Make Your Own Financial Agent for Investors 101 -Open Registration
Make Your Own Financial Agent for Investors 101
Duration: 2.5 hours
NOTE : Please bring your laptops - it's the practical course.
0:00–0:10 — Welcome and setup
Introduce the workshop goal.
Explain what participants will build by the end.
Check that everyone has the needed tools ready.
Exercise: Quick intro round: what each participant wants their agent to help with.
0:10–0:25 — What are agents?
Simple definition of AI agents.
How agents differ from chatbots.
Why agents matter for investors.
Exercise: Group discussion: one example of a task an agent could do better than a normal chatbot.
0:25–0:40 — Agent basics
Inputs, tools, memory, and outputs.
The basic loop: ask, act, check, improve.
What makes an agent “financial.”
Exercise: Break down one investor task into input, tool, and output.
0:40–1:00 — Investor use cases
Deal screening.
Founder research.
Market monitoring.
Portfolio support.
Exercise: Each participant picks one real investor problem their agent should solve.
1:00–1:20 — Terminal setup
Open the terminal.
Create a project folder.
Install the basic requirements.
Set up the environment.
Exercise: Everyone creates their own local workspace and confirms it runs.
1:20–1:50 — Build your first agent
Create a simple first agent.
Give it one clear task.
Run it and inspect the result.
Improve the prompt or logic once.
Exercise: Build an agent that summarizes a startup or market topic in plain language.
1:50–2:10 — Add useful financial data
Connect the agent to a data source.
Show how the agent can fetch or summarize information.
Keep the first version simple.
Exercise: Add one data source and have the agent answer one investor question from it.
2:10–2:25 — Test, debug, and improve
Check for errors.
Adjust the prompt.
Make the agent more reliable.
Explain common mistakes.
Exercise: Pair review: one person tests, the other helps improve the result.
2:25–2:30 — Wrap-up and next steps
Recap what was built.
Explain how to continue after the workshop.
Point to the next level of agent building.
Full workshop structure
Part 1: Foundation
What agents are.
Why investors need them.
How financial agents fit into research and decision-making.
Part 2: Hands-on build
Set up the terminal.
Create the first project.
Build the first agent.
Test the output.
Part 3: Investor application
Use the agent for real investor tasks.
Connect it to data.
Improve reliability.
Part 4: Review and next steps
Debugging.
Refinement.
How to build a second, better agent later.