🧠 Investment Elicitation Profiling Assistant

This project is an AI-powered conversational assistant that guides users step-by-step (elicitation) to build their investment profile through a friendly dialogue. It uses LangChain, OpenAI, FastAPI, and WebSocket for a real-time interactive experience.

🚀 Features

• Conversational investment profiling via WebSocket

• Guided 4-step elicitation:

  1. Purpose – Why you're investing

  2. Timeline – How long you plan to invest

  3. Risk Tolerance – How much risk you can handle

  4. Investment Entry – How and how much you plan to invest

• Structured and validated input via Pydantic

• Real-time messaging powered by LangChain + OpenAI

• WebSocket support for frontend integration

Related MCP server: Agentic AI System with MCP Integration

📦 Tech Stack

• Python

• FastAPI – REST + WebSocket API

• LangChain – agent logic and prompt orchestration

• OpenAI GPT – language understanding and generation

• Pydantic – validation and type safety

• Loguru – logging

• dotenv – environment management

• FastMCP – multi-step conversational pipeline manager

🛠️ Setup

1. Clone the Repository

git clone https://github.com/your-username/investment-assistant.git
cd investment-assistant

2. Install Dependencies

uv sync

3. Add .env File

Create a .env file with your OpenAI API key:

OPENAI_API_KEY=your-openai-api-key

4. Run the servers

uv run python client.py
uv run python mcp_server.py