Metadata-Version: 2.4
Name: navam-invest
Version: 0.1.13
Summary: AI agents and tools for the retail investor
Project-URL: Homepage, https://github.com/navam-io/navam-invest
Project-URL: Repository, https://github.com/navam-io/navam-invest
Project-URL: Issues, https://github.com/navam-io/navam-invest/issues
Author-email: navam-io <contact@navam.io>
License: MIT
License-File: LICENSE
Keywords: ai-agents,finance,investment,retail-investor,trading
Classifier: Development Status :: 3 - Alpha
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: License :: OSI Approved :: MIT License
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.9
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Topic :: Office/Business :: Financial :: Investment
Requires-Python: >=3.9
Requires-Dist: anthropic>=0.40.0
Requires-Dist: httpx>=0.28.0
Requires-Dist: langchain-anthropic>=0.3.0
Requires-Dist: langchain-core>=0.3.0
Requires-Dist: langgraph>=0.2.0
Requires-Dist: pydantic-settings>=2.0.0
Requires-Dist: pydantic>=2.0.0
Requires-Dist: python-dotenv>=1.0.0
Requires-Dist: rich>=13.0.0
Requires-Dist: textual>=1.0.0
Requires-Dist: typer>=0.15.0
Provides-Extra: dev
Requires-Dist: black>=24.0.0; extra == 'dev'
Requires-Dist: mypy>=1.8.0; extra == 'dev'
Requires-Dist: pytest-asyncio>=0.24.0; extra == 'dev'
Requires-Dist: pytest-cov>=4.1.0; extra == 'dev'
Requires-Dist: pytest>=8.0.0; extra == 'dev'
Requires-Dist: ruff>=0.1.0; extra == 'dev'
Requires-Dist: textual-dev>=1.0.0; extra == 'dev'
Description-Content-Type: text/markdown

<div align="center">

# 🤖 Navam Invest

**AI-Powered Investment Advisor for Retail Investors**

[![PyPI version](https://badge.fury.io/py/navam-invest.svg)](https://badge.fury.io/py/navam-invest)
[![Python Version](https://img.shields.io/badge/python-3.9%2B-blue.svg)](https://www.python.org/downloads/)
[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)
[![Downloads](https://static.pepy.tech/badge/navam-invest)](https://pepy.tech/project/navam-invest)
[![Code style: black](https://img.shields.io/badge/code%20style-black-000000.svg)](https://github.com/psf/black)
[![Checked with mypy](https://img.shields.io/badge/mypy-checked-blue)](http://mypy-lang.org/)

[Features](#-features) •
[Quick Start](#-quick-start) •
[Examples](#-example-interactions) •
[Documentation](#-documentation) •
[Contributing](#-contributing)

</div>

---

## 🆕 What's New in v0.1.12 (In Development)

**Tiingo Integration & Real-Time Streaming** - Historical fundamentals and transparent AI execution:

- ✨ **Historical Fundamentals**: 5-year trend analysis, quarterly statements, CAGR calculations (Tiingo)
- ✨ **Granular Progress Streaming**: Real-time visibility into agent reasoning and tool execution
- ✨ **Enhanced Transparency**: See which APIs are called, what arguments are used, live tool status

**Tool Count**: 23 → 27 tools (+17% growth) | **Full release notes**: [v0.1.12](backlog/release-0.1.12.md)

---

## 📖 Overview

`navam-invest` brings **institutional-grade portfolio intelligence** to individual retail investors. Built with [LangGraph](https://langchain-ai.github.io/langgraph/) and powered by [Anthropic's Claude](https://www.anthropic.com/claude), it provides specialized AI agents for portfolio analysis, market research, and investment insights—all accessible through an interactive terminal interface.

