Investment Advisor AI Chatbot

A Flask-based chatbot application powered by Google's Gemini AI that provides specialized investment advice with a strict focus on financial topics only.

Setup Instructions

1. Install Python dependencies

   pip install -r requirements.txt
   

2. Set up environment variables

   You need to obtain a Gemini API key from Google AI Studio (https://ai.google.dev/) and add it to the .env file:

   GEMINI_API_KEY=your_gemini_api_key_here
   

3. Run the application

   python app.py
   

4. Access the chatbot

   Open your browser and go to:

   http://localhost:5000
   

Features

• Strictly focused on investment topics only - will decline to answer non-financial questions
• AI-powered investment advice using Google's Gemini API with fallback to rule-based responses
• Conversation memory that maintains context across messages
• Investment-themed chat interface with modern design
• Session tracking for multiple concurrent users

Technical Implementation

• Topic Filtering: Pre-screens all questions to ensure they're related to investments
• Dual Response System: Uses AI when available and rule-based responses as backup
• Context Management: Maintains conversation history for contextual responses
• Investment Keyword Detection: Uses a comprehensive list of investment terms to filter questions

Example Investment Questions

Try asking the AI about:

• "What investment strategies are suitable for beginners?"
• "How should I balance my portfolio between stocks and bonds?"
• "What are the tax implications of different retirement accounts?"
• "Can you explain dollar-cost averaging?"
• "What factors should I consider when investing for retirement?"
• "How do dividend stocks compare to growth stocks?"
• "What are the pros and cons of index fund investing?"