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Anushka-stack-queues/FinBench

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App README

FinBench Environment

FinBench is a financial-advisor evaluation environment built with OpenEnv. It tests an agent’s ability to solve three portfolio-planning tasks:

  • —Portfolio allocation
  • —Risk assessment
  • —Comprehensive financial planning

The environment provides structured client profiles and market conditions, then scores the agent’s response with task-specific graders.

Run the server with package-qualified imports:

bash
python -m FinBench.server.app

or

bash
uvicorn FinBench.server.app:app --host 0.0.0.0 --port 8000

Quick Start

You can use the environment through the FinbenchEnv client.

python
from FinBench import FinbenchAction, FinbenchEnv

with FinbenchEnv(base_url="http://localhost:8000") as env:
    result = env.reset()

    action = FinbenchAction(
        action_type="allocate",
        allocations={
            "equities": 50,
            "bonds": 30,
            "cash": 10,
            "real_estate": 5,
            "commodities": 5,
        },
        reasoning="Balanced allocation based on the client's age, risk tolerance, and liquidity needs."
    )

    result = env.step(action)
    print(result.observation.feedback)
    print(result.reward)