R.E.M.I.

Real-time Economic & Money Insights

Project Overview

An AI-Powered Financial Advisor for Smarter, Faster Decisions

REMI is an intelligent financial assistant that leverages natural language processing and machine learning to provide personalized financial advice through conversational interaction. Built to understand user goals, analyze market conditions, and deliver actionable insights in real-time.

What started as a session-based Flask application has evolved into a sophisticated, cloud-native financial advisor deployed on AWS with persistent memory, scalable architecture, and enterprise-grade security.

Core Capabilities

• Natural Language Understanding: Interprets financial goals using advanced NLP
• Real-time Market Data: Integrates live stock prices and market sentiment
• Personalized Advice: Tailored budgeting and investment recommendations
• Context-Aware Memory: Remembers user profiles and conversation history
• Goal Classification: Automatically categorizes and prioritizes financial objectives

Technical Architecture

• AI Engine: Groq + LLaMA 3 70B for intelligent responses
• NLP Processing: spaCy for entity extraction and goal classification
• Backend: Flask with Gunicorn and Nginx reverse proxy
• Market Data: yFinance API for real-time financial information
• Sentiment Analysis: VADER for emotional tone detection

Cloud Architecture Evolution

Initial Limitations

• Session-based memory only
• Limited scalability on Render.com
• No persistent user profiles
• Minimal security controls
• No operational monitoring

AWS Cloud Solution

• EC2 + Auto Scaling: Elastic compute with load balancing
• RDS PostgreSQL: Persistent user profiles and chat history
• VPC + Security Groups: Network isolation and access control
• IAM: Fine-grained permissions and secrets management
• CloudWatch: Comprehensive monitoring and alerting
• Route 53: DNS management and traffic routing

Database Schema & Memory

User Profiles

• User ID, Email

• Age, Income, Financial Goals

• Account Creation & Last Login

• Risk Tolerance & Preferences

Chat History

• Message ID & User ID

• Conversation Timestamps

• Sentiment Scores

• Goal Classifications

Deployment Challenges & Solutions

Challenge: Gunicorn silent failures and port conflicts
Solution: Implemented comprehensive logging and automated port management

Challenge: HTTPS configuration and load balancer health checks
Solution: Nginx reverse proxy setup with proper SSL termination

Challenge: IAM role configuration balancing access and security
Solution: Principle of least privilege with service-specific roles

Future Roadmap

Infrastructure Enhancements

• Automated TLS certificate renewal with Certbot
• Docker containerization for flexible deployment
• Real-time CloudWatch dashboards and alerts
• Custom domain with Route 53 and Elastic IP
• EC2 snapshots for reliable rollback capability

Feature Expansion

• Advanced financial modeling and risk analysis
• Retirement and debt management modules
• Housing and mortgage advisory capabilities
• Integration with financial institutions
• Mobile application development

Project Impact

REMI represents a comprehensive journey from concept to production-ready financial assistant. The project demonstrates expertise in AI/ML integration, cloud architecture design, and scalable system deployment. By successfully migrating from a simple session-based application to a sophisticated AWS-hosted platform, REMI showcases the ability to build enterprise-grade solutions that balance performance, security, and user experience.