We put bloomberg-grade data behind a chat interface and open-sourced it - Access institutional-grade financial data, run complex code analyses, and create stunning visualizations through natural language. The backend? 1 search API.

Try the live demo at finance.valyu.ai

Your AI's search is only as good as the data it's searching over.

Traditional financial research is fragmented across dozens of expensive platforms. Finance changes everything by being powered by Valyu - the world's most powerful search API for AI agents. This isn't just another chatbot; it's a Bloomberg terminal powered by AI with access to:

• Live Global Market Data - Real-time prices, volumes, and technical indicators across 50+ global exchanges
• SEC Filings Index - Specialized search across 10-Ks, 10-Qs, 8-Ks, proxy statements, and insider trading reports
• Patent Database - Search and analyze patents across jurisdictions
• Academic Research - arXiv papers, Wiley finance journals, and academic publications
• The World's Most Powerful Web Search - Real-time news, social sentiment, and market analysis

See how Valyu compares to other search APIs - Independent benchmarks show why Valyu delivers superior results for AI agents.

Finance makes all this data accessible through natural language:

• Institutional-Grade Data - SEC filings, real-time market data, financial statements, insider trading, and more
• One Unified Search - Powered by Valyu's comprehensive data API
• Advanced Analytics - Execute Python code in secure Daytona sandboxes for ML models, backtesting, and custom analysis
• Interactive Visualizations - Beautiful charts and dashboards that bring data to life
• Real-Time Intelligence - Web search integration for breaking news and market updates
• Local AI Models - Run with Ollama or LM Studio for unlimited, private queries
• Natural Language - Just ask questions like you would to a colleague

• SEC Filings Analysis - Deep dive into 10-Ks, 10-Qs, 8-Ks, and more
• Market Data - Real-time and historical stock prices, volumes, and technical indicators
• Financial Statements - Income statements, balance sheets, cash flows with automatic calculations
• Insider Trading - Track institutional and insider transactions
• Academic Research - Access to arXiv papers and financial research
• News & Sentiment - Real-time news analysis with market impact assessment

• Python Code Execution - Run complex financial models, ML algorithms, and custom analyses
• Interactive Charts - Create publication-ready visualizations
• Multi-Source Research - Automatically aggregates data from multiple sources
• Export & Share - Download results, share analyses, and collaborate

Self-hosted mode is the recommended way to run Finance. It's easy to set up and requires no external authentication or Supabase.

• Node.js 18+
• npm or yarn
• Valyu API key (get one at platform.valyu.ai)
• Daytona API key (for code execution)
• Ollama or LM Studio installed (optional but recommended)

1. Clone the repository

   git clone https://github.com/yorkeccak/finance.git
   cd finance

2. Install dependencies

   npm install

3. Set up environment variables

   Create a .env.local file in the root directory:

   # Enable Self-Hosted Mode (No Supabase, No Auth, No Billing)
   NEXT_PUBLIC_APP_MODE=self-hosted
   
   # Valyu API Configuration (Required)
   VALYU_API_KEY=your-valyu-api-key
   
   # Daytona Configuration (Required for Python execution)
   DAYTONA_API_KEY=your-daytona-api-key
   DAYTONA_API_URL=https://api.daytona.io  # Optional
   DAYTONA_TARGET=latest  # Optional
   
   # Local LLM Configuration (Optional - for unlimited, private queries)
   OLLAMA_BASE_URL=http://localhost:11434   # Default Ollama URL
   LMSTUDIO_BASE_URL=http://localhost:1234  # Default LM Studio URL
   
   # OpenAI Configuration (Optional - fallback if local models unavailable)
   OPENAI_API_KEY=your-openai-api-key

4. Run the development server

   npm run dev

5. Open your browser

   Navigate to http://localhost:3000

   You'll be automatically logged in as dev@localhost - no sign-up required!

Self-hosted mode provides a complete local development environment without any external dependencies beyond the core APIs (Valyu, Daytona). It's perfect for:

• Local Development - No Supabase setup required
• Offline Work - All data stored locally in SQLite
• Testing Features - Unlimited queries without billing
• Privacy - Use local Ollama models, no cloud LLM needed
• Quick Prototyping - No authentication or rate limits

When NEXT_PUBLIC_APP_MODE=self-hosted:

1. Local SQLite Database (/.local-data/dev.db)

   • Automatically created on first run
   • Stores chat sessions, messages, charts, and CSVs
   • Full schema matching production Supabase tables
   • Easy to inspect with sqlite3 .local-data/dev.db

2. Mock Authentication

   • Auto-login as dev user (dev@localhost)
   • No sign-up/sign-in required
   • Unlimited tier access with all features

3. No Rate Limits

   • Unlimited chat queries
   • No usage tracking
   • No billing integration

4. LLM Selection

   • Ollama models (if installed) - Used first, unlimited and free
   • LM Studio models (if installed) - Alternative local option with GUI
   • OpenAI (if API key provided) - Fallback if no local models available
   • See local models indicator in top-right corner with provider switching

Finance supports both Ollama and LM Studio for running local LLMs. Both are free, private, and work offline - choose based on your preferences:

Ollama - Best for developers and terminal users

• Lightweight and fast
• Simple CLI commands
• Automatic model management
• Great for headless servers
• Lower resource usage

LM Studio - Best for visual users and beginners

• Beautiful GUI with model browser
• Real-time GPU/CPU monitoring
• Easy model downloading and management
• Visual server status and controls
• Built-in prompt testing

You can use both! Finance detects both automatically and lets you switch between them with a provider selector in the UI.

