FinTech Intelligence Agent

Coding Assignment - Slidexpress

A production-ready agent that monitors fintech news and sends curated daily briefings to C-suite executives.

✨ Features

• Automated Daily Briefings - Scheduled to run at 9:00 AM every day
• Multi-Source News Fetching - RSS feeds from 4 major fintech news sources
• Intelligent Curation - Gemini-powered filtering and summarization
• Smart Learning - Learns from past articles to avoid duplicates and spot trends
• Executive-Focused - Concise 1-2 line synopses, max 10 stories per email
• Professional Email - HTML + plain text formatted emails
• Comprehensive Tests - 34 unit and integration tests included

🏗️ Project Structure

Coding-Assignment/
├── src/                          # Core source code
│   ├── agent.py                 # LangGraph agent orchestration
│   ├── news_fetcher.py          # RSS feed fetching & filtering
│   ├── summarizer.py            # Gemini-based curation
│   └── emailer.py               # Email formatting & sending
├── config/                       # Configuration
│   ├── __init__.py
│   └── settings.py              # Centralized settings
├── tests/                        # Test suite (34 tests)
│   ├── test_fetcher.py          # 5 fetcher tests
│   ├── test_summarizer.py       # 7 summarizer tests
│   ├── test_emailer.py          # 13 emailer tests
│   └── test_agent.py            # 9 agent tests
├── agent.py                      # Main entry point
├── run_tests.py                  # Test runner
├── quickstart.py                 # Interactive guide
├── TESTING.md                    # Testing documentation
├── REFACTORING.md               # Refactoring details
└── .env-example                  # Environment template

🚀 Quick Start

1. Setup Environment

# Copy environment template
cp .env-example .env

# Edit .env with your credentials
GOOGLE_API_KEY=your_gemini_api_key
GMAIL_SENDER=your_email@gmail.com
GMAIL_APP_PASSWORD=your_app_specific_password
GMAIL_RECIPIENT=recipient@example.com

2. Run Tests

# All tests
python run_tests.py

# Specific test suite
python run_tests.py fetcher
python run_tests.py summarizer
python run_tests.py emailer
python run_tests.py agent

3. Run Agent

# Test run (immediate execution)
python agent.py --now

# Scheduler mode (runs daily at 9:00 AM)
python agent.py

📊 Test Suite Overview

Suite	Tests	Focus	Runtime
test_fetcher.py	5	RSS feed fetching & filtering	~5s
test_summarizer.py	7	Article curation logic	<1s
test_emailer.py	13	Email formatting & structure	<1s
test_agent.py	9	State management & workflows	<1s
Total	34	All components	~10s

⚙️ Configuration

All settings are centralized in config/settings.py. Modify without touching code:

# News sources
FEEDS = ["https://www.finextra.com/rss/headlines.aspx", ...]

# Keyword exclusions
EXCLUDE_KEYWORDS = ["stock price", "share price", ...]

# Lookback window
LOOKBACK_HOURS = 48

# Max stories per email
MAX_STORIES = 10

# LLM Model
GEMINI_MODEL = "gemini-1.5-pro"

# Summarization system prompt
SYSTEM_PROMPT = """..."""

🔄 Agent Workflow

The agent uses LangGraph to orchestrate a three-stage pipeline:

┌─────────────┐      ┌──────────────┐      ┌──────────┐
│   FETCH     │─────▶│  SUMMARIZE   │─────▶│  EMAIL   │
│   Articles  │      │   w/ Gemini  │      │  Send    │
└─────────────┘      └──────────────┘      └──────────┘

🧪 Testing

Run all tests:

python run_tests.py

Tests cover:

• RSS feed fetching & filtering
• Article curation logic
• Email formatting (plain & HTML)
• Agent state management
• History persistence

See TESTING.md for detailed testing information.

📖 Documentation

• README.md (this file) - Project overview
• TESTING.md - Comprehensive testing guide
• REFACTORING.md - Refactoring details
• .env-example - Environment variable template

🚀 Deployment

# Test run
python agent.py --now

# Production (runs daily at 9:00 AM)
python agent.py

📞 Support

See documentation files for detailed information about testing, configuration, and troubleshooting.