Engineer, Instructor & Investor in Canada. 💼🤵
Publicly building AI apps to solve real world problems
Follow for tweets on AI, Finance, Building Cool AI Apps
🆕
A one-click deploy template that creates a production-ready
@FlowiseAI
environment with powerful
@n8n_io
tools. 🚀
Key features of this template include :
✅Production-ready Flowise environment for chatbot development
✅Access to a wide range of tools and connectors through
I took an image of a 1-month price graph of $NVDA and gave it to
@AnthropicAI
Claude Opus Vision Model to analyse.
Here is the prompt I used:
This is 1 month price graph. Perform technical analysis and tell me if this is a buy or sell signal. Also indicate your level of
Integrated finance info into
#AutoGPT
using the
@openbb_finance
SDK. The goals I gave it:
1. Identify top 3 companies to invest in the energy sector based on value
2. Write report in text file with the pros and cons of that ticker and a summary of how the company earns income
I've updated my SEC 10K AI Crew Analysts to do comparative analysis of two companies using
@FlowiseAI
integration with
@llama_index
Here's the comparative report it produced contrasting $NVDA with $AMD
Crazy good🤯
--------------------------------------
Semiconductor
Here's a new tutorial I created that shows an end-to-end walk through on how to build a ChatGPT app visually (without any coding) that scrapes the contents of a website and embeds a chatbot trained on this info into your website. 🎥📚👩💻
Built using
@Flowise
and
@LangChainAI
!
I've been exploring how to apply the new
@pyautogen
AI framework with
@openbb_finance
to see if this multi-agent LLM approach can be helpful in assisting stock analysis.
Goal:
Conduct a detailed and thorough analysis on the stock $TSLA. Provide recommendation to BUY, HOLD, or
1. Updated to new OpenBB 3.0 SDK (
@openbb_finance
) and used the powerful APIs to hook into a recent level of
#AutoGPT
for stock due diligence. Goals I gave it
1. Get the financial metrics for ticker $CNQ
2.Get technical analysis summary
3.Get analyst ratings
4.Write a summary of
Here is the repo with the OpenBB SDK (
@openbb_finance
) integration into
#AutoGPT
I've also included a brief overview of how AutoGPT works and where to get started in the code to add in new OpenBB commands.
Let me know what you think. Especially the use
The following fundamental analysis report of $NVDA (based on SEC 10K) was written using a Crew of AI agents (
@getcrewai
@joaomdmoura
) running with
@Teknium1
tuned
@MistralAI
8x7B model
How it works:
- Senior Research Analyst with access to a tool that can ask questions of
From $AR earnings call: key takeaway, every time HH falls below $3, the supply response is rapid with rig reduction on average of 60%. Remember also that wells have rapid decline rates, so reduce rigs and natural decline rates means supply decrease can be significant
Starting to get some interesting results using
#AutoGPT
and OpenBB SDK
@openbb_finance
together. It converges on a useful result after < 10 steps. Here's the prompt:
You are an expert financial stock analyst skilled in finding stocks that are undervalued.
Get financial
I've created an agentic workflow for automated fundamental stock analysis using SEC 10K data.
Built visually with no-code/low code approach with
@n8n_io
. The demo video shows the team of agents researchers working together to produce a long form report on $NVDA
Inspired by
Visualization of North America E&P with Future Strip pricing from RBC model Feb 17. 2023 FCF yield vs 2024 FCF yield. $VET clear outliner with $LOU, $PEY notable mentions. $SU and $CVE best valuations amongst Seniors.
1. I'm excited to share this demo of prototype for AI Assisted Stock Deep Dives using SEC 10-K data.
Scenario: I'm an stock analyst and I want to deeply understand the business model, market landscape, customer segments, risks, etc..
Key features:
📚 SEC 10-K Analysis: This
Here's is the resulting recommendation running the
@pyautogen
multi-agent
@openbb_finance
ai assisted stock analysis using GPT-4 model.
