AI Financial Advisor Agent
1️⃣ Objective Develop an AI Financial Advisor Agent that provides personalized financial guidance, automated portfolio construction and rebalancing, cashflow & retirement planning, and tax-aware recommendations — all with clear explainability and regulatory-safe guardrails. Key Goals: ✨ Personalized recommendations based on user profile, goals, risk-tolerance and constraints. ✨ Portfolio optimization with mean-variance / CVaR and risk-parity options; periodic rebalancing rules. ✨ Explainability & […]








