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from smolagents import CodeAgent, GoogleSearchTool, OpenAIServerModel
from smolagents.tools import Tool
from dotenv import load_dotenv
load_dotenv()
ETHERSCAN_API_KEY = os.getenv("ETHERSCAN_API_KEY")
MISTRAL_API_KEY = os.getenv("MISTRAL_API_KEY")
SERPAPI_API_KEY = os.getenv("SERPAPI_API_KEY")
##Smolagent
model = OpenAIServerModel(
model_id="mistral-medium-latest",
api_base="https://api.mistral.ai/v1",
api_key=MISTRAL_API_KEY
)
search_tool = GoogleSearchTool(provider="serpapi")
agent = CodeAgent(
tools=[search_tool],
model=model,
add_base_tools=False
)
##################
###Multi Agent####
##################
###Survey Agent
def classify_risk(*answers):
score_map = {
# Q1
"Short-term (0β2 yrs)": 1, "Medium-term (2β5 yrs)": 2, "Long-term (5+ yrs)": 3,
# Q2
"Very uncomfortable": 1, "Somewhat uncomfortable": 2, "Comfortable": 3,
# Q3
"Capital preservation": 1, "Moderate growth": 2, "High growth": 3,
# Q4
"Beginner": 1, "Intermediate": 2, "Advanced": 3,
# Q5
"No": 1, "Maybe": 2, "Yes": 3,
# Q6
"<10%": 1, "10β30%": 2, ">30%": 3,
# Q7
"Sell immediately": 1, "Hold": 2, "Buy more": 3,
# Q8
"Stablecoins": 1, "BTC/ETH": 2, "Meme/Altcoins": 3,
# Q9
"Daily": 3, "Weekly": 2, "Rarely": 1,
# Q10
"Safe & slow": 1, "Balanced": 2, "Fast & risky": 3
}
total = sum(score_map.get(ans, 0) for ans in answers)
avg = total / 10
if avg <= 1.6:
profile = "Conservative"
elif avg <= 2.3:
profile = "Moderate"
else:
profile = "Aggressive"
return profile, f"π§ Your Risk Profile: **{profile}**\n\nScore: {total}/30"
###Portfolio Import Agent
ERC20_TOKENS = {
"USDC": "0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48",
"DAI": "0x6b175474e89094c44da98b954eedeac495271d0f",
"USDT": "0xdac17f958d2ee523a2206206994597c13d831ec7",
"LINK": "0x514910771af9ca656af840dff83e8264ecf986ca"
}
def import_portfolio(address):
if not address.startswith("0x") or len(address) != 42:
return [], "β Invalid Ethereum address format.", None
portfolio = []
eth_url = f"https://api.etherscan.io/api?module=account&action=balance&address={address}&tag=latest&apikey={ETHERSCAN_API_KEY}"
try:
eth_resp = requests.get(eth_url).json()
eth_balance = int(eth_resp["result"]) / 1e18
portfolio.append({"asset": "ETH", "balance": eth_balance, "type": "Large-cap"})
except Exception as e:
return [], f"Failed to fetch ETH balance: {e}", None
for token_name, contract in ERC20_TOKENS.items():
token_url = f"https://api.etherscan.io/api?module=account&action=tokenbalance&contractaddress={contract}&address={address}&tag=latest&apikey={ETHERSCAN_API_KEY}"
try:
token_resp = requests.get(token_url).json()
token_balance = int(token_resp["result"]) / 1e6
if token_balance > 0:
token_type = "Stablecoin" if token_name in ["USDC", "DAI"] else "Altcoin"
portfolio.append({"asset": token_name, "balance": token_balance, "type": token_type})
except Exception:
continue
if not portfolio:
return [], "No assets found.", None
# For display and downstream
display = [[p["asset"], p["balance"]] for p in portfolio]
return display, "β
Portfolio fetched.", portfolio
###Analysis Agent
def analyze_portfolio(portfolio, risk_profile):
if not portfolio:
return "β No portfolio data to analyze."
total_balance = sum(p["balance"] for p in portfolio)
if total_balance == 0:
return "β Portfolio is empty."
# Volatility estimate
vol_score = 0
for p in portfolio:
if p["type"] == "Altcoin":
vol_score += 3 * (p["balance"] / total_balance)
elif p["type"] == "Large-cap":
vol_score += 2 * (p["balance"] / total_balance)
elif p["type"] == "Stablecoin":
vol_score += 1 * (p["balance"] / total_balance)
if vol_score <= 1.5:
vol_level = "Low"
elif vol_score <= 2.2:
vol_level = "Moderate"
else:
vol_level = "High"
# Concentration check
top_asset_pct = max(p["balance"] / total_balance for p in portfolio)
concentration = "High" if top_asset_pct > 0.5 else "Moderate" if top_asset_pct > 0.3 else "Low"
# Diversification
unique_types = set(p["type"] for p in portfolio)
diversification = "High" if len(unique_types) >= 3 else "Moderate" if len(unique_types) == 2 else "Low"
# Risk alignment
alignment = "Aligned"
if risk_profile == "Conservative" and vol_level == "High":
alignment = "Not Aligned"
elif risk_profile == "Aggressive" and vol_level == "Low":
alignment = "Under Risked"
report = f"""
π **Portfolio Risk Analysis**
- **Volatility Level:** {vol_level}
- **Top Asset Concentration:** {concentration}
- **Diversification Level:** {diversification}
- **Risk Alignment with Profile ({risk_profile}):** {alignment}
"""
return report.strip(), report.strip()
##Expert Consulting Agent
def chat_with_advisor(user_message, chat_history, risk_profile, analysis_report):
if not risk_profile or not analysis_report:
return chat_history, chat_history + [["β οΈ", "Complete survey & analysis first."]]
