Financial Experts

Financial experts are fundamental components of the NeoLang system. Each expert is a highly trained AI model for a specific financial domain, with specialized knowledge, skills, and tools to solve problems in their area of expertise.

Overview of experts

The NeoLang platform includes various financial experts, each with their own set of skills:

Expert	Description	Use cases
Investment Analyst	Specialized in market analysis and investment strategies	Investment recommendations, portfolio analysis
Credit Advisor	Focused on credit analysis and risk management	Credit assessment, loan risk analysis
Compliance Specialist	Specialized in financial regulations	Compliance verification, regulatory interpretation
Accounting Analyst	Focused on accounting and financial reporting	Financial statement analysis, accounting classification
Tax Advisor	Specialized in taxes and tax planning	Tax optimization, tax compliance
Fraud Analyst	Focused on fraud detection and prevention	Identification of suspicious transactions, pattern analysis
Personal Finance Advisor	Specialized in personal finance and planning	Personal budgeting, retirement planning

Selecting an expert

You can explicitly select which expert you want to consult based on the type of financial query you need to solve:

// Example of expert selection
const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    expert: 'investment-analyst',
    messages: [
      {
        role: 'user',
        content: 'What is the best diversification strategy for a fixed income portfolio?'
      }
    ]
  })
});

Expert parameters

Parameter	Type	Description
expert	string	Identifier of the expert to be consulted
messages	array	List of messages in the conversation
tools	array	(Optional) Specific tools to be enabled
context	object	(Optional) Additional contextual information

Available experts

Investment Analyst

ID: investment-analyst

The Investment Analyst is specialized in asset valuation, investment strategies, and market analysis. This expert can help with:

• