Could an AI advisor that speaks like a friend help trading clients make smarter investment decisions?
Learn more about the challenge
Q&A Session for Hacker Wednesday 17 Sep at 14:30
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Problem Trading clients are constantly on the lookout for new investment opportunities. While they consume a large volume of news articles, they often lack the knowledge to determine which stocks best match their needs. Additionally, many do not fully understand key financial terms.
Objective The AI Investment Advisor is designed to serve as a sparring partner for trading clients, supporting them in making informed investment decisions. It should interact with users in a natural and simple way, translating complex financial jargon into everyday language—similar to how one might ask friends or chat casually at a local gathering for stock tips. The advisor will recommend stocks with strong financial metrics and enrich these suggestions with up-to-date news via web search. Depending on the client’s preferences and investment goals, the AI will propose stocks that demonstrate solid key performance indicators (KPIs).
Support for Hackers
- You will receive a CSV file from theScreener containing a rich set of KPIs for each European (STOXX600) stock. You also receive a detailed factsheet for each stock. This includes the current assessment from theScreener, competitor companies, numerous KPIs, and short textual evaluations.
- Additionally, you’ll have access to investment experts from VZ and theScreener for guidance and feedback.
Technical Preferences
- While Azure Foundry is the preferred platform, there is no obligation to use it. The focus is on delivering strong results regardless of the tech stack.
Why hack? Increase financial literacy of privat investors and better investment decisions for trading clients.
About the Challenge Partner
VZ VermögensZentrum is a Swiss financial services provider specializing in independent advisory for private and corporate clients on investments, pensions, taxes, insurance, and estate planning, while theScreener is a Swiss-based fintech company offering independent, technology-driven equity and fund research used by banks, asset managers, and digital platforms worldwide.
https://github.com/Swiss-ai-Weeks/Investment-Advisor-for-Stocks