prompt = (
f"Risk Profile:\n{risk_profile}\n\n"
f"Portfolio Analysis:\n{analysis_report}\n\n"
f"User: {user_message}\n"
f"Advisor:"
)
try:
response = agent.run(prompt)
except Exception as e:
response = f"β Error during agent processing: {e}"
chat_history.append([user_message, response])
return chat_history, chat_history
#################
### GRADIO UI ###
#################
###Risk Survey
with gr.Blocks() as demo:
# β¨ New Title Added Here
gr.Markdown("# Web3WealthManagement")
gr.Markdown("---") # Optional: Adds a horizontal line for separation
risk_profile_state = gr.State() # π§ persist profile here
portfolio_state = gr.State()
chat_state = gr.State([]) # stores message history
analysis_state = gr.State() # stores the analysis string
gr.Markdown("## π§ͺ Step 1: Crypto Risk Survey") # Changed to Step 1 for clarity
with gr.Row():
q1 = gr.Radio(["Short-term (0β2 yrs)", "Medium-term (2β5 yrs)", "Long-term (5+ yrs)"], label="1. What's your investment horizon?")
q2 = gr.Radio(["Very uncomfortable", "Somewhat uncomfortable", "Comfortable"], label="2. How do you feel about a 20% drop?")
q3 = gr.Radio(["Capital preservation", "Moderate growth", "High growth"], label="3. What's your goal?")
q4 = gr.Radio(["Beginner", "Intermediate", "Advanced"], label="4. Experience in crypto investing?")
q5 = gr.Radio(["No", "Maybe", "Yes"], label="5. Would you buy more after a 30% dip?")
with gr.Row():
q6 = gr.Radio(["<10%", "10β30%", ">30%"], label="6. How much of your savings would you invest in crypto?")
q7 = gr.Radio(["Sell immediately", "Hold", "Buy more"], label="7. What would you do in a crash?")
q8 = gr.Radio(["Stablecoins", "BTC/ETH", "Meme/Altcoins"], label="8. Preferred investment type?")
q9 = gr.Radio(["Daily", "Weekly", "Rarely"], label="9. How often do you check your portfolio?")
q10 = gr.Radio(["Safe & slow", "Balanced", "Fast & risky"], label="10. Preferred return strategy?")
submit_btn = gr.Button("Submit Survey")
result = gr.Markdown()
submit_btn.click(
classify_risk,
inputs=[q1, q2, q3, q4, q5, q6, q7, q8, q9, q10],
outputs=[risk_profile_state, result]
)
### Wallet Import
gr.Markdown("## π₯ Step 2: Import Your Portfolio")
gr.Markdown("You may try with a sample wallet or enter your own Ethereum address below:")
wallet_input = gr.Textbox(label="Enter Ethereum Wallet Address")
with gr.Row():
vitalik_btn = gr.Button("Use Vitalik's Wallet")
cuban_btn = gr.Button("Use Mark Cuban's Wallet")
import_btn = gr.Button("Import Portfolio")
portfolio_output = gr.Dataframe(headers=["Asset", "Balance"], row_count=5)
import_status = gr.Markdown()
import_btn.click(
import_portfolio,
inputs=[wallet_input],
outputs=[portfolio_output, import_status, portfolio_state]
)
### Risk Analysis
gr.Markdown("## π Step 3: Analyze Portfolio Risk")
analyze_btn = gr.Button("Run Risk Analysis")
analysis_output = gr.Markdown()
analyze_btn.click(
analyze_portfolio,
inputs=[portfolio_state, risk_profile_state],
outputs=[analysis_output, analysis_state]
)
### Expert Followup
gr.Markdown("## π¬ Step 4: Expert Consultation Chat")
chatbot = gr.Chatbot()
user_input = gr.Textbox(label="Ask the advisor", placeholder="e.g. How do I reduce my portfolio risk?")
send_btn = gr.Button("Send")
send_btn.click(
chat_with_advisor,
inputs=[user_input, chat_state, risk_profile_state, analysis_state],
outputs=[chatbot, chat_state]
)
vitalik_btn.click(lambda: "0xd8dA6BF26964aF9D7eEd9e03E53415D37aA96045", outputs=wallet_input)
cuban_btn.click(lambda: "0xa679c6154b8d4619Af9F83f0bF9a13A680e01eCf", outputs=wallet_input)
demo.launch()
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