Personal CFA

Personal CFA (Certified Financial Advisor) Agent System
Overall Purpose:
A 3-agent pipeline that provides intelligent financial advice through a chat interface, with built-in safety mechanisms and real-time market data access.
The 3 Agents & Their Jobs:

1. 📋 Questionnaire Agent
   Role: Smart intake filter and safety guardian
   Job: Determines if a financial question needs personal information before giving advice
   Logic:
   General questions (stock prices, market info) → Continue directly
   Personal advice (portfolio, retirement, risk tolerance) → Ask 2-3 key questions first
   Safety Feature: Protects minors by requiring parental guidance for investment advice
2. 🧠 Financial Assistant (Main Agent)
   Role: Core financial analysis engine with real-time data
   Job: Provides detailed financial analysis and advice
   Tools:
   Exa Search: Real-time web search for current market data, news, earnings
   LLM Knowledge: General financial concepts and analysis
   Capabilities: Stock analysis, investment advice, market insights, news integration
3. 💬 Summarizer Agent
   Role: Communication specialist
   Job: Converts technical analysis into friendly, conversational chat responses
   Output: Clean, concise responses under 100 words in a natural chat tone
   Data Flow Example:
   user
   Key Features:
   ✅ Real-time Market Data: Via Exa search integration
   ✅ Safety First: Questionnaire prevents inappropriate advice
   ✅ Conversational: Always outputs in friendly chat format
   ✅ Memory Management: Aggressive clearing prevents conversation accumulation
   ✅ Streaming: Real-time responses via Server-Sent Events
   Use Cases:
   Stock analysis and recommendations
   Investment strategy guidance
   Market trend explanations
   Portfolio advice (with proper questionnaire)
   Financial education and Q&A
   Essentially: A smart, safe, real-time financial advisor that talks like a friend but thinks like a professional!