FinAgent

Interactive financial analyst generating Jupyter Notebooks using Claude Code. Brings its own Jupyter Notebook server for convenience.

Prerequisites

• Node.js 20+ (get it from https://nodejs.org/en/download)
• Anthropic API key (get it from https://console.anthropic.com/)

Run

First, install the tool by calling:

npm i -g finagent

Then, you can run the tool by calling finagent.

Development

• npm install
• npm run dev for development build
• npm run build && npm start for production build

Usage

• Type a full-sentence prompt and press Enter (or type /examples to see examples)
• A analysis.ipynb file will be created in the current directory and opened in the Jupyter Notebook server provided by the tool.
• Type a follow-up prompt and press Enter to update the analysis.ipynb file
• Use /reset to delete the analysis.ipynb file and start over
• While typing, reference files with @ prefix. Example: type @a to list matches; Up/Down to highlight; Tab to insert the selected @file into the prompt.
• Quit with Ctrl+C.

Jupyter server

The Jupyter server is installed in a virtual environment and runs in the background on startup and shutdowns automatically on exit. The virtual environment is located in the $HOME/.finance-agent directory.

To update the Jupyter server, use the /update command.

License and contributions

• This project is licensed under AGPL-3.0-only (see LICENSE).
• By contributing, you must agree to the project's Contributor License Agreement (CLA) (CLA.md). The CLA grants the maintainer (Schiesser IT, LLC) the right to use and relicense your contribution, including under commercial terms, while the open-source distribution remains under AGPL.
• Pull requests must check the CLA box in the PR template; a CI check will block merges if not agreed.