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Implement FinanceAgent - Python financial analysis library - #1

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sheepying with Copilot wants to merge 5 commits into
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copilot/add-finance-agent-functionality
Open

Implement FinanceAgent - Python financial analysis library#1
sheepying with Copilot wants to merge 5 commits into
mainfrom
copilot/add-finance-agent-functionality

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Copilot AI commented Jan 16, 2026

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Implements a standalone Python library for financial calculations and transaction tracking with no external dependencies.

Core Functionality

Financial Calculators:

  • Compound interest with configurable compounding periods
  • Simple interest
  • ROI (Return on Investment)
  • Monthly loan payments via amortization

Transaction Management:

  • Income/expense tracking with type validation
  • Balance and summary calculations
  • JSON import/export with structure validation

API Example

from finance_agent import FinanceAgent

agent = FinanceAgent()

# Calculate compound interest
amount = agent.calculate_compound_interest(
    principal=10000, 
    rate=0.05, 
    time=10, 
    compounds_per_year=12
)  # Returns: 16470.09

# Track transactions
agent.add_transaction(5000, "income", "Salary")
agent.add_transaction(1200, "expense", "Rent")
summary = agent.get_summary()  # {'balance': 3800.00, ...}

# Persist data
agent.export_transactions("data.json")

Implementation Details

  • Full type hints and input validation across all methods
  • Comprehensive error handling for file I/O (FileNotFoundError, JSONDecodeError, IOError)
  • Transaction type enforcement (only 'income'/'expense' accepted)
  • 21 unit tests covering all functionality and edge cases
  • Package configuration via setup.py for pip installation

Files Added

  • finance_agent.py - Core FinanceAgent class
  • test_finance_agent.py - Test suite
  • example.py - Usage demonstrations
  • setup.py - Package metadata
  • LICENSE - MIT
  • Updated README.md with API reference
Original prompt

FinanceAgent


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Copilot AI and others added 4 commits January 16, 2026 10:31
…ocumentation

Co-authored-by: sheepying <34986454+sheepying@users.noreply.github.com>
… documentation

Co-authored-by: sheepying <34986454+sheepying@users.noreply.github.com>
Co-authored-by: sheepying <34986454+sheepying@users.noreply.github.com>
Co-authored-by: sheepying <34986454+sheepying@users.noreply.github.com>
Copilot AI changed the title [WIP] Add FinanceAgent functionality to project Implement FinanceAgent - Python financial analysis library Jan 16, 2026
Copilot AI requested a review from sheepying January 16, 2026 10:38
@peli0867-sydney
peli0867-sydney marked this pull request as ready for review June 12, 2026 10:32
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3 participants