Agentic AI · Workflow orchestration

Multi-Agent Investment Advisor

A multi-agent system that transforms a natural-language goal into a structured investment strategy through specialized analysis and coordinated decision-making.

Independent project2025
Investment advisor interface for entering a financial goal

The challenge

Start with the product question.

Financial goals arrive as ambiguous human language, while useful guidance requires structured goals, current context, risk reasoning, and a coherent recommendation.

What I built

A working system to learn from.

I designed a sequence of specialized agents for goal extraction, market context, retrieval, investment and risk review, consensus, presentation, and feedback. A FastAPI backend connects the orchestration to a React experience.

Product decisions

The thinking behind the build.

  1. 01

    Assign narrow responsibilities to agents instead of relying on one oversized prompt.

  2. 02

    Use a coordinating step to resolve competing specialist recommendations.

  3. 03

    Keep the experience legible by presenting one coherent strategy to the user.

  4. 04

    Design feedback as an input to refinement, not as a dead-end rating.

About this project

This is an independent project shared to demonstrate product thinking and hands-on exploration. It does not represent confidential employer work or commercial performance claims.

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