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Joshua Smith
2025-04-11 17:43:34 -04:00
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todo.md
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@@ -7,6 +7,8 @@
- Portfolio Management and Rebalancing - The AI monitors a customer’s investment portfolio, rebalancing it automatically based on market trends, risk tolerance, and financial goals (e.g., shifting assets between stocks, bonds, or crypto).<br />
[ ] new loan/fraud check/update with start <br />
[ ] financial advise - args being freeform customer input about their financial situation, goals
[ ] tool is maybe a new tool asking the LLM to advise
[ ] LLM failure->autoswitch: <br />
- detect failure in the activity using failurecount <br />
- activity switches to secondary LLM defined in .env