code, safe_globals) result = captured_output.getvalue() return result if result else "Code executed successfully (no output)" finally: sys.stdout = old_stdout except Exception as e: return f"Error: {str(e)}" def generate_financial_visualization(prompt: str) -> Optional[str]: """Generate financial visualization using DALL-E.""" if not openai_client: print("No OpenAI client available") return None try: print(f"Generating image with prompt: {prompt}") # Create a more specific financial prompt enhanced_prompt = f"Professional financial data visualization: {prompt}. Clean, modern design with charts, graphs, and financial elements. Corporate style with blue and white colors." response = openai_client.images.generate( model="dall-e-3", prompt=enhanced_prompt, size="1024x1024", quality="standard", n=1 ) image_url = response.data[0].url print(f"Successfully generated image: {image_url}") return image_url except Exception as e: print(f"DALL-E error details: {type(e).__name__}: {str(e)}") # Try to get more specific error information if hasattr(e, 'response'): print(f"Response status: {e.response.status_code if hasattr(e.response, 'status_code') else 'unknown'}") return None def get_openai_code_response(message: str) -> Optional[str]: """Get code-focused response from OpenAI.""" if not openai_client: return None try: system_prompt = """You are an expert Python developer specializing in financial analysis and data science. Provide working Python code examples using these libraries: - yfinance for stock data - pandas/numpy for data analysis - matplotlib/plotly for visualizations - scipy for statistical analysis - scikit-learn for machine learning Always include: 1. Working code examples 2. Clear comments explaining each step 3. Error handling where appropriate 4. Practical financial applications Format responses with proper markdown code blocks.""" response = openai_client.chat.completions.create( model="gpt-4", messages=[ {"role": "system", "content": system_prompt}, {"role": "user", "content": message} ], max_tokens=1500, temperature=0.1 ) return response.choices[0].message.content except Exception as e: print(f"OpenAI code error: {e}") return None def get_openai_response(message): """Get enhanced response from OpenAI with financial context.""" if not openai_client: return None try: # Enhanced system prompt with library context system_prompt = f"""You are CFAx Agent, an expert financial AI assistant with access to powerful Python libraries for financial analysis. Available tools and libraries: - yfinance: {'āœ…' if YFINANCE_AVAILABLE else 'āŒ'} (real-time stock data) - scipy: {'āœ…' if SCIPY_AVAILABLE else 'āŒ'} (statistical analysis, optimization) - scikit-learn: {'āœ…' if SKLEARN_AVAILABLE else 'āŒ'} (machine learning, regression analysis) - plotly/matplotlib: {'āœ…' if VISUALIZATION_AVAILABLE else 'āŒ'} (advanced visualizations) - pandas/numpy: āœ… (data analysis and calculations) Provide professional financial analysis with: 1. Clear explanations suitable for CFA-level analysis 2. Specific calculations and formulas when relevant 3. Risk assessment and portfolio theory insights 4. Market context and economic considerations 5. Recommendations based on quantitative analysis Use markdown formatting for better readability. When discussing stocks or calculations, mention which tools would be used for analysis.""" response = openai_client.chat.completions.create( model="gpt-4o-mini", messages=[ {"role": "system", "content": system_prompt}, {"role": "user", "content": message} ], max_tokens=1200, temperature=0.3 ) return response.choices[0].message.content except Exception as e: print(f"OpenAI error: {e}") return None def financial_chat(message, history): """Enhanced chat function with comprehensive financial analysis.""" # Check for image generation requests if any(word in message.lower() for word in ["image", "visualization", "chart", "generate", "create", "visual", "picture", "diagram"]): if openai_client: print(f"Processing image generation request: {message}") image_url = generate_financial_visualization(message) if