FinSight Research Guide

Overview

FinSight is a deep research agent designed specifically for financial analysis. Developed by RUC-NLPIR, it combines multi-source data retrieval, financial reasoning, and report generation to produce publication-ready financial research. It handles market analysis, company fundamentals, sector comparisons, and macroeconomic assessment through specialized agents.

Installation

git clone https://github.com/RUC-NLPIR/FinSight.git
cd FinSight && pip install -e .

Core Capabilities

Research Query to Report

from finsight import FinSightAgent

agent = FinSightAgent(llm_provider="anthropic")

# Generate comprehensive financial analysis
report = agent.research(
    "Analyze the competitive landscape of the global EV battery "
    "market. Compare CATL, LG Energy, and Panasonic on market "
    "share, technology, margins, and growth outlook."
)

print(report.summary)
report.save("ev_battery_analysis.pdf")

Agent Architecture

Agent	Role
Retrieval Agent	Fetches data from SEC filings, financial APIs, news
Data Agent	Processes financial statements, ratios, time series
Analysis Agent	Performs fundamental, technical, and comparative analysis
Reasoning Agent	Synthesizes findings, identifies trends and risks
Report Agent	Generates structured research reports with citations

Financial Data Sources

# FinSight integrates with multiple data sources
config = {
    "sec_edgar": True,        # SEC filings (free)
    "fred": True,             # Federal Reserve economic data
    "yahoo_finance": True,    # Market data (free)
    "news_api": True,         # Financial news
    "world_bank": True,       # Macro indicators
}