Merge pull request #22 from merendamattia/develop

Update portfolio justification requirements and improve UI feedback

Author: merendamattia

.env.example

@@ -32,3 +32,4 @@ RAG_EMBEDDING_MODEL=all-roberta-large-v1
 MONTECARLO_SIMULATION_SCENARIOS=1000
 MONTECARLO_SIMULATION_YEARS=20
 MONTECARLO_MIN_ASSET_VOLATILITY=0.1
+MONTECARLO_DEFAULT_INITIAL_INVESTMENT=1000

Dockerfile

@@ -5,11 +5,12 @@ FROM python:3.11-slim
 RUN apt-get update && apt-get install -y --no-install-recommends \
     build-essential \
     curl \
+    unzip \
     && rm -rf /var/lib/apt/lists/*
 
 # Copy requirements and install
 COPY requirements.txt .
-RUN pip install --no-cache-dir -r requirements.txt
+RUN pip install --upgrade pip && pip install --no-cache-dir -r requirements.txt
 
 # Set working directory
 WORKDIR /app
@@ -21,6 +22,9 @@ COPY prompts/ prompts/
 COPY dataset/ dataset/
 COPY .env.example .env
 
+# Unzip dataset
+RUN cd dataset && unzip ETFs.zip && rm ETFs.zip
+
 # Create non-root user for security
 RUN useradd -m -u 1000 streamlit && chown -R streamlit:streamlit /app
 USER streamlit

README.md

@@ -2,6 +2,7 @@
 
 [![License](https://img.shields.io/badge/License-Apache%202.0-blue.svg)](https://opensource.org/licenses/Apache-2.0)
 [![Latest Release](https://img.shields.io/github/v/release/merendamattia/personal-financial-ai-agent?label=release)](https://github.com/merendamattia/personal-financial-ai-agent/releases)
+[![Docker Hub](https://img.shields.io/badge/Docker%20Hub-personal--financial--ai--agent-blue?logo=docker)](https://hub.docker.com/repository/docker/merendamattia/personal-financial-ai-agent)
 [![Python 3.11+](https://img.shields.io/badge/Python-3.11%2B-blue)](https://www.python.org/)
 
 An intelligent personal financial advisor powered by AI. Get expert financial guidance in your preferred language with support for multiple LLM providers, including local offline inference with Ollama.
@@ -112,7 +113,7 @@ Choose your preferred AI provider based on your needs:
   1. Create account and get API key from [OpenAI Platform](https://platform.openai.com/api-keys)
   2. Set `OPENAI_API_KEY` in `.env`
 - **Configuration:**
-  - `OPENAI_MODEL` in `.env` (default: `gpt-4o-mini`)
+  - `OPENAI_MODEL` in `.env` (default: `gpt-4.1-mini`)
 
 **Provider Selection:**
 The app detects available providers from your `.env` configuration. Select your preferred provider when starting the app or switch anytime using the sidebar button.

app.py

@@ -29,6 +29,9 @@
     os.getenv("MONTECARLO_SIMULATION_SCENARIOS", 1000)
 )
 MONTECARLO_SIMULATION_YEARS = int(os.getenv("MONTECARLO_SIMULATION_YEARS", 20))
+MONTECARLO_DEFAULT_INITIAL_INVESTMENT = int(
+    os.getenv("MONTECARLO_DEFAULT_INITIAL_INVESTMENT", 1000)
+)
 
 # Configure logging
 logging.basicConfig(
@@ -492,10 +495,7 @@ def _show_provider_selection():
     """
     logger.debug("No provider selected, showing provider selection modal")
 
-    st.title("💰 Financial AI Agent")
-    st.markdown("Your personal financial advisor powered by AI")
-
-    st.divider()
+    _show_header()
     st.subheader("🔧 Select Your LLM Provider")
     st.markdown(
         "Choose which AI service to use for this conversation. You can change this anytime."
@@ -554,6 +554,25 @@ def _show_provider_selection():
     )
 
