A cloud-based multi-agent portfolio advisor that helps retail investors build personalized portfolios based on risk tolerance, budget, and preferences.
Authors

Preethi Raju

Phillip Hoang

Mohamed Bakr

Sameer Karim

Gilbert Wong

Published

July 1, 2025

Modified

July 1, 2025

Website Documentation

Quantbot

A cloud-based chat agent designed to help retail investors build personalized portfolios and understand key investment principles based on their risk tolerance, budget, and preferences. Built using Python (backend) and React (frontend), the system leverages Google’s ADK for a multi-agent architecture and Neo4j for memory and knowledge graph management. Deployed entirely on AWS, including PostgreSQL for data storage and Route 53 for domain routing, the platform offers an intelligent, scalable interface that combines financial expertise with conversational AI.

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Citation

For attribution, please cite this work as:
Bakr, Mohamed, Preethi Raju, Phillip Hoang, Mohamed Bakr, Sameer Karim, and Gilbert Wong. 2025. “Quantbot.” July 1. https://mohdbakr.com/projects/quantbot/.