📊 Real-time Stock Analytics with AI Assistant — IDIS BOT

Built with Streamlit, YFinance, Plotly, FAISS, and OpenAI GPT-4o
🧠 AI Chatbot with RAG (Retrieval-Augmented Generation) for smart investment Q&A.

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📌 Overview

IDIS BOT is an AI-powered investment assistant and dashboard built with Streamlit.
It helps users visualize technical indicators and answer investment-related questions using real-time market data.

🔎 Supports multi-asset analysis:

• Stocks
• Mutual Funds
• Bonds
• Gold
• Crypto

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🔗 Data Sources

• 📈 Yahoo Finance via yfinance
• 📚 Custom investment knowledge base (used in RAG)

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🧠 RAG-Powered Chat Assistant

Retrieval-Augmented Generation (RAG) combines embeddings, vector search, and LLMs.

IDIS BOT:

• Embeds knowledge base using OpenAI embeddings
• Stores in FAISS vector index
• Uses GPT-4o for context-rich responses
• Retrieves real-time stock metrics (RSI, Bollinger, PER, PBV, etc)
• Restricts answers strictly to investment topics

⚠️ Disclaimer shown in every response:
“Informasi edukatif, bukan ajakan jual/beli.”

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📈 Features

• 📊 Bollinger Bands & RSI visualization
• 🧮 Fundamental metrics: PE Ratio, PBV, Dividend Yield
• 💬 RAG-based AI Chatbot
• 🔐 Login gate via session_state['isverif']

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📁 Project Structure

📦 Invesment_Advisor/
├── Home_Page.py
├── pages/
│   ├── IDIS_bot.py          # Chatbot with RAG
│   └── Stock_Realtime.py    # Visual chart w/ indicators
├── .streamlit/
│   └── secrets.toml         # Secure API key storage
├── requirements.txt
└── README.md

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🛠️ Tech Stack

Languages: Python 3.10+
Tools & Libraries:

• Streamlit, yfinance, plotly
• OpenAI, faiss, pandas, numpy

RAG Stack:

• OpenAI Embeddings + FAISS + GPT-4o

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⚙️ Setup Instructions

# Clone repo
$ git clone https://github.com/Julio-analyst/Invesment_Advisor.git
$ cd Invesment_Advisor

# Create virtual environment
$ python -m venv .venv
$ source .venv/bin/activate     # Or .venv\Scripts\activate on Windows

# Install dependencies
$ pip install -r requirements.txt

# Add your OpenAI API key in .streamlit/secrets.toml
[OPENAI_API_KEY]
key = "your-key-here"

# Run the app
$ streamlit run Home_Page.py

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🧪 How to Use

• Run Home_Page.py
• Navigate to:
  • IDIS_bot for chatbot Q&A
  • Stock_Realtime to see technical charts

Try asking: “Apakah BBRI undervalued saat ini berdasarkan PBV?”
Or visualize: “AAPL” to see RSI chart with Bollinger Bands

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🧠 Skills Demonstrated

• Retrieval-Augmented Generation (RAG)
• Embeddings & vector similarity search
• Streamlit dashboard design
• Stock analysis & financial indicators
• API integration (OpenAI, Yahoo Finance)
• Clean code structure & modularization

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📚 References & Documentation

• 🔗 Asetal BOT by kyukazamiqq: https://github.com/kyukazamiqq/Asetal_BOT
• 📘 OpenAI API Documentation
• 📘 FAISS by Facebook Research
• 📘 Streamlit Documentation
• 📘 YFinance Documentation
• 📘 Plotly for Python

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📝 License

MIT License
© 2025 Julio-analyst

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📬 Contact

• 🌐 LinkedIn
• 🗂️ Portfolio (Notion)
• ✉️ farelrel12345@gmail.com

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