Make Your Own Financial Agent for Investors 101 -Open Registration

the vibe

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…