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This PR introduces a comprehensive Financial Advisory AI demonstration that showcases ProllyTree's capabilities as a
versioned, git-backed storage system for financial data and AI-powered recommendations. The demo implements a
full-featured financial advisory system with memory consistency, security monitoring, and temporal querying
capabilities.

Interactive Financial Advisory System

  • Multi-source Market Data Validation: Fetches and cross-validates stock data from simulated Bloomberg, Yahoo
    Finance, and Alpha Vantage APIs
  • AI-Powered Recommendations: Integrates with OpenAI GPT-3.5 for intelligent investment analysis and reasoning
  • Client Risk Profiling: Supports different risk tolerance levels (Conservative, Moderate, Aggressive) with
    personalized recommendations

Advanced Memory Management

  • Versioned Memory Store: Git-backed storage using ProllyTree for complete audit trails and time-travel capabilities
  • SQL Layer Integration: Uses GlueSQL with ProllyStorage for structured queries over versioned data
  • Memory Consistency Checking: Cross-validation of data sources with contradiction detection and branch isolation
  • Temporal Queries: Query historical recommendations and market data at specific points in time

Security & Compliance

  • Injection Attack Detection: Built-in security monitoring that detects and prevents malicious input
  • Cryptographic Audit Trail: Complete, tamper-proof logging of all decisions and data changes
  • Memory Validation: Multi-source validation with confidence scoring and cross-referencing
  • Regulatory Compliance: Full audit capabilities for financial compliance requirements

@zhangfengcdt zhangfengcdt marked this pull request as draft July 21, 2025 22:56
@zhangfengcdt zhangfengcdt marked this pull request as ready for review July 21, 2025 22:56
@zhangfengcdt zhangfengcdt merged commit 3286731 into main Jul 21, 2025
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@zhangfengcdt zhangfengcdt deleted the feature/ai.agent.financial_advisor branch July 29, 2025 00:01
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