Wall Street Jarvis

Bot to provide enriched CX for your stock investment journey

Product Demo

Watch it here - LINK

Overview

Wall Street Jarvis (WSJ) is a revolutionary chatbot solution that enables you to perform trading activities, check the price of assets, and view your Profit/Loss statement effortlessly on your favorite messaging app, WhatsApp. With WSJ, you no longer need to log in to a complicated trading platform or constantly monitor the stock market on multiple devices.

Compoenets Used

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• Broker Apis: Used Alpaca Java API's(LINK)

• Journey Builder, Auto Bot Builder, Whatsapp Self serve, Agent Dashboard : these are services provided by Gupshup for their CX product

Current Functionalities

• Place buy and sell orders
• Check current price of shares
• Check Profit /Loss
• Get daily digest of stock news using CX-Marketing and - ChatGPT
• Resolve your market related queries with help of AutoBot
• Customer support via Agent Dashboard

Sequence Diagram

Business Impact

Reduction of effort for users

• WSJ's user-friendly interface ensures that even novice traders can easily buy or sell assets with just a few clicks on your favorite messaging app.
• Bot provides you with daily market digests, keeping you up-to-date with the latest market trends.

Competitive advantage

• Improved customer satisfaction by providing an easy and convenient way for traders to manage their portfolio and stay informed.
• Increased adoption of trading by providing user friendly interface on an already familiar application.
• Improved efficiency by leveraging the power of artificial intelligence, WSJ enables you to make well-informed trading decisions, even on-the-go.

Operational Overheads

Feasibility of productization

• We will need to integrate with the actual broker APIs(currently sandbox API’s are being used). These actual - API are chargeable
• User Onboarding to get started with trading via WhatsApp

Maintenance

• Keeping up to date with latest stable updates of Gupshup’s solutions and Brokers APIs.
• Analyze user feedback to provide better experience to users.

Compliance

• Currently it’s completely legal to use a bot for stock market trading, but we always need to comply with any relevant regulations and guidelines, like data security.

Technology Stack

• JAVA(Spring Boot)
• Python(Flask)
• Ngrok
• Mongo DB
• Broker APIs
• ChatGPT APIs

What’s next?

• Integrate Portfolio details and analytics features as well, generally available with paid versions of Broker APIs.

• Provide options to place different types of orders like stop loss,market order etc.

• Designing a CSAT flow

• Adding feature to invest in Mutual Funds and other feasible invest instruments

  Results :)