What is finrobot?

FinRobot is an open-source platform that uses AI language models to automate financial analysis tasks. Its primary output is professional equity research reports: given a company ticker symbol, it fetches financial statements, runs projections, and produces a multi-page HTML or PDF document with charts covering valuation, peer comparison, cash flow, and investment risk. The platform is aimed at investors, analysts, and researchers who want that kind of structured analysis without assembling it manually. The system works through a pipeline. It first pulls income statements, balance sheets, and cash flow data from a financial data API. It then runs those numbers through several specialized AI agents, each focused on a different aspect of the company (investment thesis, risk assessment, valuation, and so on). Finally it combines the agents' outputs into a formatted report. Example reports for companies like NVIDIA and Microsoft are linked in the README. Beyond equity reports, the platform includes tools for market forecasting, document analysis, and trading strategy development. It is built to support multiple AI model backends, so researchers can swap in different language models depending on the task. The project also ships a web interface that can be started with a single script, as well as command-line tools for running analysis steps individually. Setting up the project requires API keys for a financial data provider and an AI model provider (OpenAI by default), both of which are configured in a local config file. The codebase is primarily Python, with many Jupyter notebooks that walk through specific use cases and demonstrations. FinRobot is released under an open-source license by the AI4Finance Foundation, the same group behind the related FinGPT project. A hosted version called FinRobot Pro is also available at a separate website for users who prefer not to run it locally.