AI Financial Advisor

Academic Program: Industrial Engineering and Management

Purpose/Essence of the Project

The purpose is to make professional financial consulting widely accessible through AI. We are developing a digital financial advisor that helps private investors make smart decisions in the capital market (with a focus on ETFs), by analyzing their individual risk profile and building a reasoned, personalized portfolio in a smart, simple fashion.

Describe the Product/Project

A smart system that combines AI-based chat with advanced machine learning models. Instead of filling out long questionnaires, the user simply “talks” freely with the bot. The system extracts data from the conversation such as age, income, and risk level, analyzes them against real-time market data, and suggests a detailed investment portfolio with clear explanations for each choice of asset.

How Was the Idea Born?

The idea for the project was suggested to us by our supervisor.

Why Did You Choose This Project?

We are very interested in the financial world, and saw a chance to incorporate tools we’ve acquired during our degree to create a tool that can help us make smart decisions.

Is the Project Connected with a Personal Story of Yours or of Someone You Know?

No.

What Need Does It Address and for What Population?

The system helps private investors, especially young people or those who lack the minimum capital that banks require for consultation. It solves the problem of accessibility and availability (operates 24/7), and provides simple explanations in plain language, which increase the user’s confidence and trust in their decision-making process.