AdvestX

Inspiration

The population in Thailand has insufficient knowledge about investment. Due to the perception that investing is distant and the complexity of accessing investment knowledge, they often lack sufficient understanding and expertise in the investment realm. Therefore, the investment is limited to Thai people.

What it does

AdvestX, an investment advisor serve as an invaluable mentor, enhancing investment knowledge among Thai individuals. Through personalized insights and continuous learning, The advisor bridge the knowledge gap, empowering investors to make informed decisions. Their ability to analyze market trends and explain complex financial concepts fosters a deeper understanding of investment dynamics. Integrating AI advisors is not just a technological upgrade but a strategic step towards financial literacy and confident decision-making in Thailand. In a rapidly evolving landscape, AI becomes a catalyst for elevating investment awareness and fostering a more informed investor community.

How we built it

First, we gather news and summarize to the database and prepare mutual fund information then convert them to vector and put it into a vector database

The main concept is to develop conversations between the bot and the customer, we provide investment style to customers personally.

We provide the assessment questions such as income, volatility, expected return and investment's goal etc.

Once we get all the information from the user, we create a summary conversation, then, we query today's news from the database and put both to our prompt and send to GPT.

GPT returns the response to suggest the investment style and provides visualization and text recommendations.

If the users are interested in our recommendation, they have to apply to our application to get more details of mutual funds that they would like to invest.

We use RAG for getting the details of mutual funds and finally, we send mutual fund names and some suggestions to the customer.