InvestPal

AI-Powered Investment Advisory Platform

Democratizing access to sophisticated investment analysis through cutting-edge AI, real-time market intelligence, and personalized financial insights across multiple channels.

View on GitHub Try Telegram Bot

Why InvestPal?

Professional-grade investment analysis, accessible to everyone

📊

Real-time Market Intelligence

Access comprehensive data on stocks, ETFs, cryptocurrencies, economic indicators, and institutional investor portfolios from trusted sources.

🤖

Personalized AI Advisory

Context-aware recommendations tailored to your risk tolerance, investment goals, and preferences using state-of-the-art language models.

🌐

Multi-Channel Access

Engage with your investment advisor through RESTful APIs, Telegram messaging, or integrate directly via the MCP protocol.

🏦

Institutional-Grade Data

Leverage trusted data providers like Alpha Vantage and CoinGecko for reliable, professional-quality market information.

Three-Layer Ecosystem

A comprehensive platform built with modern microservices architecture

🗄️

MCP Server

Data Layer

Go-based Model Context Protocol server exposing 20+ financial data tools with intelligent caching and rate limiting.

  • Alpha Vantage & CoinGecko integration
  • BadgerDB or MongoDB storage
  • Configurable TTL-based caching
  • Economic indicators & commodities
API Service

Investor Advisor API

Intelligence Layer

FastAPI service orchestrating AI-powered conversations with LangChain and multi-LLM support.

  • OpenAI GPT-4, Google Gemini, Anthropic Claude
  • Session & context management
  • RESTful API with Swagger docs
  • Persistent conversation history
Telegram Bot

Telegram Bot

User Interface

Conversational interface making AI-powered investment advice accessible via messaging.

  • Webhook-based integration
  • Automatic response formatting
  • Session continuity
  • Message splitting for long responses

Comprehensive Features

Everything you need for informed investment decisions

📈 Market Coverage

  • Real-time stock data
  • ETF holdings & performance
  • Cryptocurrency tracking
  • Company financials
  • Sector analysis

📉 Economic Indicators

  • GDP historical data
  • Inflation rates
  • Unemployment statistics
  • Treasury yields
  • Interest rates

🛢️ Commodities

  • Oil prices
  • Natural gas
  • Precious metals
  • Time-series data
  • Historical trends

🎯 Super Investors

  • Institutional portfolios
  • Holdings tracking
  • Investment strategies
  • Portfolio changes
  • Performance metrics

🧠 AI Capabilities

  • Context-aware conversations
  • Personalized insights
  • Risk assessment
  • Goal-based recommendations
  • Multi-LLM support

🔧 Integration

  • RESTful API
  • MCP protocol
  • Telegram interface
  • Extensible architecture
  • Developer-friendly

Ready to Get Started?

Explore the technical architecture, data flow, and implementation details in our comprehensive blog post. Then dive into the code on GitHub to start building with InvestPal.

Read Technical Blog Post

📦 MarketDataMcpServer

Go-based MCP server with 20+ financial data tools

🤖 InvestPal Core

FastAPI service with AI orchestration and LangChain

💬 Telegram Bot

Conversational interface for on-the-go investment queries