### Why Navam Invest?

- **🎯 Institutional Intelligence**: Access the same analytical depth once reserved for institutional portfolios
- **🔒 Privacy-First**: Run locally with your own API keys—your data stays yours
- **💡 Transparent**: Full audit trails and explainable AI reasoning
- **🆓 Free Data Sources**: Leverages high-quality public APIs (free tiers available)
- **🔧 Extensible**: Modular architecture makes it easy to add new agents and data sources

---

## ✨ Features

### 🤖 **AI Agents Powered by LangGraph**

<table>
<tr>
<td width="50%">

**Portfolio Analysis Agent**
- Real-time stock quotes and metrics
- Company fundamentals & financial ratios
- **5-year historical fundamentals** 🆕
- **Quarterly statement tracking** 🆕
- News & social sentiment analysis
- Insider sentiment tracking (MSPR)
- Analyst recommendation trends
- SEC filings (10-K, 10-Q, 13F)
- Multi-criteria stock screening
- Local file reading (CSV, JSON, Excel)

</td>
<td width="50%">

**Market Research Agent**
- Macroeconomic indicators (GDP, CPI, unemployment)
- Treasury yield curves & spreads
- Federal Reserve data (FRED)
- Economic regime detection
- Debt-to-GDP analysis
- Market news & sentiment

</td>
</tr>
</table>

### 📊 **Real API Integrations** (27 Tools Across 8 Data Sources)

| API | Tools | Purpose | Free Tier |
|-----|-------|---------|-----------|
| **Alpha Vantage** | 2 | Stock prices, company overviews, technical indicators | 25-500 calls/day |
| **Financial Modeling Prep** | 4 | Financial statements, ratios, insider trades, screening | 250 calls/day |
| **Tiingo** 🆕 | 4 | Historical fundamentals (5yr), quarterly statements, daily metrics | 50 symbols/hr |
| **Finnhub** | 5 | News sentiment, social sentiment, insider sentiment, analyst ratings | 60 calls/min |
| **FRED (St. Louis Fed)** | 2 | Economic indicators, macro data | Unlimited |
| **U.S. Treasury** | 4 | Yield curves, treasury rates, debt metrics | Unlimited |
| **SEC EDGAR** | 5 | Corporate filings (10-K, 10-Q, 13F) | 10 req/sec |
| **NewsAPI.org** | 3 | Market news, headlines, company news | 100 calls/day |
| **Anthropic Claude** | - | AI reasoning and tool orchestration | Pay-as-you-go |

### 💬 **Interactive Terminal UI**

- **Chat Interface**: Natural language interaction with AI agents
- **Real-time Streaming**: Watch agents think and reason in real-time
- **Granular Progress** 🆕: See which tools are called, with what arguments, and live execution status
- **Markdown Rendering**: Beautiful formatted output with tables and lists
- **Agent Switching**: Seamlessly switch between specialized agents (`/portfolio`, `/research`)
- **Command Palette**: Quick access to common actions
- **File Reading**: Analyze local portfolio files (CSV, JSON, Excel)

### 🏗️ **Built on Modern Tech**

```
LangGraph (Agent Orchestration) → LangChain (Tools) → Anthropic Claude (Reasoning)
     ↓
Textual (Terminal UI) + Typer (CLI) + httpx (Async HTTP)
```

---

## 🚀 Quick Start

### Prerequisites

- **Python 3.9+** (3.13 recommended)
- **pip** or **uv** package manager
- API keys (see [Configuration](#configuration))

### Installation

#### Option 1: Install from PyPI (Recommended)

```bash
pip install navam-invest
```

#### Option 2: Install from Source

```bash
git clone https://github.com/navam-io/navam-invest.git
cd navam-invest
python3 -m venv .venv
source .venv/bin/activate  # Windows: .venv\Scripts\activate
pip install -e ".[dev]"
```

