README.md

metadata

title: Web3WealthManagement
emoji: 🏆
colorFrom: purple
colorTo: indigo
sdk: gradio
sdk_version: 5.33.0
app_file: app.py
pinned: true
license: apache-2.0
short_description: AI-powered Web3 portfolio management and risk analysis
tags:
  - agent-demo-track

🏆 Web3WealthManagement

An innovative, AI-powered platform that empowers cryptocurrency investors with personalized insights and expert guidance through a sophisticated multi-agent system.

🎥 Video Demo

https://www.youtube.com/watch?v=rgSSn563c_w

📋 Table of Contents

• 🚀 Introduction
• ✨ Key Features
• 🏗️ System Architecture
• 🏁 Quick Start
• ⚙️ Configuration
• 🛠️ Technologies
• 📊 Usage Examples
• 🤝 Contributing
• 📄 License

🚀 Introduction

Web3WealthManagement simplifies the complex world of Web3 investments by providing a structured approach to risk assessment and portfolio management through an intuitive Gradio interface. The platform leverages advanced AI agents to deliver personalized investment strategies tailored to your risk tolerance and portfolio composition.

Why Web3WealthManagement?

• Personalized Approach: Tailored recommendations based on your unique risk profile
• Real-time Data: Live blockchain data integration via Etherscan API
• AI-Powered Insights: Advanced analysis using Mistral LLM
• User-Friendly Interface: Intuitive Gradio-based web application
• Comprehensive Analysis: Multi-dimensional portfolio evaluation

✨ Key Features

🎯 Core Capabilities

Feature	Description	Benefits
Risk Assessment	Comprehensive survey-based risk profiling	Accurate determination of investment personality
Portfolio Import	Automated Ethereum wallet integration	Seamless asset tracking and analysis
Portfolio Analysis	Advanced volatility and diversification metrics	Data-driven investment insights
AI Consultation	Natural language advisor with search capabilities	Personalized, context-aware recommendations

📈 Supported Assets

• ETH (Ethereum)
• ERC20 Tokens: USDC, DAI, USDT, LINK
• Sample Wallets: Pre-configured wallets for testing

🔍 Analysis Metrics

• Portfolio volatility assessment
• Asset concentration analysis
• Diversification scoring
• Risk-profile alignment evaluation

🏗️ System Architecture

graph TD
    A[User Input] --> B[Risk Survey Agent]
    B --> C[Portfolio Import Agent]
    C --> D[Analysis Agent]
    D --> E[Expert Consulting Agent]
    E --> F[Recommendations]
    
    G[Etherscan API] --> C
    H[Mistral AI] --> E
    I[SerpAPI] --> E

Agent Workflow

1. Risk Survey Agent 📊

   • Collects investment preferences
   • Calculates risk profile (Conservative/Moderate/Aggressive)
   • Validates user responses

2. Portfolio Import Agent 💼

   • Fetches Ethereum asset balances
   • Integrates with Etherscan API
   • Handles API rate limiting and errors

3. Analysis Agent 🔬

   • Processes portfolio data against risk profile
   • Generates comprehensive analysis reports
   • Calculates key performance metrics

4. Expert Consulting Agent 🤖

   • Provides context-aware advice
   • Performs external research via Google Search
   • Maintains conversation context

🏁 Quick Start

Prerequisites

Ensure you have the following installed and configured:

• Python 3.9+ (Download)
• Git (Download)

Installation

1. Clone the repository

   git clone https://github.com/your-username/Web3WealthManagement.git
   cd Web3WealthManagement
   

2. Create virtual environment (Recommended)

   python -m venv venv
   
   # Windows
   venv\Scripts\activate
   
   # macOS/Linux
   source venv/bin/activate
   

3. Install dependencies

   pip install -r requirements.txt
   

⚙️ Configuration

API Keys Setup

Create a .env file in the project root:

# Required API Keys
ETHERSCAN_API_KEY=your_etherscan_api_key_here
MISTRAL_API_KEY=your_mistral_api_key_here
SERPAPI_API_KEY=your_serpapi_api_key_here

# Optional Configuration
DEBUG_MODE=false
LOG_LEVEL=INFO

Obtaining API Keys

Service	Purpose	How to Get
Etherscan	Blockchain data	Free registration required
Mistral AI	LLM capabilities	API key from dashboard
SerpAPI	Google Search	Free tier available

🚀 Running the Application

python app.py

The application will start and display:

Running on local URL:  http://127.0.0.1:7860

Open the URL in your browser to access the Web3WealthManagement interface.

🛠️ Technologies

Core Stack

• Python 3.9+ - Primary programming language
• Gradio - Interactive web interface framework
• Smolagents - Multi-agent system framework

AI & APIs

• Mistral AI - Large language model for expert consultation
• Etherscan API - Ethereum blockchain data retrieval
• SerpAPI - Google search integration

Dependencies

gradio>=5.33.0
smolagents>=0.1.0
python-dotenv>=1.0.0
requests>=2.31.0

📊 Usage Examples

Basic Workflow

1. Complete Risk Assessment

   • Answer investment preference questions
   • Receive risk profile classification

2. Import Portfolio

   • Enter Ethereum wallet address
   • Review imported assets

3. Analyze Portfolio

   • View comprehensive analysis report
   • Understand risk alignment

4. Consult AI Expert

   • Ask specific investment questions
   • Receive personalized recommendations

Sample Wallet Addresses

For testing purposes, you can use these sample addresses:

Vitalik Buterin: 0xd8dA6BF26964aF9D7eEd9e03E53415D37aA96045
Ethereum Foundation: 0xde0B295669a9FD93d5F28D9Ec85E40f4cb697BAe

🔒 Security Considerations

• API Key Protection: Never commit API keys to version control
• Rate Limiting: Implement proper API rate limiting
• Input Validation: Validate all user inputs and wallet addresses
• Error Handling: Graceful handling of API failures and network issues

🤝 Contributing

We welcome contributions! Please see our Contributing Guidelines for details.

Development Setup

1. Fork the repository
2. Create a feature branch: git checkout -b feature-name
3. Make your changes and add tests
4. Commit your changes: git commit -am 'Add feature'
5. Push to the branch: git push origin feature-name
6. Submit a pull request

📄 License

This project is licensed under the Apache License 2.0 - see the LICENSE file for details.

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