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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

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