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EquityIQ

Grow your wealth with AI-powered insights.
An equity research platform built for retail investors — screen, analyse, and value stocks with AI in one place.

🚀 Live Demo · Features · Tech Stack · Getting Started


Overview

Professional equity research tools cost thousands per year and are locked behind institutional paywalls. EquityIQ brings that workflow — screening, fundamental analysis, valuation, and news sentiment — into a single open platform for retail investors. Upload an annual report and get an instant AI-generated breakdown. Filter 550+ stocks across the S&P 500 and Nifty 50 using 30+ criteria. Run a DCF valuation. Track live market sentiment. All from one dashboard.

Features

  • 🔍 Stock Screener — Filter 550+ stocks across the S&P 500 and Nifty 50 with 30+ configurable filters (market cap, P/E, growth, sector, etc.)
  • 📄 Annual Report Analysis — Upload a 10-K or annual report and get an instant AI breakdown of strategy, risks, and financials
  • 💰 DCF Valuation — Run discounted cash flow models with adjustable assumptions and visualise intrinsic value vs. market price
  • 📰 Live News Sentiment — Real-time news ingestion with LLM-based sentiment scoring per ticker
  • ⚖️ Stock Comparison — Side-by-side comparison of fundamentals, valuation multiples, and performance
  • 📊 Quarterly Insights — Earnings highlights and trend visualisations across reporting periods
  • 📡 Market Pulse — Live indices dashboard tracking S&P 500, Nifty 50, NASDAQ, and more
  • 🎯 Watchlist — Track stocks of interest with personalised alerts

Tech Stack

Layer Technologies
Frontend & App Streamlit
Data Processing Pandas, NumPy
Visualisation Plotly
AI / LLM Google Gemini, Groq (Llama 3.3)
Market Data yfinance, Finnhub API
Deployment Streamlit Community Cloud

Getting Started

# Clone the repository
git clone https://github.com/Parvjain15/EquityIQ.git
cd EquityIQ

# Create a virtual environment (recommended)
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

# Install dependencies
pip install -r requirements.txt

# Set up environment variables (see below)
cp .env.example .env

# Run the app
streamlit run app.py

Open http://localhost:8501 to view the app.

Environment Variables

GEMINI_API_KEY=
GROQ_API_KEY=
FINNHUB_API_KEY=

yfinance doesn't require an API key.

How It Works

  1. Pick a stock or upload a report — Search across 550+ tickers or drop in a PDF annual report
  2. Screen and filter — Narrow your universe with 30+ filters built for fundamental investors
  3. Analyse with AI — Gemini and Groq/Llama process reports and news in real time
  4. Value and compare — Run DCF models, compare peers, and track sentiment side-by-side

Project Structure

  • app.py — Main Streamlit entry point
  • pages/ — Multi-page Streamlit modules (screener, analysis, compare, watchlist)
  • utils/ — Data fetchers (yfinance, Finnhub), AI wrappers (Gemini, Groq), valuation models
  • requirements.txt — Python dependencies

Disclaimer

EquityIQ is built for educational and research purposes only. It is not financial advice. Always do your own research and consult a qualified financial advisor before making investment decisions.

Author

Parv JainPortfolio · LinkedIn · GitHub


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An AI-powered equity research platform for retail investors. Screen 550+ stocks across S&P 500 & Nifty 50, analyse annual reports, run DCF valuations, and monitor live news sentiment.

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