Project Charter: Personal AI Agent for New Traders
Project Overview A Personal AI Agent to guide new traders through essential information, broker selection, symbol recommendations, and comparative insights—leveraging TrustFinance databases and content library.
Objectives & Goals
Empower novice traders with personalized, data-driven guidance.
Simplify access to TrustFinance’s broker, symbol, and market data.
Drive engagement by suggesting related articles, licenses, and full-company profiles.
Chat Interface & Canvas:
AI chat opens a canvas view for structured responses.
Comparisons (e.g., brokers, symbols) rendered side-by-side.
Data Integration:
Base all recommendations on TrustFinance’s internal database.
Use AI analysis to surface key metrics and insights.
Content & Suggestions:
Recommend related articles, licenses, or companies via widget/profile cards.
Preset FAQ repository for common beginner questions.
Data-analysis functions to rank brokers and symbols.
Dynamic canvas responses with comparison tables.
Related-content suggestions (articles, licenses, company profiles).
Phase
Duration
Outcomes
User Research
1 week
Personas, journey maps, interview insights
UI Design
1 week
Wireframes, high-fidelity mockups, interaction flows
Development
2 weeks
Chat engine, canvas component, data connectors, suggestion engine
MVP Deployment & Testing
1 week
Live-chat feature, functional FAQ, comparison canvas, suggestion widget
User satisfaction: 80%+ positive feedback in beta testing.
Engagement: 50% increase in feature usage vs. baseline.
Accuracy: 90%+ correct broker/symbol suggestions per expert review.
Expand symbol coverage and customization by trading style.
Add multilingual support.
Integrate live market data streams for real-time alerts.
Prepared by: Service TrustFinance (@service) on 2025-05-22
I'll help you create a personal AI agent for new traders based on your project charter. Let's design a user interface that includes a chat interface with a canvas view for structured responses, data integration with TrustFinance's database, and content suggestions.
This implementation provides a personal AI agent for new traders with the following features:
Chat Interface with Canvas View
Data Integration
Content Suggestions
Beginner-Friendly Features
Visual Data Representation
The implementation follows a responsive design that works well on both desktop and mobile devices, with a professional financial look and feel suitable for the trading industry.
I'll modify the canvas component to implement a shrink-down animation when it first appears. Let's update the code to add this feature.
I've updated the TrustFinance AI Agent to include a shrink-down animation when the canvas first appears. Here's what I've implemented:
Shrink-Down Animation
Improved User Experience
State Management
When a user asks a question or clicks a quick action button that requires displaying data in the canvas:
This creates a polished, professional appearance that draws attention to the newly displayed information while maintaining a smooth user experience.
Scope & Requirements
Chat Interface & Canvas:
Initially displays as a minimized popup widget.
On click, expands into a modal live-chat interface.
Within the modal, the AI chat opens a canvas view for structured responses.
Comparisons (e.g., brokers, symbols) rendered side-by-side in the canvas.
Data Integration:
Base all recommendations on TrustFinance’s internal database.
Use AI analysis to surface key metrics and insights.
Content & Suggestions:
Recommend related articles, licenses, or companies via widget/profile cards.
Prototype Development:
AI developer to create an interactive prototype demonstrating the minimized popup, modal live-chat, canvas integration, and core data-driven response flows.
Design Details:
Popup Widget: Circular icon, 56×56px, positioned bottom-right, elevation shadow (2dp), primary brand color (#0055FF).
Modal Window: Centered, max-width 600px, full-width on mobile, soft rounded corners (8px), backdrop overlay at 50% opacity.
Canvas Layout: Two-column grid for comparisons, gutter 16px, header typography Lato Bold 16px, body Lato Regular 14px.
Color & Typography: Brand palette (primary #0055FF, secondary #00CC99, neutral greys), font family Lato, base font-size 14px.
Interactions & Animations: Popup expands with 200ms ease-in-out scale animation; modal fade-in 150ms; hover states for buttons with slight scale (1.05x) and color darken by 10%.
AI developer to create an interactive prototype demonstrating the minimized popup, modal live-chat, canvas integration, and core data-driven response flows.
Preset FAQ repository for common beginner questions.
Data-analysis functions to rank brokers and symbols.
Dynamic canvas responses with comparison tables.
Related-content suggestions (articles, licenses, company profiles)