image_url: return f"šŸŽØ **Generated Financial Visualization**\n\n![Generated Image]({image_url})\n\n*AI-generated visualization based on your request: \"{message}\"*" else: return "āŒ **Image Generation Failed** - There was an issue generating the visualization. This could be due to:\n\n• API rate limits\n• Content policy restrictions\n• Network connectivity issues\n\nPlease try:\n• A simpler request like 'financial dashboard'\n• Waiting a moment and trying again\n• Using different keywords" else: return "šŸ”‘ **OpenAI API Key Required** - Add your OpenAI API key to enable AI-generated visualizations" # Check for specific analysis requests if any(word in message.lower() for word in ["analyze", "analysis"]) and any(word in message.upper() for word in ["AAPL", "TSLA", "MSFT", "GOOGL", "AMZN", "NVDA", "META"]): # Extract stock symbol words = message.upper().split() symbols = ["AAPL", "TSLA", "MSFT", "GOOGL", "AMZN", "NVDA", "META"] for word in words: if word in symbols: return perform_financial_analysis(word) # Try OpenAI first if available if openai_client: openai_response = get_openai_response(message) if openai_response: return f"šŸ¤– **CFAx Agent (Enhanced with OpenAI)**\n\n{openai_response}" # Enhanced fallback knowledge base msg_lower = message.lower() if "libraries" in msg_lower or "tools" in msg_lower: return f"""šŸ”§ **Available Financial Analysis Tools** ### **Core Libraries Status:** - **yfinance**: {'āœ… Available' if YFINANCE_AVAILABLE else 'āŒ Not installed'} - Real-time stock data - **scipy**: {'āœ… Available' if SCIPY_AVAILABLE else 'āŒ Not installed'} - Statistical analysis, optimization - **scikit-learn**: {'āœ… Available' if SKLEARN_AVAILABLE else 'āŒ Not installed'} - Machine learning, regression - **plotly/seaborn**: {'āœ… Available' if VISUALIZATION_AVAILABLE else 'āŒ Not installed'} - Advanced visualizations - **pandas/numpy**: āœ… Available - Data manipulation and calculations ### **Capabilities:** - Real-time stock analysis and charting - DCF valuations with custom inputs - Risk metrics (Beta, Sharpe ratio, VaR) - Portfolio optimization - Statistical modeling and regression analysis - Interactive financial visualizations *Install missing libraries: `pip install yfinance scipy scikit-learn matplotlib seaborn`*""" elif "apple" in msg_lower or "aapl" in msg_lower: if YFINANCE_AVAILABLE: return perform_financial_analysis("AAPL") else: return """šŸ“Š **Apple Inc. (AAPL) Analysis** Apple is a large-cap technology stock with strong fundamentals: • Market Cap: ~$3 Trillion • P/E Ratio: ~25-30 • Sector: Technology/Consumer Electronics • Strong cash flow and dividend paying stock *Install yfinance for real-time analysis: `pip install yfinance`*""" elif any(word in msg_lower for word in ["dcf", "valuation"]): return """šŸ’° **DCF Valuation Method** **Enhanced with Python:** ```python def calculate_dcf(fcf_list, wacc=0.10, terminal_growth=0.02): # Present value of cash flows pv_sum = sum(fcf/(1+wacc)**i for i, fcf in enumerate(fcf_list, 1)) # Terminal value terminal_fcf = fcf_list[-1] * (1 + terminal_growth) terminal_value = terminal_fcf / (wacc - terminal_growth) terminal_pv = terminal_value / (1 + wacc)**len(fcf_list) return pv_sum + terminal_pv ``` **Libraries used:** numpy for calculations, pandas for data handling *Try: "Calculate DCF for [cash flows]" for live calculations*""" elif "portfolio" in msg_lower or "optimization" in msg_lower: return f"""šŸ“ˆ **Portfolio Optimization** **Modern Portfolio Theory with Python:** {'āœ… **scipy.optimize**: Efficient frontier calculation' if SCIPY_AVAILABLE else 'āŒ Install scipy for optimization'} {'āœ… **sklearn**: Risk factor modeling' if SKLEARN_AVAILABLE else 'āŒ Install scikit-learn for ML models'} {'āœ… **numpy**: Covariance matrices and returns' if True else ''} **Key Functions:** - Mean-variance optimization - Sharpe ratio maximization - Risk parity portfolios - Monte Carlo simulations **Example:** ```python from scipy.optimize import minimize # Minimize portfolio risk for target return weights = minimize(portfolio_risk, initial_weights, constraints=constraints) ```""" else: api_status = "🟢 Connected" if openai_client else "šŸ”“ Not Connected" lib_count = sum([YFINANCE_AVAILABLE, SCIPY_AVAILABLE, SKLEARN_AVAILABLE, VISUALIZATION_AVAILABLE]) + 2 # Always have pandas/numpy return f"""**CFAx Agent** - *Your AI Financial Analyst* (OpenAI: {api_status}) **Market-Ready Analytics Platform: {lib_count}/6 Libraries Active** **What can I help you analyze today?