🚀 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.

💰 Personal Financial AI Agent

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:

   git clone https://github.com/merendamattia/personal-financial-ai-agent.git
   cd personal-financial-ai-agent
   

2. Create and activate a Python virtual environment:

   conda create --name personal-financial-ai-agent python=3.11.13
   conda activate personal-financial-ai-agent
   

3. Install dependencies:

   python -m pip install --upgrade pip
   pip install -r requirements.txt
   `