💰 RupeeLogic - Financial Advisory Expert System for Sri Lankans

A rule-based expert system, that provides personalized investment portfolio advice for Sri Lankans

“Empowering Sri Lankans with personalized investment advice”

✨ System Architecture

• Knowledge Base: Stores all investment options, rules from financial experts, and Sri Lankan market data.​

• Inference Engine: Takes your financial information and applies investment rules to figure out the best portfolios for you.​

• User Interface: Lets you enter your details through a form and chat naturally to get personalized investment advice.

✨ System Features

• Operates in Narrow Domain: Specializes only in Sri Lankan personal investment and portfolio management​

• Dominates in Asking Questions: Actively asks clarifying questions about income, goals, risk tolerance, and time horizon​

• Processes Incomplete Information: Makes reasonable assumptions, ignores irrelevant data, or prompts users for missing details​

• Provides Alternative Solutions: Offers multiple portfolio options (Conservative, Moderate, Aggressive) based on user profile​

• Gives a Level of Assurance: Shows confidence level (certainty/uncertainty) for each recommendation based on data completeness​

• Provides Recommendations Over Exact Answers: Categorizes advice for different investor types (Beginner-friendly FDs, Intermediate Unit Trusts, Advanced CSE Stocks)​

• Explainability: Shows which investment rules were fired and reasoning behind portfolio allocation decisions

🚀 Quick Start

Prerequisites

• Python 3.8 or higher
• OpenAI API key (for chat mode only)

Installation

1. Clone the repository

git clone https://github.com/roshana1s/RupeeLogic.git
cd RupeeLogic

2. Create and activate virtual environment

# Create virtual environment
python -m venv venv

# Activate virtual environment
# On Windows:
venv\Scripts\activate

# On macOS/Linux:
source venv/bin/activate

3. Install dependencies

pip install -r requirements.txt --no-deps

Note: The --no-deps flag is used to avoid dependency conflicts. All required packages are specified in requirements.txt.

4. Set up environment variables (Optional - only for Chat Mode)

# Copy the example environment file
copy .env.example .env

# Edit .env and add your OpenAI API key
# OPENAI_API_KEY=your_api_key_here

🎯 How to Run

Start the Application

Run the Streamlit application on port 8000:

streamlit run app/main.py --server.port 8000

The application will open in your default browser at: http://localhost:8000

Using the Application

Form Mode (No API key required)

1. Select "Form Mode" from the sidebar
2. Fill in your financial information:
   • Age, income, expenses, savings
   • Investment goals and timeline
   • Risk tolerance level
   • Leave fields empty to use default assumptions
3. Click "🚀 Generate My Investment Portfolio"
4. Review your personalized recommendations

Chat Mode (Requires OpenAI API key)

1. Set up your OpenAI API key in .env file
2. Select "Chat Mode" from the sidebar
3. Have a natural conversation about your finances
4. The AI assistant will guide you through the process
5. Generate recommendations directly from the chat

📁 Project Structure

RupeeLogic/
├── app/
│   ├── data/
│   │   └── knowledge_base.json      # Asset class definitions
│   ├── es/
│   │   └── RupeeLogicEngine.py      # Expert system rules & engine
│   ├── main.py                      # Main application entry
│   ├── form.py                      # Form mode interface
│   └── chat.py                      # Chat mode interface
├── requirements.txt                 # Python dependencies
├── .env.example                     # Environment variables template
└── README.md                        # This file

🛠️ Technologies Used

• Streamlit - Web application framework
• Experta - Expert system / rule-based AI engine
• OpenAI GPT-4o-mini - Natural language processing (chat mode)
• Plotly - Interactive data visualizations
• Pandas - Data manipulation and analysis
• Python 3.8+ - Core programming language

📊 Investment Rules Coverage

The expert system includes 20+ rules covering:

• ✅ Emergency fund prioritization
• ✅ High-interest debt payoff strategies
• ✅ Budget crisis management
• ✅ Short-term goals (< 3 years)
• ✅ Retirement planning (age-based)
• ✅ Aggressive growth portfolios
• ✅ Balanced/moderate allocations
• ✅ Conservative portfolios
• ✅ Goal-based planning (education, home purchase, etc.)
• ✅ Special scenarios (high net worth, beginners, FIRE, etc.)