feat(agent): Financial Advisor Agent: Your Personalized Financial Guidance Expert

[Swiftyos]

Disclaimer: The information provided by this agent is for informational purposes only and should not be considered financial advice. Please consult a licensed financial professional for personalized advice.

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Financial Guidance Agent: Your Personalized Financial Insights Tool

The Financial Guidance Agent is a comprehensive digital solution designed to provide personalized financial insights to users. This agent specializes in analyzing your financial data—including income, expenses, and available capital—to offer tailored suggestions that help you work towards your financial objectives.

Value Delivered:

1. Personalized Financial Insights: The agent provides customized insights based on your individual needs and circumstances. By carefully analyzing your financial situation, it offers actionable suggestions to help you optimize your income, manage expenses, and make informed financial decisions.

2. Comprehensive Analysis: With an in-depth review of income and expenditure, the agent highlights areas for potential improvement, helping users make informed decisions about their financial situation. It aims to provide efficient use of capital to support your financial objectives.

3. Investment Considerations: The agent identifies potential investment opportunities that align with your risk tolerance and financial objectives. However, any final decisions should be made in consultation with a qualified financial advisor.

4. Goal-Oriented Approach: Focused on your stated financial goals, the agent provides a clear outline of strategies and tactics that could help you work towards achieving financial success.

[qodo-code-review[bot]]

PR Reviewer Guide 🔍

Here are some key observations to aid the review process:

⏱️ Estimated effort to review: 2 🔵🔵⚪⚪⚪

🧪 No relevant tests

🔒 Security concerns Sensitive information exposure: The API key for the language model is exposed in the JSON file (line 135). This is a significant security risk as it could lead to unauthorized access to the API. The API key should be stored securely and not included in the code or configuration files that might be versioned or shared.

⚡ Recommended focus areas for review Sensitive Information Exposure The API key is exposed in the input_default section of the LLM node. Hardcoded Values Several nodes have hardcoded default values which may not be appropriate for all users.

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[ntindle]

Do we still need this pr with the removal of local templates?

[Swiftyos]

I was thinking we needed to keep a record of the agents we were adding somewhere

[Pwuts]

I agree it would be good to have a backup of the templates that we make and upload to the (production) marketplace. But graph_templates isn't in active use as a template repo, and the loader has been removed. Maybe autogpt_platform/graph_templates would be a better place (outside of backend)? Still, it's going to be hard to keep this up-to-date if the marketplace is the primary storage for these.

Also, for the commit scope I'd suggest feat(templates):.

[aarushik93]

@Swiftyos I don't think this PR is needed anymore, even for backup purposes as our DB is backed up everyday. Thoughts?