Stock Analysis Report - Tesla Inc. ($TSLA)
Based on our comprehensive analysis, both technical and fundamental, the recommendation for
In light of market reaction to $BTE acquisition of $ROCC, which other Canadian E&P have acquisition risk due to lower inventories? $CJ, $ARX, $TVE, $CPG, $GTE, $VET, $HWX. All fall well below average inventory. Buyer beware.
#COM
After launching my Udemy course 2 months ago, on Building ChatGPT AI Applications Visually (using
@LangChainAI
and
@FlowiseAI
), I'm happy to share that the course has just earned the Best Seller badge! 🎉
Openbb 3.0 (
@openbb_finance
) is available! Wow, what a huge upgrade. I'm just starting to test-drive it and already love the new dashboard. Super cool! Will be exploring more. Congrats
@didier_lopes
and team!
1. Just for fun, I graphed estimated production growth vs netback (based on RBC 2023 price deck) and found that $HWX is quite an outlier in terms of upside torque. $WCP also shows well. $SDE and $NVA are best gas-weighted names.
#COM
Created a visualization of RBC's North America E&P at future strip prices (from Friday). 2023 FCF yield (FCF/EV) vs % Gas. Bubble sizes are Market Cap. $VET.TO, $PEY.TO, $CPG.TO, $LOU.TO, $CHRD score very well representing different oil/gas exposure. $SU also scores well.
Integrating the latest level of
#AutoGPT
with
@openbb_finance
SDK. Here's the prompt I gave it:
Due Diligence for ticker $MSFT
After < 10 iterations it produces this result.
The new version of
#AutoGPT
does a great job at creating a task list from this short goal. 1/2
Here's an end-to-end tutorial on how to build a multi-modal chatbot with text-to-image generation👀
🚫No code/Low code approach
📊Uses Stable Diffusion text-image model
🏃Runs on
@replicateai
service
⌛️App can be built in under 15 mins
Powered by
@FlowiseAI
and
@LangChainAI
Excited to share my online course on Building ChatGPT AI Applications Visually (No Code) is now available on Udemy! 🎉
Built on
@FlowiseAI
@OpenAI
Link below.🧵 ↴
@mintzmyer
If you subtract out the likely cash on hand as of today for $ZIM, the value for the non-cash part of $ZIM (ie. business itself), is about $15 -- about the price it IPO'ed Jan 27 last year
A visual summary of some key metrics for Canadian Integrateds ($SU, $IMO, $CNQ, $CVE) using RBC base case pricing and future strip pricing. $SU and $CVE for best FCF yields, $CNQ, $CVE, $SU for best inventory, $IMO for least debt, $SU and $CNQ for best div. Lots to like.
Dividend safety analysis of select Canadian E&P using RBC future strip model data (Mar 3). Effective pay-out ratio includes div, Capex, inc. DRIP. $PEY $BIR $CJ have the largest dividends that are well covered using strip pricing.
#COM
I'm happy to share that the AI Powered Automated Stock Analysis
@n8n_io
workflow that was posted a few days ago is available for anyone to use.
Download it for free here:
Short summary of what it does:
Streamline your fundamental stock analysis process
I've created an agentic workflow for automated fundamental stock analysis using SEC 10K data.
