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ai-robo-advisor

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AI Robo-Advisor

ai-robo-advisor 최신버젼 다운로드

최종 버전 다운로드 (.zip)

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# 🤖 AI Robo Advisor

[![Python](https://img.shields.io/badge/python-3.10+-blue.svg)](https://www.python.org/downloads/)
[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)
[![Tests](https://img.shields.io/badge/tests-pytest-green.svg)](https://pytest.org/)

Welcome to your personal AI-powered investment assistant! This project democratizes professional-grade investment strategies using AI, making hedge fund-level analysis accessible to everyone.

## 🎯 How It Works

![Workflow](https://raw.githubusercontent.com/matvix90/ai-robo-advisor/main/assets/workflow.png)

**Multi-Agent System:**
1. **Investment Agent** - Collects preferences via questionnaire and creates investment strategy
2. **Portfolio Agent** - Translates strategy into concrete ETF portfolio (max 4 ETFs)
3. **Analyst Agents** - Comprehensive analysis including:
   - **Fees Agent** - Analyzes Total Expense Ratios (TER)
   - **Diversification Agent** - Evaluates asset class, geography, and sector distribution
   - **Alignment Agent** - Assesses risk tolerance and time horizon alignment
   - **Performance Agent** - Calculates CAGR, volatility, Sharpe ratio, max drawdown, alpha & beta
   - **Analysis Orchestrator** - Aggregates all analyses for final reporting

> **⚠️ Disclaimer:** This project is for educational and research purposes only. Not financial advice. Consult a qualified professional before making investment decisions.

## ✨ Key Features

- **AI-Driven Analysis** - Advanced market data analysis and strategy suggestions
- **Portfolio Management** - Build and track ETF-based investment portfolios  
- **Educational Tool** - Learn LangGraph and AI applications in finance

## 📋 Table of Contents
- [Prerequisites](#prerequisites)
- [Quick Start](#quick-start)
- [Docker Setup](#docker-setup)
- [Installation](#installation)
- [Usage](#usage)
- [Testing](#testing)
- [Contributing](#contributing)
- [License](#license)

<a id="prerequisites"></a>
## � Prerequisites

- **Python 3.10+** 
- **API Keys Required:**
  - **OpenAI API Key** (or Google/Anthropic) - For LLM functionality
  - **Polygon.io API Key** - For financial data (free tier available)

<a id="quick-start"></a>
## ⚡ Quick Start

```bash
# Clone and navigate
git clone https://github.com/matvix90/ai-robo-advisor.git
cd ai-robo-advisor

# Setup environment
python3 -m venv venv && source venv/bin/activate
pip install -e .

# Configure API keys
cp .env.example .env
# Edit .env with your API keys

# Run the advisor
run-advisor
```

<a id="installation"></a>
## 🚀 Installation

### 1. Clone Repository
```bash
git clone https://github.com/matvix90/ai-robo-advisor.git
cd ai-robo-advisor
```

### 2. Create Virtual Environment
```bash
python3 -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
```

### 3. Install Dependencies
```bash
pip install -e .
```

### 4. Configure API Keys
```bash
# Copy example environment file
cp .env.example .env

# Edit .env file with your keys:
# OPENAI_API_KEY=your-openai-api-key
# POLYGON_API_KEY=your-polygon-api-key
```

**Note:** Portfolios limited to 4 ETFs and 2 years of data (free Polygon.io constraints).

<a id="docker-setup"></a>
## 🐳 Docker Setup

Complete Docker environment for consistent, cross-platform development. Eliminates "works on my machine" issues with optimized multi-stage builds.

### Quick Docker Start
```bash
# Setup
cp .env.example .env
# Edit .env with your API keys

# Validate and start (recommended)
./docker-run.sh validate
./docker-run.sh

# Or manual approach
./docker/validate-setup.sh
./docker-run.sh up --build
```

### Available Commands
```bash
# Quick commands
./docker-run.sh                       # Start development environment
./docker-run.sh down                  # Stop containers
./docker-run.sh logs                  # View logs  
./docker-run.sh shell                 # Interactive shell
./docker-run.sh test                  # Run tests

# Advanced usage
./docker-run.sh interactive           # Development container with tools
./docker-run.sh prod                  # Production mode
./docker-run.sh clean                 # Clean up everything
./docker-run.sh help                  # Show all commands
```

### Docker Architecture
- **Multi-stage builds**: Base → Dependencies → Development/Production/Interactive
- **Hot-reload**: Source code changes reflected instantly
- **Optimized images**: Separate dev/prod configurations
- **Security**: Non-root user, isolated environment

📖 **[Complete Docker Guide](docker/README.md)** - Detailed setup, troubleshooting, and advanced usage.

<a id="usage"></a>
## 💼 Usage

### Command Line Interface
![Portfolio Response](https://raw.githubusercontent.com/matvix90/ai-robo-advisor/main/assets/portfolio-response.png)

```bash
# Basic run
run-advisor

# Show AI reasoning process
run-advisor --show-reasoning
```

![Analysis Response](https://raw.githubusercontent.com/matvix90/ai-robo-advisor/main/assets/analysis-response.png)

<a id="testing"></a>
## 🧪 Testing

Comprehensive test suite for code quality and regression prevention.

### Quick Test Commands
```bash
# Run all tests
python -m pytest tests/ 
# OR
./run_tests.sh

# Run with coverage
python -m pytest tests/ --cov=src --cov-report=html

# Test categories
python -m pytest tests/ -m unit      # Unit tests only
python -m pytest tests/ -m integration  # Integration tests
python -m pytest tests/ -m "not slow"   # Fast tests
```

### Test Dependencies
```bash
pip install -e ".[test]"
```

<a id="contributing"></a>
## 🤝 Contributing

Contributions welcome! Please:
1. Fork the repository
2. Create your feature branch (`git checkout -b feature/AmazingFeature`)
3. Commit changes (`git commit -m 'Add AmazingFeature'`)
4. Push to branch (`git push origin feature/AmazingFeature`)
5. Open a Pull Request

See [`CONTRIBUTING.md`](CONTRIBUTING.md) for detailed guidelines.

<a id="license"></a>
## 📄 License

Distributed under the MIT License. See [`LICENSE`](LICENSE) for more information.

## ❤️ Contributors

[![Contributors](https://contrib.rocks/image?repo=matvix90/ai-robo-advisor)](https://github.com/matvix90/ai-robo-advisor/graphs/contributors)

---

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