WhatsApp AI Investment Advisor Bot
Budget: ₹1,500 – ₹12,500 INR
I am building a WhatsApp-based chatbot that gives clients clear, actionable investment-strategy advice. The focus is narrow by design: the bot does not need to field general customer-support questions or process transactions at this stage; it simply listens to a user’s goals and risk tolerance and returns tailored portfolio suggestions in natural language.
What I already have
• A verified WhatsApp Business number and Meta Cloud API access
• Preliminary prompts that outline my investment-advice framework and compliance disclosures
What I need from you
• Set up the webhook, session handling, and message templates using the official WhatsApp Cloud API (or Twilio if you prefer and can justify the choice).
• Connect the chat flow to an LLM such as OpenAI GPT-4 or a comparable on-prem model so responses sound human while remaining aligned with my predefined guidelines.
• Pull real-time market data for stocks, bonds and broad indices—so the advice feels current—through an API like Yahoo Finance, Alpha Vantage, or a data source you recommend.
• Implement basic guardrails: no personalized tax advice, position size caps based on configurable risk tiers, and a disclaimer appended to each recommendation.
• Package a small dashboard (simple React or plain HTML is fine) where I can review conversation logs, tweak prompt variables, and toggle the data feeds.
• Hand-over: documented source code (Git), setup script or Dockerfile, and a brief Loom or screen-share walkthrough so I can redeploy it myself.
Acceptance criteria
1. User can start a WhatsApp chat, answer a few guided questions, and receive an individualized investment strategy in under 10 seconds.
2. All messages comply with the guardrails and include the required disclaimer.
3. Source builds cleanly on a fresh VPS or AWS Lightsail instance using only the instructions you provide.
If this sounds straightforward to you and you have prior WhatsApp API or financial-bot experience, let’s talk timelines and milestones.
What I already have
• A verified WhatsApp Business number and Meta Cloud API access
• Preliminary prompts that outline my investment-advice framework and compliance disclosures
What I need from you
• Set up the webhook, session handling, and message templates using the official WhatsApp Cloud API (or Twilio if you prefer and can justify the choice).
• Connect the chat flow to an LLM such as OpenAI GPT-4 or a comparable on-prem model so responses sound human while remaining aligned with my predefined guidelines.
• Pull real-time market data for stocks, bonds and broad indices—so the advice feels current—through an API like Yahoo Finance, Alpha Vantage, or a data source you recommend.
• Implement basic guardrails: no personalized tax advice, position size caps based on configurable risk tiers, and a disclaimer appended to each recommendation.
• Package a small dashboard (simple React or plain HTML is fine) where I can review conversation logs, tweak prompt variables, and toggle the data feeds.
• Hand-over: documented source code (Git), setup script or Dockerfile, and a brief Loom or screen-share walkthrough so I can redeploy it myself.
Acceptance criteria
1. User can start a WhatsApp chat, answer a few guided questions, and receive an individualized investment strategy in under 10 seconds.
2. All messages comply with the guardrails and include the required disclaimer.
3. Source builds cleanly on a fresh VPS or AWS Lightsail instance using only the instructions you provide.
If this sounds straightforward to you and you have prior WhatsApp API or financial-bot experience, let’s talk timelines and milestones.