### Configuration

1. **Copy environment template:**
   ```bash
   cp .env.example .env
   ```

2. **Add your API keys** to `.env`:
   ```bash
   # Required
   ANTHROPIC_API_KEY=sk-ant-...

   # Optional (but recommended for full functionality)
   ALPHA_VANTAGE_API_KEY=your_key_here
   FMP_API_KEY=your_key_here
   TIINGO_API_KEY=your_key_here
   FINNHUB_API_KEY=your_key_here
   FRED_API_KEY=your_key_here
   NEWSAPI_API_KEY=your_key_here
   ```

3. **Get API Keys** (all have free tiers):

   | Service | Link | Notes |
   |---------|------|-------|
   | **Anthropic** | [console.anthropic.com](https://console.anthropic.com/) | Required - Pay-as-you-go ($3-15/M tokens) |
   | **Alpha Vantage** | [alphavantage.co/support/#api-key](https://www.alphavantage.co/support/#api-key) | Free tier: 25 calls/day |
   | **FMP** | [financialmodelingprep.com/developer](https://financialmodelingprep.com/developer) | Free tier: 250 calls/day |
   | **Tiingo** | [tiingo.com](https://www.tiingo.com/) | Free tier: 50 symbols/hr, 5yr history |
   | **Finnhub** | [finnhub.io/register](https://finnhub.io/register) | Free tier: 60 calls/min |
   | **FRED** | [fredaccount.stlouisfed.org/apikeys](https://fredaccount.stlouisfed.org/apikeys) | Free - Unlimited |
   | **NewsAPI** | [newsapi.org/register](https://newsapi.org/register) | Free tier: 100 calls/day |
   | **Treasury & SEC** | - | No API keys required! |

### Usage

#### Launch the Interactive Interface

```bash
navam invest
```

This opens an interactive chat interface where you can talk to AI agents in natural language.

---

## 💡 Example Interactions

### Portfolio Analysis Examples

<details>
<summary><b>📈 Stock Price & Overview</b></summary>

```
You: What's the current price of AAPL?

Portfolio Agent:
**AAPL - Stock Price**
Symbol: AAPL
Price: $178.25
Change: +2.45 (+1.39%)
Volume: 45,234,567
Market Cap: $2.81T
```
</details>

<details>
<summary><b>💰 Financial Fundamentals</b></summary>

```
You: Show me Apple's financial ratios

Portfolio Agent:
**AAPL - Financial Ratios**

**Liquidity:**
Current Ratio: 0.98
Quick Ratio: 0.83

**Profitability:**
Gross Margin: 0.44
Operating Margin: 0.30
Net Margin: 0.25

**Returns:**
ROE: 1.47
ROA: 0.28

**Leverage:**
Debt Ratio: 0.32
```
</details>

<details>
<summary><b>📊 Historical Fundamentals Analysis (NEW!)</b></summary>

```
You: Analyze AAPL's historical fundamentals over the past 5 years

Portfolio Agent:
  → Calling get_historical_fundamentals(symbol=AAPL, years=5)
  ✓ get_historical_fundamentals completed

**AAPL - 5-Year Fundamental Trends**

**Revenue Growth:**
2020: $274.5B → 2024: $383.9B
CAGR: 8.7% (Steady growth)

**Profitability Trends:**
Net Margin: 21.2% → 25.3% (+4.1pp improvement)
ROE: 73.7% → 147.4% (Exceptional capital efficiency)

**Balance Sheet Strength:**
Total Assets: $323.9B → $365.7B (+12.9%)
Debt-to-Equity: 1.57 → 1.69 (Slight increase)

**Free Cash Flow:**
2020: $73.4B → 2024: $99.6B
5-Year Total: $452.8B (Strong cash generation)

**Valuation Trends:**
P/E Ratio: 28.5 → 30.2 (Premium valuation maintained)
P/B Ratio: 21.0 → 44.5 (Significant multiple expansion)

**Investment Thesis:**
Apple shows consistent revenue growth with improving profitability.
ROE expansion indicates exceptional capital allocation. Strong FCF
supports buybacks and dividends. Premium valuation reflects market
confidence in services transition.
```
</details>

