feat(02-use-cases): genai_powered_financial_advisor_tools (#181)

* new sample 16-genai_powered_financial_advisor_tools

* new sample GenAI powered financial advisor tools

* new sample 16 financial advisor genai tools

* redme.md update

* change on readme.md file and add .gitkeep to import empty folders

* fixed chart issue

* feat: feat: GenAI powered financial advisor tools- README.md update
git push

* feat: GenAI powered financial advisor tools”
11. Git push origin 16-genai_powered_financial_advisor_tools

* feat: GenAI powered financial advisor tools”
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* feat: GenAI powered financial advisor tools

* feat: GenAI powered financial advisor tools

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Co-authored-by: TH Her <[email protected]>

Author: hertaehyun

02-samples/17-genai-powered-financial-advisor-tools/.env.example

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+TAVILY_API_KEY=""

02-samples/17-genai-powered-financial-advisor-tools/README.md

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+# GenAI-Powered Financial Advisor
+
+A comprehensive GenAI-powered wealth and financial tools built with **Strands Agents**, **Amazon Bedorck**, and **MCP** designed to automate client meeting analysis, advisor follow-up item analysis, portfolio analysis, market research, and report generation for financial advisors.
+
+## ✨ Key Features
+
+### 📊 Financial Analysis Capabilities
+- **Portfolio Analysis**: Comprehensive portfolio performance tracking and analysis
+- **Stock Market Data**: Real-time stock pricing, historical data, and market trends
+- **Market Research**: Web-based research using Tavily integration
+- **Performance Metrics**: Detailed financial metrics and comparative analysis
+
+### 📝 Client Meeting Management
+- **Meeting Analysis**: AI-powered analysis of client meeting notes and transcripts
+- **Sentiment Analysis**: Customer sentiment assessment with supporting evidence
+- **Action Item Extraction**: Automated identification of follow-up tasks , decisions and find necessary answers
+
+### 📈 Reporting & Documentation
+- **PDF Report Generation**: Professional client reports with charts and analysis
+
+### 🤖 AI-Powered Chat Interface
+- **Interactive UI**: Streamlit-based interface with example queries and configuration options
+
+## 🏗️ Architecture
+Overall architecture in multi-agent collaboration with MCP and tools.
+![architecture](./assets/architecture.png)
+
+Autonomous agents are a current market trend. Complex inquiries will take time to complete. Here is the process flow for financial advisors to complete complex tasks using **Strands Agents Graph pattern**
+
+![architecture](./assets/architecture_graph.png)
+
+### Core Components
+
+```
+17-genai-powered-financial-advisor-tools/
+├── application/           # Main application code
+│   ├── app.py            # Streamlit web interface
+│   ├── chat.py           # Core chat logic and agent 
+│   ├── info.py           # Model configuration
+│   ├── prompt.py         # System prompts for GenAI
+│   ├── retrieve_schema.py # pre-load database schema
+│   ├── mcp_server_*.py   # MCP server implementations
+│   └── prerequisites/    # Setup and configuration
+│       ├── athena_database_setup.py
+│       ├── bedrock_knowledge_base_setup.py
+│       ├── prereqs_config.yaml
+│       └── client_meeting_note.txt
+├── assets/              # Application assets (fonts, images)
+│   ├── AmazonEmber_Lt.ttf
+│   ├── architecture_graph.png
+│   └── architecture.png
+├── outputs/             # Generated reports and charts
+│   ├── charts/          # Stock charts and visualizations
+│   └── reports/         # PDF reports and analysis documents
+├── requirements.txt     # Python dependencies
+├── README.md
+├── .env.example
+└── deploy_prereqs.sh
+```
+### MCP (Model Context Protocol) Servers
+
+The application includes specialized MCP servers for different data sources:
+
+- **Stock Data Server** (`mcp_server_stock.py`): Yahoo Finance API integration for stock data
+- **Athena Server** (`mcp_server_athena.py`): AWS Athena database queries for portfolio data
+- **Tavily Server** (`mcp_server_tavily.py`): Web search capabilities for market research
+- **Knowledge Base List Server** (`mcp_server_kb.py`): Amazon Bedrock Knowledge Bases integration
+
+### Specialized AI Agents
+
+- **Client Meeting Analysis Agent**: Processes meeting notes and extracts insights
+- **Web Search Agent**: Conducts comprehensive web research for financial information
+- **Market Search Agent**: Specialized market research and economic analysis
+- **Database Query Agent**: Retrieves portfolio and client data from databases
+- **Stock Analysis Agent**: Real-time stock data analysis and reporting
+- **Report Generation Agent**: Generate PDF report
+
+## 🚀 Quick Start
+
+### Prerequisites
+
+- **Python 3.8+** (Python 3.9+ recommended)
+- **AWS Account** with Bedrock access and appropriate permissions
+- **AWS CLI** configured with credentials
+- **Required AWS Services**:
