AI Investment Analyst Development

$1500-3000 USD

Zaprt

Objavljeno pred 8 dnevi

$1500-3000 USD

Plačilo ob dostavi

We are seeking someone to develop an AI-driven agent that can act as an investment committee member. The agent will provide insights and recommendations on potential investment opportunities based on our established investment strategy and restrictions. It will analyze various companies and ask for clarifications when necessary to perform thorough evaluations. Project Objectives - Create an AI agent capable of assessing investment opportunities by: - Analyzing financial data and metrics. - Evaluating qualitative aspects such as management quality and market position. - Generating recommendations (invest, hold, avoid) based on a strategic framework. - Enhance decision-making capabilities by enabling the agent to ask relevant clarifying questions when provided information is insufficient. - Integrate real-time data sources to keep assessments current, utilizing APIs for financial data acquisition. Key Features 1. User Input Interface: - A user-friendly interface to input potential investment details and upload relevant documents. - Chat-based interaction for ease of use. 2. Decision Engine: - A rules-based system or machine learning model to evaluate companies based on: - Financial performance (revenue, profit margins, etc.). - Risk assessment based on market conditions and competitive landscape. - ESG (Environmental, Social, Governance) criteria and other qualitative factors. 3. Clarification Mechanism: - A system for generating questions to elicit additional information from users, enhancing the quality of analyses. 4. Output Generation: - Reports or summaries with analysis outcomes, including recommended actions and justifications. - Visualization tools for clear presentation of data and analysis results. 5. Dialogue Management: - Implement conversational AI techniques for fluid interactions and troubleshooting. 6. Testing and Validation: - Simulation of investment scenarios using historical data to refine the agent's decision-making capabilities. - Establish a feedback loop for continuous improvement based on user and performance feedback. 7. Compliance and Ethical Considerations: - Ensure adherence to all relevant investment regulations and compliance requirements. - Implement mechanisms to minimize biases in decision-making. Technical Requirements - Utilization of natural language processing (NLP) for understanding and generating human-like text. - Integration with financial data uploaded in excel - Scalability to accommodate additional features or a growing dataset. - Please provide an estimated timeline for project completion, including key milestones. - Include budget for the project, breaking down costs related to development, testing, and any additional resources. - Recommendations for development methodologies and tools to be used.

PHP

Microsoft Access

Software Architecture

Database Programming

Artificial Intelligence

ID projekta: 39043476

Več o projektu

86 ponudb

Projekt na daljavo

Aktivno pred 4 dnevi

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86 freelancerjev je oddalo ponudbo s povprečno vrednostjo $2.259 USD za to delo

@irsolutions

The client is seeking to develop an AI-driven investment analyst that can assess potential investment opportunities based on specific criteria and generate recommendations. I understand the importance of having a reliable AI agent that can analyze financial data, evaluate qualitative aspects, and provide actionable insights. With my experience in AI/ML development, I have successfully implemented similar decision-making systems for various industries, enhancing user experiences and improving outcomes. I have a proven track record in developing fintech solutions, including AI-driven models for investment analysis, which have delivered impressive results in terms of performance and decision accuracy. By leveraging my expertise in natural language processing, machine learning, and financial data integration, I can create a robust AI agent that meets your project objectives and technical requirements. So, if you're looking for a reliable, motivated developer to help you build an AI investment analyst that aligns with your vision, feel free to reach out to me. Let’s discuss your project further and outline the steps to bring your idea to life. Schedule a meeting with me to dive deeper into your requirements and explore the potential of this exciting project.

$2.400 USD v 30 dneh

5,0

(123 ocen)

8,7

@divumanocha

Hello, I am excited about the opportunity to work on this project with you. It’s a great match for my skills. Please feel free to check out my profile, and let’s discuss the details so we can move forward. I would love to show you what I can do and prove a valuable asset. I am ready to start right away and will give it my all to meet your expectations. With Regards! Divya

$2.500 USD v 32 dneh

4,9

(128 ocen)

7,8

@proy89

Hello Sir/Madam, With 5+ years in SaaS and AI-driven development, I’m currently working on a similar financial AI project, making me well-suited for this. Approach AI Decision Engine: Analyzes financial data, market conditions, and qualitative factors (ESG, management). Chat-Based Interaction: Users can input data, upload documents, and receive clarifications. Real-Time Data & Reports: API integration for financial data, generating structured insights with visualizations. Compliance & Bias Mitigation: Ensuring regulatory adherence and fair assessments. Timeline & Budget Phase 1 (4 weeks): Prototype (NLP, data handling). Phase 2 (6 weeks): AI model training, testing. Phase 3 (4 weeks): UI refinement, deployment. Tech: Python (FastAPI, Pandas, financial APIs) / PHP / Node JS, React, GPT-based models. Let’s discuss further. Thanks & Regards

$3.500 USD v 45 dneh

5,0

(176 ocen)

7,4

@DrSyafiq

Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Software Architecture Lets connect in chat so that We discuss further. Regards

$2.700 USD v 7 dneh

5,0

(25 ocen)

7,2

@umg536

Hi there , I'm bidding on your project "AI Investment Analyst Development". Let's dive in and have a meeting I am expert in this area. please leave a message on my chat so we can discuss the budget and deadline of the project. I have read your project description and i'm confident i can do this project for you perfectly. Regards, Usama ..

$3.000 USD v 4 dneh

5,0

(42 ocen)

7,3

@kamran2012

Hello, I can develop a powerful investment analyst platform that provides real-time market data, portfolio tracking, and AI-driven financial insights. The system will be secure, scalable, and designed for an intuitive user experience. Questions: Do you need API integrations for live market data and financial reports? Should the platform include automated investment recommendations or risk analysis tools? I’m confident I can bring your vision to life. Let’s discuss the specific details in private to ensure everything meets your expectations. I am a TOP Rated Freelancer, and you can check my reviews here as well: https://www.freelancer.com/u/kamran2012. Looking forward to potentially working together on this project. Thanks and Best regards, Kamran.

$1.500 USD v 2 dneh

4,7

(71 ocen)

7,7

@phpdeveloper100

Kindly note I am full feldged developers and work for 17 hours in a day.I am ready to start the project kindly open the private message box so that we start the communication in details. Please open Message box so that we discuss it in detail Expertise ================== - PHP - Code Ignator - Wordpress - Zen-cart - X-Cart - Website Design - Ajax - Html + Bootstrap - Javascript - Mysql Reporting - Crm Development - CDR - Asterisk - Api's

$2.250 USD v 30 dneh

4,9

(81 ocen)

7,4

@Rekhathakur

Hi, I am a AI/ML engineer with over 7 years of experience. I can develop an AI-driven agent that can act as an investment committee member. My expertise spans across various technologies and methodologies required for this project, including Natural Language Processing (NLP), data integration, web and mobile application development, database design, and much more. I can ensure a comprehensive solution for your AI Investment Analyst needs. I am eager to discuss your milestone schedule and budget allocations ensuring a successful project timeline. Let's build an intelligent solution together. Thanks.

$2.250 USD v 7 dneh

4,5

(96 ocen)

7,7

@kanika6665

Dear Pete, I am thrilled to submit a proposal for your AI Investment Analyst Development project. Your vision for an AI-driven agent to enhance investment decision-making is both innovative and exciting. With my expertise in PHP, Software Architecture, Database Programming, and Artificial Intelligence, I am confident in delivering a robust solution that meets your objectives. To ensure the success of this project, I propose utilizing cutting-edge technologies such as natural language processing (NLP) for seamless interactions, integrating with financial data via Excel uploads, and implementing scalable architecture for future enhancements. Moreover, I will adhere to compliance regulations and ethical standards to maintain the integrity of the investment process. I would like to inquire about your preferred project management methodology and tools to align our approach effectively. Could you please share your expectations regarding the timeline and budget for this project to tailor my proposal to your requirements? Looking forward to the opportunity to collaborate on this exciting endeavor. Warm regards, KANIKA

$2.625 USD v 21 dneh

5,0

(74 ocen)

6,9

@MashoodurRehman1

I am an AI analyst developer with expertise in developing AI-driven agents for investment analysis. I can create an AI agent capable of assessing investment opportunities, enhancing decision-making capabilities, and integrating real-time data sources. The key features include a user input interface, decision engine, clarification mechanism, output generation, dialogue management, testing and validation, and compliance and ethical considerations. My proposal will address the technical requirements and provide an estimated timeline and budget breakdown for the project.

