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Columbia University Engineering, New York FinTech BootCamp

August 2022 Cohort

Module 15, Challenge - Data Science, Cloud Computing, Machine Learning, & Natural Language Processing (NLP) - 'robo' advisor

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Objective - Utilize Amazon Web Services (AWS) Lex and Lambda services to produce a prototype 'robo' advisor.

Scenario - Employed as a digital transformation consultant by a prominent retirement plan provider. You are tasked to increase their client portfolio with particular focus on youth engagement. image1 Product -

  • AWS generated native code.

  • Lex 'bot'.

  • Lambda initialization and validation of Lex.

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Technologies


Dependencies

This project leverages Jupyter Lab v3.4.4 and Python version 3.9.13 packaged by conda-forge | (main, May 27 2022, 17:01:00) with the following packages:

  • datetime - module supplies classes for manipulating dates and times.

  • relativedelta - from dateutil, is designed to be applied to an existing datetime and can replace specific components of that datetime, or represents an interval of time.

  • json - JSON (JavaScript Object Notation) is a lightweight data interchange format inspired by JavaScript object literal syntax; exposes an API familiar to users of the standard library marshal and pickle modules.

  • logging - is a means of tracking events that happen when some software runs; developer adds logging calls to their code to indicate that certain events have occurred. An event is described by a descriptive message which can optionally contain variable data.


Hardware used for development

MacBook Pro (16-inch, 2021)

Chip Appple M1 Max
macOS Monterey version 12.6

Development Software

Homebrew 3.6.11

Homebrew/homebrew-core (git revision 01c7234a8be; last commit 2022-11-15)
Homebrew/homebrew-cask (git revision b177dd4992; last commit 2022-11-15)

Python Platform: macOS-13.0.1-arm64-arm-64bit

Python version 3.9.13 packaged by conda-forge
Scikit-Learn 1.1.3
Tensor Flow Version: 2.10.0
Keras Version: 2.10.0
pandas 1.5.1

pip 22.3 from /opt/anaconda3/lib/python3.9/site-packages/pip (python 3.9)

git version 2.37.2


Installation of application (i.e. github clone)

In the terminal, navigate to directory where you want to install this application from the repository and enter the following command

git clone git@github.com:Billie-LS/bot_da_plot_pensioning.git

Usage

This is an example use of AWS. Materials can be reviewed through github.


Project requirements

see starter code


Version control

Version control can be reviewed at:

https://github.com/Billie-LS/bot_da_plot_pensioning

repository


Contributors

Author

Loki 'billie' Skylizard LinkedIn @GitHub

BootCamp lead instructor

Vinicio De Sola LinkedIn @GitHub

BootCamp teaching assistant

Santiago Pedemonte LinkedIn @GitHub

askBCS assistants

Laanu Adeyeye LinkedIn @GitHub


Images utilized

HeaderImage

SmartInvestor

ITWorldCanada


Additional references and or resources utilized

Stack Overflow


License

MIT License

Copyright (c) [2022] [Loki 'billie' Skylizard]

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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