πŸš€ Concept

Build FinSense, an autonomous financial research copilot that behaves like a self-directed junior analyst: it understands complex financial questions, decomposes them into tasks, calls the right data tools, synthesizes insights, and justifies its reasoning β€” all while chatting naturally with the user.

You can think of it as β€œPerplexity + Bloomberg Terminal + Mini-GPT-Researcher”.


🎯 Objectives

Design an agentic system that:

  1. Understands multi-turn queries about stocks, macro indicators, or portfolios.
  2. Chooses & orchestrates tools (finance APIs, data scrapers, calculators) dynamically.
  3. Synthesizes data into coherent, contextual insights.
  4. Explains its reasoning as it works β€” not just answers, but why.
  5. Adapts over time β€” remembers previous context and adjusts behavior.

🧱 Core Features

1. 🧩 Agent Framework

Implement a reasoning-action loop:

User Input β†’ Planner β†’ Tool Calls β†’ Data Aggregator β†’ Summarizer β†’ Response

(Bonus tools below.)