๐Ÿง  CapitalAgent โ€” Built for Beginners. Powered for Pros.

Timeless decisions for timeless returns
Built for WeHack 2025 | Theme: Timeless Moments Await


๐Ÿ’ก Inspiration

Our mission is to make investing accessible for beginners while staying powerful and insightful for experienced professionals.
CapitalAgent is a conversational AI-powered investment platform that empowers users to evaluate and manage investments in two key asset classes:

  • ๐Ÿ“ˆ Stocks
  • ๐Ÿ  Real Estate

Whether you're new to finance or a seasoned investor, we help you make smart, data-driven decisions with confidence.


๐Ÿš€ What It Does

  • ๐Ÿง  Advanced Risk Prediction
    For professionals: input real-time stock or property data to generate detailed risk assessment reports.

  • ๐Ÿ‘ถ Beginner-Friendly Recommendations
    For beginners: receive curated, low-risk suggestions in both domains, with explanations and trend forecasts.

  • ๐Ÿ“Š Personalized Portfolios
    Each user gets a portfolio showing their investment history, performance, and current risk exposure.

  • โณ Future Value Forecasting
    Our models provide 5-year and 10-year predictions for both property and stock investments.

  • ๐Ÿ’ฌ Conversational Investment Chatbot
    Powered by Gemini API, the bot explains risks in plain language and gives diversification advice based on your history (stored in MongoDB Atlas).


๐Ÿ—๏ธ How We Built It

  • ๐Ÿ› ๏ธ Backend: Python, Flask
  • ๐Ÿ“ฆ Database: MongoDB Atlas (to persist user investment history + queries)
  • ๐Ÿ”ฎ AI/ML Models:
    • LSTM for stock trend prediction
    • Sentiment analysis for news insights
    • Random Forest for real estate risk classification
  • ๐Ÿค– Conversational AI: Google Gemini API (gemini-pro)
  • ๐Ÿงช Testing: Postman, VSCode
  • ๐ŸŽจ UI/UX Design: Figma (UI mockups for future interface)

๐Ÿง—โ€โ™€๏ธ Challenges We Ran Into

  • ๐Ÿ”„ Google GenerativeAI version conflicts (v1beta vs v1) โ€” had to carefully downgrade/upgrade to match the right model (gemini-pro)
  • ๐Ÿงฉ Dependency errors โ€” modules like sklearn, joblib, pymongo, and dotenv needed proper management in virtual environments
  • ๐Ÿง  Contextual memory in chatbot โ€” integrating MongoDB to persist user input + investment history required careful data modeling

๐Ÿ† Accomplishments That We're Proud Of

  • โœ… Built a working end-to-end AI-powered advisor in under 15 hours
  • โœ… Combined machine learning with LLM explanations
  • โœ… Designed logic for investment diversification detection and advice
  • โœ… Created a smart chatbot that learns from user behavior

๐Ÿ“š What We Learned

  • ๐Ÿ“ฆ How to structure real estate & stock data for AI modeling
  • ๐Ÿง  How to integrate a large language model (Gemini) with memory (MongoDB) to simulate personalized financial coaching
  • โš™๏ธ How to resolve API versioning and package conflicts across teams

๐Ÿ”ฎ What's Next for CapitalAgent

  • ๐Ÿ’ป Build a frontend for the design prepared
  • ๐Ÿง  Improve diversification engine to handle real-time market volatility
  • ๐Ÿ“ก Use personโ€™s historic data to recommend better

๐Ÿ‘ฉโ€๐Ÿ’ป Team Capital Agents

  • Varsha
  • Harshitha
  • Nanddanaa
  • Chinmayi

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