Finance Agent

Learn how to create AI agents for financial analysis and investment recommendations.

Get real-time stock prices, company fundamentals, and historical trends with a single Agent — no financial-data API glue code required.

python

from praisonaiagents import Agent
from praisonai_tools import get_stock_price, get_stock_info, get_historical_data

agent = Agent(
    name="FinanceAnalyst",
    instructions="Analyze stocks and return an investor-friendly summary.",
    tools=[get_stock_price, get_stock_info, get_historical_data],
)

agent.start("Compare AAPL and MSFT year-to-date.")

Diagram

Quick Start

Simple Usage

Give an Agent the finance tools and ask a question.

python

from praisonaiagents import Agent
from praisonai_tools import get_stock_price, get_stock_info, get_historical_data

agent = Agent(
    name="FinanceAnalyst",
    instructions="You are a financial analyst. Analyze stocks and provide insights.",
    tools=[get_stock_price, get_stock_info, get_historical_data],
)

agent.start("Analyze Apple (AAPL) - current price and 6-month trend")

With Configuration

Add memory to track a portfolio across sessions.

python

from praisonaiagents import Agent
from praisonai_tools import get_stock_price, get_stock_info, get_historical_data

agent = Agent(
    name="FinanceAnalyst",
    instructions="Track a portfolio and compare positions over time.",
    tools=[get_stock_price, get_stock_info, get_historical_data],
    memory=True,
)

agent.start("Compare AAPL and GOOGL, then remember my preference for tech stocks.")

How It Works

A user asks a financial question, the Agent calls the finance tools to pull live data, then returns an investor-friendly summary.

Diagram

Configuration Options

The finance tools take no configuration — pass them to any Agent. For the underlying tool signatures see the tools reference.

yfinance Tools

Stock price, company info, and historical data tool signatures.

Agent Reference

Full Agent parameters and options.

Simple

Agents: 1 — Single agent with finance tools for comprehensive stock analysis.

Workflow

Receive stock query
Fetch real-time price data
Retrieve company information
Analyze historical trends

Setup

bash

pip install praisonaiagents praisonai yfinance
export OPENAI_API_KEY="${OPENAI_API_KEY:?Set OPENAI_API_KEY in your shell}"

Run — Python

python

from praisonaiagents import Agent
from praisonai_tools import get_stock_price, get_stock_info, get_historical_data

agent = Agent(
    name="FinanceAnalyst",
    instructions="You are a financial analyst. Analyze stocks and provide insights.",
    tools=[get_stock_price, get_stock_info, get_historical_data]
)

result = agent.start("Analyze Apple (AAPL) stock - current price and 6-month trend")
print(result)

Run — CLI

bash

praisonai "Analyze Tesla stock performance" --tools yfinance

Run — agents.yaml

yaml

framework: praisonai
topic: Stock Analysis
roles:
  finance_analyst:
    role: Financial Analyst
    goal: Analyze stocks and provide investment insights
    backstory: You are an expert financial analyst
    tools:
      - get_stock_price
      - get_stock_info
      - get_historical_data
    tasks:
      analyze_stock:
        description: Analyze Apple (AAPL) stock - current price and 6-month trend
        expected_output: A comprehensive stock analysis

bash

praisonai agents.yaml

Serve API

python

from praisonaiagents import Agent
from praisonai_tools import get_stock_price, get_stock_info, get_historical_data

agent = Agent(
    name="FinanceAnalyst",
    instructions="You are a financial analyst.",
    tools=[get_stock_price, get_stock_info, get_historical_data]
)

agent.launch(port=8080)

bash

curl -X POST http://localhost:8080/chat \
  -H "Content-Type: application/json" \
  -d '{"message": "Compare AAPL and GOOGL stocks"}'

Advanced Workflow (All Features)

Agents: 1 — Single agent with memory, persistence, structured output, and session resumability.

