11# ** 💼 TrueWealth AI: Your Smart Path to Financial Freedom**
2- ![ Image] ( https://github.com/user-attachments/assets/4efaac48-4e70-49de-9dfa-f4e5802d31bb )
3- ## ** Project Overview**
42
3+ [ ![ Image] ( https://github.com/user-attachments/assets/4e411f0e-500a-4e8b-819a-8d6ccf701c3b )] ( https://github.com/user-attachments/assets/4e411f0e-500a-4e8b-819a-8d6ccf701c3b )
4+
5+ ---
6+
7+ ## Project Overview
58** TrueWealth AI** is an advanced, AI-powered financial advisor that uses cutting-edge technologies in machine learning, natural language processing (NLP), and document retrieval. By leveraging advanced LLMs, real-time data access from financial tools like Yahoo Finance, DuckDuckGo, and dynamic document retrieval systems like LangChain and ChromaDB, it provides personalized financial advice. The system is designed to simulate a real-world financial advisor, offering clear, insightful, and actionable recommendations.
69
7- ### 🧱 Project Structure
10+ ---
11+
12+ ## 🚀 Live Demo
13+
14+ 🎯 Try the real-time TrueWealth AI:
15+ 👉 [ ** TrueWealth AI – Click Here** ] ( https://truewealth-ai.onrender.com/ )
16+
17+ ---
18+
19+ ## Real-World Use Cases
20+
21+ #### ** 1. Personal Financial Advisory**
22+ - Helps ** individual investors** make informed decisions on stocks, bonds, and long-term investments.
23+
24+ #### ** 2. Financial Education & Self-Learning**
25+ - Acts as a ** tutor** for users reading financial books (e.g., * The Intelligent Investor* ).
26+
27+ #### ** 3. Real-Time Market & News Analysis**
28+ - Provides ** up-to-date financial news** from Yahoo Finance.
29+
30+ #### ** 4. Small Business Financial Consulting**
31+ - Assists ** small business owners** in budgeting, tax planning, and investment decisions.
32+
33+ #### ** 5. Retirement & Wealth Management**
34+ - Offers ** retirement planning insights** (e.g., 401(k), Roth IRA strategies).
35+
36+ ---
37+
38+ ## ** Features & Functionalities**
39+
40+ | ✅ Step | 🧠 Feature | ⚙️ Tech Stack / Tool Used |
41+ | ------ | ------------------------------------ | --------------------------------------------------------------- |
42+ | 1️⃣ | 🧠 ** LLM-based Query Understanding** | ** Groq** |
43+ | 2️⃣ | ✨ ** Tone Personalization** | ** Prompt Engineering** + ** Persona Templates** |
44+ | 3️⃣ | 📚 ** RAG-based Answering** | ** LangChain** + ** ChromaDB** + ** Sentence Transformers** |
45+ | 4️⃣ | 🔍 ** Retrieval Agent** | ** RetrieverAgent** + ** Vector Store Tools** |
46+ | 5️⃣ | 🧠 ** Answer Generator Agent** | ** GeneratorAgent** (LLM-based factual + human-style) |
47+ | 6️⃣ | 🧾 ** Document QA Agent** | ** DocumentReaderAgent** + ** QA Chain** |
48+ | 7️⃣ | 🔁 ** ToolRouter Agent** | ** Conditional Logic** + ** Tool Selection** |
49+ | 8️⃣ | 🧠 ** Planner Agent** | ** LangGraph Planner Node** |
50+ | 9️⃣ | 🔄 ** Intelligent Tool Routing** | ** Retry Logic** + ** Fallback Tool** + ** Score-based Selection** |
51+ | 🔟 | 🧠 ** Short Conversational Memory** | ** LangGraph Memory Integration (short-term)** |
52+
53+ ---
54+
55+ ## Project Structure
856```
957TrueWealth AI/
1058├── streamlit_app.py # Streamlit-based user interface for financial advisor chatbot
@@ -50,35 +98,37 @@ TrueWealth AI/
5098├── README.md # Project overview, setup instructions, features, architecture diagram
5199```
52100
53-
54- ### ** Tech Stack:**
55-
56- * ** LLMs (Large Language Models)** : ** Groq**
57- * ** Data Retrieval** : ** LangChain** , ** ChromaDB** , ** Sentence Transformers**
58- * ** Document Parsing** : ** PyPDFLoader** , ** DocumentReaderAgent**
59- * ** Search Tools** : ** Yahoo Finance API** , ** DuckDuckGo API**
60- * ** Memory Management** : ** LangGraph Memory Integration**
