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Investment Elicitation Profiling Assistant

An AI-powered conversational assistant that builds detailed user investment profiles through a guided four-step elicitation process. It leverages LangChain and OpenAI to handle real-time dialogues regarding investment goals, timelines, and risk tolerance.

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○ Schema Quality ○ Protocol — Reliability ○ Docs & Maintenance ○ Security Hygiene — Schema Interpretability
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Schema Quality
25% weight
Protocol Compliance
20% weight
Reliability
20% weight
Docs & Maintenance
15% weight
Security Hygiene
20% weight
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30 days ago Today
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