This device is not compatible.

Build an AI Financial Analyst Assistant with DSPy and Flask

PROJECT

Build an AI Financial Analyst Assistant with DSPy and Flask

In this project, we’ll build an AI-powered financial analyst assistant using Flask, DSPy, and OpenAI to analyze stock data, optimize portfolios, and generate smart financial reports through an interactive web app.

You will learn to:

Integrate real-time financial data using the Yahoo Finance API.

Integrate AI-powered financial insights using DSPy.

Manage a stock portfolio with SQLAlchemy.

Generate dynamic PDF portfolio reports.

Build Flask routes for frontend pages and API endpoints.

Skills

API Integration

Web Development

Generative AI

Prerequisites

Basic understanding of API integration

Intermediate knowledge of DSPy and Flask

Intermediate knowledge of Python and Yahoo Finance

OpenAI API key

Technologies

Flask

OpenAI

Python

Project Description

Modern financial analysis relies on real-time market feeds, order-book data, and historical price series that need to be processed at scale. This project uses automation and model-driven analysis to handle data ingestion, compute indicators, and surface results in a usable format.

In this project, we will build an AI-powered financial analyst assistant using Flask, DSPy, and OpenAI. The application retrieves real-time stock data, performs portfolio analysis, and generates automated financial reports enhanced by AI-driven insights. It combines traditional financial analytics, such as ratio computation and trend detection, with advanced natural language processing to enable users to ask financial questions conversationally.

By the end of the project, we’ll have a fully functional Flask web application capable of performing stock data analysis, portfolio optimization, and automated PDF report generation, all powered by AI-based reasoning chains built with DSPy.

Project Tasks

Introduction

Task 0: Get Started

Task 1: Get an Overview of the Financial Analyst Dashboard UI

Database Integration and Data Utility Functions

Task 2: Create the Response Model

Task 3: Stock Data Utilities

Flask Routes, DSPy Insights, and Reporting

Task 4: Implement Financial Insight Generation Using DSPy

Task 5: Implement Flask Frontend Route for AI Dashboard

Task 6: Implement DSPy Stock Analysis and Insight Summary Routes

Task 7: Implement Portfolio Management Routes

Task 8: Implement Portfolio PDF Report Generation Route

Congratulations!

Subscribe to project updates

Hear what others have to say

Join 1.4 million developers working at companies like

"Another great hands on project to apply your knowledge learned. Thank you Educative ❤️"

Atabek BEKENOV

Senior Software Engineer

"Super excited to learn E-commerce website for my own startup venture. Thanks for your great learning platform."

Pradip Pariyar

Senior Software Engineer

"This was an excellent lesson. I learned a lot working through the process. I enjoyed it so much that I rebuilt it my AWS account to see how hard it would be to deploy to a production environment."

Renzo Scriber

Senior Software Engineer

"It was my first proper data engineering project and it was amazing."

Vasiliki Nikolaidi

Senior Software Engineer

"It's a fantastic way to do hands-on practice; I enjoy this way of learning."

Juan Carlos Valerio Arrieta

Senior Software Engineer

Relevant Courses

Use the following content to review prerequisites or explore specific concepts in detail.