Investment Elicitation Profiling Assistant
An AI-powered conversational assistant that builds detailed user investment profiles through a guided four-step elicitation process. It leverages LangChain and OpenAI to handle real-time dialogues regarding investment goals, timelines, and risk tolerance.
README
🧠 Investment Elicitation Profiling Assistant
This project is an AI-powered conversational assistant that guides users step-by-step (elicitation) to build their investment profile through a friendly dialogue. It uses LangChain, OpenAI, FastAPI, and WebSocket for a real-time interactive experience.
🚀 Features
- Conversational investment profiling via WebSocket
- Guided 4-step elicitation:
- Purpose – Why you're investing
- Timeline – How long you plan to invest
- Risk Tolerance – How much risk you can handle
- Investment Entry – How and how much you plan to invest
- Structured and validated input via Pydantic
- Real-time messaging powered by LangChain + OpenAI
- WebSocket support for frontend integration
📦 Tech Stack
- Python
- FastAPI – REST + WebSocket API
- LangChain – agent logic and prompt orchestration
- OpenAI GPT – language understanding and generation
- Pydantic – validation and type safety
- Loguru – logging
- dotenv – environment management
- FastMCP – multi-step conversational pipeline manager
🛠️ Setup
1. Clone the Repository
git clone https://github.com/your-username/investment-assistant.git
cd investment-assistant
2. Install Dependencies
uv sync
3. Add .env File
Create a .env file with your OpenAI API key:
OPENAI_API_KEY=your-openai-api-key
4. Run the servers
uv run python client.py
uv run python mcp_server.py
Recommended Servers
playwright-mcp
A Model Context Protocol server that enables LLMs to interact with web pages through structured accessibility snapshots without requiring vision models or screenshots.
Magic Component Platform (MCP)
An AI-powered tool that generates modern UI components from natural language descriptions, integrating with popular IDEs to streamline UI development workflow.
Audiense Insights MCP Server
Enables interaction with Audiense Insights accounts via the Model Context Protocol, facilitating the extraction and analysis of marketing insights and audience data including demographics, behavior, and influencer engagement.
VeyraX MCP
Single MCP tool to connect all your favorite tools: Gmail, Calendar and 40 more.
graphlit-mcp-server
The Model Context Protocol (MCP) Server enables integration between MCP clients and the Graphlit service. Ingest anything from Slack to Gmail to podcast feeds, in addition to web crawling, into a Graphlit project - and then retrieve relevant contents from the MCP client.
Kagi MCP Server
An MCP server that integrates Kagi search capabilities with Claude AI, enabling Claude to perform real-time web searches when answering questions that require up-to-date information.
E2B
Using MCP to run code via e2b.
Neon Database
MCP server for interacting with Neon Management API and databases
Exa Search
A Model Context Protocol (MCP) server lets AI assistants like Claude use the Exa AI Search API for web searches. This setup allows AI models to get real-time web information in a safe and controlled way.
Qdrant Server
This repository is an example of how to create a MCP server for Qdrant, a vector search engine.