61- * ** Agent Technique** : ** ToolRouter Agent** , ** Planner Agent**
62- * ** Backend** : ** FastAPI** (for RESTful APIs)
63- * ** Frontend** : ** Streamlit** (interactive UI)
64- * ** Deployment** : ** Docker** , ** CI/CD** (GitHub Actions/Jenkins)
65-
66101---
67102
68- ## ** Features & Functionalities**
69-
70- | ✅ Step | 🧠 Feature | ⚙️ Tech Stack / Tool Used |
71- | ------ | ------------------------------------ | --------------------------------------------------------------- |
72- | 1️⃣ | 🧠 ** LLM-based Query Understanding** | ** Groq** |
73- | 2️⃣ | ✨ ** Tone Personalization** | ** Prompt Engineering** + ** Persona Templates** |
74- | 3️⃣ | 📚 ** RAG-based Answering** | ** LangChain** + ** ChromaDB** + ** Sentence Transformers** |
75- | 4️⃣ | 🔍 ** Retrieval Agent** | ** RetrieverAgent** + ** Vector Store Tools** |
76- | 5️⃣ | 🧠 ** Answer Generator Agent** | ** GeneratorAgent** (LLM-based factual + human-style) |
77- | 6️⃣ | 🧾 ** Document QA Agent** | ** DocumentReaderAgent** + ** QA Chain** |
78- | 7️⃣ | 🔁 ** ToolRouter Agent** | ** Conditional Logic** + ** Tool Selection** |
79- | 8️⃣ | 🧠 ** Planner Agent** | ** LangGraph Planner Node** |
80- | 9️⃣ | 🔄 ** Intelligent Tool Routing** | ** Retry Logic** + ** Fallback Tool** + ** Score-based Selection** |
81- | 🔟 | 🧠 ** Short Conversational Memory** | ** LangGraph Memory Integration (short-term)** |
103+ ## System Architecture
104+
105+ ``` mermaid
106+ flowchart TD
107+ A[User Query] --> B[Planner]
108+ B --> C[Recall Memory]
109+ C --> D[LLM Direct Answer Attempt]
110+ D -->|Success| E[Generate Response]
111+ D -->|Failure| F[Executor: Retry Logic]
112+ F --> G{Retry Count < 3?}
113+ G -->|Yes| H[RAG: Search PDF Knowledge]
114+ G -->|No| I[Yahoo Finance Search]
115+ H -->|Found Docs| E
116+ H -->|No Docs| I
117+ I -->|Found News| E
118+ I -->|No News| J[DuckDuckGo Web Search]
119+ J --> E
120+ E --> K[Store in Memory]
121+ K --> L[Return Final Answer]
122+
123+ %% External Tools
124+ H --> M[(ChromaDB)]
125+ I --> N[[Yahoo Finance]]
126+ J --> O[[DuckDuckGo]]
127+
128+ %% LLM Core
129+ D --> P[[Groq-LLaMA3]]
130+ E --> P
131+ ```
82132
83133---
84134
@@ -94,18 +144,6 @@ FastAPI serves as the backend for managing API requests, handling the communicat
94144
95145---
96146
97- ## ** User Interface with Streamlit**
98-
99- Streamlit is used for the front-end, where users can interact with the financial advisor chatbot in a conversational format.
100-
101- ### ** UI Features** :
102-
103- * ** Real-Time Interaction** : The Streamlit interface allows users to input queries and receive answers instantly.
104- * ** Tone Personalization** : Users can choose how formal or informal they want the assistant to sound.
105- * ** Live Data Display** : Financial data (such as stock prices, trends, and company news) is displayed dynamically.
106-
107- ---
108-
109147## ** Deployment Process with Docker**
110148
111149### ** Dockerization** :
@@ -147,12 +185,12 @@ Continuous Integration and Continuous Deployment (CI/CD) is implemented using **
147185
148186---
149187
150- ### ** Personal Information**
188+ ## ** Personal Information**
151189
152190* ** Developer:** Md Emon Hasan
153191* ** GitHub:** [ Md-Emon-Hasan] ( https://github.com/Md-Emon-Hasan )
154- * ** LinkedIn:** [ Md Emon Hasan] ( https://www.linkedin.com/in/md-emon-hasan )
192+ * ** LinkedIn:** [ Md Emon Hasan] ( https://www.linkedin.com/in/md-emon-hasan-695483237/ )
155193* ** Email:** [ iconicemon01@gmail.com ] ( mailto:iconicemon01@gmail.com )
156194* ** WhatsApp:** [ +8801834363533] ( https://wa.me/8801834363533 )
157195
158- ---
196+ ---
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