+  - Amazon Bedrock (Claude models v3.7 and v4.0, follow instructions [here](https://docs.aws.amazon.com/bedrock/latest/userguide/model-access-modify.html))
+  - Amazon Bedrock Knowledge Bases (for doucment queries)
+  - AWS Athena (for database queries)
+  - Amazon S3 (for data storage)
+
+### Installation
+
+1. **Clone and navigate to the GenAI_powered_financial_advisor_tools directory**:
+   ```bash
+   git clone https://github.com/strands-agents/samples.git
+   cd 17-genai-powered-financial-advisor-tools
+   ```
+
+2. **Set up Python virtual environment**:
+   ```bash
+   python -m venv .venv
+   source .venv/bin/activate  # On Windows: .venv\Scripts\activate
+   ```
+
+3. **Install dependencies**:
+   ```bash
+   pip install -r requirements.txt
+   ```
+
+3. **Configure AWS credentials**:
+   ```bash
+   aws configure
+   
+   # Or set environment variables:
+   
+   export AWS_ACCESS_KEY_ID=your_access_key
+   export AWS_SECRET_ACCESS_KEY=your_secret_key
+   export AWS_DEFAULT_REGION=us-west-2
+
+   ```
+
+4. **Set up prerequisites**:
+   
+   This script will create Amazon Bedrock Knowledge Bases. Also, it will create database, tables, and insert sample data using Amazon Athena. 
+   ```bash
+   bash deploy_prereqs.sh 
+     ```
+
+6. **Create Tavily API key and add in the .env file**:
+   
+   Visit [Travily](https://www.tavily.com/) and create API key post sign-up. Update your tavily api key in .env file. This is mandatory required to run the GenAI tools :
+   ```bash
+   TAVILY_API_KEY="" 
+   ```
+
+6. **Start the application**:
+   
+   Execute the following commands in the "17-genai-powered-financial-advisor-tools" directory
+   ```bash
+   streamlit run application/app.py
+   ```
+
+7. **Access the application**:
+   - Open your browser to `http://localhost:8501` 
+   - Select your preferred AI model from the sidebar
+   - Start interacting with the Financial Advisor AI
+
+## 🔧 Configuration
+
+### Prerequisites Configuration
+
+The null fields will be automatically updated when you run deploy_prereqs.sh file
+`application/prerequisites/prereqs_config.yaml`:
+
+```yaml
+database_name: null
+knowledge_base_description: financial advisor
+knowledge_base_id: null
+knowledge_base_name: null
+project_name: financial-advisor
+project_short_name: fa
+region_name: us-west-2
+s3_bucket_name_for_athena: null
+s3_bucket_name_for_kb: null
+
+```
+
+## 💡 Usage Examples
+
+### Portfolio Analysis
+```
+"Michael Chen's Portfolio Summary"
+```
+Retrieves comprehensive portfolio information including holdings, performance metrics, and analysis.
+
+### Stock Market Research
+```
+"Amazon stock pricing today"
+"Compare Amazon and Microsoft stock performance over the last year"
+"The prospects for the US stock market for remaining 2025"
+```
+
+### Client Meeting Analysis
+```
+"client meeting summary of knowledge base ID kb-12345" (your knowledge base id)
+"using knowledge base Financial advisor Sarah Johnson, Provide a complete customer report"
+```
+
+### Market Research
+```
+"Latest trends in renewable energy investments"
+"Federal Reserve interest rate impact on tech stocks"
+```
+
+## 📚 Dependencies
+
+### Core Dependencies
+- **strands-agents**: AI agent framework
+- **streamlit**: Web interface framework
+- **boto3**: AWS SDK for Python
+- **pandas**: Data manipulation and analysis
+- **matplotlib**: Plotting and visualization
+- **reportlab**: PDF generation
+- **yfinance**: Stock market data
+- **tavily-python**: Web search capabilities
+- **mcp**: Model Context Protocol implementation
+
+
+
+7. **Access the application**:
+   - Open your browser to `http://localhost:8501` (Check "7. Start the application" in the above instruction)
+   - Select your preferred AI model from the sidebar
+   - Start interacting with the Financial Advisor AI
+
+## 🔧 Cleanup
+
+Clean up created resources by executing the scripts in the application/prerequisites/ directory:
+
+```yaml
+#Delete knowledge base relavent resources
+python bedrock_knowledge_base_setup.py --mode delete
+
+#Delete database relavent resources
+python athena_database_setup.py --mode delete
+```
+
+## 📄 License
+
+This project is licensed under the MIT No Attribution License - see the [LICENSE](LICENSE) file for details.
+
+## 🤝 Contributing
+
+Contributions are welcome! Please:
+
+1. Fork the repository
+2. Create a feature branch
+3. Add comprehensive tests
+4. Update documentation
+5. Submit a pull request
+
+## 📞 Support
+
+For support and questions:
+
+1. **Review your permission** on AWS 
+2. **Tavily API KEY** is added on .env file
+3. **Verify model access** in Bedrock console
+4. **Test basic functionality** with simple queries
+5. **Check application logs** for detailed error information
+
+## 🔗 Related Resources
+
+- [Strands Agents Documentation](https://strandsagents.com/)
+- [AWS Bedrock Documentation](https://docs.aws.amazon.com/bedrock/)
+- [Amazon Bedrock Knowledge Bases](https://docs.aws.amazon.com/bedrock/latest/userguide/knowledge-base.html)
+- [Streamlit Documentation](https://docs.streamlit.io/)
+
+---
+
+**Transform your financial advisory practice with AI-powered insights and automation! 🚀**