Financial Agent

# AI Financial Advisor

## 1. Project Overview

The project is an AI-powered financial advisory chatbot that is designed to be integrated into popular banking apps or messaging platforms. A dedicated web interface is planned for advanced financial analytics in the near future.

## 2. Key Features

- Personal finance management: Tailored budgeting and financial planning based on user goals and risk tolerance.
- Learn and invest for beginners: Clear explanations of financial concepts, investment basics, and potential risk scenarios. Introduces safe, beginner-friendly investment options (e.g., mutual fund certificates) to help users get started.
- Advanced market analysis: In-depth insights including financial statement analysis, market trend evaluation, and trade decision support. Uses specialized agents to simulate the investment styles of renowned investors (e.g., Warren Buffett, Charlie Munger, Ben Graham, Phil Fisher) to broaden perspectives for informed decision-making.
- Idea details: https://j2c.cc/393898b5 (Canva)

## 3. Roadmap

- Personal finance management: In development
- Learn-and-invest for beginners: In development
- Advanced analytics: Planned

Target date to trial the Personal Finance Management experience via Telegram bot: t.me/fin_mn_agent_bot on 2025-09-23.

## 4. Contributions

Contributions are welcome. Please contact the team to discuss ideas and proposals.