Published: February 4, 2025
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Build an AI Personal Finance Agent in just a few lines of Python Code (step-by-step instructions):

1. Check out the Finance Agent we're building! This Agent finds all the relevant info about a particular stock and provides: - Executive Summary - Stock Performance - Analyst Insights - Market Context and News & - Risk Assessment Built entirely in Python using @getreflex

2. Let’s define the backend state! The State class handles chat sessions, processing status, and a stock watchlist. _create_agent method initializes the Finance Agent using Agno, Gemini 2.0 Flash (exp) and YFinance, providing real-time stock data and market trends.

Image in tweet by Reflex

3. Now let's create the process_question method. This function handles financial queries asynchronously, updating the chat state in real-time. It streams responses using Gemini 2.0 Flash (exp). We also define methods to add and remove stocks from the watchlist.

Image in tweet by Reflex

4. Now let's work on the frontend. Define the sidebar! The sidebar component serves as the control center, displaying the watchlist and enabling stock analysis. It includes a dynamic watchlist with options to analyze or remove stocks.

Image in tweet by Reflex

5. Let’s define the action bar, chat, and message components. The action bar handles user queries with an input field, submit button, and processing feedback. The chat and message components display Q&A exchanges, creating an interactive and dynamic conversation interface.

Image in tweet by Reflex

6. Finally, building the Main Interface We now bring everything together! The index function ties the sidebar, chat interface, and action bar into the main UI.

Image in tweet by Reflex

Check out the Code here: https://github.com/reflex-dev/...

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