$2.010 USD v 15 dneh

5,0

(67 ocen)

7,0

@badarmadni927

Hi, What specific metrics or data sources do you envision the AI agent analyzing for investment decisions? Developing an AI-driven agent for investment insights sounds exciting! I can create a robust system that evaluates both qualitative and quantitative factors, ensuring thorough analyses. With over 5 years of experience in AI and natural language processing, I can implement a decision engine that provides actionable recommendations and ask clarifying questions to enhance user input. I aim to integrate real-time APIs for up-to-date assessments while ensuring adherence to compliance and ethical standards. I’ll outline key milestones and recommend tools and methodologies tailored to your needs. Let’s discuss this further – I’m available on Zoom to go over the details! Best Regards, Badar

$3.000 USD v 30 dneh

4,8

(60 ocen)

6,9

@larrypaul93

With 7 years of professional web development experience, I am a seasoned full stack developer with the skills and adaptable mindset that your project requires. Throughout my career, I have consistently demonstrated an ability to create and manage complex systems, drawing on wide-ranging technical expertise in PHP, JavaScript, Python and more, which can be employed effectively for AI development. Your project's objectives align directly with my core skills; I have ample experience working with financial data and APIs, programmatically evaluating quantitative and qualitative investment criteria and implementing NLP solutions. Being well-versed in front-end, back-end and database development, I am confident in designing your user input interface that seamlessly interacts with an AI agent's decision engine. I can also ensure the scalability you'll need for added features or a growing dataset. Importantly, I understand the stakes involved in investing decisions. Hence I'll prioritize rigorous testing and validation of the AI agent using historical data to achieve optimal decision-making for your specific investment strategy. My commitment to ethical compliance throughout development will ensure balanced recommendations minimizing biases.

$1.800 USD v 42 dneh

4,9

(107 ocen)

6,8

@kazemmojtama

Hello, good time Hope you are doing well I'm expert in MATLAB/Simulink, Python, HTML5, CSS3, Java, JavaScript and C/C#/C++ programming and by strong mathematical and statistical background, have good flexibility for solve your project. I have many experience practical and theoretical in implementation different algorithms (such as: state estimation and Kalman filter, design controller, analysis closed loop stability, signal and systems, signal processing, heuristic optimization, fuzzy logic, neural network and machine/deep learning fields). Evidence of this claim exist in the portfolio. I have read your project description and I can help you (without any plagiarism). Please send me the details of your project. Thanks for attention 100% Jobs Completed, 100% On Budget, 100% On Time ⭐⭐⭐⭐⭐ 5-star reviews

$2.250 USD v 14 dneh

5,0

(11 ocen)

6,5

@manojmalviya93

We can build an AI-driven investment agent that analyzes financial data, evaluates market risks, and gives smart recommendations based on your strategy. We’ve worked on similar systems, integrating real-time financial data, NLP-powered clarifications, and compliance checks to ensure accuracy. We’ll provide a clear timeline, cost breakdown, and the best tools to use. Let’s connect and bring this to life together!