Built visually with no-code/low code approach with
@n8n_io
. The demo video shows the team of agents researchers working together to produce a long form report on $NVDA
Inspired by
Building on the Technical Analysis use case with
@AnthropicAI
Claude 3 Opus Model with Vision:
I made the following changes for this iteration of testing based on feedback:
- Graph Parameters: I used a 6 month window for price graph and included RSI and SMA indicators as well
1. Here's a short thread on how to add new capabilities to
#AutoGPT
:
First, take a look at the primary prompt that it uses. This prompt template is filled in with the goals you specify:
I'm excited to share my new
@udemy
course 🥳
Introduction to AI Automation with
@n8n_io
and
@LangChainAI
Key highlights of this course include:
Become a Workflow Wizard: Harness the versatility of the n8n platform to create dynamic, interconnected workflows that automate your
Here's a new tutorial I created that shows an end-to-end walk through on how to build a ChatGPT app visually that integrates into Discord to providing AI powered language translation services right within your Discord Channel 🎉
Built using
@FlowiseAI
@LangChainAI
🎥
Video link
Visualization of
@ericnuttall
Ninepoint Energy top holdings (1/31) using RBC model w/ base case and strip along with 2P RLI and Debt/Trailing CF. $ATH with towering inventory and impressive debt profile. $BTE with best 2023/2024 FCF yields at strip. $HWX with most prod growth
Integrated ChatGPT into Google Sheets with up-to-date financial ratios using
@openbb_finance
. Prompted it to act like Warren Buffett and give me a BUY/HOLD/SELL recommendation. Will be doing more work on refining prompts and data feeds.
1/n As an investor, what insights could you gain by creating your own AI environment where you can watch a bear side analyst debate a bull side analyst on a given stock. The analysts would have the advantage of 10K reports across the years at the tip of their fingers to fuel
1. I just got access to
#ChatGPT
's newest feature Code Interpreter. It's wild. It allows me to upload a data set and it will generate python code to analyze it.
I used a Canadian O&G data set with valuations for this first experiment and used it to see which companies are
Here's my latest youtube tutorial on Building an AI Crew to Analyze Financial Data.👀 (with CrewAI
@joaomdmoura
and
@n8n_io
)
In this tutorial, we'll dive into financial analysis using SEC 10K data and build a team of AI agents to analyze NVIDIA's fundamental stock data.
When in Rome, do as Romans do. When insiders like CFOs buy or sell, it is an important insight. Using
@openbb_finance
I wrote code yesterday to detect CFO buying/selling for companies I'm interested in and used SendGrid to send an automatic alert.
@Teknium1
I've been using Hermes 2.5 local LLM with
@obsdmd
and
@Ollama_ai
and it totally rocks!
Thank you for this very valuable LLM.
If I may, I'd like to upvote for function calling.
I'm really excited about my upcoming
@udemy
course on AI-powered automation with
@n8n_io
Here's a section of the course that does a deep dive into this template, AI-powered automated stock analysis
Let me know what you think 🙏
Observations:
- Firstly, I didn't tell it that this was a price graph for $NVDA. It figure that out from what it saw in the image
- It was able to read the graph numbers and "see" a "double top" around the $878 level"
- It was able to see the RSI indicators and reason based on
@kepano
@obsdmd
I love using
@obsdmd
.
"We want to stay small, we don't need to hire lots of people"
This is rare. And valuable.
Thank you for this vision. Inspiring.
Just crossed 300 students who joined my Udemy course on Building ChatGPT AI Applications Visually with
@FlowiseAI
and
@LangChainAI
! 🚀
Huge thanks to community for support! 🙏
This new support for custom tools in
@FlowiseAI
is exciting. Consider the use case below:
📈As an investor, I want to know which stock had the biggest daily price change and why. I want to then log this information into an online spreadsheet automatically."
The new Custom
Function usually takes in structured data. But it's hard to tell LLM to return structured data, until
@OpenAI
Function Calling.
In Flowise v1.2.13, we are introducing - Custom Tool ✨
Together with
@LangChainAI
agent, it will choose the right tool to call the function
🧵
$ZIM investors. Be careful. Craig and his team at Freightwaves are exceptionally good at what they do. They called this downturn in rates in 2Q of this year.
1. In my latest YouTube tutorial 📹, I demonstrate :
📄How to build a chat application with multiple PDFs
💹Using 3 quarters $FLNG's earnings report as data
🛠️Achieved with
@FlowiseAI
's no-code visual builder
🔍Tutorial also offers insight on optimizing results with use of
I saw this comment from a 60 year-old newbie who built their first AI app after watching my tutorial. It made my day to know that what I built has helped someone. 🩷
Here's a new tutorial I created that shows an end-to-end walk through on how to build a ChatGPT app visually (without any coding) that scrapes the contents of a website and embeds a chatbot trained on this info into your website. 🎥📚👩💻
Built using
@Flowise
and
@LangChainAI
!
