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):

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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

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

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