sykang16/agentic-wealth-intelligence

1# Module B: Agent-Guided Investment Profiling2 3#### 🔴 Priority: HIGH4 5## Objective6Conversational investment profiling using slot-filling7 8## LangGraph Workflow9```10START → User Input11  ↓12Extractor (fill slots)13  ↓14Validator (check validity)15  ↓16Completion Checker17  ├─ Complete? → END (return profile)18  └─ Incomplete? → Question Generator → Ask User → loop back19```20 21## Agent Architecture (LangGraph)22```python23# State definition24class ConversationState(TypedDict):25    messages: List[Message]26    profile: InvestmentProfile  # Partially filled27    missing_slots: List[str]28    current_question: str29```30 31## Pydantic Schema (Required Slots)32```python33class InvestmentProfile(BaseModel):34    # Risk Assessment35    risk_tolerance: Literal["conservative", "moderate", "aggressive"]36    loss_comfort: int = Field(ge=1, le=10)  # 1-10 scale37    38    # Time Horizon39    investment_period: Literal["short", "medium", "long"]  # <3yr, 3-10yr, >10yr40    liquidity_needs: str41    42    # Financial Situation43    income_stability: Literal["stable", "variable", "uncertain"]44    emergency_fund: bool45    debt_level: Literal["none", "low", "moderate", "high"]46    47    # Investment Experience48    experience_level: Literal["beginner", "intermediate", "advanced"]49    previous_investments: List[str]50    51    # Goals52    primary_goal: str53    target_return: Optional[float]54```55 56## Agent Nodes571. Extractor: Parse user response to fill slots582. Validator: Check if extracted data is valid593. Question Generator: Generate next question for missing slots604. Completion Checker: Determine if profile is complete61 62## Implementation Files63```64src/65├── profiling/66│   ├── __init__.py67│   ├── agent.py              # LangGraph agent definition68│   ├── nodes/69│   │   ├── extractor.py70│   │   ├── validator.py71│   │   ├── question_gen.py72│   │   └── checker.py73│   ├── schemas.py            # InvestmentProfile model74│   └── prompts/75│       ├── extractor_prompt.py76│       └── question_prompts.py77```78 79 80 81 82