Agentic Financial Analyst

A modern financial analysis dashboard built with React, TypeScript, and Vite, featuring automated financial report analysis and recommendations.

Features

1. Financial Analysis Dashboard

• Interactive metrics visualization across multiple categories:
  • Growth metrics (Revenue Growth, Profit Growth)
  • Valuation metrics (P/E Ratio, EV/EBITDA)
  • Inventory metrics (Turnover Ratio, Days Inventory)
  • Custom metrics support
• Real-time data refresh capabilities
• Export functionality for reports
• Advanced filtering options

2. Document Upload System

• Drag-and-drop interface for financial reports
• Supported formats: PDF, XLSX, XLS
• Real-time upload progress tracking
• Error handling and validation
• Animated feedback for user interactions

3. AI-Powered Recommendations

• Automated financial analysis with verdict generation (Buy/Sell/Hold)
• Confidence scoring system
• Risk level assessment (Low/Medium/High)
• Key metrics tracking with trend indicators
• Detailed summary generation
• Progress tracking for analysis completion

4. UI Components

• Modern, responsive design
• Dark mode support
• Interactive charts and visualizations
• Accessible UI elements
• Animated transitions and feedback

Tech Stack

• React
• TypeScript
• Vite
• Tailwind CSS
• Framer Motion for animations
• Shadcn UI components
• Supabase for backend services

Getting Started

1. Clone the repository
2. Install dependencies:

npm install

3. Start the development server:

npm run dev

Development

The project uses a component-based architecture with:

• Reusable UI components in src/components/ui
• Main feature components in src/components
• Storybook stories for component development
• TypeScript for type safety
• Tailwind CSS for styling

Contributing

1. Fork the repository
2. Create your feature branch
3. Commit your changes
4. Push to the branch
5. Open a Pull Request

License

MIT License