<details>
<summary><b>🔍 Sentiment Analysis</b></summary>

```
You: What's the sentiment around TSLA?

Portfolio Agent:
**TSLA - News Sentiment Analysis**

**Sentiment Scores:**
Company News Score: 0.75
Sector Average: 0.62
Bullish: 68% | Bearish: 32%

**News Buzz:**
Articles Last Week: 45
Weekly Average: 32
Buzz Score: 1.4

**Social Media Sentiment:**
Reddit Mentions: 2,500 | Score: 0.65 (Positive)
Twitter Mentions: 5,200 | Score: 0.58 (Positive)

**Insider Sentiment:**
MSPR: 0.15 (Net buying)
Sentiment: 🟢 Bullish

**Analyst Recommendations:**
Strong Buy: 12 | Buy: 8 | Hold: 5 | Sell: 1
Consensus: 🟢 Bullish
```
</details>

<details>
<summary><b>📋 SEC Filings</b></summary>

```
You: Find me the latest 10-K for Apple

Portfolio Agent:
**AAPL - Latest 10-K Filing**

Filing Date: 2024-11-01
Period: FY 2024
Form: 10-K (Annual Report)

Document: https://www.sec.gov/cgi-bin/viewer?action=view&cik=0000320193&accession_number=...

Key Sections:
- Business Overview
- Risk Factors
- Financial Statements
- Management Discussion & Analysis
```
</details>

<details>
<summary><b>🎯 Stock Screening</b></summary>

```
You: Screen for tech stocks with market cap > $10B and P/E < 20

Portfolio Agent:
**Stock Screener Results**

**GOOGL** - Alphabet Inc
Sector: Technology | Price: $141.50
Market Cap: $1,750,234,567,890 | P/E: 18.2

**MSFT** - Microsoft Corporation
Sector: Technology | Price: $378.25
Market Cap: $2,801,456,789,012 | P/E: 19.5

**META** - Meta Platforms Inc
Sector: Technology | Price: $485.30
Market Cap: $1,234,567,890,123 | P/E: 16.8
```
</details>

### Market Research Examples

<details>
<summary><b>📊 Economic Indicators</b></summary>

```
You: /research
You: Show me key economic indicators

Research Agent:
**Key Macroeconomic Indicators**

**GDP Growth (Real):** 2.4% (Q3 2024)
**Unemployment Rate:** 3.9% (October 2024)
**CPI Inflation:** 3.2% (YoY, October 2024)
**Fed Funds Rate:** 5.25-5.50% (Current)

Economic Regime: Late Cycle Expansion
```
</details>

<details>
<summary><b>📈 Treasury Yield Curve</b></summary>

```
You: Show me the Treasury yield curve

Research Agent:
**U.S. Treasury Yield Curve** (2025-10-06)

1 Month:   5.42%
3 Month:   5.38%
6 Month:   5.32%
1 Year:    5.15%
2 Year:    4.82%
5 Year:    4.35%
10 Year:   4.28%
30 Year:   4.42%

**2Y-10Y Spread:** -0.54% (Inverted - Recession signal)
**Curve Shape:** Inverted (Short rates > Long rates)
```
</details>

<details>
<summary><b>📰 Market News</b></summary>

```
You: What's the latest market news?

Research Agent:
**Top Financial Headlines**

1. **Fed Signals Pause on Rate Hikes**
   Source: Reuters | 2 hours ago
   Summary: Federal Reserve officials indicate they may hold rates steady...

2. **Tech Stocks Rally on AI Optimism**
   Source: Bloomberg | 4 hours ago
   Summary: Major tech companies surge as investors bet on AI growth...

3. **Oil Prices Fall on Demand Concerns**
   Source: CNBC | 6 hours ago
   Summary: Crude oil drops 3% amid worries about global economic slowdown...
```
</details>

