/amazon_lex_investment_advisor

This is an Amazon AWS Robo Advisor application that provides investment portfolio recommendations for retirement plans to both existing and potentially new customers, based on client input.

Primary LanguagePython

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Table of Contents
  1. About The Project
  2. Getting Started
  3. Usage
  4. Roadmap
  5. Contributing
  6. Contact
  7. Acknowledgements

About The Project

This is an Amazon AWS Robo Advisor application that provides investment portfolio recommendations for retirement plans to both existing and potentially new customers, based on client input.

Built With

Getting Started

  • Read through the AWS documentation for setting up AWS Lex and Lambda

  • You can watch the videos also to see the settings for the Bot and the dialog scripts. The videos can also walk you through how to query the Bot. The demo videos are located in the resources folder

  • You will need to follow AWS instructions on how to set up a Lex Bot for a Confirmation Prompt demo and then for a Lambda Function Demo.

  • I have placed Comments throughout the code so that you can follow the Lambda code and be able to replicate the app on your own. Also, so that you're able to contribute in the future :-)

Prerequisites

A text editor such as VS Code or Sublime Text

Installation

  1. Clone the repo

    git clone https://github.com/AnaIitico/amazon_lex_investment_advisor.git

  2. Follow the Amazon Lex setup instructions at the link below:

    https://docs.aws.amazon.com/lex/latest/dg/getting-started.html

  3. Follow the AWS Lambda setup instructions at the link below and also learning how to use the function/foundation console:

    https://docs.aws.amazon.com/lambda/latest/dg/welcome.html
https://docs.aws.amazon.com/lambda/latest/dg/foundation-console.html

  4. Watch the video of the Confirmation Prompt Demo

  5. Watch the video for the Lambda Function Demo

  6. The demo videos are also located in the resources folder

Usage

Roadmap

The app is finished

See the open issues for a list of proposed features (and known issues).

Contributing

Contributions are what make the open source community such an amazing place to be learn, inspire, and create. Any contributions you make are greatly appreciated.

  1. Fork the Project
  2. Create your Feature Branch (git checkout -b feature/AmazingFeature)
  3. Commit your Changes (git commit -m 'Add some AmazingFeature')
  4. Push to the Branch (git push origin feature/AmazingFeature)
  5. Open a Pull Request

Contact

Jose Tollinchi - @josetollinchi - jtollinchi1971@gmail.com

Project Link: https://github.com/AnaIitico/amazon_lex_investment_advisor

Acknowledgements

Other Dependencies used to build the project.