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    personal-financial-ai-agent

    personal-financial-ai-agent

    merendamattia October 20, 2025
    3 copies 0 downloads

    🚀 Get smarter financial decisions with AI: multi-LLM support (Ollama, Gemini, OpenAI), natural conversations about your finances, automated portfolio recommendations, and 10-year historical insights.

    Agent Definition
    # 💰 Personal Financial AI Agent
    
    [![License](https://img.shields.io/badge/License-Apache%202.0-blue.svg)](https://opensource.org/licenses/Apache-2.0)
    [![Latest Release](https://img.shields.io/github/v/release/merendamattia/personal-financial-ai-agent?label=release)](https://github.com/merendamattia/personal-financial-ai-agent/releases)
    [![Docker Hub](https://img.shields.io/badge/Docker%20Hub-personal--financial--ai--agent-blue?logo=docker)](https://hub.docker.com/repository/docker/merendamattia/personal-financial-ai-agent)
    [![Python 3.11+](https://img.shields.io/badge/Python-3.11%2B-blue)](https://www.python.org/)
    
    An intelligent personal financial advisor powered by AI. Get expert financial guidance in your preferred language with support for multiple LLM providers, including local offline inference with Ollama.
    
    ## ✨ Features
    
    - 🤖 **Multi-Provider AI Support** - Choose from Ollama (local), Google Gemini, or OpenAI
    - 💬 **Interactive Conversations** - Natural language financial discussions
    - 📊 **Portfolio Analysis** - AI-generated portfolio recommendations based on your profile
    - 📈 **Historical Data** - 10-year historical returns for analyzed assets
    - 🛡️ **Privacy First** - Full offline support with Ollama
    - 🌐 **Multi-Language** - Communicate in your preferred language
    - 📥 **Profile Management** - Load, save, and download financial profiles as JSON
    
    ## 📋 Requirements
    
    - **Python 3.11+**
    - **Ollama** (optional, for local LLM inference)
    
    ## 🚀 Getting Started
    
    ### Installation
    
    1. **Clone the repository and enter the directory:**
       ```bash
       git clone https://github.com/merendamattia/personal-financial-ai-agent.git
       cd personal-financial-ai-agent
       ```
    
    2. **Create and activate a Python virtual environment:**
       ```bash
       conda create --name personal-financial-ai-agent python=3.11.13
       conda activate personal-financial-ai-agent
       ```
    
    3. **Install dependencies:**
       ```bash
       python -m pip install --upgrade pip
       pip install -r requirements.txt
       `

    Tags

    aichatbotdatapizzadatapizza-aifinancial-advisorgeminiinvestmentllmollamaopenai

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