69 lines
3.6 KiB
Python
69 lines
3.6 KiB
Python
from textwrap import dedent
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from phi.assistant import Assistant
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from phi.tools.serpapi_tools import SerpApiTools
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import streamlit as st
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from phi.llm.openai import OpenAIChat
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# Set up the Streamlit app
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st.title("AI Personal Finance Planner 💰")
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st.caption("Manage your finances with AI Personal Finance Manager by creating personalized budgets, investment plans, and savings strategies using GPT-4o")
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# Get OpenAI API key from user
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openai_api_key = st.text_input("Enter OpenAI API Key to access GPT-4o", type="password")
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# Get SerpAPI key from the user
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serp_api_key = st.text_input("Enter Serp API Key for Search functionality", type="password")
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if openai_api_key and serp_api_key:
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researcher = Assistant(
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name="Researcher",
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role="Searches for financial advice, investment opportunities, and savings strategies based on user preferences",
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llm=OpenAIChat(model="gpt-4o", api_key=openai_api_key),
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description=dedent(
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"""\
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You are a world-class financial researcher. Given a user's financial goals and current financial situation,
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generate a list of search terms for finding relevant financial advice, investment opportunities, and savings strategies.
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Then search the web for each term, analyze the results, and return the 10 most relevant results.
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"""
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),
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instructions=[
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"Given a user's financial goals and current financial situation, first generate a list of 3 search terms related to those goals.",
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"For each search term, `search_google` and analyze the results.",
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"From the results of all searches, return the 10 most relevant results to the user's preferences.",
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"Remember: the quality of the results is important.",
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],
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tools=[SerpApiTools(api_key=serp_api_key)],
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add_datetime_to_instructions=True,
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)
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planner = Assistant(
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name="Planner",
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role="Generates a personalized financial plan based on user preferences and research results",
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llm=OpenAIChat(model="gpt-4o", api_key=openai_api_key),
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description=dedent(
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"""\
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You are a senior financial planner. Given a user's financial goals, current financial situation, and a list of research results,
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your goal is to generate a personalized financial plan that meets the user's needs and preferences.
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"""
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),
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instructions=[
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"Given a user's financial goals, current financial situation, and a list of research results, generate a personalized financial plan that includes suggested budgets, investment plans, and savings strategies.",
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"Ensure the plan is well-structured, informative, and engaging.",
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"Ensure you provide a nuanced and balanced plan, quoting facts where possible.",
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"Remember: the quality of the plan is important.",
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"Focus on clarity, coherence, and overall quality.",
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"Never make up facts or plagiarize. Always provide proper attribution.",
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],
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add_datetime_to_instructions=True,
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add_chat_history_to_prompt=True,
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num_history_messages=3,
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)
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# Input fields for the user's financial goals and current financial situation
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financial_goals = st.text_input("What are your financial goals?")
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current_situation = st.text_area("Describe your current financial situation")
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if st.button("Generate Financial Plan"):
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with st.spinner("Processing..."):
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# Get the response from the assistant
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response = planner.run(f"Financial goals: {financial_goals}, Current situation: {current_situation}", stream=False)
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st.write(response)
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