🧠 AI-Powered Financial Portfolio Rebalancer

📘 Description

This project implements a LangChain agent powered by multiple LLMs (OpenAI, Groq) to help users:

• 📈 Get real-time stock prices
• 📊 Analyze and rebalance their investment portfolios
• 📉 Understand market trends over the past week

⚙️ Setup Instructions

1. Install dependencies:

   pip install -r requirements.txt

2. Create a .env file in the root directory:

   OPENAI_API_KEY=your_openai_key_here  
   GROQ_API_KEY=your_groq_key_here

3. Run the test cases:

   python run.py

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🧠 LLM Providers Used

• OpenAI: GPT-4
• Groq: LLaMA3-8B / LLaMA3-70B

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🧰 Tools Implemented

Tool Name	Purpose
StockPriceLookup	Retrieves the current price and daily change of a given stock ticker
PortfolioRebalancer	Analyzes stock portfolio weights and recommends rebalancing actions
MarketTrendAnalyzer	Summarizes recent trends for a major index like the S&P 500 (SPY)

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🧪 Sample Output

Portfolio 1 (OpenAI):

AAPL: SELL 16.67% to reach target weight 33.33%
TSLA: BUY 3.33% to reach target weight 33.33%
GOOGL: BUY 13.33% to reach target weight 33.33%

Portfolio 2 (Groq LLaMA3-70B):

MSFT: OK (weight = 0.25)
NVDA: OK (weight = 0.25)
AMZN: OK (weight = 0.25)
META: OK (weight = 0.25)

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📄 Author & License

MIT License · CMU 94-815 · Fanxing Bu