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Beach Ready?

Sailing for An Early Retirement!

Option 1: Robo Advisor for Retirement Plans

A bot RoboAdvisor is built for retirement planning on Amazon Lex.

Demo:

Scenario 1: when the provided age falls between 0 and 65 with an investment of at least $5000

Scenario 2: when investing less than $5000 or the age provided falls outside the range of 0 to 65

Robo_true Robo_false

Files

Details

Two more utterances are added to those provided in the instructions as follows:

  • How to retire early and take ​{riskLevel}​ risk
  • I need ​{investmentAmount}​ by ​{age}​ to retire

Recommendations are built under the recommend_portfolio(intent_request) function as follows:

    """
    Performs dialog management and fulfillment for recommending a portfolio.
    """
    risk_level = get_slots(intent_request)["riskLevel"]
    # define investment portfolio recommendations

"""
    Responses based on selected risk levels.
    """
    risk = {
        "None": "100% bonds (AGG), 0% equities (SPY)",
        "Very Low": "80% bonds (AGG), 20% equities (SPY)",
        "Low": "60% bonds (AGG), 40% equities (SPY)",
        "Medium": "40% bonds (AGG), 60% equities (SPY)",
        "High": "20% bonds (AGG), 80% equities (SPY)",
        "Very High": "0% bonds (AGG), 100% equities (SPY)"
    }

with initial recommendation

# Get the initial investment recommendation
    initial_recommendation = risk[risk_level]

Test Results on Lambda Function:

Results (click me):

Robo Age Test Result Robo Amount Test Result Robo Dialogue Test Result Robo Negative Age

Test Files (provided)

Customize riskLevel Slot

Prompt cards on risk levels (click me):

Robo_riskLevel_None Robo_riskLevel_Low Robo_riskLevel_Medium Robo_riskLevel_High

Design on RecommendPortfolio Intent:

Overview on Amazon Lex (click me):

Robo_RecommendPortfolio_intent

Next Steps

  • Construct post-confirmation intents using get_slots on riskLevel responses. In the current version, the Confirmation Prompt box was unchecked on Amazon Lex intent builder as it "short-circuit" the trigger to select riskLevel.
    • If ordering becomes an issue, define a separate function recommended_portfolios(risk) shown below could be an alternative to the current risk dictionary defined under the function recommend_portfolio(intent_request):
Click me for details on an alternative function: 
 # define investment portfolio recommendations
def recommended_portfolios(risk):
"""
Responses based on selected risk levels.
"""
risk = {
    "None": "100% bonds (AGG), 0% equities (SPY)",
    "Very Low": "80% bonds (AGG), 20% equities (SPY)",
    "Low": "60% bonds (AGG), 40% equities (SPY)",
    "Medium": "40% bonds (AGG), 60% equities (SPY)",
    "High": "20% bonds (AGG), 80% equities (SPY)",
    "Very High": "0% bonds (AGG), 100% equities (SPY)"
    }
    return risk[risk_level]

It follows that the initial_recommendation defined under the current recommend_portfolio(intent_request) function becomes:

# Get the initial investment recommendation
    initial_recommendation = recommended_portfolios(risk)

  • Add additional slots to respond based on feedbacks

    • Allow customers to go back and re-select their risk levels
    • Provide more customized recommendations, e.g. more variety under each riskLevel

  • Deploy RoboAdvisor on Facebook or Slack on Channels tab using Amazon Lex Documentations

    • Graphic analyzers are available under Monitoring tab on Lex

References