AIInvestMate — Your AI powered investment mate
The world of financial products can often feel intimidating and complicated. With numerous offerings each filled with details and fine prints, making informed decisions can be challenging. This is where AIInvestMate, a generative AI application, comes in. AIInvestMate is an AI powered fin-tech tool designed to help you understand financial products better without any sales pressure.
Introduction to AIInvestMate
AIInvestMate uses Gen AI to review financial documents and respond to your queries following the RAG pattern. It also connects to the internet to find relevant content. Also, it can create a personalized knowledge graph from your conversations and gathered data, AIInvestMate reveals valuable insights to aid your financial decisions. You can have a look at the source code here.
Do note that although AIInvestMate provides helpful guidance, it does not replace professional financial advice.
Architectural Overview
AIInvestMate application uses a Streamlit frontend with Plotly for generating interactive graphs and a FastAPI backend. Pinecone is used as the vector database to store content along with their embeddings that are uploaded by users. FaunaDB is used as a document database to store conversation sessions and also knowledge graphs. OpenAI’s GPT-4o is used as the LLM to power the answer generation which GPT-3.5-Turbo is used for the Named Entity Recognition and Relation Extraction NLP tasks from within the Spacy-LLM Python package. Tavily AI is used as the API to get relevant content from the web for the user’s queries. Modal is used as the compute service to execute remote jobs such as the one to parse conversations and generate knowledge graph by applying the NLP techniques mentioned before.
Pre-requisites
Create accounts and download necessary API keys:
- OpenAI Account and Key: Visit OpenAI and create an account. You’ll need at least $5 to obtain and use an API key.
- Tavily AI Account and Key: Sign up at Tavily AI for a free API key.
- Pinecone Account and Key: Register at Pinecone to get a free API key.
- FaunaDB Account and Key: Create an account on FaunaDB for your free API key.
- Modal Account: Sign up on Modal.
Application Setup and running the application
Detailed instructions on how to set up the application after obtaining the keys can be found in the README for the AIInvestMate repo.
In order to start the application on your local machine, follow the steps here.
Hopefully you are able to set up AIInvestMate in your local machine and use the same by following the above steps. A video demo of the application is available here. I plan to deploy this as a webapp sometime in the future so that people can reap benefits from the application to aid with their financial decision making.
