FSI Financial Assistant

This demo showcases how customers can make natural language requests for sophisticated financial analysis. By combining real-time market data from open financial APIs with stored portfolio information, the system delivers AI-powered insights, identifies market relationships, and generates future predictions using the TimesFM forecasting model.

Here are the core functionalities that the repo provides:

• AI/Infrastructure: Illustrating the use of AI and GCP infrastructure.

• Deploying and illustrating the performance and flexibility of open models on GCP.

• ADK: Showing the ease of using Agent Development Kit (ADK) to build powerful financial solutions.

Solution Diagram

Prerequisites

• A Google Cloud Project:
  • Project ID of a new or existing Google Cloud Project, preferably with no APIs enabled.
  • You must have roles/owner or equivalent IAM permissions on the project.
• Development environment with:
  • Google Cloud SDK (gcloud CLI)
  • Terraform (version 1.0+)
  • git
• You can also use Cloud Shell which comes preinstalled with all required tools.
• Familiarity with:
  • Terraform

Getting Started

Login, initialize terraform state buckets, and apply terraform

# Log in with Application Default Credentials (ADC)
gcloud auth application-default login

# Set the specified project as the active project in your configuration
GCP_PROJECT_ID=[YOUR_PROJECT_ID]
gcloud config set project $GCP_PROJECT_ID

# Create Terraform state bucket
BUCKET_NAME="${GCP_PROJECT_ID}-tf-state"
LOCATION="us"

gcloud storage buckets create "gs://${BUCKET_NAME}" --location="${LOCATION}" --uniform-bucket-level-access

cd ./deployment/terraform

# Create tfbackend file
TF_BACKEND=${BUCKET_NAME}.tfbackend
echo -n 'bucket = "'${BUCKET_NAME}'"' > environment/${TF_BACKEND}

# Create TF vars file
echo -n 'project_id = "'${GCP_PROJECT_ID}'"' > terraform.tfvars

# Open up terraform.tfvars and add an entry for your finnhub api key. You can get a finnhub api key at https://finnhub.io/.
project_id = "[YOUR_PROJECT_ID]"
finnhub_api_key = "[YOUR_FINNHUB_API_KEY]"

gcloud services enable \
    compute.googleapis.com \
    cloudresourcemanager.googleapis.com

terraform init -backend-config=./environment/${TF_BACKEND}
terraform plan -var-file ./terraform.tfvars -out=tfplan
terraform apply tfplan

REGION=$(terraform output -raw region)
CLOUDBUILD_SERVICE_ACCOUNT_ID=$(terraform output -raw cloudbuild_service_account_id)
ADK_STAGING_BUCKET=$(terraform output -raw adk_staging_bucket)

Create objects in AlloyDB instance

open -a "Google Chrome" "https://console.cloud.google.com/alloydb/locations/${REGION}/clusters/alloydb-cluster/studio?project=${GCP_PROJECT_ID}"

Login to the postgres database using IAM database authentication. Copy and paste in order the sql from:

• deployment/postgres/exchange/create.sql
• deployment/postgres/exchange/cron.sql

into AlloyDB Studio and run it.

Deploy the services

cd ../../

# Deploy the order service
gcloud builds submit \
    --config=./order-service/cloudbuild-deploy.yaml \
    --substitutions=_REGION=${REGION} \
    --project=${GCP_PROJECT_ID} \
    --service-account=${CLOUDBUILD_SERVICE_ACCOUNT_ID} \
    --region=${REGION} \
    .

cd deployment/terraform

# Update terraform.tfvars and set
deploy_order_service = true

# Run a plan and apply for the order service cloud run configuration to be applied
terraform plan -var-file ./terraform.tfvars -out=tfplan
terraform apply tfplan

# Terraform will create a .env file for the adk agent
# Deploy the adk agent to agent engine
cd ../../

gcloud builds submit \
    --config=./adk-agent/cloudbuild-deploy.yaml \
    --substitutions=_REGION=${REGION},_STAGING_BUCKET=${ADK_STAGING_BUCKET} \
    --project=${GCP_PROJECT_ID} \
    --service-account=${CLOUDBUILD_SERVICE_ACCOUNT_ID} \
    --region=${REGION} \
    .

Clearing old versions

To delete previous versions of the adk agent, run the following:

gcloud builds submit \
    --config=./adk-agent/cloudbuild-clear-agents.yaml \
    --substitutions=_REGION=${REGION} \
    --project=${GCP_PROJECT_ID} \
    --service-account=${CLOUDBUILD_SERVICE_ACCOUNT_ID} \
    --region=${REGION} \
    .