$1.800 USD v 3 dneh

5,0

(37 ocen)

5,7

@sajjadtaghvaeifr

Hello, I trust you're doing well. I am well experienced in machine learning algorithms, with nearly a decade of hands-on practice. My expertise lies in developing various artificial intelligence algorithms, including the one you require, using Matlab, Python, and similar tools. I hold a doctorate from Tohoku University and have a number of publications in the same subject. My portfolio, which showcases my past work, is available for your review. Your project piqued my interest, and I would be delighted to be part of it. Let's connect to discuss in detail. Warm regards. please check my portfolio link: https://www.freelancer.com/u/sajjadtaghvaeifr

$2.000 USD v 7 dneh

5,0

(11 ocen)

5,8

@debkumarlab

With over a decade of experience in the IT industry and a particular focus on cutting-edge technologies such as AI/ML, I bring a unique perspective to your project. My knowledge of PYTHON will be invaluable to acquiring real-time data using APIs for financial data acquisition and integrating these sources into your AI-driven investment committee member. Further, my sound expertise in Software Architecture will ensure that all components work harmoniously and that the project is scalable to accommodate any future additions or growing datasets. As well as meeting the technical requirements, I closely align with your key objectives. For example, my proficiency in NLP will enable fluid dialogue management, ensuring the agent's ability to ask relevant clarifying questions and generate more precise recommendations based on acquired information. I'm obsessed with quality and efficiency and consistently deliver excellent code and service quality, fostering healthy feedback loops towards continuous improvement based on challenging historical data scenarios. Finally, choosing me for this project guarantees you not only skilled execution but also strong commitment and adaptability from start to finish. My sharing of development methodologies and tools will be tailored specifically to this project's unique nuances so as to give you optimal results within a realistic budget and timeline. Let's connect for a detailed discussion!! Best, DK

$3.250 USD v 35 dneh

4,3

(38 ocen)

6,3

@BeshoyMousaKhair

hello there, i am a senior software developer and i can do it as required and on time with high quality. regards,

$3.000 USD v 7 dneh

5,0

(50 ocen)

5,1

@irfanui

Hey, This is Mohammad Full Stack, PHP Developer. Your Project Title is AI Investment Analyst Development Right? Sure You have come to the right place And I am ready to work over your project. Please visit my portfolio: https://www.freelancer.com/u/irfanui Before accepting this offer please message me in my inbox to have a discussion about this job to avoid confusions. Regards 4th Dimension Partners

$3.000 USD v 43 dneh

5,0

(10 ocen)

4,9

@dealzdekho

Dear , I have carefully reviewed the requirements for the development of an AI Investment Analyst and I am excited about the opportunity to work on this project. With over 8 years of experience in PHP development, I am confident in my ability to create a sophisticated AI agent that aligns with your investment strategy and objectives. I am keen to discuss the project further and explore how we can collaborate to bring this innovative concept to life. I believe that my expertise in PHP, combined with my passion for AI development, makes me a strong candidate for this project. I would appreciate the opportunity to connect with you in a chat to delve deeper into the specifics of the project and share my ideas on how we can achieve your goals. Your project is both challenging and rewarding, and I am eager to contribute to its success. Best regards, Soham

$1.500 USD v 7 dneh

4,9

(23 ocen)

4,9

@developerkhyati

Hello there, I propose developing an AI-driven investment agent to assess opportunities based on your strategy and restrictions. This agent will analyze both quantitative and qualitative data, providing informed recommendations for decision-making. Key Features: 1. User Input Interface: -A user-friendly, chat-based interface for inputting investment details and uploading documents. 2. Decision Engine: -A rules-based or machine learning model to evaluate financial metrics (revenue, margins), risks, and ESG factors. 3. Clarification Mechanism: -The agent will ask questions when information is lacking, ensuring thorough evaluations. 4. Output Generation: -Clear, actionable recommendations (invest, hold, avoid) with justifications and data visualizations. 5. Dialogue Management: -Conversational AI for smooth interactions and troubleshooting. 6. Testing & Validation: -Simulations using historical data to refine decision-making, with a feedback loop for continuous improvement. 7. Compliance & Ethics: -Ensuring adherence to investment regulations and reducing biases. Technical Requirements: - Natural Language Processing (NLP) for human-like interaction. - Integration with Excel data. - Scalable architecture for future growth. I’m excited to help enhance your investment decisions with intelligent, AI-driven insights. Best regards, Developerkhyati

$3.000 USD v 90 dneh