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Stock Brocker Assistant

A suite of AI-powered tools for automating financial content creation, editorial workflows, and market data analysis — including financial data extraction, AI-assisted editing, broker report synthesis, automated market summaries, and corporate filings alerts.

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AI-Powered Financial Content & Workflow Automation Suite

Overview

This project is a collection of AI-driven tools designed to automate and enhance financial content creation, editorial processes, and market data analysis.
The suite includes applications for extracting financial data, assisting editors, generating broker report summaries, producing automated market summaries, and monitoring corporate filings.

Objectives

  • Increase efficiency, speed, and consistency in financial news reporting.
  • Automate repetitive editorial and analytical tasks.
  • Provide actionable insights through AI-powered data processing.
  • Enable real-time monitoring of corporate filings and market movements.

Projects & Deliverables

1. Financial Data Extraction & Analysis Application

Description:
A web application that processes unstructured financial statements (press releases, reports) to extract and structure key financial metrics.
Includes performance analysis tailored to company type (e.g., Banks, REITs, Corporations) and an administrative dashboard for usage analytics.

Deliverables:

  • User interface for file upload and results display.
  • Fully deployed web application.
  • Administrative dashboard for user statistics.

2. AI-Powered Editorial Assistant for Google Docs

Description:
A custom AI editor that improves editorial quality and consistency by providing AI-driven suggestions.
Features include headline generation, style guide adherence, tone and readability checks, and automated formatting corrections.

Deliverables:

  • "Generate Headlines" module.
  • "Edit with AI" module aligned with client style guide.
  • Dashboard for user analytics.
  • User manuals and quick-start guides.
  • User testing at each development phase.

3. Broker Report Article Generation Tool

Description:
A web application that synthesizes multiple broker reports into a single article, highlighting changes in stock recommendations, target prices, and other key takeaways.
Includes an administrative dashboard for analytics.

Deliverables:

  • Deployed application for broker report processing.
  • Dashboard for user statistics and continuous improvement.

4. Automated Daily Financial Market Summary

Description:
An end-to-end system that scrapes public financial websites to generate a templated daily market summary article with charts.
Covers stock index performance, market breadth, trading volumes, top/bottom performers, regional market performance, and analyst quotes.

Deliverables:

  • Automated data extraction system.
  • Two types of auto-generated daily charts.
  • Dashboard for analytics and improvement.

5. Corporate Filings Alert System

Description:
A monitoring tool that tracks corporate financial report filings with a regulatory authority.
Sends alerts for companies on a user-configurable watch list.

Deliverables:

  • Functional automated filing tracker.
  • Integrated notification system.
  • User management for watch list.

Technology Stack (Suggested)

  • Frontend: React.js / Next.js
  • Backend: Node.js / Python (FastAPI or Flask)
  • AI/ML: OpenAI API, Hugging Face Transformers, spaCy
  • Data Extraction: BeautifulSoup, Scrapy, Pandas
  • Database: PostgreSQL / MongoDB
  • Deployment: Docker, AWS / Azure / GCP
  • Dashboards: Grafana / custom React dashboards

Installation & Setup

Detailed installation instructions will be provided once the codebase is finalized.

License

This project is licensed under the MIT License.

Contact

For inquiries or collaboration, please contact the project maintainer.