### File Analysis Example

<details>
<summary><b>📁 Local Portfolio Analysis</b></summary>

```
You: Analyze my portfolio in portfolio.csv

Portfolio Agent:
**Portfolio Analysis**

Reading file: portfolio.csv

**Holdings:**
AAPL: 100 shares @ $178.25 = $17,825
MSFT: 50 shares @ $378.25 = $18,912.50
GOOGL: 75 shares @ $141.50 = $10,612.50

**Total Value:** $47,350
**Sector Allocation:**
- Technology: 100%

**Recommendations:**
- Portfolio is highly concentrated in tech sector
- Consider diversification into other sectors
- Current tech sentiment is bullish based on recent news
```
</details>

### TUI Commands Reference

| Command | Action |
|---------|--------|
| `/portfolio` | Switch to Portfolio Analysis Agent |
| `/research` | Switch to Market Research Agent |
| `/examples` | Show example queries |
| `/help` | Show help message |
| `/quit` or `/exit` | Exit application |
| `/clear` | Clear chat history |
| `Ctrl+C` | Clear input or chat |
| `Ctrl+Q` | Quit application |

---

## 📚 Documentation

### Project Structure

```
navam-invest/
├── src/navam_invest/
│   ├── agents/              # 🤖 LangGraph agent implementations
│   │   ├── portfolio.py     #    Portfolio analysis with ReAct pattern
│   │   └── research.py      #    Market research with macro tools
│   ├── tools/               # 🔧 API integration tools (23 tools total)
│   │   ├── alpha_vantage.py #    Stock price & fundamentals
│   │   ├── fmp.py           #    Financial statements & ratios
│   │   ├── tiingo.py        #    🆕 Historical fundamentals (5yr)
│   │   ├── finnhub.py       #    Sentiment & alternative data
│   │   ├── fred.py          #    Economic indicators & macro data
│   │   ├── treasury.py      #    Yield curves & treasury data
│   │   ├── sec_edgar.py     #    Corporate filings (10-K, 10-Q, 13F)
│   │   ├── newsapi.py       #    Market news & headlines
│   │   ├── file_reader.py   #    Local file reading
│   │   └── __init__.py      #    Unified tools registry
│   ├── tui/                 # 💬 Textual-based user interface
│   │   └── app.py           #    Chat interface with streaming
│   ├── config/              # ⚙️ Configuration management
│   │   └── settings.py      #    Pydantic settings with .env
│   └── cli.py               # 🖥️ Typer CLI entry point
├── tests/                   # ✅ Test suite (pytest + async)
│   ├── test_config.py
│   ├── test_tools.py
│   ├── test_tiingo.py       # 🆕 Tiingo tests (12 tests, 86% coverage)
│   ├── test_finnhub.py      # Finnhub tests
│   ├── test_newsapi.py
│   └── test_file_reader.py
├── refer/                   # 📖 Reference documentation
│   ├── langgraph/           #    LangGraph docs & examples
│   └── specs/               #    Project specifications
├── backlog/                 # 📋 Development backlog
│   ├── active.md            #    Current features
│   └── release-*.md         #    Release notes
├── .env.example             # 🔑 Environment template
├── pyproject.toml           # 📦 Package configuration
├── CLAUDE.md                # 🤖 AI assistant guide
└── README.md                # 📄 This file
```

### Architecture

#### Technology Stack

<table>
<tr>
<td><b>AI & Agents</b></td>
<td>

- **LangGraph** 0.2+ - Agent orchestration, stateful workflows
- **LangChain Core** 0.3+ - Tool framework, message handling
- **Anthropic Claude** - Sonnet 4.5 for reasoning & analysis

</td>
</tr>
<tr>
<td><b>User Interface</b></td>
<td>

- **Textual** 1.0+ - Modern terminal UI framework
- **Typer** 0.15+ - CLI framework with type hints
- **Rich** 13+ - Terminal formatting & markdown

