Finance Agent

Let's build a finance agent that:

• Real-time Financial Analysis: Combines multiple data sources for comprehensive insights
• AI-Powered Insights: Leverages OpenAI GPT-4 for intelligent market analysis
• Web Search Integration: Aggregates latest market news and analysis
• Financial Data Integration: Real-time stock and company information

The Steps

🚀 Features

• Real-time Financial Analysis: Combines multiple data sources for comprehensive insights
• AI-Powered Insights: Leverages OpenAI GPT-4 for intelligent market analysis
• Event-Driven Architecture: Built on Motia's robust event system for reliable processing
• Web Search Integration: Aggregates latest market news and analysis
• Financial Data Integration: Real-time stock and company information
• Persistent Storage: Stores analysis results for future reference
• RESTful API: Easy integration with existing systems

📋 Prerequisites

• Node.js v16+
• npm or pnpm
• API keys for:
  • Alpha Vantage (financial data)
  • SerperDev (web search)
  • OpenAI (AI analysis)

🛠️ Installation

1. Clone the repository:

   git clone https://github.com/MotiaDev/motia-examples
   cd examples/finance-agent

2. Install dependencies:

   pnpm install
   # or
   npm install

3. Configure environment variables:

   cp .env.example .env

   Update .env with your API keys:

   ALPHA_VANTAGE_API_KEY=your_alpha_vantage_api_key_here
   SERPER_API_KEY=your_serper_api_key_here
   OPENAI_API_KEY=your_openai_api_key_here
   

🏗️ Architecture

The workflow consists of several specialized steps that work together to provide comprehensive financial analysis:

🚦 API Endpoints

Query Endpoint

POST /finance-query
Content-Type: application/json
 
{
  "query": "Latest information about AAPL and MSFT"
}

Response:

{
  "message": "Query received and processing started",
  "traceId": "abc123def456"
}

Results Endpoint

GET /finance-result/:traceId

Response:

{
  "query": "Latest information about AAPL and MSFT",
  "timestamp": "2023-06-15T12:34:56.789Z",
  "response": {
    "summary": "Results for \"Latest information about AAPL and MSFT\"",
    "webResources": [...],
    "financialData": [...],
    "aiAnalysis": {...}
  },
  "status": "success"
}

🏃‍♂️ Running the Application

1. Start the development server:

   pnpm dev

2. Access the Motia Workbench:

   http://localhost:3000

3. Make a test request:

   curl -X POST http://localhost:3000/finance-query \
     -H "Content-Type: application/json" \
     -d '{"query": "Latest information about AAPL and MSFT"}'

🙏 Acknowledgments

• Motia Framework for the event-driven workflow engine
• Alpha Vantage for financial data
• SerperDev for web search capabilities
• OpenAI for AI analysis