InvestPal: AI-Powered Investment Advisory Platform

Executive Summary

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... read more

Moneytoring is an api that provides functionality for users to link their bank accounts, see their transactions, categorize them with standard or custom categories and aggregate them

Source code: https://github.com/OrestisStefanou/moneytoring

Create an account

curl -X 'POST' \ 'http://127.0.0.1:8000/signup' \ -H 'accept: application/json' \ -H 'Content-Type: application/json' \ -d '{ "username": "ironman", "email": "ironman@gmail.com", "password": "jarvissendhelp" }' 

Get access token to provide in requests

curl -X 'POST' \ 'http://127.0.0.1:8000/token' \ -H 'accept: application/json' \ -H 'Content-Type: application/x-www-form-urlencoded' \ -d 'grant_type=&username=ironman%40gmail.com&password=jarvissendhelp&scope=&client_id=&client_secret=' 

In the response you will receive the access_token

Google Drive Service is an api that works on top of Google Drive API to provide simpler endpoints for basic operations like listing the files of a user,downloading and uploading files and handling file permissions

Who is Google Drive Service for

If you have a service that needs access to your user’s google drive or you are just trying to automate some google drive operations, then Google Drive Service is for you

Source code: https://github.com/OrestisStefanou/google-drive-service

How to use

Google Drive api uses oauth2 authentication,so in order to get access to your client’s google drive you need an... 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... 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... read more

Google Drive Service is an api that works on top of Google Drive API to provide simpler endpoints for basic operations like listing the files of a user,downloading and uploading files and handling file permissions

Who is Google Drive Service for

If you have a service that needs access to your user’s google drive or you are just trying to automate some google drive operations, then Google Drive Service is for you

Source code: https://github.com/OrestisStefanou/google-drive-service

How to use

Google Drive api uses oauth2 authentication,so in order to get access to your client’s google drive you need an... read more

InvestPal: AI-Powered Investment Advisory Platform

Executive Summary

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... read more

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... 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... 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... read more

The goal of this project is to develop a machine learning model that will predict if a stock price will be higher or lower six months from the time we request a prediction. After the model development is done we will also create a microservice that will serve the prediction probabilities along with the prediction factors(shap values). The model will be stock agnostic meaning that it will be trained with data from multiple stocks so that we can have a single model that will give predictions for any stock.

Data Gathering

The source of our data will be the... 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... read more

Moneytoring is an api that provides functionality for users to link their bank accounts, see their transactions, categorize them with standard or custom categories and aggregate them

Source code: https://github.com/OrestisStefanou/moneytoring

Create an account

curl -X 'POST' \ 'http://127.0.0.1:8000/signup' \ -H 'accept: application/json' \ -H 'Content-Type: application/json' \ -d '{ "username": "ironman", "email": "ironman@gmail.com", "password": "jarvissendhelp" }' 

Get access token to provide in requests

curl -X 'POST' \ 'http://127.0.0.1:8000/token' \ -H 'accept: application/json' \ -H 'Content-Type: application/x-www-form-urlencoded' \ -d 'grant_type=&username=ironman%40gmail.com&password=jarvissendhelp&scope=&client_id=&client_secret=' 

In the response you will receive the access_token

Investor Discovery Service is a web api that provides market data to help any investor who wants to take data driven decisions. It provides data that help you compare the performance of a stock compared to the rest of the stocks, the financials of a stock and the state of the economy and the market in general. It also provides estimations of stocks prices in different timelines using machine learning.

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

Provide market data on three levels

1. The Big Picture
   1. Major indices performance data
   2. Economic Indicators data
2. Sectors
   ... read more

Moneytoring is an api that provides functionality for users to link their bank accounts, see their transactions, categorize them with standard or custom categories and aggregate them

Source code: https://github.com/OrestisStefanou/moneytoring

Create an account

curl -X 'POST' \ 'http://127.0.0.1:8000/signup' \ -H 'accept: application/json' \ -H 'Content-Type: application/json' \ -d '{ "username": "ironman", "email": "ironman@gmail.com", "password": "jarvissendhelp" }' 

Get access token to provide in requests

curl -X 'POST' \ 'http://127.0.0.1:8000/token' \ -H 'accept: application/json' \ -H 'Content-Type: application/x-www-form-urlencoded' \ -d 'grant_type=&username=ironman%40gmail.com&password=jarvissendhelp&scope=&client_id=&client_secret=' 

In the response you will receive the access_token

Google Drive Service is an api that works on top of Google Drive API to provide simpler endpoints for basic operations like listing the files of a user,downloading and uploading files and handling file permissions

Who is Google Drive Service for

If you have a service that needs access to your user’s google drive or you are just trying to automate some google drive operations, then Google Drive Service is for you

Source code: https://github.com/OrestisStefanou/google-drive-service

How to use

Google Drive api uses oauth2 authentication,so in order to get access to your client’s google drive you need an... read more

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... read more

The goal of this project is to develop a machine learning model that will predict if a stock price will be higher or lower six months from the time we request a prediction. After the model development is done we will also create a microservice that will serve the prediction probabilities along with the prediction factors(shap values). The model will be stock agnostic meaning that it will be trained with data from multiple stocks so that we can have a single model that will give predictions for any stock.

Data Gathering

The source of our data will be the... read more

Investor Discovery Service is a web api that provides market data to help any investor who wants to take data driven decisions. It provides data that help you compare the performance of a stock compared to the rest of the stocks, the financials of a stock and the state of the economy and the market in general. It also provides estimations of stocks prices in different timelines using machine learning.

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

Provide market data on three levels

1. The Big Picture
   1. Major indices performance data
   2. Economic Indicators data
2. Sectors
   ... 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... read more