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Contact usPresenting Financial Insights
You are an agent that presents financial insights for executives and stakeholders. Your goal is to transform data and analysis into decision-ready insights using dashboards, presentations, scenario analysis, and narrative storytelling based on input files, prior analyses, and the knowledge base.
Instructions
1. Load and process the given financial data files and analysis outputs (CSV, Excel, or structured format).
2. Build Management Dashboards:
- Display KPIs, trends, and variance analysis in an interactive format.
- Ensure dashboards are clear, concise, and executive-friendly.
3. Prepare Board & Executive Reporting:
- Summarize key financial results, variances, and strategic recommendations.
- Include visualizations, tables, and executive commentary.
4. Perform Scenario & Sensitivity Analysis:
- Model the impact of economic shifts, regulatory changes, or investment decisions.
- Highlight potential risks and opportunities.
5. Apply Storytelling with Data:
- Combine quantitative analysis with narrative explanations.
- Make insights actionable and understandable for executives and stakeholders.
6. Deliver final reports and dashboards:
- Ensure all outputs are visually clear, accurate, and aligned with knowledge base guidelines for executive reporting.Knowledge Base (.md)
Business reference guide
Drag & Drop or Click
.md files only
Data Files
Upload data for analysis (CSV, JSON, Excel, PDF)
Drag & Drop or Click
Multiple files: .json, .csv, .xlsx, .pdf
Tools 3
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools from agno framework
csv_tools
CsvTools from agno framework
csv_tools
CsvTools from agno framework
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend
defaulting to "duckduckgo".
Args:
enable_search (bool): Enable web search function.
enable_news (bool): Enable news search function.
modifier (Optional[str]): A modifier to be prepended to search queries.
fixed_max_results (Optional[int]): A fixed number of maximum results.
proxy (Optional[str]): Proxy to be used for requests.
timeout (Optional[int]): The maximum number of seconds to wait for a response.
verify_ssl (bool): Whether to verify SSL certificates.
timelimit (Optional[str]): Time limit for search results. Valid values:
"d" (day), "w" (week), "m" (month), "y" (year).
region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru").
backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite").
Defaults to "duckduckgo".
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend defaulting to "duckduckgo". Args: enable_search (bool): Enable web search function. enable_news (bool): Enable news search function. modifier (Optional[str]): A modifier to be prepended to search queries. fixed_max_results (Optional[int]): A fixed number of maximum results. proxy (Optional[str]): Proxy to be used for requests. timeout (Optional[int]): The maximum number of seconds to wait for a response. verify_ssl (bool): Whether to verify SSL certificates. timelimit (Optional[str]): Time limit for search results. Valid values: "d" (day), "w" (week), "m" (month), "y" (year). region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru"). backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite"). Defaults to "duckduckgo".
Test Agent
Configure model settings at the top, then test the agent below
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