** šŸ“ˆ **Equity Research**: *"Analyze AAPL's risk-adjusted returns vs benchmark"* šŸ’° **Valuation Models**: *"Run a DCF analysis on these cash flows: [100, 110, 120]M with 8% WACC"* šŸŽÆ **Portfolio Strategy**: *"Optimize allocation for tech-heavy portfolio with 15% target return"* šŸ“Š **Risk Assessment**: *"Compare volatility profiles between TSLA and traditional auto stocks"* šŸ” **Market Intelligence**: *"What's driving the current sector rotation into value?"* **Live Market Capabilities:** Real-time equity data • Monte Carlo simulations • Efficient frontier optimization • Beta calculations • Correlation analysis {f"šŸ”„ **All systems operational** - Enhanced AI with {lib_count} quantitative libraries at your service!" if openai_client else f"⚔ **Ready for analysis** - Add OpenAI key for enhanced market intelligence!"} *Ask me anything about markets, valuations, or portfolio strategy - I'm here to deliver institutional-grade financial analysis.*""" # Enhanced UI Components def create_stock_analysis_interface(): """Create the stock analysis tab interface.""" with gr.Row(): with gr.Column(scale=1): stock_input = gr.Textbox( label="Stock Symbol", placeholder="Enter symbol (e.g., AAPL, TSLA, MSFT)", value="AAPL" ) period_select = gr.Dropdown( choices=["1mo", "3mo", "6mo", "1y", "2y", "5y"], value="1y", label="Time Period" ) analyze_btn = gr.Button( "Analyze Stock", variant="primary", size="lg" ) with gr.Column(scale=2): stock_chart = gr.Plot(label="Stock Chart") with gr.Row(): stock_analysis = gr.Markdown(label="Analysis Results") def analyze_stock(symbol, period): if not symbol: return None, "Please enter a stock symbol" stock_data = get_stock_data(symbol.upper(), period) if not stock_data or "error" in stock_data: return None, f"Error fetching data for {symbol}" chart = create_stock_chart(symbol.upper(), stock_data["data"]) analysis = perform_financial_analysis(symbol.upper()) return chart, analysis analyze_btn.click( analyze_stock, inputs=[stock_input, period_select], outputs=[stock_chart, stock_analysis] ) return stock_input, period_select, analyze_btn, stock_chart, stock_analysis def create_code_executor_interface(): """Create the code executor tab interface.""" with gr.Row(): with gr.Column(): code_input = gr.Code( label="Python Code Editor", language="python", value="""# Financial Analysis Example import numpy as np import pandas as pd # Calculate simple moving average prices = [100, 102, 101, 103, 105, 104, 106] ma_5 = sum(prices[-5:]) / 5 print(f"5-day Moving Average: ${ma_5:.2f}") # Calculate returns returns = [(prices[i] - prices[i-1]) / prices[i-1] for i in range(1, len(prices))] print(f"Daily Returns: {[f'{r:.2%}' for r in returns]}")""" ) with gr.Column(): code_output = gr.Textbox( label="Output", lines=10, max_lines=20 ) with gr.Row(): execute_btn = gr.Button( "Execute Code", variant="primary", size="lg" ) clear_btn = gr.Button("Clear", variant="secondary") with gr.Row(): code_examples = gr.Dropdown( choices=[ "DCF Calculation", "Sharpe Ratio Analysis", "Portfolio Optimization", "Monte Carlo Simulation", "Stock Correlation Analysis" ], label="Code Examples", value=None ) def load_example(example): examples = { "DCF Calculation": """# DCF Valuation Calculator free_cash_flows = [100, 110, 121, 133, 146] # millions wacc = 0.10 # 10% terminal_growth = 0.02 # 2% # Calculate present values present_values = [] for i, fcf in enumerate(free_cash_flows): pv = fcf / ((1 + wacc) ** (i + 1)) present_values.append(pv) print(f"Year {i+1}: FCF ${fcf}M -> PV ${pv:.1f}M") # Terminal value terminal_fcf = free_cash_flows[-1] * (1 + terminal_growth) terminal_value = terminal_fcf / (wacc - terminal_growth) terminal_pv = terminal_value / ((1 + wacc) ** len(free_cash_flows)) total_dcf = sum(present_values) + terminal_pv print(f"\nTotal DCF Value: ${total_dcf:.1f}M") print(f"Terminal Value: ${terminal_pv:.1f}M")""", "Sharpe Ratio Analysis": """# Sharpe Ratio Calculation import numpy as np # Sample daily returns (as decimals) returns = np.array([0.01, -0.005, 0.02, 0.015, -0.01, 0.008, 0.012]) risk_free_rate = 0.02 / 252 # 2% annual, daily # Calculate metrics mean_return = np.mean(returns) volatility = np.std(returns) excess_return = mean_return - risk_free_rate # Annualized Sharpe ratio sharpe_ratio = (excess_return / volatility) * np.sqrt(252) print(f"Average Daily Return: {mean_return:.4f} ({mean_return*252:.2%} annual)") print(f"Daily Volatility: {volatility:.4f} ({volatility*np.sqrt(252):.2%} annual)") print(f"Sharpe Ratio: {sharpe_ratio:.3f}") if sharpe_ratio > 1: print("šŸ“ˆ Excellent risk-adjusted performance!") elif sharpe_ratio > 0.5: print("šŸ“Š Good risk-adjusted performance") else: print("šŸ“‰ Poor risk-adjusted performance")""", "Portfolio Optimization": """# Simple Portfolio Optimization import numpy as np # Asset expected returns and volatilities assets = ['Stock A', 'Stock B', 'Bond'] expected_returns = np.array([0.12, 0.15, 0.05]) # 12%, 15%, 5% volatilities = np.array([0.20, 0.25, 0.03]) # 20%, 25%, 3% # Correlation matrix correlations = np.array([ [1.0, 0.3, 0.1], [0.3, 1.0, 0.05], [0.1, 0.05, 1.0] ]) # Calculate covariance matrix cov_matrix = np.outer(volatilities, volatilities) * correlations print("Portfolio Analysis:") print("==================") for i, asset in enumerate(assets): print(f"{asset}: {expected_returns[i]:.1%} return, {volatilities[i]:.1%} volatility") # Equal weight portfolio weights = np.array([1/3, 1/3, 1/3]) portfolio_return = np.dot(weights, expected_returns) portfolio_risk = np.sqrt(np.dot(weights, np.dot(cov_matrix, weights))) print(f"\nEqual Weight Portfolio:") print(f"Expected Return: {portfolio_return:.2%}") print(f"Portfolio Risk: {portfolio_risk:.2%}") print(f"Risk-Return Ratio: {portfolio_return/portfolio_risk:.2f}")""", "Monte Carlo Simulation": """# Monte Carlo Stock Price Simulation import numpy as np # Parameters initial_price = 100 mu = 0.08 # 8% annual drift sigma = 0.20 # 20% annual volatility days = 252 # 1 year simulations = 1000 # Time step dt = 1/252 # Generate random price paths np.random.seed(42) final_prices = [] for _ in range(simulations): price = initial_price for day in range(days): random_shock = np.random.normal(0, 1) price_change = price * (mu * dt + sigma * np.sqrt(dt) * random_shock) price += price_change final_prices.append(price) # Analysis final_prices = np.array(final_prices) mean_price = np.mean(final_prices) std_price = np.std(final_prices) print(f"Monte Carlo Simulation Results ({simulations:,} simulations):") print(f"Initial Price: ${initial_price:.2f}") print(f"Mean Final Price: ${mean_price:.2f}") print(f"Standard Deviation: ${std_price:.2f}") print(f"Min Price: ${np.min(final_prices):.2f}") print(f"Max Price: ${np.max(final_prices):.2f}") # Probability analysis prob_profit = np.mean(final_prices > initial_price) prob_loss_10 = np.mean(final_prices < initial_price * 0.9) print(f"\nProbability of Profit: {prob_profit:.1%}") print(f"Probability of >10% Loss: {prob_loss_10:.1%}")""", "Stock Correlation Analysis": """# Stock Correlation Analysis import numpy as np # Sample price data for 3 stocks over 10 days stock_a = [100, 102, 101, 103, 105, 104, 106, 108, 107, 109] stock_b = [50, 51, 50.5, 52, 53, 52.5, 54, 55, 54.5, 56] stock_c = [200, 198, 201, 199, 202, 200, 203, 201, 204, 202] # Calculate daily returns def calculate_returns(prices): return [(prices[i] - prices[i-1]) / prices[i-1] for i in range(1, len(prices))] returns_a = calculate_returns(stock_a) returns_b = calculate_returns(stock_b) returns_c = calculate_returns(stock_c) print("Daily Returns Analysis:") print("=======================") print(f"Stock A returns: {[f'{r:.2%}' for r in returns_a]}") print(f"Stock B returns: {[f'{r:.2%}' for r