AI Investment Advisor

Overview

An AI-powered investment advisor combining Claude's analytical capabilities with Infoway real-time financial data. Supports natural language queries, pre-built analysis templates, and a web visualization interface.

Item	Details
Python	3.10+
Dependencies	infoway-sdk, anthropic, streamlit
GitHub	infoway-api/infoway-ai-advisor

Features

• Natural language interaction: Ask questions in everyday language to get professional financial analysis

• 10 built-in data tools: Automatically calls Infoway API for real-time data

• 3 pre-built analysis templates: Daily market briefing, stock diagnosis, sector rotation

• Streamlit Web UI: Visual interactive interface

• CLI: Suitable for automation and scripting

Installation

git clone https://github.com/infoway-api/infoway-ai-advisor.git
cd infoway-ai-advisor
pip install -r requirements.txt

Environment Variables

export ANTHROPIC_API_KEY="your_anthropic_api_key"
export INFOWAY_API_KEY="your_infoway_api_key"

Web UI

streamlit run web/app.py

Once launched, open in browser to:

• Configure API keys in the sidebar

• Use preset buttons for one-click analysis reports

• Enter free-form questions for conversation

CLI Examples

Daily Market Briefing

python examples/daily_briefing.py

Generates a daily market overview for HK and US markets, including market temperature, leading industries, index performance, etc.

Stock Diagnosis

python examples/stock_diagnosis.py AAPL.US

Deep analysis of a single stock, including valuation assessment, institutional ratings, key driver factors, etc.

Sector Rotation Analysis

python examples/sector_rotation.py HK

Analyzes sector rotation patterns for a given market, identifying capital flows and trending concepts.

Built-in Data Tools

Tool	Description
Real-time Trades	Get latest price, volume, and change for symbols
K-line Data	Get historical K-lines for trend analysis
Market Temperature	Get overall market sentiment and valuation levels
Market Breadth	Get advance / decline distribution
Global Indexes	Get major global index quotes
Leading Industries	Get top-performing industry sectors
Industry List	Get full industry sector list
Sector Members	Get constituent stocks of a sector
Company Overview	Get company profile
Valuation Data	Get valuation metrics (PE/PB, etc.)

Project Structure

ai-advisor/
├── advisor/
│   ├── agent.py       # Claude tool-use loop (max 15 rounds)
│   ├── tools.py       # 10 tool definitions + dispatcher
│   ├── analysis.py    # Pre-built analysis templates
│   └── report.py      # Markdown report formatter
├── web/
│   └── app.py         # Streamlit Web UI
└── examples/
    ├── daily_briefing.py      # Daily briefing
    ├── stock_diagnosis.py     # Stock diagnosis
    └── sector_rotation.py     # Sector rotation

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