AI Investor Assistant API

🌟 Overview

The AI Investor Assistant API is a plug-and-play backend that empowers any financial product—be it an investment app, trading platform, portfolio tracker, or finance education tool—to offer intelligent, personalized investor guidance via natural language chat.

Key Benefits

• 🚀 Plug-and-Play AI Assistant – No need to build AI models or pipelines; simply integrate and provide immediate value.
• 🧠 Personalized Investor Insights – Responses can be tailored based on user context, such as portfolio composition, risk profile, and interests.
• 🤖 Advanced AI Models – Behind the scenes, the service leverages OpenAI and Google Gemini (configurable per... read more

Table of Contents

• Project Goal
• Solution
• Prompt engineering
  • Database schema
  • Dynamic few-shot examples
  • System prefix
  • Full prompt
• Investor Agent class
  • Conversation History
• Serving the agent through a web api endpoint
• Calling the agent

Project Goal

The goal of the project is to build a question/answering system over an SQL database that contains various financial data. We will also expose this chatbot through a web api so that multiple users can use it.

Solution

The solution will be broken into these steps

• Prompt... read more

Github url: https://github.com/OrestisStefanou/CryptoTrading

Table of Contents

• Project Goal
• Solution
• Data Gathering
• Deployment Pipeline
  • Utility functions
  • Neural Net
  • Deployment Pipeline Class
  • Train models
  • Register best performing model
  • Feature importance
• Batch Predictions
  • Deployed model class
  • Model registry class
  • Batch predict class
• Serve Predictions
  • Api schema
  • Endpoints
• Putting it all together
  • Experiment Tracking
  • Model Registry
  • Batch Predictions
  • Serving the predictions

Project Goal

The goal of the project is to... read more