in returns_b]}") print(f"Stock C returns: {[f'{r:.2%}' for r in returns_c]}") # Calculate correlation matrix returns_matrix = np.array([returns_a, returns_b, returns_c]) correlation_matrix = np.corrcoef(returns_matrix) print("\nCorrelation Matrix:") print("==================") stocks = ['Stock A', 'Stock B', 'Stock C'] for i, stock1 in enumerate(stocks): for j, stock2 in enumerate(stocks): corr = correlation_matrix[i, j] print(f"{stock1} vs {stock2}: {corr:.3f}") # Interpretation print("\nInterpretation:") print("===============") ab_corr = correlation_matrix[0, 1] if ab_corr > 0.7: print(f"Stock A & B are highly correlated ({ab_corr:.3f})") elif ab_corr > 0.3: print(f"Stock A & B are moderately correlated ({ab_corr:.3f})") else: print(f"Stock A & B have low correlation ({ab_corr:.3f})")""" } return examples.get(example, "") def execute_code(code): if not code.strip(): return "Please enter some code to execute." return execute_python_code(code) def clear_code(): return "", "" execute_btn.click(execute_code, inputs=[code_input], outputs=[code_output]) clear_btn.click(clear_code, outputs=[code_input, code_output]) code_examples.change(load_example, inputs=[code_examples], outputs=[code_input]) return code_input, code_output, execute_btn, clear_btn, code_examples def create_ai_visualization_interface(): """Create the AI visualization tab interface.""" with gr.Row(): with gr.Column(scale=1): viz_prompt = gr.Textbox( label="Visualization Prompt", placeholder="Describe the financial chart or visualization you want...", lines=3 ) generate_btn = gr.Button( "Generate Visualization", variant="primary", size="lg" ) with gr.Column(scale=2): viz_output = gr.Image(label="Generated Visualization") with gr.Row(): viz_examples = gr.Examples( examples=[ ["Stock market bull vs bear visualization with charts"], ["Modern portfolio dashboard with pie charts and graphs"], ["Risk-return scatter plot with efficient frontier"], ["Financial technology concept with AI and data"], ["Cryptocurrency trading interface design"] ], inputs=[viz_prompt] ) def generate_viz(prompt): if not prompt.strip(): return None if not openai_client: return None image_url = generate_financial_visualization(prompt) return image_url generate_btn.click(generate_viz, inputs=[viz_prompt], outputs=[viz_output]) return viz_prompt, generate_btn, viz_output, viz_examples # Create the main interface with enhanced tabs with gr.Blocks( theme=gr.themes.Soft(), title="CFAx Agent - Professional Financial Analysis", css=""" .gradio-container { background: linear-gradient(135deg, #6c757d 0%, #495057 100%); font-family: 'Segoe UI', system-ui, sans-serif; padding-top: 20px !important; margin-top: 0 !important; } .main-container { max-width: 1200px; margin: 0 auto; padding: 10px; } .header-section { margin-top: 0 !important; padding-top: 0 !important; position: relative; z-index: 100; } .gr-box { border-radius: 12px; border: 1px solid #e1e5e9; box-shadow: 0 4px 6px rgba(0, 0, 0, 0.07); } .gr-button { border-radius: 8px; font-weight: 600; transition: all 0.2s ease; font-size: 14px; } .gr-button:hover { transform: translateY(-1px); box-shadow: 0 4px 12px rgba(0, 0, 0, 0.15); } .gr-form { background: white; border-radius: 12px; padding: 20px; margin: 10px 0; } h1, h2, h3 { color: #2c3e50; font-weight: 700; } /* Mobile Responsive */ @media (max-width: 768px) { .gradio-container { padding: 10px 5px !important; } .main-container { padding: 5px; } .header-title { font-size: 1.8em !important; } .header-subtitle { font-size: 0.9em !important; } .feature-badges { flex-wrap: wrap !important; gap: 5px !important; } .feature-badge { font-size: 0.7em !important; padding: 3px 8px !important; margin: 2px !important; } .status-bar { flex-direction: column !important; gap: 10px !important; text-align: center !important; } .gr-button { font-size: 12px !important; padding: 8px 12px !important; } } @media (max-width: 480px) { .header-title { font-size: 1.5em !important; } .feature-badge { font-size: 0.6em !important; } } """ ) as demo: # Header with improved mobile visibility gr.HTML("""