 
+def _show_header():
+    """
+    Display the application header.
+    """
+    st.title("💰 Financial AI Agent")
+    st.markdown(
+        "An intelligent personal financial advisor powered by AI. Get expert financial guidance in your preferred language with support for multiple LLM providers, including local offline inference with Ollama."
+    )
+
+    st.markdown(
+        """
+        [![GitHub](https://img.shields.io/badge/GitHub-merendamattia%2Fpersonal--financial--ai--agent-black?logo=github)](https://github.com/merendamattia/personal-financial-ai-agent)
+        [![License](https://img.shields.io/badge/License-Apache%202.0-blue.svg)](https://opensource.org/licenses/Apache-2.0)
+        [![Latest Release](https://img.shields.io/github/v/release/merendamattia/personal-financial-ai-agent?label=release)](https://github.com/merendamattia/personal-financial-ai-agent/releases)
+        """
+    )
+    st.divider()
+
+
 def _show_loading_screen():
     """
     Display loading screen while initializing agent.
@@ -563,10 +582,7 @@ def _show_loading_screen():
     """
     logger.debug("Agent not yet initialized, showing loading screen")
 
-    st.title("💰 Financial AI Agent")
-    st.markdown("Your personal financial advisor powered by AI")
-
-    st.divider()
+    _show_header()
 
     # Loading animation
     loading_col1, loading_col2, loading_col3 = st.columns([1, 2, 1])
@@ -732,8 +748,7 @@ def _display_financial_profile_summary():
     """
     if st.session_state.financial_profile:
         logger.debug("Displaying extracted financial profile")
-        st.divider()
-        st.subheader("📊 Financial Profile Summary")
+        st.subheader("Financial Profile Summary")
 
         # Convert profile to dictionary for display
         profile_dict = st.session_state.financial_profile.model_dump()
@@ -835,8 +850,8 @@ def _display_expected_returns(portfolio, financial_advisor_agent):
         return
 
     # Display disclaimer about past performance
-    st.info(
-        "⚠️ **Important:** I rendimenti passati non sono indicatori affidabili dei rendimenti futuri. "
+    st.warning(
+        "⚠️ **Importante:** I rendimenti passati non sono indicatori affidabili dei rendimenti futuri. "
         "Queste proiezioni si basano su medie storiche e possono variare significativamente."
     )
 
@@ -1007,6 +1022,8 @@ def _display_wealth_simulation(
                     try:
                         if asset_symbol.upper() == "BITCOIN":
                             asset_symbol = "BTC-EUR"
+                        elif asset_symbol.upper() == "GOLD":
+                            asset_symbol = "SGLD"
 
                         result_data = financial_advisor_agent.analyze_asset(
                             asset_symbol, years=10
@@ -1124,6 +1141,14 @@ def _display_wealth_simulation(
                         monthly_contribution,
                     )
 
+                # Check if initial_investment is 0 and replace with symbolic value
+                if initial_investment == 0:
+                    logger.warning(
+                        "PAC SECTION - Initial investment is 0, using symbolic value of €%s",
+                        MONTECARLO_DEFAULT_INITIAL_INVESTMENT,
+                    )
+                    initial_investment = MONTECARLO_DEFAULT_INITIAL_INVESTMENT
+
                 time_steps = MONTECARLO_SIMULATION_YEARS * 12  # Monthly steps
 
                 # Run Monte Carlo simulation
@@ -1590,8 +1615,7 @@ def main():
         st.rerun()
 
     # Header
-    st.title("💰 Financial AI Agent")
-    st.markdown("Your personal financial advisor powered by AI")
+    _show_header()
 
     # Sidebar
     _setup_sidebar(chatbot_agent, financial_advisor_agent)
@@ -1629,14 +1653,14 @@ def main():
 
     # Show message if conversation is completed
     if st.session_state.conversation_completed:
-        logger.debug("Conversation is completed, showing completion message")
-        st.info(
-            "**Assessment completed!** All your financial questions have been answered and the summary has been provided. "
-            "Click 'Clear Conversation' to start a new assessment or 'Change Provider' to start over."
-        )
+        if not st.session_state.generated_portfolio:
+            st.toast(
+                "Analyzing profile and generating portfolio...",
+                icon="🔄",
+                duration="long",
+            )
 
-        # Display financial profile
-        _display_financial_profile_summary()
+        logger.debug("Conversation is completed")
 
         # Generate and display portfolio
         if st.session_state.financial_profile:
@@ -1660,7 +1684,6 @@ def main():
                     if portfolio:
                         st.session_state.generated_portfolio = portfolio
                         logger.info("Portfolio auto-generated successfully")
-                        st.rerun()
                     else:
                         logger.warning("Failed to generate portfolio")
                         st.error(
@@ -1676,7 +1699,6 @@ def main():
                             )
                             if portfolio:
                                 st.session_state.generated_portfolio = portfolio
-                                st.rerun()
             else:
                 logger.debug("Portfolio already generated, displaying...")
 
