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Investment advisor

This architecture outlines a high-level investment advisor framework that integrates various data providers for financial information. It employs low-level APIs to fetch security-specific data, including stock data from Yahoo Finance, mutual funds from AMFI, and possibly ULIP data. The system is designed for symbol-based lookup, which must be paired with symbol searches to facilitate accurate text-based data retrieval. A wrapper API automatically selects the appropriate low-level provider and implements caching mechanisms to enhance performance and reduce round-trip calls to external servers.

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Investment advisor

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  1. Investment advisor High Level Architecture

  2. Data providers • Low level API to fetch security specific data • Stocks data from Yahoo Finance • Mutual Funds data from AMFI • ULIP data? • All provide symbol based lookup • This must be accompanied with symbol search to enable proper text based lookup • Wrapper API over low level providers: • Automatically determines the low level provider to use • Implements cache to improve round trip calls to external servers

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