Agentic Finance Assistant: An Advanced Multi-Agent System
Built upon the SwarmCanvas framework, this sophisticated multi-agent system demonstrates the power of orchestrated AI agents in financial analysis and decision-making.
Core Capabilities
- • Process complex financial queries
- • Retrieve real-time market data
- • Conduct thorough internet-based research
- • Generate detailed financial analysis reports
- • Provide data-driven investment insights
Technical Architecture
The system employs a distributed architecture with specialized agents:
Supervisor Agent
Processes user queries and delegates to the right agents and manage the information flow.
Financial Data Agent
Gathers relevant financial data via FMP API on public companies
Tools:
- • get_company_profile
- • get_financial_ratios
- • get_key_metrics
- • get_stock_screener
Web Research Agent
Finds and reads relevant web pages to extract relevant information
Tools:
- • read_web_page
Output Summarizing Agent
Consolidates all the data and provide a readable final output to the user
Specific instruction on how to present the final output
API Requirements
To ensure full functionality, the system requires:
FMP API Key (Financial Modeling Prep)
- • Enables access to real-time financial data
- • Free tier available for development and testing
Example Interactions
Competitor Analysis
User:
How does Spirit Airline's financial health compare to its competitors?
System:
Spirit Airlines shows mixed financial indicators compared to peers. Their debt-to-equity ratio is higher than industry average, but they maintain strong liquidity metrics. Operating margins are currently below competitors like Southwest and Delta, largely due to recent fuel cost impacts and route optimization challenges.
Product Line Analysis
User:
What is Apple's best performing product line from the financial perspective? And what are they marketing on their website?
System:
iPhone remains Apple's strongest revenue generator, accounting for roughly 52% of total revenue. Current website marketing focuses heavily on the iPhone 15 Pro's titanium design and the A17 Pro chip. They're also prominently featuring their Vision Pro mixed reality headset, though this isn't yet a major revenue contributor.
Stock Screening
User:
Find me some consumer stocks that are below $5bn in market cap that has a revenue growth over 20% YoY
System:
Here are three matches:
- • Revolve Group (RVLV): $1.8B market cap, 23% YoY growth
- • Crocs (CROX): $4.2B market cap, 27% YoY growth
- • The Beauty Health Company (SKIN): $2.1B market cap, 25% YoY growth
Each company shows strong fundamentals and positive consumer sentiment in their respective niches.