</td>
</tr>
<tr>
<td><b>Data & HTTP</b></td>
<td>

- **httpx** 0.28+ - Async HTTP client
- **Pydantic** 2.0+ - Data validation & settings
- **python-dotenv** - Environment management

</td>
</tr>
</table>

#### Agent Design Pattern

Both agents implement the **ReAct (Reasoning + Acting)** pattern with tool calling:

```
User Query → Agent Reasoning → Tool Selection → Tool Execution → Response Formatting
     ↑                                                                    ↓
     └──────────────────── Streaming Updates ←──────────────────────────┘
```

**Portfolio Analysis Agent (23 tools available):**
- **Market Data**: `get_stock_price`, `get_stock_overview` (Alpha Vantage)
- **Fundamentals**: `get_company_fundamentals`, `get_financial_ratios`, `get_insider_trades`, `screen_stocks` (FMP)
- **Historical Fundamentals** 🆕: `get_fundamentals_daily`, `get_fundamentals_statements`, `get_fundamentals_definitions`, `get_historical_fundamentals` (Tiingo)
- **Sentiment**: `get_company_news_sentiment`, `get_social_sentiment`, `get_insider_sentiment`, `get_recommendation_trends`, `get_finnhub_company_news` (Finnhub)
- **Filings**: `search_company_by_ticker`, `get_latest_10k`, `get_latest_10q`, `get_institutional_holdings`, `get_company_filings` (SEC)
- **News**: `search_market_news`, `get_company_news`, `get_top_financial_headlines` (NewsAPI)
- **Files**: `read_local_file`, `list_local_files` (Local)

**Market Research Agent (11 tools available):**
- **Macro**: `get_economic_indicator`, `get_key_macro_indicators` (FRED)
- **Treasury**: `get_treasury_yield_curve`, `get_treasury_rate`, `get_treasury_yield_spread`, `get_debt_to_gdp` (Treasury)
- **News**: `search_market_news`, `get_company_news`, `get_top_financial_headlines` (NewsAPI)
- **Files**: `read_local_file`, `list_local_files` (Local)

---

## 🛠️ Development

### Setup Development Environment

```bash
# Clone and setup
git clone https://github.com/navam-io/navam-invest.git
cd navam-invest
python3 -m venv .venv
source .venv/bin/activate

# Install with dev dependencies
pip install -e ".[dev]"
```

### Running Tests

```bash
# Run all tests with coverage
pytest

# Run specific test file
pytest tests/test_finnhub.py -v

# Run with coverage report
pytest --cov=src/navam_invest --cov-report=term-missing
```

**Current Coverage:** 48/48 tests passing ✅ (43% overall coverage)

### Code Quality

```bash
# Format code
black src/ tests/

# Lint
ruff check src/ tests/

# Type check
mypy src/

# Run all quality checks
black src/ tests/ && ruff check src/ tests/ && mypy src/
```

### Development Tools

- **Black** - Code formatting (88 char line length)
- **Ruff** - Fast Python linter
- **MyPy** - Static type checking (strict mode enabled)
- **pytest** - Testing framework with async support
- **Textual DevTools** - TUI hot-reload (`textual run --dev`)

---

## 🤝 Contributing

Contributions are welcome! Here's how you can help:

1. **🐛 Report Bugs**: [Open an issue](https://github.com/navam-io/navam-invest/issues)
2. **💡 Suggest Features**: [Start a discussion](https://github.com/navam-io/navam-invest/discussions)
3. **📝 Improve Docs**: Submit PR for documentation improvements
4. **🔧 Submit Code**: Fork, create branch, submit PR

### Development Workflow

```bash
# 1. Create feature branch
git checkout -b feature/your-feature-name

# 2. Make changes and test
pytest

# 3. Format and lint
black src/ tests/
ruff check src/ tests/

# 4. Commit and push
git commit -m "feat: add your feature"
git push origin feature/your-feature-name

# 5. Open Pull Request
```

### Adding New Agents

See `CLAUDE.md` for comprehensive guide on adding new LangGraph agents and tools.