CFAx Agent

Advanced Financial Analysis Platform

AI-Powered • Real-Time Data • Code Generation

Live Data AI Assistant Code Execution AI Visuals
""") # Status indicator lib_status = sum([YFINANCE_AVAILABLE, SCIPY_AVAILABLE, SKLEARN_AVAILABLE, VISUALIZATION_AVAILABLE]) + 2 openai_status = "āœ… Connected" if openai_client else "āŒ Not Connected" gr.HTML(f"""
Libraries: {lib_status}/6
OpenAI: {'āœ“' if openai_client else 'āœ—'}
Updated: {datetime.now().strftime('%H:%M')}
""") # Main tabs with gr.Tabs() as tabs: # AI Chat Assistant Tab with gr.Tab("AI Chat", id="chat"): chat_interface = gr.ChatInterface( fn=financial_chat, title="CFAx Financial Advisor", description="Ask me anything about financial analysis, market trends, or investment strategies!", examples=[ "Analyze AAPL stock performance", "Explain Modern Portfolio Theory", "Calculate DCF for a growth company", "What are the best risk metrics?", "Compare TSLA vs AAPL fundamentals", "Show me portfolio optimization strategies" ], theme="soft" ) # Stock Analysis Tab with gr.Tab("Stock Analysis", id="stocks"): gr.HTML("

