Project Abstract

Financial investment has become increasingly popular among younger generations, as the potential benefits attract many new investors to enter the market. However, it remains challenging for young individuals who wish to start investing in funds or assets, as there are limited opportunities for them to experiment and learn without financial risk. Currently, most financial institutions only offer the option to initiate a wealth portfolio, requiring new investors to commit real money upfront. These institutions typically suggest investment options based on standardized questionnaires, which are often too generic and fail to accurately reflect each investor's true interests or preferences. In this project, we aim to leverage the versatile capabilities of large language models (LLMs) to develop an AI-powered financial advisor in the form of a web application. The application will allow users to create personalized investment portfolios through a combination of structured questionnaires and open-ended responses. The AI model will analyze both the questionnaire answers and free-text inputs to recommend suitable funds or assets aligned with the user's interests. Furthermore, the application will feature a mock trading environment, enabling users to simulate real-time trades using virtual money. This will allow both novice and experienced investors to practice trading strategies safely, without the risk of financial loss. Ultimately, this project aims to promote financial literacy and encourage more young people to explore and gain hands-on experience in investment and portfolio management.