Investment Advisor
The Investment Advisor Demo combines IBM Watson Personality Insights and IBM Watson Tradeoff Analytics services to recommend suitable funds and agents for clients. Fund recommendation is based on a client's risk propensity. Agent recommendation focuses on building long-term relationships with clients.
Getting Started
-
Create a Bluemix Account
Sign up in Bluemix, or use an existing account.
-
Download and install the Cloud-foundry CLI tool
-
Edit the
manifest.yml
file and change the<application-name>
to something unique.
applications:
- name: <application-name>
command: node app.js
path: .
memory: 1G
services:
- personality-insights-service-standard
- tradeoff-analytics-service-standard
The name you use will determinate your application url initially, e.g. <application-name>.mybluemix.net
.
-
Create a FREE Mongodb database using MongoLab.
-
Copy the database url for MongoDB to
credentials.js
, underdatabase
key. -
You may optionally modify the
users.json
file insidedata
folder. See Setting up users and funds data section for more information. -
Connect to Bluemix in the command line tool.
$ cf api https://api.ng.bluemix.net
$ cf login -u <your user ID>
- Create the Tradeoff Analytics service in Bluemix.
$ cf create-service tradeoff_analytics standard tradeoff-analytics-service-standard
- Create the Personality Insights service in Bluemix.
$ cf create-service personality_insights tiered personality-insights-service-standard
- Push it live!
$ cf push
See the full Getting Started documentation for more details, including code snippets and references.
Running locally
The application uses Node.js and npm so you will have to download and install them as part of the steps below.
-
Copy the credentials from your
personality-insights-service-standard
andtradeoff-analytics-service-standard
service in Bluemix tocredentials.js
, you can see the credentials using:$ cf env <application-name>
Example output:
System-Provided: { "VCAP_SERVICES": { "tradeoff_analytics": [{ "credentials": { "url": "<url>", "password": "<password>", "username": "<username>" }, "label": "tradeoff-analytics", "name": "tradeoff-analytics-standard-service", "plan": "standard" }] } }
You need to copy
username
,password
andurl
. -
Copy the credentials for MongoDB service in Bluemix to
credentials.js
, underdatabase
key. -
Install Node.js
-
Go to the project folder in a terminal and run:
npm install
-
Start the application
-
npm start
-
Go to
http://localhost:3000
Setting up users and funds data
The folder data
contains the users and funds data files.
users.json
contains all the application's users. For each user, you can specify one of two sources:-
generic
: The application expects to find user's content items indata/content_items
folder. This files are according to Personality Insight's input definition, for example:{ "contentItems": [ { "id": "245160944223793152", "userid": "bob", "sourceid": "twitter", "created": 1427720427, "updated": 1427720427, "contenttype": "text/plain", "charset": "UTF-8", "language": "en-us", "content": "This is a sample tweet", "parentid": "", "reply": false, "forward": false }, //... ] }
-
twitter
: The application uses the user id as a TwitterID and will retrieve the user's data from twitter. In any case, you can specify/override the user's data in theusers.json
. You can find an example of this file indata/users.json.example
.
-
recommendations
contains three files used to generate the recommendations:communication_channels.json
:funds_dilemma.json
: this is the dilemma file to be used in Tradeoff Analytics analysis.funds_personality.json
: this data is used to generate the matching between clients and funds. Also provides engagement messages and strategies.
portraits
contains images to be used as portraits.
License
This application code is licensed under Apache 2.0. Full license text is available in LICENSE.
Known bugs
No known bugs.
Troubleshooting
To troubleshoot your Bluemix app the main useful source of information are the logs, to see them, run:
$ cf logs <application-name> --recent
Contributing
See CONTRIBUTING.
Open Source @ IBM
Find more open source projects on the IBM Github Page