Financial Document Analyzer - Debug Assignment

Project Overview

A FastAPI-based system for analyzing financial documents (PDFs) using AI-powered agents. The application processes corporate reports, financial statements, and investment documents, providing investment analysis, risk assessment, and market insights through a multi-agent CrewAI workflow.

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Setup & Usage Instructions

1. Install Required Libraries

pip install -r requirements.txt

2. Start the FastAPI Server

uvicorn main:app --host 0.0.0.0 --port 8000 --reload

3. Prepare a Sample Document

• Download Tesla's Q2 2025 update from: Tesla Q2 2025 Update
• Save it as data/sample.pdf or upload any financial PDF through the API.

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API Documentation

Health Check

Endpoint: GET /
Description: Returns a health check message.

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Analyze Financial Document

Endpoint: POST /analyze
Description: Upload a financial PDF and receive AI-powered analysis.

Request (multipart/form-data):

• file: PDF file to analyze (required)
• query: Analysis query (optional, default: "Analyze this financial document for investment insights")

Example using curl:

curl -X POST "http://localhost:8000/analyze" \
     -F "file=@data/sample.pdf" \
     -F "query=Analyze this financial document for investment insights"

Features

• Upload financial documents (PDF format)
• AI-powered financial analysis
• Investment recommendations
• Risk assessment
• Market insights

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