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

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

Web UI

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

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

Stock Diagnosis

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

Sector Rotation Analysis

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


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