@@ -1689,6 +1711,34 @@ def main():
                     st.session_state.generated_portfolio, financial_advisor_agent
                 )
 
+                # Show completion message after portfolio
+                st.divider()
+                st.toast(
+                    "Assessment Completed Successfully! Your personalized portfolio analysis is ready.",
+                    icon="🎉",
+                    duration="long",
+                )
+
+                # Celebration animation and message
+                st.balloons()
+                st.success(
+                    "🎉 **Assessment Completed Successfully!** 🎉\n\n"
+                    "All your financial questions have been answered and your personalized portfolio analysis is ready! "
+                    "Your financial profile and PAC metrics have been extracted and analyzed."
+                )
+
+                # Financial Profile in an expanded section
+                with st.expander(
+                    "📊 View Your Financial Profile & Summary", expanded=False
+                ):
+                    _display_financial_profile_summary()
+                    st.info(
+                        "💡 **Next Steps:**\n"
+                        "- Review your portfolio allocation above\n"
+                        "- Consider consulting with a financial advisor for personalized advice\n"
+                        "- Click 'Clear Conversation' to start a new assessment or 'Change Provider' to start over"
+                    )
+
         else:
             logger.debug("No financial profile available to display")
     else:

prompts/portfolio_extraction.md

@@ -21,7 +21,9 @@ Generate a well-balanced, customized investment portfolio that:
 1. Maximum 3-5 assets to maintain simplicity and manageability
 2. All allocations must sum to 100%
 3. Minimum 10% in bonds (unless explicitly overridden by risk profile)
-4. Conservative allocation for specific profiles: if client is over 45 years old, has significant debts, or has dependents/family members to support, consider allocating at least 50% to bonds for capital preservation and stability
+4. Conservative allocation for specific profiles:
+    - If client is over 45 years old, has significant debts, or has dependents/family members to support, consider allocating at least 50% to bonds for capital preservation and stability.
+    - If client is under 45 years old, consider allocating at least 30% in stocks, while still maintaining a minimum bond allocation of 10% for portfolio stability as required above.
 5. Conservative portfolios: Include Gold (precious metals hedge) as 5-10% allocation (write only GOLD, do not use any other assets name)
 6. Aggressive portfolios: Consider Bitcoin (5-15%) for growth diversification (write only BITCOIN, do not use any other assets name)
 7. Each asset must have explicit justification based on the client's profile
@@ -30,7 +32,7 @@ Generate a well-balanced, customized investment portfolio that:
 10. Geographic reasoning: Include in justification why specific geographic regions were chosen based on client profile
 
 ## Critical Requirements:
-- Each asset must have a specific justification based on the client's profile
+- Each asset must have a specific justification based on the client's profile, INCLUDE also the complete name (not only the ticker) of the asset at the start of justification
 - Conservative investors: Include protective assets like bonds
 - Moderate investors: Balance growth and stability
 - Aggressive investors: Focus on growth assets with minimal bonds