Real-Time Stock Analysis

") with gr.Row(): with gr.Column(scale=1): stock_input = gr.Textbox( label="Stock Symbol", placeholder="Enter symbol (e.g., AAPL, TSLA, MSFT)", value="AAPL" ) period_select = gr.Dropdown( choices=["1mo", "3mo", "6mo", "1y", "2y", "5y"], value="1y", label="Time Period" ) analyze_btn = gr.Button( "Analyze Stock", variant="primary", size="lg" ) with gr.Column(scale=2): stock_chart = gr.Plot(label="Stock Chart") with gr.Row(): stock_analysis = gr.Markdown(label="Analysis Results") def analyze_stock(symbol, period): if not symbol: return None, "Please enter a stock symbol" stock_data = get_stock_data(symbol.upper(), period) if not stock_data or "error" in stock_data: return None, f"Error fetching data for {symbol}" chart = create_stock_chart(symbol.upper(), stock_data["data"]) analysis = perform_financial_analysis(symbol.upper()) return chart, analysis analyze_btn.click( analyze_stock, inputs=[stock_input, period_select], outputs=[stock_chart, stock_analysis] ) # Code Executor Tab with gr.Tab("Code Executor", id="code"): gr.HTML("

Python Financial Code Executor

") with gr.Row(): with gr.Column(): code_input = gr.Code( label="Python Code Editor", language="python", value="""# Financial Analysis Example import numpy as np import pandas as pd # Calculate simple moving average prices = [100, 102, 101, 103, 105, 104, 106] ma_5 = sum(prices[-5:]) / 5 print(f"5-day Moving Average: ${ma_5:.2f}") # Calculate returns returns = [(prices[i] - prices[i-1]) / prices[i-1] for i in range(1, len(prices))] print(f"Daily Returns: {[f'{r:.2%}' for r in returns]}")""" ) with gr.Column(): code_output = gr.Textbox( label="Output", lines=10, max_lines=20 ) with gr.Row(): execute_btn = gr.Button( "Execute Code", variant="primary", size="lg" ) clear_btn = gr.Button("Clear", variant="secondary") def execute_code(code): if not code.strip(): return "Please enter some code to execute." return execute_python_code(code) def clear_code(): return "", "" execute_btn.click(execute_code, inputs=[code_input], outputs=[code_output]) clear_btn.click(clear_code, outputs=[code_input, code_output]) # AI Visualizations Tab with gr.Tab("AI Visuals", id="visuals"): gr.HTML("

AI-Generated Financial Visualizations

") if openai_client: with gr.Row(): with gr.Column(scale=1): viz_prompt = gr.Textbox( label="Visualization Prompt", placeholder="Describe the financial chart or visualization you want...", lines=3 ) generate_btn = gr.Button( "Generate Visualization", variant="primary", size="lg" ) with gr.Column(scale=2): viz_output = gr.Image(label="Generated Visualization") with gr.Row(): viz_examples = gr.Examples( examples=[ ["Stock market bull vs bear visualization with charts"], ["Modern portfolio dashboard with pie charts and graphs"], ["Risk-return scatter plot with efficient frontier"], ["Financial technology concept with AI and data"], ["Cryptocurrency trading interface design"] ], inputs=[viz_prompt] ) def generate_viz(prompt): if not prompt.strip(): return None if not openai_client: return None image_url = generate_financial_visualization(prompt) return image_url generate_btn.click(generate_viz, inputs=[viz_prompt], outputs=[viz_output]) else: gr.HTML("""

OpenAI API Key Required

Add your OpenAI API key to enable AI-generated visualizations

""") # Footer gr.HTML("""

Powered by: OpenAI GPT-4 • Python Libraries • Real-Time Data

CFAx Agent - Advanced Financial Analysis Platform

Designed + Developed by Lee Akpareva MBA, MA

""") if __name__ == "__main__": print("Starting CFAx Agent...") print(f"Libraries loaded: {sum([YFINANCE_AVAILABLE, SCIPY_AVAILABLE, SKLEARN_AVAILABLE, VISUALIZATION_AVAILABLE]) + 2}/6") demo.launch(share=True)