---

## 📋 Roadmap

### ✅ v0.1.12 (In Development)
- [x] Tiingo integration (5-year historical fundamentals, quarterly statements, CAGR analysis)
- [x] Granular progress streaming (real-time tool execution visibility)
- [x] Enhanced TUI with transparent agent reasoning
- [x] Agent refactoring plan and architecture design

### 🚀 v0.1.13-0.1.15 (Next - Phase 2A)
- [ ] Build Quill (Equity Research) agent - Deep fundamental analysis and thesis building
- [ ] Build Screen Forge agent - Systematic stock screening and idea generation
- [ ] Add agent selection in TUI: `/quill`, `/screen` commands
- [ ] Update tools registry to map tools to specialized agents

### v0.2.0 (Planned - Phase 2B & Phase 3)
- [ ] Implement Workflow 1: Comprehensive Investment Analysis (Quill → Macro Lens → Atlas)
- [ ] Add workflow command: `/analyze <SYMBOL>` for end-to-end analysis
- [ ] Refactor Portfolio → Atlas (Investment Strategist)
- [ ] Refactor Research → Macro Lens (Market Strategist)
- [ ] Multi-agent supervisor for coordinated workflows
- [ ] Portfolio optimization tools (PyPortfolioOpt integration)
- [ ] Conversation persistence with LangGraph checkpointers
- [ ] Enhanced TUI with portfolio display panels

### v0.3.0 (Planned)
- [ ] Tax-loss harvesting agent
- [ ] Risk metrics dashboard (VaR, beta, Sharpe)
- [ ] Backtesting framework with historical data
- [ ] Export capabilities (CSV/JSON/PDF)

### Future
- [ ] Web UI (Streamlit or FastAPI + HTMX)
- [ ] LangGraph Cloud deployment
- [ ] Mobile app (React Native)
- [ ] Broker integrations (Alpaca, Interactive Brokers)

---

## 📄 License

This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.

---

## 🙏 Acknowledgments

Built with these amazing open-source projects:

- [LangGraph](https://github.com/langchain-ai/langgraph) - Agent orchestration framework
- [LangChain](https://github.com/langchain-ai/langchain) - LLM application framework
- [Anthropic Claude](https://www.anthropic.com/) - AI reasoning engine
- [Textual](https://github.com/Textualize/textual) - Terminal UI framework
- [Typer](https://github.com/tiangolo/typer) - CLI framework

Data sources:
- [Alpha Vantage](https://www.alphavantage.co/) - Stock market data
- [Financial Modeling Prep](https://financialmodelingprep.com/) - Fundamentals & financials
- [Tiingo](https://www.tiingo.com/) - Historical fundamentals & quarterly tracking
- [Finnhub](https://finnhub.io/) - Alternative data & sentiment analysis
- [FRED](https://fred.stlouisfed.org/) - Economic data from St. Louis Fed
- [U.S. Treasury](https://fiscaldata.treasury.gov/) - Treasury yields & debt data
- [SEC EDGAR](https://www.sec.gov/edgar) - Corporate filings
- [NewsAPI](https://newsapi.org/) - Market news & headlines

---

## 🔗 Links

- **Homepage**: [github.com/navam-io/navam-invest](https://github.com/navam-io/navam-invest)
- **PyPI Package**: [pypi.org/project/navam-invest](https://pypi.org/project/navam-invest/)
- **Documentation**: [View on GitHub](https://github.com/navam-io/navam-invest/tree/main/refer)
- **Issues**: [Report bugs](https://github.com/navam-io/navam-invest/issues)
- **Discussions**: [Join the conversation](https://github.com/navam-io/navam-invest/discussions)

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**⭐ If you find this project useful, please consider giving it a star!**

Made with ❤️ by the Navam team

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