qmeng222 / StockGuru

A stock chatbot powered by Claude, capable of retrieving stock tickers, opening and closing prices within specified time frames, and providing personalized investment analysis.

StockGuru - stock performance chatbot app

Overview:

• Description: A stock chatbot powered by Claude, capable of retrieving stock tickers, opening and closing prices within specified time frames, and providing personalized investment analysis.
• Chat interface layout:
• Chat demo:

Setup:

1. (For project isolation) create & activate a virtual environment (dependencies are installed within the virtual environment other than system-wide & all subsequent steps will be performed within the virtual environment):

   python -m venv .venv
   source .venv/bin/activate
   

2. Upgrade the pip package manager to the latest version within the current Python environment: python -m pip install --upgrade pip
3. Install libraries and packages:
   • Install the yfinance Python package to access market data from Yahoo Finance's API: pip install yfinance
   • Install the Anthropic Python client library to interact with its AI models,: pip install anthropic
   • Install the Panel library to easily build powerful tools, dashboards and complex applications entirely in Python: pip install panel
   • Or simply install them together: pip install yfinance anthropic panel
4. Install Python dependencies listed in a requirements.txt file: pip install -r requirements.txt
5. (If necessary) Update the requirements.txt file: pip freeze > requirements.txt, so others can install all the packages and their respective versions specified in the requirements.txt file.
6. Run the app: python stock_guru.py

Resources:

1. Get up and running with the OpenAI API
2. Anthropic | Build API with Claude
3. Getting access to Claude
4. Anthropic | Tool use (function calling)
5. Panel | Component Gallery > ChatInterface