Unit 13 Homework: The Power of the Cloud and Unsupervised Learning - Rachel Pierce

December 2021

Instructions:

Two Options:

1. Option 1: Robo Advisor for Retirement Plans (SELECTED)
2. Option 2: Clustering Crypto

Please refer to the following documents in GitHub:

• The RecommendPortfolio, riskLevel and RoboAdvisor2 zip files for AWS Lex builds (bot, slot, and intent).
• The lambda_script_UPDATED.txt and lambda_function.py files for the lambda code.

Option 1: Robo Advisor

Three Main Tasks

1. Initial Robo Advisor Configuration - completed.
2. Build and Test the Robo Advisor - completed.
3. Enhance the Robo Advisor with an Amazon Lambda Function - completed.

Notes

Using Lex, I created a chatbot and then imported my lambda code.

• I added a "def validate_data" function to provide parameters for age (between 0 and 65) and investment amount (greater than or equal to $5,000).
• I added my final investment recommendation code using a "def get_investment_recommendation" function with all the risk levels (none, very low, low, medium, high, and very high).
• I added to the "def recommend_portfolio" function for data validation (get slots, return elicit_slot).

The chatbot was demonstrated live to my instructor.

Please enjoy the baby yoda photos in the chat bot cards for risk levels.