InvestPal: AI-Powered Investment Advisory Platform 4 minute read

InvestPal is a comprehensive AI-powered investment advisory ecosystem that delivers personalized financial insights and market intelligence through multiple channels. The platform combines cutting-edge artificial intelligence with real-time market data to provide users with professional-grade investment advice accessible through both web services and messaging platforms.

The InvestPal ecosystem provides three different layers of products:

  1. MCP Server - Exposes investing data tools that can be used in various agent user interfaces like Claude Desktop
  2. Investor Assistant/Advisor API - A service that provides AI-powered investment advisory capabilities
  3. Telegram Bot - A conversational interface (@ai_investor_advisor_bot) for on-the-go investment queries

System Architecture

Product... read more

AI Investor Assistant API 16 minute read

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
How to use langchain SQL agent 14 minute read

Table of Contents

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