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AI4Finance-Foundation

AI4Finance-Foundation/FinRobot

An open-source agentic AI framework for financial research, combining LLMs with deterministic valuation tools and multi-agent workflows.

Open-source alternative to:Bloomberg Terminal

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What is it?

FinRobot is an open-source agent framework for financial decision support, covering equity research, quantitative trading, risk analysis, investment banking, private equity and wealth management. Its design separates duties: language models handle reasoning, narration and report writing, while all financial figures such as DCF, DDM, LBO, WACC, comparable-company analysis and Monte Carlo simulation are produced by pure-Python code with provenance tracking.

The repository holds three generations. finrobot_desktop (V2) is the current production system, a desktop research workstation built on PydanticAI, FastAPI and React/Tauri, with a Lead Agent coordinating data, analysis, modeling, synthesis and report agents plus bull, bear and judge debate agents. finrobot_equity (V1) is a self-hosted web app that turns a ticker into an HTML or PDF equity report. finrobot_autogen (V0) is the original AutoGen-based library behind the research paper, with tutorial notebooks, and is intended for learning rather than production.

The V2 desktop app is available for macOS Apple Silicon, and a local web UI and CLI run the same engine on other platforms. The project is licensed under Apache-2.0.

Key features

  • 01Deterministic valuation operators (DCF, DDM, LBO, comps, Monte Carlo) keep financial numbers out of LLM output.
  • 02Multi-agent pipeline with a lead orchestrator, role-based research agents and bull/bear/judge debate agents.
  • 03Seven research pipelines covering company research, DCF, comps, LBO, DDM, earnings and IC memos.
  • 04Data providers with failover, including FMP, Finnhub, yfinance and SEC EDGAR.
  • 05Desktop app, local web UI and a CLI (for example `finrobot research AAPL`) share one engine.
  • 06Tutorial notebooks for annual report generation, forecasting and multimodal chart analysis in the V0 library.

Use cases

  • Producing structured equity research reports with valuation and risk sections for a given ticker.
  • Teaching or prototyping how financial AI agents are wired together using the V0 AutoGen library.
  • Running a self-hosted web service that generates shareable equity research reports.
  • Building investment committee style memos that combine bull and bear arguments.

In collections

Multi-agent orchestration frameworksOpen-source AI agent frameworks & apps

Topics

#ai-agent#llm#finance#multi-agent#valuation#equity-research#python#quantitative-finance#aiagent#chatgpt

FAQ

What is FinRobot?
An open-source agentic AI framework for financial research, combining LLMs with deterministic valuation tools and multi-agent workflows. FinRobot is an open-source agent framework for financial decision support, covering equity research, quantitative trading, risk analysis, investment banking, private equity and wealth management. Its design separates duties: language models handle reasoning, narration and report writing, while all financial figures such as DCF, DDM, LBO, WACC, comparable-company analysis and Monte Carlo simulation are produced by pure-Python code with provenance tracking.
Is FinRobot free to use? What license does it have?
FinRobot is open source under the Apache-2.0 license. Check the license terms before using it in commercial products.
Is FinRobot still maintained?
Actively maintained. The last commit to FinRobot was on Oct 24, 2026.
What can I use FinRobot for?
Producing structured equity research reports with valuation and risk sections for a given ticker. Teaching or prototyping how financial AI agents are wired together using the V0 AutoGen library. Running a self-hosted web service that generates shareable equity research reports. Building investment committee style memos that combine bull and bear arguments.
Where can I get FinRobot?
The source code and installation instructions are on GitHub: https://github.com/AI4Finance-Foundation/FinRobot

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