README.md

metadata

license: mit
title: Personal Finance Advisor
sdk: gradio
emoji: 📈
colorFrom: blue
colorTo: purple

📈 Personal Finance Investment Strategist

Agentic Demo Showcase – Track 3 Entry

Agent-Based Financial Advisor Using LlamaIndex, Nebius AI, and Economic Data

Built by: [Devavrat Samak]
Tech Stack: LlamaIndex | meta-llama/Meta-Llama-3.1-70B-Instruct-fast (Nebius) | Modal Labs | Gradio | World Bank & Yahoo Finance APIs

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Hackathon Track

This submission is for: Track 3: Agentic Demo Showcase

agent-demo-track

• We use a multi-agent system to:

1. Analyze user financial profile
2. Enrich with demographic insights
3. Fetch live economic indicators
4. Generate personalized investment strategy

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🔍 Overview

This agentic system provides intelligent, context-aware investment strategies based on:

Feature	Description
User Profile	Age group, income, expenses, risk tolerance, goal, timeframe
Demographic Insights	Life stage, liquidity needs, planning horizon
Economic Analysis	Inflation, interest rates, GDP growth, market trends
Tax Awareness	Country-specific tax rules from India and G7 countries, i.e. USA, UK, Canada, Germany, France, Italy, Japan
Strategy Generation	Asset allocation, recommended instruments, monthly savings plan

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How It Works: The Agentic Framework

Agent Flow

Each agent uses natural language reasoning and external tools to build the final strategy.

Agents

Agent	Role
Input Analyzer	Parses free-form input into structured profile
Demographic Profiler	Maps life stage, liquidity needs, planning horizon
Net Worth Checker	Identifies existing investments and assets
Financial Literacy Detector	Determines complexity level of advice
Economic Analyst	Gathers inflation, interest rate, GDP, and market trend
Strategy Advisor	Generates final investment plan

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Technical Architecture

Core Components

Component	Purpose
LlamaIndex	Manages agent orchestration and reasoning flow
meta-llama/Meta-Llama-3.1-70B-Instruct	Generates human-readable investment strategy
World Bank API	Provides inflation and GDP data
Yahoo Finance	Detects market trend (bullish/bearish)
Hardcoded Interest Rates	For major countries (USA, India, UK, etc.)
Country Tax DB	Applies local tax logic to optimize portfolio
Modal Labs	Hosts backend as ASGI endpoint
Gradio	Frontend interface on Hugging Face Spaces

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Features

Feature	Status
✅ Multi-Agent Workflow	LlamaIndex-based
✅ Country Support	India, USA, UK, Canada, Germany, France, Italy, Japan
✅ Economic Indicators	Inflation, Interest Rate, GDP Growth, Market Trend
✅ Tax-Aware Advice	Yes – country-specific
✅ Risk Tolerance Mapping	Conservative / Moderate / Aggressive
✅ Markdown Strategy Output	Clean, formatted response

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📹 Video Walkthrough

🎬 [https://youtu.be/_y4ShsIBVMQ]

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• Credits

• Built with ❤️ by [Devavrat Samak]

• For Hugging Face Gradio Hackathon 2025 – Track 3: Agentic Demo Showcase

• GitHub Repo: [https://github.com/Devsam2898/Personal_Financial_Advisor]

• Model: meta-llama/Meta-Llama-3.1-70B-Instruct-fast (Nebius AI)

• Backend: Modal Labs

• Frontend: Hugging Face Gradio

Thank You! If you're reading this — thank you for checking out our project. We hope you found it insightful and well-built.