🧠 Investment Elicitation Profiling Assistant

🧠 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:
  1. Purpose – Why you're investing
  2. Timeline – How long you plan to invest
  3. Risk Tolerance – How much risk you can handle
  4. 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