Ollama provides unlimited, private LLM inference on your local machine - completely free and runs offline!

Quick Setup (No Terminal Required):

1. Download Ollama App

   • Visit ollama.com and download the app for your OS
   • Install and open the Ollama app
   • It runs in your menu bar (macOS) or system tray (Windows/Linux)

2. Download a Model

   • Open Ollama app and browse available models
   • Download qwen2.5:7b (recommended - best for Finance features)
   • Or choose from: llama3.1, mistral, deepseek-r1
   • That's it! Finance will automatically detect and use it

3. Use in Finance

   • Start Finance in self-hosted mode
   • Ollama status indicator appears in top-right corner
   • Shows your available models
   • Click to select which model to use

Advanced Setup (Terminal):

# Install Ollama
brew install ollama              # macOS
# OR
curl -fsSL https://ollama.com/install.sh | sh  # Linux

# Start Ollama service
ollama serve

# Download recommended models
ollama pull qwen2.5:7b          # Recommended - excellent tool support
ollama pull llama3.1:8b         # Alternative - good performance
ollama pull mistral:7b          # Alternative - fast
ollama pull deepseek-r1:7b      # For reasoning/thinking mode

LM Studio provides a beautiful GUI for running local LLMs - perfect if you prefer visual interfaces over terminal commands!

1. Download LM Studio

   • Visit lmstudio.ai and download for your OS
   • Install and open LM Studio

2. Download Models

   • Click on the Search icon in LM Studio
   • Browse available models or search for recommended ones
   • Click download and wait for it to complete

3. Start the Server

   • Click the LM Studio logo in your macOS menu bar (top-right corner)
   • Select "Start Server on Port 1234..."
   • Server starts immediately - you'll see the status change to "Running"
   • That's it! Finance will automatically detect it

4. Important: Configure Context Window

   • This app uses extensive tool descriptions that require adequate context length
   • In LM Studio, when loading a model:
     • Click on the model settings (gear icon)
     • Set Context Length to at least 8192 tokens (16384+ recommended)

View Database:

sqlite3 .local-data/dev.db
# Then run SQL queries
SELECT * FROM chat_sessions;
SELECT * FROM charts;

Reset Database:

rm -rf .local-data/
# Database recreated on next app start

Backup Database:

cp -r .local-data/ .local-data-backup/

Note: Valyu OAuth apps will be in general availability soon. Currently client id/secret are not publicly available. Contact [email protected] if you need access.

Valyu mode is used by finance.valyu.ai for production deployment with full authentication and billing through Valyu credits.

• Node.js 18+
• Valyu OAuth credentials (contact [email protected])
• OpenAI API key
• Daytona API key
• Supabase account and project

# Enable Valyu Mode
NEXT_PUBLIC_APP_MODE=valyu
NEXT_PUBLIC_APP_URL=https://yourdomain.com

# Valyu OAuth Credentials (contact [email protected])
NEXT_PUBLIC_VALYU_SUPABASE_URL=https://xxx.supabase.co
NEXT_PUBLIC_VALYU_CLIENT_ID=your-client-id
VALYU_CLIENT_SECRET=your-client-secret
VALYU_APP_URL=https://platform.valyu.ai

# OpenAI Configuration
OPENAI_API_KEY=your-openai-api-key

# Daytona Configuration
DAYTONA_API_KEY=your-daytona-api-key

# Your App's Supabase (for user data)
NEXT_PUBLIC_SUPABASE_URL=your-supabase-url
NEXT_PUBLIC_SUPABASE_ANON_KEY=your-supabase-anon-key
SUPABASE_SERVICE_ROLE_KEY=your-service-role-key

Try these powerful queries to see what Finance can do:

• "Build a Monte Carlo simulation to predict Tesla's stock price in 6 months"
• "Analyze GameStop's latest 10-K filing and extract key financial metrics"
• "Research how Trump's latest statements affect Elon Musk's companies"
• "Create an interactive dashboard comparing the 'Magnificent 7' stocks"
• "Do an in-depth report on COVID-19's effect on Pfizer with insider trading data"
• "Analyze PepsiCo's recent SEC filings and calculate key financial ratios"

With Local Models (Ollama/LM Studio):

• Run unlimited queries without API costs
• Keep all your financial analysis completely private
• Perfect for sensitive research and proprietary strategies
• Choose your preferred interface: terminal (Ollama) or GUI (LM Studio)

• Frontend: Next.js 15 with App Router, Tailwind CSS, shadcn/ui
• AI: OpenAI GPT-5 with function calling + Ollama/LM Studio for local models
• Data: Valyu API for comprehensive financial data
• Code Execution: Daytona sandboxes for secure Python execution
• Visualizations: Recharts for interactive charts
• Real-time: Streaming responses with Vercel AI SDK
• Local Models: Ollama and LM Studio integration for private, unlimited queries

• Secure API key management
• Sandboxed code execution via Daytona
• No storage of sensitive financial data
• HTTPS encryption for all API calls

This project is licensed under the MIT License - see the LICENSE file for details.

Contributions are welcome! Please feel free to submit a Pull Request.

• Built with Valyu - The unified financial data API
• Powered by Daytona - Secure code execution
• UI components from shadcn/ui

Made with love by the Valyu team

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