Here is my latest tutorial on building customer service co-pilot app using Google Sheets and ChatGPT AI. 🎉
Integrate these AI powers right into Google Sheets:
🔍 Sentiment Analysis
✉️ Generate reply to reviews
💡 Summarization and Simplification
Built using
@FlowiseAI
1/ Just some reflection as I continue to play with the
@openbb_finance
templates. I added integration with tradeview widgets for technical analysis summary and combined that with detailed TA charts from SDK
Graph shows 2023 FCF yield vs 2024 FCF yield based on RBC Future Price Model data.
At future strip pricing from March 3 tables (WTI: 78.16, HH:2.70), suggests best value from a FCF yield metric is in North America E&Ps are in Oil weighted stocks in Canada. $CPG, $CVE, $SU
@openbb_finance
3. I'll share this fork of
#AutoGPT
with the OpenBB SDK code shortly so that others can also play with this and add their own commands for their own analysis use cases. The SDK APIs are super powerful.
Used the new AI model, Guanaco, by
@Tim_Dettmers
in
@LangChainAI
and tested it's code generation abilities. Very exciting new model!
UI using with
@chainlit_io
, code snippet for langchain call into Guanaco from
@MisbahSy
(with much thanks)
For those not familiar with Tim's
Using
@gpt_index
Twitter data connector to use
#chatgpt
apis to ask Twitter questions. Here is it reading 100 of
@mintzmyer
tweets. Questions I asked:
1. Show stock tickers mentioned positively
$ZIM, $CMRE, $FLNG, $AGAS, $TNK, $INSW, $NAT, $FRO, $DHT, $TK, $GLOP, $BTU, $STNG,
I'm very grateful that there are now over 500 learners who have joined the community in learning AI app building with no-code approach using
@FlowiseAI
and
@LangChainAI
🚀
There's a lot of power in what can be done without writing a single line of code!
@openbb_finance
I'm just getting started playing with this. But I'm certain that
@openbb_finance
has a role to play in this new world. So easy to get the info I need to feed into
#AutoGPT
and get it to do interesting work.
A multi-modal chatbot that effortlessly merges text and image generation into seamless conversations. 🚀
📢 Watch the demo with conversation starting with asking for advice on building strong financial habits (sped up slightly for demo)
🪄Chatbot magically generates a visual
Check out this Chrome extension that uses
#ChatGPT
to summarize a web page. I had it summarize analysis on $CNQ from a seeking alpha article. It's going to save me a ton of time in due diligence going forward. The extension is called ChatGPT>>summarize everything
OpenBB Terminal Pro*
Built on top of the OpenBB Terminal.
Get a fully customizable interface to access & analyze financial information.
- Powered by an extensive data marketplace
- Built-in access to HQ financial data
- Collaborative decision-making
- Amazing UI/UX
*waitlist
Used
#ChatGPT
APIs to summarize earnings transcript with data from FMP modeling. It produces exec summary and a details section. The script runs for 1:45 minutes, I've shortened the video to illustrate what you see at the end.
Visualization of Canadian E&P using RBC model at strip pricing. In bubble chart: green is outperform rating, size is market cap. Upper right largest green bubble best. $SU and $CVE appear to be really good picks for risk/reward. Bar charts show additional useful metrics
#com
Created leaderboard for North American E&P using RBC model data future strip (Mar 20: WTI $67.71 HH:2.45). Top 5 names in 2023 and 2024 FCF/EV yield Canadian. $SU, $LOU, $VET, $CPG, $PEY, $CVE
Created a new tutorial showing how to add speech-to-text abilities into a chat with your data chatbot 👀
👥 Multi-user support with authentication
🎙️ Speech to text in over 20 languages including English, French, Spanish, Chinese, and more!