Workflow

Initialize session for portfolio tracking
Configure SQLite persistence for analysis history
Execute multi-tool analysis with structured output
Store results in memory for trend comparison
Resume session for ongoing portfolio monitoring

Setup

bash

pip install praisonaiagents praisonai yfinance pydantic
export OPENAI_API_KEY="${OPENAI_API_KEY:?Set OPENAI_API_KEY in your shell}"

Run — Python

python

from praisonaiagents import Agent, Task, AgentTeam, Session
from praisonai_tools import get_stock_price, get_stock_info, get_historical_data
from pydantic import BaseModel

# Structured output schema
class StockAnalysis(BaseModel):
    symbol: str
    current_price: float
    recommendation: str
    key_metrics: list[str]
    risk_factors: list[str]

# Create session for portfolio tracking
session = Session(session_id="portfolio-001", user_id="user-1")

# Agent with memory and tools
agent = Agent(
    name="FinanceAnalyst",
    instructions="Analyze stocks and return structured investment reports.",
    tools=[get_stock_price, get_stock_info, get_historical_data],
    memory=True
)

# Task with structured output
task = Task(
    description="Analyze Apple (AAPL) stock with buy/sell recommendation",
    expected_output="Structured stock analysis",
    agent=agent,
    output_pydantic=StockAnalysis
)

# Run with SQLite persistence
agents = AgentTeam(
    agents=[agent],
    tasks=[task],
    memory=True
)

result = agents.start()
print(result)

# Resume later for portfolio review
session2 = Session(session_id="portfolio-001", user_id="user-1")
history = session2.search_memory("AAPL")

Run — CLI

bash

praisonai "Analyze AAPL stock" --tools yfinance --memory --verbose

Run — agents.yaml

yaml

framework: praisonai
topic: Stock Analysis
memory: true
memory_config:
  provider: sqlite
  db_path: finance.db
roles:
  finance_analyst:
    role: Financial Analyst
    goal: Analyze stocks with structured output
    backstory: You are an expert financial analyst
    tools:
      - get_stock_price
      - get_stock_info
      - get_historical_data
    memory: true
    tasks:
      analyze_stock:
        description: Analyze Apple (AAPL) stock with buy/sell recommendation
        expected_output: Structured stock analysis
        output_json:
          symbol: string
          current_price: number
          recommendation: string
          key_metrics: array
          risk_factors: array

bash

praisonai agents.yaml --verbose

Serve API

python

from praisonaiagents import Agent
from praisonai_tools import get_stock_price, get_stock_info, get_historical_data

agent = Agent(
    name="FinanceAnalyst",
    instructions="Analyze stocks and return structured reports.",
    tools=[get_stock_price, get_stock_info, get_historical_data],
    memory=True
)

agent.launch(port=8080)

bash

curl -X POST http://localhost:8080/chat \
  -H "Content-Type: application/json" \
  -d '{"message": "Analyze TSLA", "session_id": "portfolio-001"}'

Monitor / Verify

bash

praisonai "test finance" --tools yfinance --verbose

Cleanup

bash

rm -f finance.db

Features Demonstrated

Feature	Implementation
Workflow	Multi-tool stock analysis
DB Persistence	SQLite via `memory_config`
Observability	`--verbose` flag
Tools	yfinance (price, info, history)
Resumability	`Session` with `session_id`
Structured Output	Pydantic `StockAnalysis` model

Best Practices

Attach only the tools you need

The finance tools call live market APIs, so each extra tool adds latency and cost. Pass get_stock_price alone for quote lookups, and add get_historical_data only when the question needs trends.

Enable memory for portfolio tracking

Set memory=True when the user asks follow-up questions about the same tickers. The agent then compares new quotes against prior turns instead of starting from scratch.

Ground recommendations in retrieved data

Instruct the agent to cite the figures it fetched. This keeps summaries verifiable and prevents the model from inventing prices when a tool call fails.

Reach for a specialised agent when you need more

For document-heavy market research, pair this Agent with the Research Agent; for CSV/Excel portfolios, hand off to the Data Analyst Agent.

Data Analyst

Analyze CSV/Excel portfolios and generate insights.

Research Agent

Conduct market research across the web.

Finance Agent

Quick Start

How It Works

Configuration Options

Simple

Workflow

Setup

Run — Python

Run — CLI

Run — agents.yaml

Serve API

Advanced Workflow (All Features)

Workflow

Setup

Run — Python

Run — CLI

Run — agents.yaml

Serve API

Monitor / Verify

Cleanup

Features Demonstrated

Best Practices

Related