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Multi-agent financial intelligence

jd Financial Advisor

jd Financial Advisor combines a Next.js product interface with FastAPI services and a five-agent analysis workflow. AWS Lambda, SQS, Aurora Serverless, S3 vector search, SageMaker embeddings, and Amazon Bedrock support asynchronous planning with authenticated, per-user portfolio data.

What it demonstrates

Engineering that reaches beyond the demo.

  • Five specialized agents orchestrate portfolio analysis, reporting, charting, classification, and retirement planning
  • Asynchronous analysis jobs run through AWS Lambda and SQS
  • Aurora Serverless and Clerk provide persistent, per-user portfolio data
  • S3 vector search, SageMaker embeddings, and CloudWatch support retrieval and observability