requirements.txt

@@ -7,21 +7,25 @@ altair==5.5.0
 annotated-types==0.7.0
 antlr4-python3-runtime==4.9.3
 anyio==4.9.0
+appnope==0.1.4
 asttokens==3.0.0
 attrs==25.4.0
 beautifulsoup4==4.14.2
 blinker==1.9.0
 Brotli==1.1.0
 cachetools==5.5.2
 certifi==2025.4.26
+cffi==2.0.0
 cfgv==3.4.0
 charset-normalizer==3.4.2
 click==8.2.1
 cloudpickle==3.1.1
 colorama==0.4.6
+coloredlogs==15.0.1
 colorlog==6.10.1
 comm==0.2.2
 contourpy==1.3.2
+curl_cffi==0.13.0
 cycler==0.12.1
 databricks-sdk==0.57.0
 datapizza-ai==0.0.2
@@ -44,10 +48,13 @@ et_xmlfile==2.0.0
 executing==2.2.0
 Faker==37.11.0
 fastapi==0.115.12
+fastembed==0.7.3
 filelock==3.18.0
 filetype==1.2.0
 Flask==3.1.1
+flatbuffers==25.9.23
 fonttools==4.58.2
+frozendict==2.4.6
 frozenlist==1.8.0
 fsspec==2025.5.1
 gitdb==4.0.12
@@ -74,6 +81,7 @@ httpcore==1.0.9
 httplib2==0.31.0
 httpx==0.28.1
 huggingface-hub==0.35.3
+humanfriendly==10.0
 hyperframe==6.1.0
 identify==2.6.15
 idna==3.10
@@ -98,6 +106,7 @@ kagglehub==0.3.12
 kiwisolver==1.4.8
 latex2mathml==3.78.1
 lazy_loader==0.4
+loguru==0.7.3
 Mako==1.3.10
 Markdown==3.8
 markdown-it-py==4.0.0
@@ -106,17 +115,21 @@ MarkupSafe==3.0.2
 matplotlib==3.9.2
 matplotlib-inline==0.1.7
 mdurl==0.1.2
+mmh3==5.2.0
 mpire==2.10.2
 mpmath==1.3.0
 multidict==6.7.0
 multiprocess==0.70.18
+multitasking==0.0.12
 narwhals==2.9.0
 nest-asyncio==1.6.0
 networkx==3.5
 ninja==1.13.0
 nodeenv==1.9.1
 numpy==2.2.6
 omegaconf==2.3.0
+onnxruntime==1.23.2
+openai==2.6.0
 opencv-python==4.12.0.88
 opencv-python-headless==4.12.0.88
 openpyxl==3.1.5
@@ -128,6 +141,7 @@ pandas==2.2.3
 pandas_flavor==0.7.0
 parso==0.8.4
 patsy==1.0.1
+peewee==3.18.2
 pexpect==4.9.0
 pillow==11.3.0
 pingouin==0.5.5
@@ -145,10 +159,12 @@ protobuf==5.29.5
 psutil==7.0.0
 ptyprocess==0.7.0
 pure_eval==0.2.3
+py_rust_stemmers==0.1.5
 pyarrow==19.0.1
 pyasn1==0.6.1
 pyasn1_modules==0.4.2
 pyclipper==1.3.0.post6
+pycparser==2.23
 pydantic==2.11.5
 pydantic-extra-types==2.10.6
 pydantic-settings==2.11.0
@@ -157,6 +173,7 @@ pydeck==0.9.1
 Pygments==2.19.1
 pylatexenc==2.10
 pyparsing==3.2.3
+pypdf==6.1.3
 pypdfium2==4.30.0
 pytest==8.4.2
 python-bidi==0.6.6
@@ -170,6 +187,7 @@ rapidocr==3.4.2
 readmeai==0.6.3
 referencing==0.37.0
 regex==2025.9.18
+reportlab==4.4.4
 requests==2.32.4
 rich==14.2.0
 rpds-py==0.27.1
@@ -181,6 +199,7 @@ scikit-learn==1.6.1
 scipy==1.13.1
 seaborn==0.13.2
 semchunk==2.2.2
+sentence-transformers==5.1.2
 shapely==2.1.2
 shellingham==1.5.4
 six==1.17.0
@@ -208,6 +227,7 @@ tornado==6.5.1
 tqdm==4.67.1
 traitlets==5.14.3
 transformers==4.57.1
+typer==0.19.2
 typing-inspection==0.4.1
 typing_extensions==4.14.0
 tzdata==2025.2

src/tools/analyze_financial_asset.py

@@ -157,7 +157,7 @@ def _search_and_resolve_symbol(symbol: str) -> SymbolResolution:
     """
     logger.info("Searching for symbol: %s", symbol)
 
-    SYMBOLS_WITHOUT_SUFFIX = {"BTC-EUR", "GOLD"}
+    SYMBOLS_WITHOUT_SUFFIX = {"BTC-EUR"}
 
     try:
         if symbol.upper() in SYMBOLS_WITHOUT_SUFFIX: