FinPilot

AI-Powered Financial Analysis Platform

Natural-language access to your financial data — with computed, traceable, and auditable results.

Quick Start · Core Capabilities · Product Showcase · Key Differentiators · Technology Stack · Roadmap · Contributing

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English · 中文 · 日本語

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Overview

FinPilot is an open-source, enterprise-ready AI financial analysis platform. It connects large language models to your financial data through a structured agent pipeline, enabling finance teams to:

• Query data in plain language — natural-language questions are translated into SQL and executed against your database.
• Automate report generation — template-based report generation with subscription push and approval workflows.
• Ask questions over documents — RAG-based Q&A over Excel, PDF, CSV, and DOCX files.
• Run financial modeling — DCF, DDM, LBO, WACC, comparables, and Monte Carlo simulations on deterministic code.

Every output is computed by code and narrated by the model, with a complete run-log for traceability and audit.

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Core Capabilities

Area	Capability
🤖 Conversational Q&A	Upload Excel/PDF/CSV/DOCX in chat; SSE streaming with live reasoning steps
📊 Financial Modeling	DCF · DDM · LBO · WACC · comparables · Monte Carlo — deterministic, pure-Python calculators
📑 Report Center	Template-based reports, subscription push, approval workflow
🔍 RAG Document Q&A	BM25 + vector + RRF fusion retrieval; multi-format document parsers
🛡 Security & Compliance	ABAC access control, TOTP 2FA, PII masking, SQL-injection guard, audit log, role tiers
📡 Run-Log	Live monitoring: logs, Q&A replay, module status, statistics
🧰 Extensibility	Tools · Skills · MCP servers · code sandbox · prompt management
💬 Chat-as-Control	Slash commands, role-filtered; full system administration from the chat interface
📱 Mobile-First UI	Responsive mobile shell; desktop pages degrade gracefully
🚨 Precise Error Handling	Layered error system (network / auth / client / server) with actionable diagnostics

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Product Showcase

Product demo (5:21, silent): recorded on a live session — real login, real LLM calls, and real SQL executed against a real database.

_{⬇ Download mp4 if inline playback is not supported}

Login	Dashboard

Conversational Q&A	NL2SQL query result

AI-generated report	Document management

Security — 2FA setup	System settings

LLM providers (e.g. Aliyun Bailian)	MCP servers

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Key Differentiators

1. Computed, not generated. Financial calculations (DCF, WACC, backtesting, ratios, …) run on deterministic code. The model explains results — it does not fabricate numbers.
2. Fully traceable. Every API call, Q&A turn, and module operation is recorded in the run-log, enabling step-by-step replay and audit.
3. Chat as a control plane. A role-filtered command palette (/) lets administrators operate the entire system from the conversation; regular users only see what their permissions allow.

Additional enterprise features: RAG document Q&A (BM25 + vector + RRF fusion), Excel/PDF/DOCX parsing, ABAC access control, TOTP 2FA, mobile-responsive UI, and a layered error system that identifies the exact layer of failure.

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Quick Start

git clone https://github.com/weed33834/FinPilot.git   # or any mirror below
cd FinPilot

# backend
python3 -m venv venv && source venv/bin/activate
pip install -e .
cp .env.example .env        # configure your LLM API key
uvicorn finpilot.api.router:app --host 0.0.0.0 --port 8001

# frontend
cd frontend && npm install && npm run dev

Open http://localhost:5173, sign in with the auto-created admin account (FINPILOT_ADMIN_EMAIL / FINPILOT_ADMIN_PASSWORD in .env), and start querying.

LLM providers are configured in Admin → LLM Providers (stored in the database, with env-var fallback). Any OpenAI-compatible endpoint is supported — Aliyun Bailian, DeepSeek, Zhipu, and others.

Docker deployment: docker compose up -d (Redis + PostgreSQL + backend + frontend). See docs/DEPLOYMENT.md for details.

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Technology Stack

Python 3.10–3.13 · FastAPI · LangGraph · SQLAlchemy · Pydantic · React 19 · Vite · TypeScript · Tailwind 4 · Zustand · Recharts · i18next · pdfplumber · openpyxl · BM25 · SQLite/PostgreSQL · Redis · Docker

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Roadmap

• ✅ v1/v2 — conversational Q&A, RAG, run-log, reports & approvals, security baseline, slash commands, financial validation engine, multi-agent debate, backtesting & factor mining, MCP/skill/tool management, i18n (en/zh), mobile-first
• 🚧 v2.1 — real-time market data, knowledge-graph fusion, enterprise SSO

Full history in CHANGELOG.md.

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Contributing

Issues and pull requests are welcome — see CONTRIBUTING.md. Report security issues via SECURITY.md; do not disclose them in public issues.

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Mirrors

The same codebase is synchronized across three platforms — choose the one that works best for you.

Platform	URL
GitHub	https://github.com/weed33834/FinPilot
GitCode	https://gitcode.com/badhope/FinPilot
Gitee	https://gitee.com/badhope/FinPilot

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License

MIT — see LICENSE.

Disclaimer: for learning and research purposes only; not financial advice.