Enterprise-level agentic framework for multi-account financial planning and strategy orchestration.
Financial teams and advisors often need to assess clients across multiple account types (cash, debt, investments) and produce consistent plans. Manual workflows make it difficult to build a clear, unified client profile when data is spread across many accounts.
This project addresses that gap by producing a structured planning workflow with auditable calculations, strategy comparison, and executive-style recommendations.
- Unified client snapshot across account categories
- Deterministic planning engine for reproducible outputs
- Side-by-side strategy comparison with assumptions and risk notes
- Executive-ready output: KPIs, charts, recommendation, narrative
rules: deterministic parsing and deterministic planningagent: Gemini-powered intent parsing and report generation, with deterministic planning logic
Rules mode runs in-browser. Agent mode uses curated presets.
python -m http.server --directory docs 8000Open: http://localhost:8000
python -m pip install -r requirements.txt
python -m streamlit run app/streamlit_app.pyUse .env to configure Gemini:
GEMINI_API_KEY=YOUR_GEMINI_API_KEY_HERE
GEMINI_MODEL=gemini-3-flash-previewMIT License.