💾 Chat persistence for easy
Built my own version of
#ChatGPT
code-interpreter for AI assisted data analysis and visualization. In the video, I took the open data set on bank closures in the US and did a natural language question to quickly gain insight
I've been studying the new template flow in
@FlowiseAI
newest version: Natural Language to SQL.
This is such an important enterprise use case.
The implementation is so elegant. Let me explain the approach it takes:
I've been working on adding financial metrics into the AI automated SEC 10K stock analysis workflow. ⭐️
I've successfully incorporated data from as an agent tool with my
@n8n_io
workflow so now my AI Research team has access to balance sheet and income
I found this really neat app LLM app builder called
@flowise
that allows me to build
#ChatGPT
apps without writing any code. Everything is done through visual composition. Here is a demo of building an app that summarizes a seekingalpha article on $IBM new Watsonx announce
1. I'm pretty excited about concept that I'm working on right now called "AI guided fundamental business analysis".
Scenario: I'm an stock analyst and I want to deeply understand the business model, market landscape, customer segments, risks ...
User experience:
a. I go into
Prototyped using ChatGPT APIs to integrate natural language interaction with data from $FLNG 1Q-4Q earnings and investor presentation. This chat interface was added to due diligence reports from
@openbb_finance
SDK. The answers from the model are really good. 10-k data next?
Here's look at the Radar chart with Ninepoint energy's top 7 holdings (1/31) with RBC base and future pricing. $BTE under base case really stands out. $WCP under future strip pricing stands out.
Doing fundamental comparative analysis of two companies is not an easy task for an investor. But very helpful to gain deep insight and building conviction for an investment.
In this Youtube video, I walk through building a Crew of AI agents that does this automatically with
@ClimentMolins
Good article Climent. And timely. Once $gsl has the ramped up cash flows coming in late this year, they will likely use remaining $40m of authorisation for aggressive buybacks. I'm loading up $gsl and just hoping for an even better price given the crappy container sentiment now
Here's a YouTube tutorial and walkthrough of the
@n8n_io
template for AI Powered Automated Stock Analysis
Please let me know what you think of the template and the tutorial 🙏
I'm happy to share that the AI Powered Automated Stock Analysis
@n8n_io
workflow that was posted a few days ago is available for anyone to use.
Download it for free here:
Short summary of what it does:
Streamline your fundamental stock analysis process
I built another visualization using RBC's future Strip prices comparing 2023 FCF yield vs 2023 EV/DACF. Bubble size is market cap. $SU is outliner as the only Senior producer in the upper left quadrant.
The easiest way to transform your
@FlowiseAI
Flow to a
@telegram
chatbot complete with speech-to-text and text-to-speech capabilities using this
@n8n_io
template.
I just installed anaconda and have started to play with jupyter notebooks. I'm going to try to setup environment that I can use openbb SDK
@openbb_finance
. I want to start building due diligence python scripts and customize for O&G investments
#COM
@jim_duffus
$BIR.TO 2023 FCF/EV yield 21.7%, 2023 Div of at least 8.15% (based on Fridays SP) or $8125 in income from the 100K, 26 1P & 38 2P, Debt free in 2-3 months, will benefit from LNG export from Canada WC in 2-3 years.
Just starting course on Python for Quant Finance. 1 month long course offered by
@pyquantnews
. Part of cohort 1. Onboarding this week. Really looking forward to it -- I can see lots of very smart people in this cohort. Looking forward to a great learning experience!
1/Created a google sheets app that I use to find the best risk/reward setups for a covered call strategy. For example, $AR May 18, 2023 $23 Strikes give annualized return of 17%, and provide margin of safety of 31% (ie. only start losing money if price drops below $21)
@mintzmyer
On days like these, I'm reminded that $zim likely has $45 in cash right now and printing at about $1 per share per week with effective spot+contract rate