Wealth Portfolio RAG Agent

A full-stack Natural Language Cross-Platform Data Query RAG Agent for wealth portfolio management, designed for high-net-worth individuals including film stars and sports personalities with portfolios valued at 100+ crores.

Overview

This skill configures GitHub Copilot to assist with developing a sophisticated wealth management system that combines:

Project Architecture

Backend Stack

Frontend Stack

Database Architecture

Authentication & Authorization

Business Domain Context

This system serves wealth management for high-net-worth clients with:

Code Style & Best Practices

When generating code for this project, Copilot will:

1. **Async Operations**: Use async/await patterns for all database operations and API calls

2. **Error Handling**: Implement comprehensive try-catch blocks with proper error responses

3. **TypeScript**: Follow strict TypeScript best practices with proper type definitions

4. **Styling**: Use Tailwind CSS utility classes for all UI components

5. **Architecture**: Maintain clear separation of concerns between layers

6. **Security**: Ensure secure API endpoints with proper authentication checks

7. **Validation**: Implement input validation on both frontend and backend

8. **Responsiveness**: Design mobile-first responsive interfaces

Database Schema Reference

MongoDB Collections

MySQL Tables

ChromaDB

Development Guidelines

When working on this project:

1. **Backend Development**

- Create async route handlers with FastAPI

- Implement proper request validation with Pydantic models

- Use LangChain chains for RAG query processing

- Handle multi-database queries efficiently

2. **Frontend Development**

- Build type-safe React components with TypeScript interfaces

- Use Tailwind CSS for all styling needs

- Implement proper loading states and error boundaries

- Create reusable chart components with Chart.js

3. **Database Operations**

- Use async MongoDB operations with proper connection pooling

- Implement prepared statements for MySQL queries

- Manage ChromaDB vector operations efficiently

- Handle cross-database transactions carefully

4. **Security**

- Validate JWT tokens on protected routes

- Implement role-based middleware

- Sanitize user inputs

- Use environment variables for secrets

5. **Code Quality**

- Write clean, maintainable code with clear comments

- Follow consistent naming conventions

- Create reusable utility functions

- Maintain proper project structure

Example Usage

This skill is automatically active when working in the Wealth Portfolio RAG Agent repository. GitHub Copilot will provide context-aware suggestions for:

Key Features to Support