I Built an AI Agent to be Your Financial Investment Assistant (100% automated)

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Discover how to build an AI Agent to act as your Investment Assistant using Retrieval-Augmented Generation (RAG) combined with tools like OpenAI, n8n, and Supabase. This system automates the retrieval and analysis of financial data, creating a robust solution for actionable investment insights.

Here’s what I’ll cover:
✅ How RAG enhances AI performance by integrating up-to-date financial data.
✅ Setting up workflows to query and retrieve financial data, including live stock insights using the FMP API.
✅ Storing and querying PDF embeddings in Supabase for accurate and relevant results.
✅ Real-world use cases for automating financial data management.

By the end of this tutorial, you’ll have a fully functional AI agent ready to streamline financial research and decision-making.

👉 Take control of your investments with AI! Watch now and revolutionize your approach to financial data.

TIMESTAMPS
00:00 Investment Assistant Agent
00:44 What is Retrieval-Augmented Generation? (RAG)
04:38 Workflow 1 Demonstration: Storing PDF Embeddings in Supabase
05:23 Workflow 2 Demonstration: *Querying PDFs in Vector Store*
06:30 Workflow 3 Demonstration: Communicate with an financial assistant AI Agent
08:19 Supabase Connection
09:31 FMP Financial Modeling Prep Connection
09:49 Google Drive API Connection
10:48 Supabase Vector Store Setup
11:45 Workflow 1 Explanation: Storing PDF Embeddings in Supabase
14:08 Workflow 2 Explanation: Querying PDFs in Vector Store
14:57 Workflow 3 Explanation: Communicate with an financial assistant AI Agent
18:01 Wrap Up Summary

Resources/Links Mentioned:
n8n: https://n8n.partnerlinks.io/dx7m59h2279k

Видео I Built an AI Agent to be Your Financial Investment Assistant (100% automated) канала Andy Lo