InvestForge AI

AI investment analyst by Sharad Khare.

InvestForge AI is a stock research agent powered by OpenAI and Yahoo Finance data. It analyzes prices, fundamentals, analyst recommendations, and side-by-side stock comparisons — delivered through an Agno AgentOS web interface.

Built and maintained by Sharad Khare — AI strategist, full-stack developer, and creator of practical agent workflows.

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What this project does

InvestForge turns natural-language investment questions into structured research reports:

1. Fetch — pulls live market data via YFinance tools

2. Analyze — evaluates price trends, fundamentals, and analyst ratings

3. Compare — produces side-by-side stock comparisons in markdown tables

4. Advise — surfaces actionable insights with clear risk context

Ask about a single ticker, compare multiple stocks, or request sector-level analysis.

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Why Sharad Khare built InvestForge AI

Investment research is repetitive — pulling prices, checking fundamentals, reading analyst ratings. InvestForge demonstrates how a single Agno agent with YFinance tooling can automate that workflow into a conversational analyst you can self-host.

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How it works

User Question (e.g. "Compare AAPL vs MSFT")
   │
   ▼
InvestForge Agent (OpenAI + YFinanceTools)
   ├── Stock price & history lookup
   ├── Fundamentals (P/E, market cap, revenue)
   ├── Analyst recommendations
   └── Markdown tables + actionable insights
   │
   ▼
AgentOS Web UI

Capabilities

| Feature | Details |

|---------|---------|

| Price research | Current and historical stock prices |

| Fundamentals | P/E, EPS, market cap, revenue metrics |

| Analyst data | Buy/hold/sell recommendations |

| Comparisons | Multi-stock side-by-side analysis |

| Output format | Markdown tables via AgentOS chat UI |

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Features

• OpenAI-powered investment analyst agent
• Yahoo Finance data via YFinanceTools
• AgentOS web interface for conversational research
• Markdown-formatted responses with data tables
• Stock comparison and actionable insights
• Self-hosted — run locally with your API key

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Quick start

cd investforge-ai
pip install -r requirements.txt
export OPENAI_API_KEY=your_key_here
python app.py

Open the AgentOS URL shown in the terminal (typically http://localhost:7777).

Required API key

• OpenAI API key — set OPENAI_API_KEY as an environment variable

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Example prompts

• "What is the current price and P/E ratio of NVDA?"
• "Compare AAPL, MSFT, and GOOGL — fundamentals and analyst ratings"
• "Analyze TSLA stock price trend over the last 6 months"
• "Which tech stocks have the strongest analyst buy ratings right now?"

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Project structure

investforge-ai/
├── app.py
├── investforge/
│   ├── config.py
│   └── agent.py
├── requirements.txt
├── pyproject.toml
└── README.md

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Who this is for

• Retail investors researching stocks before buying
• Developers learning Agno agent + tool patterns
• Finance students practicing equity analysis workflows
• Anyone wanting a self-hosted AI stock research assistant

Use cases

• Quick fundamental checks on individual tickers
• Side-by-side comparison of competing stocks
• Pulling analyst ratings without switching tabs
• Prototyping conversational finance copilots

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Disclaimer

InvestForge AI provides research and analysis for informational purposes only. It is not financial advice. Always do your own due diligence before making investment decisions.

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Author

• Website: sharadkhare.in

License

MIT © Sharad Khare