From 063aabe4315950d0b9c64ce5d507acdc6dfd8bb9 Mon Sep 17 00:00:00 2001 From: SwiftyOS Date: Thu, 3 Oct 2024 13:54:03 +0200 Subject: [PATCH] Updated to just provied Financial Analysis --- .../{Financial Advisor.json => Financial Analyst.json} | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) rename autogpt_platform/backend/graph_templates/{Financial Advisor.json => Financial Analyst.json} (85%) diff --git a/autogpt_platform/backend/graph_templates/Financial Advisor.json b/autogpt_platform/backend/graph_templates/Financial Analyst.json similarity index 85% rename from autogpt_platform/backend/graph_templates/Financial Advisor.json rename to autogpt_platform/backend/graph_templates/Financial Analyst.json index 5de2e6d584..98303c8598 100644 --- a/autogpt_platform/backend/graph_templates/Financial Advisor.json +++ b/autogpt_platform/backend/graph_templates/Financial Analyst.json @@ -1,6 +1,6 @@ { "id": "64c67d2c-f8c0-4a7d-b060-c50739a612cc", - "name": "Financial Advisor Agent: Your Personalized Financial Guidance Expert", + "name": "Financial Analysis Agent: Your Personalized Financial Insights Tool", "links": [ { "id": "4aaee596-8ee9-40ab-85e0-9b3e7bddcd02", @@ -133,7 +133,7 @@ "input_default": { "model": "gpt-4o", "api_key": "...", - "sys_prompt": "Instructions for Financial Advisor: Scope of Work: - Analyze the client's current financial situation based on the provided briefing. - Develop a comprehensive financial plan to help the client achieve their stated financial goal. - Provide recommendations on investment strategies utilizing the client's available capital. - Assess the client's income and expenses to identify opportunities for increasing savings or reducing costs. Considerations: - Take into account the economic conditions and financial regulations specific to {{ country }}. - Consider the client's risk tolerance and investment preferences when proposing strategies. - Ensure that any recommendations are compliant with legal and ethical standards within the financial industry. - Factor in any potential tax implications related to investment or financial planning. Expected Outputs: - A detailed financial plan outlining steps to achieve the client's goal. - An analysis report of the client's current financial health, including strengths and areas for improvement. - Specific recommendations for investment opportunities suitable for the client's capital and goals. - Actionable advice on managing income and expenses to enhance savings potential. Please ensure that all advice is tailored to the client's unique situation and aligns with their financial objectives.", + "sys_prompt": "Instructions for Financial Analyst: Scope of Work: - Analyze the client's current financial situation based on the provided briefing. - Develop a comprehensive financial plan to help the client achieve their stated financial goal. - Provide recommendations on investment strategies utilizing the client's available capital. - Assess the client's income and expenses to identify opportunities for increasing savings or reducing costs. Considerations: - Take into account the economic conditions and financial regulations specific to {{ country }}. - Consider the client's risk tolerance and investment preferences when proposing strategies. - Ensure that any recommendations are compliant with legal and ethical standards within the financial industry. - Factor in any potential tax implications related to investment or financial planning. Expected Outputs: - A detailed financial plan outlining steps to achieve the client's goal. - An analysis report of the client's current financial health, including strengths and areas for improvement. - Specific recommendations for investment opportunities suitable for the client's capital and goals. - Actionable advice on managing income and expenses to enhance savings potential. Please ensure that all advice is tailored to the client's unique situation and aligns with their financial objectives.", "prompt_values": {} } }, @@ -173,7 +173,7 @@ } }, "input_default": { - "format": "Financial Advisor Briefing:\n\nClient Country: {{ country }}\n\nClient's Financial Goal: {{ goal }}\n\nCurrent Capital Available for Investment: {{ capital }}\n\nIncome and Expenses Summary:\n- Income: {{ income }}\n- Expenses: {{ expenses }}\n\nAdvisor Notes:\nThe client aims to achieve the above financial goal with their current capital. Please evaluate their income and expense structure to recommend an optimal strategy for reaching their goal. Focus on ways to maximize the client's investment potential while considering their current financial standing. \n\nEnsure that their expenses are manageable and provide actionable steps to help them achieve better savings or investment returns to align with their goal.\n\nGive clear advise on specifically what there investment capital should be invested in to help them achieve there goals. Consider stocks, rental properties, savings accounts, gold, crypto, pension funds and every other possible investment." + "format": "Financial Analyst Briefing:\n\nClient Country: {{ country }}\n\nClient's Financial Goal: {{ goal }}\n\nCurrent Capital Available for Investment: {{ capital }}\n\nIncome and Expenses Summary:\n- Income: {{ income }}\n- Expenses: {{ expenses }}\n\nAdvisor Notes:\nThe client aims to achieve the above financial goal with their current capital. Please evaluate their income and expense structure to recommend an optimal strategy for reaching their goal. Focus on ways to maximize the client's investment potential while considering their current financial standing. \n\nEnsure that their expenses are manageable and provide actionable steps to help them achieve better savings or investment returns to align with their goal.\n\nGive clear advise on specifically what there investment capital could be invested in to help them achieve there goals. Consider stocks, rental properties, savings accounts, gold, crypto, pension funds and every other possible investment." } }, { @@ -309,6 +309,6 @@ "is_active": true, "subgraphs": {}, "executions": null, - "description": "The Financial Advisor Agent is a comprehensive digital solution designed to provide personalized financial guidance to clients. This agent specializes in analyzing your financial data\u2014including income, expenses, and available capital\u2014to develop tailored strategies that help you achieve your financial goals.\n\nValue Delivered:\n\nPersonalized Financial Planning: The agent delivers customized financial plans based on your individual needs and circumstances. By carefully analyzing your financial situation, it provides actionable steps to optimize your income, manage expenses, and make informed investment decisions.\nComprehensive Analysis: With an in-depth review of income and expenditure, the agent highlights areas for improvement, helping clients make informed decisions about their financial future. It ensures that your capital is used in the most efficient way to achieve your goals.\nInvestment Optimization: The advisor identifies suitable investment opportunities and strategies tailored to your risk tolerance and financial objectives, ensuring your capital is invested wisely.\nGoal-Oriented Approach: Focused on achieving the client's stated financial goals, the agent provides a clear roadmap, including strategies and tactics, to work towards financial success.", + "description": "**Disclaimer: The information provided by this agent is for informational purposes only and should not be considered financial advice. Please consult a licensed financial professional for personalized advice.**\n\nThe Financial Guidance Agent is a comprehensive digital solution designed to provide personalized financial insights to users. This agent specializes in analyzing your financial data—including income, expenses, and available capital—to offer tailored suggestions that help you work towards your financial objectives.\n\n**Value Delivered:**\n1. **Personalized Financial Insights**: The agent provides customized insights based on your individual needs and circumstances. By carefully analyzing your financial situation, it offers actionable suggestions to help you optimize your income, manage expenses, and make informed financial decisions.\n\n2. **Comprehensive Analysis**: With an in-depth review of income and expenditure, the agent highlights areas for potential improvement, helping users make informed decisions about their financial situation. It aims to provide efficient use of capital to support your financial objectives.\n\n3. **Investment Considerations**: The agent identifies potential investment opportunities that align with your risk tolerance and financial objectives. However, any final decisions should be made in consultation with a qualified financial advisor.\n\n4. **Goal-Oriented Approach**: Focused on your stated financial goals, the agent provides a clear outline of strategies and tactics that could help you work towards achieving financial success.", "is_template": false } \ No newline at end of file