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Tutorial: itapia

ITAPIA is an Intelligent & Transparent AI-Powered Personal Investment Assistant designed to provide explainable investment recommendations. It combines machine learning insights from various analysis modules with a transparent Rule Engine to help users understand the "why" behind every decision, fostering trust and empowering them to become more confident investors with personalized advice.

Visual Overview

flowchart TD
    A0["Orchestrator Pattern
"]
    A1["Rule Engine (Symbolic Expression Trees)
"]
    A2["Semantic Type System (STGP)
"]
    A3["Shared Library (itapia_common)
"]
    A4["Analysis Modules
"]
    A5["Explainer Framework
"]
    A6["Data Persistence & Caching
"]
    A7["User Profiles & Personalization
"]
    A0 -- "Orchestrates Analysis" --> A4
    A0 -- "Manages Rule Execution" --> A1
    A0 -- "Applies Personalization" --> A7
    A0 -- "Generates Explanations" --> A5
    A4 -- "Retrieves Data" --> A6
    A1 -- "Interprets Analysis" --> A4
    A1 -- "Loads Rules" --> A6
    A1 -- "Uses Semantic Types" --> A2
    A5 -- "Explains Rule Logic" --> A1
    A5 -- "Explains Analysis" --> A4
    A7 -- "Stores Profiles" --> A6
    A3 -- "Provides Rule Abstractions" --> A1
    A3 -- "Defines Semantic Types" --> A2
    A3 -- "Offers DB Access" --> A6

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Chapters

1. Shared Library (itapia_common)
2. Semantic Type System (STGP)
3. Data Persistence & Caching
4. Analysis Modules
5. Rule Engine (Symbolic Expression Trees)
6. User Profiles & Personalization
7. Explainer Framework
8. Orchestrator Pattern

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