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https://github.com/analitico-771/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.
https://github.com/analitico-771/amazon_lex_investment_advisor

amazon-lex-bot amazon-web-services aws aws-lambda aws-s3 investment-analysis machine-learning python

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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.

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[![Contributors][contributors-shield]][contributors-url]
[![Forks][forks-shield]][forks-url]
[![Stargazers][stars-shield]][stars-url]
[![Issues][issues-shield]][issues-url]
[![LinkedIn][linkedin-shield]][linkedin-url]

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

* [Amazon Lex](https://docs.aws.amazon.com/lex/latest/dg/what-is.html)
* [AWS Lambda](https://aws.amazon.com/lambda/)
* [Python](https://www.python.org/)

## 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](https://github.com/AnaIitico/amazon_lex_investment_advisor/tree/main/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](https://code.visualstudio.com/) or [Sublime Text](https://www.sublimetext.com/)

### Installation

1. Clone the repo
```sh
git clone https://github.com/AnaIitico/amazon_lex_investment_advisor.git
```

2. Follow the Amazon Lex setup instructions at the link below:
```sh
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:
```sh
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
* [Issue #1 Confirmation Prompt Demo Video](https://github.com/AnaIitico/amazon_lex_investment_advisor/issues/1#issue-1206472218)

5. Watch the video for the Lambda Function Demo
* [Issue #2 Lambda Function Demo Video](https://github.com/AnaIitico/amazon_lex_investment_advisor/issues/2#issue-1206473970)

6. The demo videos are also located in the [resources](https://github.com/AnaIitico/amazon_lex_investment_advisor/tree/main/resources) folder

## Usage

## Roadmap

The app is finished

See the [open issues](https://github.com/AnaIitico/amazon_lex_investment_advisor/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][linkedin-url] - jtollinchi1971@gmail.com

Project Link: [https://github.com/AnaIitico/amazon_lex_investment_advisor](https://github.com/AnaIitico/amazon_lex_investment_advisor)

## Acknowledgements

Other Dependencies used to build the project.

* [Img Shields](https://shields.io)
* [Choose an Open Source License](https://choosealicense.com)

[contributors-shield]: https://img.shields.io/github/contributors/AnaIitico/amazon_lex_investment_advisor.svg?style=for-the-badge
[contributors-url]: https://github.com/AnaIitico/amazon_lex_investment_advisor/graphs/contributors
[forks-shield]: https://img.shields.io/github/forks/AnaIitico/amazon_lex_investment_advisor.svg?style=for-the-badge
[forks-url]: https://github.com/AnaIitico/amazon_lex_investment_advisor/network/members
[stars-shield]: https://img.shields.io/github/stars/AnaIitico/amazon_lex_investment_advisor.svg?style=for-the-badge
[stars-url]: https://github.com/AnaIitico/amazon_lex_investment_advisor/stargazers
[issues-shield]: https://img.shields.io/github/issues/AnaIitico/amazon_lex_investment_advisor/network/members?style=for-the-badge
[issues-url]: https://github.com/AnaIitico/amazon_lex_investment_advisor/issues

[linkedin-shield]: https://img.shields.io/badge/-LinkedIn-black.svg?style=for-the-badge&logo=linkedin&colorB=555
[linkedin-url]: https://www.linkedin.com/in/josetollinchi/