Skip to main content

French institutional portfolio analytics with RAG and local LLM

Project description

quarq

French institutional portfolio analytics with RAG and local LLM.

pip install quarq


What it is

quarq is a CLI tool for institutional portfolio analysis. It combines a live data pipeline (French equities, ECB macro, FRED rates) with a RAG engine over financial documents (SFDR filings, ECB FSR, fund prospectuses) and a local LLM for plain-English narrative generation.

Your portfolio data never leaves your machine.

Status

Work in progress. v0.1.0 coming soon.

Stack

  • Data: yfinance, FRED, ECB SDW, OECD (direct REST, no framework dependency)
  • RAG: sentence-transformers + ChromaDB (local, persistent)
  • LLM: Qwen3 / Mistral via LM Studio (local inference)
  • Report: Plotly 6 + Jinja2, PDF via playwright
  • CLI: textual + rich

Usage (coming in v0.1.0)

quarq status quarq report --portfolio ./portfolio.toml --format pdf quarq query "What does the ECB FSR say about CAC 40 concentration?" quarq rag add ./docs/

Author

zkmarc — https://github.com/yodablocks

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distribution

quarq-0.0.2.tar.gz (1.4 kB view details)

Uploaded Source

Built Distribution

If you're not sure about the file name format, learn more about wheel file names.

quarq-0.0.2-py3-none-any.whl (1.7 kB view details)

Uploaded Python 3

File details

Details for the file quarq-0.0.2.tar.gz.

File metadata

  • Download URL: quarq-0.0.2.tar.gz
  • Upload date:
  • Size: 1.4 kB
  • Tags: Source
  • Uploaded using Trusted Publishing? No
  • Uploaded via: twine/6.2.0 CPython/3.12.0

File hashes

Hashes for quarq-0.0.2.tar.gz
Algorithm Hash digest
SHA256 d983410629dcf8405f8bcaf52eaa8a61d07c5ca4d6b086c32b671d85ea722775
MD5 f59806ae4b5c0f552bbc5cb3dfca3b2f
BLAKE2b-256 93627c62ef180e736027144d5f24f809fe4d841046e7e8b622406a3ba28a340f

See more details on using hashes here.

File details

Details for the file quarq-0.0.2-py3-none-any.whl.

File metadata

  • Download URL: quarq-0.0.2-py3-none-any.whl
  • Upload date:
  • Size: 1.7 kB
  • Tags: Python 3
  • Uploaded using Trusted Publishing? No
  • Uploaded via: twine/6.2.0 CPython/3.12.0

File hashes

Hashes for quarq-0.0.2-py3-none-any.whl
Algorithm Hash digest
SHA256 67149f586c1aecc0d2246ba33ecc568a72e8cdd0e01920c9c125503fa0d471c3
MD5 074f97235ad8c6c8802ac4ab58262fdd
BLAKE2b-256 71447635f3a67c954b25e4df0fa5321d591724c986ec3d04c87275f31ee9eb36

See more details on using hashes here.

Supported by

AWS Cloud computing and Security Sponsor Datadog Monitoring Depot Continuous Integration Fastly CDN Google Download Analytics Pingdom Monitoring Sentry Error logging StatusPage Status page