We wanted to build an assistant that helps people multiply money responsibly—starting with saving, then investing, then trading—so growth never comes at the cost of financial stability.
What We Built
A Go SDK that powers a financial assistant focused on wealth growth. It guides users through a ladder:
1) save consistently,
2) unlock investing once an emergency fund is built,
3) then move into trading with risk controls and confirmations.
How We Built It
- Tool‑driven agent logic for savings, investing readiness, and trading execution.
- Emergency‑fund gating so trading only happens after safety targets are met.
- Demo data for balances, transactions, and portfolio states to simulate growth.
- A trading terminal UI with real‑time charting and portfolio stats.
Challenges We Faced
- Making “multiply your money” feel real without encouraging reckless risk.
- Keeping the agent’s recommendations aligned with savings and long‑term compounding.
- Ensuring demo mode feels authentic while still clearly simulated.
What We Learned
- Growth journeys work best when savings is the first unlock for investing.
- Guardrails build trust and prevent the “trade first” trap.
- Clear prompts and tool schemas are essential for consistent wealth guidance.
Math (LaTeX Example)
We use a simple compounding model to frame growth: [ A = P\left(1 + \frac{r}{n}\right)^{nt} ] This reinforces the idea that saving + investing compounds, while trading is an optional accelerator gated by financial stability.
Built With
- go
- javascrip
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