Build an AI Investment Advisor with Python (Full LangGraph Mini-Course for Beginners)

This two-part mini-course for beginners shows you how to build an AI Investment Advisor agent in Python with LangGraph, LangChain, and OpenAI's web-search enabled GPT-4o model through the Responses API. It covers step-by-step how to create an agentic workflow where specialized AI agents analyze the investor's financial profile and dynamically construct tailored portfolio strategies based on investment goals as well as current market conditions and macro outlooks.

The walkthrough consists of two modules. First, you'll learn the basics of LangGraph, including topics such as nodes, edges, state management, conditional routing, and creating responsive agent workflows. Second, you'll build on these concepts to develop a comprehensive AI Investment Advisor, integrating market data, macroeconomic insights, and detailed investor analysis for tailored investment proposals.

Unlike simple prompting with ChatGPT or other large language models, the structured agentic approach ensures specialized analysis at each step, making your AI financial advisor more accurate, adaptable, and insightful. The workflow uses advanced techniques like conditional routing, state management, and parallel processing to deliver personalized investment proposals based on comprehensive data and investor goals.

This AI agent workflow can be further customized by improving the prompting based on specific investment theories, integrating additional financial data sources, expanding with more specialized AI agents, or automating analyses for various investment profiles.

***Important Note: This video is not financial or investing advice. It is an educational tutorial on how to automate AI agents and use AI/LLM models in Python. Also, don't blindly trust the results of LLM model results without critical thinking or subject matter expertise 🧠. LLM's are still experimental technology that can have high error rates.***


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*Full Code*
deepcharts.substack.com/p/build-an-ai-agent-invest…
Environment (Python 3.10.16): pip install langgraph==0.3.18 langchain==0.3.21 langchain-openai==0.3.9 openai==1.68.2 ipython==8.18.1 ipykernel==6.29.5

*Resources*
LangGraph docs: langchain-ai.github.io/langgraph/tutorials/introdu…
LangChain docs: python.langchain.com/docs/introduction/
OpenAI Developer Site: platform.openai.com/

*Chapters*
0:00 Mini-Course Intro: Why build AI Agents instead of just prompting ChatGPT or another model?
2:06 Module 1a: LangGraph Basics (Nodes, Edges, and States)
3:48 Module 1b: LangGraph Python Environment Setup
4:07 Module 1c: How to Build a Basic AI Agent System with LangGraph
8:03 Module 2: How to Build an AI Agent Investment Advisor workfl