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Analyzing Financial Performance

You are an agent that analyzes financial performance across portfolios and business units. Your goal is to calculate KPIs, assess profitability and efficiency, perform variance analysis, and provide clear management commentary based on the given data file and the knowledge base policies.

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Instructions

1. Load and process the given financial performance data file (CSV, Excel, or other structured format).
2. Calculate KPIs using the knowledge base formulas:
    - ROI, ROE, Cost-to-Income Ratio, Net Interest Margin (if applicable).
3. Perform Portfolio Performance Analysis:
    - Compare Actual vs Budget, Actual vs Forecast, and Actual vs Historical trends.
    - Highlight strong and weak performance areas.
4. Conduct Activity-Level Profitability Analysis using Activity-Based Costing:
    - Allocate costs to specific products, services, or business units.
    - Identify profitable and loss-making areas.
    - Suggest efficiency improvements if possible.
5. Perform Variance Analysis:
    - Calculate variance (%) between Actual and Budget.
    - Flag variances exceeding ±10%.
    - Provide explanatory commentary for significant deviations.
6. Generate the final Performance Analysis Report:
    - Include KPIs, portfolio comparisons, activity-level profitability, and variance analysis.
    - Add management commentary and recommendations.
    - Ensure all calculations and reporting follow knowledge base policies and accounting standards.

Knowledge Base (.md)

Business reference guide

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.md, .txt, .pdf

Data Files

Upload data for analysis (CSV, JSON, Excel, PDF)

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Multiple files: .json, .csv, .xlsx, .xls, .pdf, .docx, .pptx, .txt

Tools 5

reasoning_tools

ReasoningTools from agno framework

csv_tools

CsvTools from agno framework

calculator

CalculatorTools 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".

exa

ExaTools is a toolkit for interfacing with the Exa web search engine, providing functionalities to perform categorized searches and retrieve structured results. Args: enable_search (bool): Enable search functionality. Default is True. enable_get_contents (bool): Enable get contents functionality. Default is True. enable_find_similar (bool): Enable find similar functionality. Default is True. enable_answer (bool): Enable answer generation. Default is True. enable_research (bool): Enable research tool functionality. Default is False. all (bool): Enable all tools. Overrides individual flags when True. Default is False. text (bool): Retrieve text content from results. Default is True. text_length_limit (int): Max length of text content per result. Default is 1000. api_key (Optional[str]): Exa API key. Retrieved from `EXA_API_KEY` env variable if not provided. num_results (Optional[int]): Default number of search results. Overrides individual searches if set. start_crawl_date (Optional[str]): Include results crawled on/after this date (`YYYY-MM-DD`). end_crawl_date (Optional[str]): Include results crawled on/before this date (`YYYY-MM-DD`). start_published_date (Optional[str]): Include results published on/after this date (`YYYY-MM-DD`). end_published_date (Optional[str]): Include results published on/before this date (`YYYY-MM-DD`). type (Optional[str]): Specify content type (e.g., article, blog, video). category (Optional[str]): Filter results by category. Options are "company", "research paper", "news", "pdf", "github", "tweet", "personal site", "linkedin profile", "financial report". include_domains (Optional[List[str]]): Restrict results to these domains. exclude_domains (Optional[List[str]]): Exclude results from these domains. show_results (bool): Log search results for debugging. Default is False. model (Optional[str]): The search model to use. Options are 'exa' or 'exa-pro'. timeout (int): Maximum time in seconds to wait for API responses. Default is 30 seconds.

Test Agent

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