📊 BizIntel: Agentic AI for Market Intelligence

BizIntel is an agentic AI platform that autonomously collects, summarizes, and visualizes market insights to support strategic business decision-making.

Built with LangGraph, LangChain, LlamaIndex, OpenAI, FastAPI, and Streamlit, BizIntel delivers a personalized and extensible experience that makes market analysis faster, smarter, and more accessible.

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🎯 Goals & Objectives

Goal	Description
Autonomous Market Analysis	Automate collection and synthesis of market data and insights
Actionable Visualization	Present insights via interactive, user-friendly visualizations
Personalization	Tailor insights and recommendations to individual user profiles
Extensible Agent Library	Enable easy addition of new data sources and analysis agents

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⚙️ Core Features

Feature	Description
Data Collection Agents	Autonomous agents gather data from the web, APIs, and financial documents
Summarization Engine	Leverages OpenAI LLMs to produce concise, relevant market summaries
Visualization Module	Interactive dashboards built with Streamlit
User Personalization	Profiles, saved queries, and preferences for tailored insights
Agent Library	Modular, extensible agent framework using LangGraph
API Layer	FastAPI backend for agent orchestration and data access
Authentication	Secure user login and session management

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👥 User Stories

As a…	I want to…	So that…
Startup Founder	Receive daily market summaries	I can make informed business decisions
Analyst	Customize data sources and analysis parameters	I get insights relevant to my interests
Researcher	Visualize trends and compare market segments	I can identify opportunities and threats

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🚀 Tech Stack

• LLMs: OpenAI GPT (via API)
• Frameworks: LangChain, LlamaIndex
• Backend: FastAPI
• Frontend/UI: Streamlit
• Vector Storage: FAISS
• Data Sources: EDGAR, Yahoo Finance, FMP, Web Scraping

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flowchart TD
    A[🚀 Start] --> B[📂 User opens Streamlit App]
    B --> C[🔐 handle_auth]
    C --> D[🪪 Get token from session_state]
    D --> E[📥 get_current_user_data token]
    E --> F[📤 Extract role and preferences]
    F --> G[📚 render_sidebar role and prefs]
    G --> H{🧭 Role?}
    
    H --> I1[🧑‍🚀 Startup Founder → switch_page founder_dashboard]
    H --> I2[📊 Analyst → switch_page analyst_dashboard]
    H --> I3[🔬 Researcher → switch_page researcher_dashboard]
    
    I1 --> Z[✅ Dashboard Loaded]
    I2 --> Z
    I3 --> Z

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flowchart TD
    A[🔐 Login via Main App] --> B{🔍 Role?}
    B -->|🧑‍🚀 Founder| C[🔄 switch_page founder_dashboard]
    C --> D[🧭 show_founder_dashboard]

    D --> E[📧 Load user_email]
    E -->|❌ Missing| X[🚫 Show error + stop]
    E -->|✅ Exists| F[⚙️ Load user preferences]

    F --> G[📚 render_sidebar]
    G --> H[📰 show_news_section]
    G --> I[💰 show_funding_section]
    G --> J[📝 show_preferences_form]

    J -->|📨 User submits| K[💾 save_founder_prefs]
    K --> L[🔁 st.rerun]

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graph TD
    A[🔐 Login] --> B{🔍 Role?}
    B -->|Analyst| C[📊 Analyst Dashboard]

    C --> D[📥 Load Analyst Preferences]
    D --> E[📊 KPI Tracking Section]
    E --> F[📉 Trend Detection Section]
    F --> G[🛠 News Fetch & Summarizer]
    G --> H[🔍 Insight Explorer LLM]
    H --> I[⚠️ Anomaly Detection]
    I --> J[⚙️ Preferences Form]

    E -->|Fetch KPIs| E1[📈 Stock Data API]
    E -->|Save Snapshots| E2[📝 Database]

    F -->|Detect Movement| F1[🧠 Trend Summary LLM]

    G -->|Fetch News| G1[🌐 NewsAPI / Web]
    G -->|Summarize| G2[🧠 Article Summarizer]

    H -->|Ask Insight| H1[🧠 generate_insight_summary]

    I -->|Load History| I1[📂 load_kpi_history]
    I -->|Detect Outliers| I2[⚠️ detect_anomalies_for_ticker]

    J -->|Save Preferences| J1[💾 save_analyst_prefs]

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graph TD
    A[🔐 Login] --> B{🔍 Role?}
    B -->|Researcher| C[🔬 Researcher Dashboard]

    C --> D[📥 Load Researcher Preferences]
    D --> E[🏢 Company Deep Dive Section]
    E --> F[📊 Peer Comparison Section]
    F --> G[🤖 Analyst Summary Generator]
    E --> H{Depth of Analysis}
    H -->|Deep| I[🧭 Industry Benchmarks Section]
    C --> J[⚙️ Researcher Preferences Form]

    E -->|Run Deep Dive| E1[🧠 company_deep_dive]
    F -->|Fetch Peers| F1[📈 get_peer_comparison]
    F -->|Chart Peers| F2[📊 plotly_bar_chart]
    G -->|Generate Insight| G1[🧠 generate_peer_comparison_insight]

    I -->|Show Benchmarks| I1[📉 compute_industry_benchmarks]
    I -->|Format Output| I2[📋 Company vs Peer Median]

    J -->|Save Preferences| J1[💾 save_researcher_prefs]

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