Finance & Private Equity AI Assistant

The Finance & Private Equity AI Assistant is an advanced AI-powered application designed to generate comprehensive financial reports and insights based on a set of provided metrics and details. This tool is ideal for professionals seeking detailed analysis in the finance and private equity sectors.

Features

• Comprehensive Financial Reports: Generate detailed reports with insights tailored to selected topic categories.
• Downloadable Markdown Reports: Easily download reports in Markdown format for further use and sharing.

Setup Instructions

1. Clone this repository:

   git clone <repository-url>

2. Install dependencies:

   pip install -r requirements.txt

3. Configure API Key:

   • Create a .env file in the root directory with your OpenAI API key:

     OPENAI_API_KEY=your_api_key_here
     

   • Alternatively, use a .streamlit/secrets.toml file:

     OPENAI_API_KEY = "your_api_key_here"

   The application will prioritize the .env file for the API key. If it doesn't exist, it will fall back to secrets.toml.

4. Run the application:

   • Using Streamlit:

     streamlit run app.py

   • Alternatively, run locally with the run.bat file:

     ./run.bat

Usage

1. Select functionality from the sidebar.
2. Input financial data or questions.
3. The AI processes your request and provides insights.

Requirements

• Python 3.8+
• OpenAI API key
• Internet connection for API access

Secrets Management

The application uses a secure method to manage API keys:

• Environment Variables: Preferred method using a .env file.
• Streamlit Secrets: Alternative method using .streamlit/secrets.toml.

Ensure sensitive information is not committed to your repository by adding these files to .gitignore.