financial-analysis-tools

🔌 Claude Code Plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations with comprehensive fundamental analysis, technical indicators, and risk assessment. Educational use only - not financial advice.

基于 Youtu-Agent 框架构建的Nexus财务智能体，专为A股市场设计。

Buffett-style DCF intrinsic value analysis for China A-share market | Python + Streamlit + Tushare

A Python script to classify companies based on financial metrics like Piotroski F-Score and Stock Valuation, using CSV financial data for analysis and output.

TradingAgents-Vn: The Vietnam market extension of the TradingAgents Multi-Agent Framework. Nền tảng AI tự động phân tích & bot ra quyết định giao dịch chứng khoán Việt Nam thời gian thực (realtime), mô phỏng chuyên sâu quy trình Quỹ Đầu Tư.

Machine learning system for credit risk assessment using German Credit and Loan Approval datasets. Implements Logistic Regression, Random Forest, and Gradient Boosting classifiers with comprehensive EDA, feature engineering, and model comparison visualizations. Achieves 70%+ accuracy in default prediction.

Expert SQL analytics project — P&L, rankings, rolling returns & anomaly detection for a simulated trading firm

Reusable Value-at-Risk Toolkit for practical financial risk analysis · Parametric · Historical · Monte Carlo

AI-assisted analyst desk that turns a 10-K’s reported earnings into economic earnings: AI extracts and classifies footnote items, code computes NOPAT, ROIC vs WACC and a rule-based rating, and the analyst validates every step.

AI tool that automates financial report analysis, extracts key metrics, flags risk language & generates executive briefings for consulting workflows.

AI-powered self-learning trading system: 7-factor stock analysis, LLM-driven news sentiment, auto-generated trading plans, and continuous improvement through local AI (Ollama)

This Python toolkit enables SEC data collection and financial data extraction via SEC EDGAR API. It provides 10-K filings download, financial metrics extraction, and batch SEC downloading for investment research tools, quantitative finance, and AI financial analysis.

A Python script to classify companies based on financial metrics like Piotroski F-Score and Stock Valuation, using CSV financial data for analysis and output.

An open-source Streamlit dashboard for backtesting Indian stock portfolio strategies (Coffee Can & Warren Buffett Moat) with dynamic filtering, Monte │ Carlo simulations, and risk analytics. Built for fun & self-study.

Mutual Fund Holdings API

An open-source automated financial research platform with deterministic data scheduling and hybrid AI agent workflows.

Agentic AI stock market research assistant built with LangGraph, FastAPI, and Streamlit. Features autonomous tool routing across Pinecone vector RAG, Polygon.io financials, and Tavily live search, with Gemini-to-Groq LLM failover. Containerized and deployed on GCP Cloud Run.

A Two-Stage Compound AI Framework for Institutional Fundamental Equity Analysis (Gemini + NotebookLM)

WGU MBA capstone: ran a bike company in a competitive market simulation. Grew revenue ~9× to $4.7M, earned the industry’s top Balanced Scorecard in Q2 and Q4, and kept a perfect financial risk score with no debt. Includes financials, dashboards, and a lessons-learned review.

A platform for education loan assessment, financial eligibility analysis, and transparent loan-related calculations.