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Merged
kdestin merged 6 commits into from
Feb 5, 2025
Merged

migrating Investment-advisor module #191

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migrating Investment-advisor module
Vasanthik07 Jan 29, 2025
ee8bffc
file reformatted
Vasanthik07 Jan 30, 2025
4ec39ac
Refactored file handling to use Path methods, added missing type anno…
Vasanthik07 Jan 30, 2025
7c59a28
File was reformatted
Vasanthik07 Jan 30, 2025
640d16b
added the YAML front matter to README.md
Vasanthik07 Feb 5, 2025
3c4b1cc
fix: Move frontmatter to top and fix heading levels
kdestin Feb 5, 2025
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2 changes: 2 additions & 0 deletions scenarios/Agents/samples/investment_advisor/.env.example
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PROJECT_CONNECTION_STRING="<HostName>;<AzureSubscriptionId>;<ResourceGroup>;<HubName>"
AZURE_OPENAI_DEPLOYMENT="gpt-4o-mini"
25 changes: 25 additions & 0 deletions scenarios/Agents/samples/investment_advisor/README.md
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---
page_type: sample

languages:
- Python

products:
- ai-services
- azure-openai
---

# Personal Financial Assistant
## Overview

Function Calling with Yfinance to get latest stock prices. Summarization of user provided article. Extract country info from article, extract country, capital and other aspects, and call an API to get more information about each country.

## Objective

The objective of the provided notebook file is to create an Azure OpenAI Assistant named "Portfolio Management Assistant" using the Azure OpenAI API. The assistant is designed to act as a personal financial assistant, providing information and insights related to a user's investment portfolio. The script initiates a conversation with the assistant, guiding it through various financial queries and scenarios to showcase its capabilities.

## Programming Languages

- Python

## Estimated Runtime: 10 mins
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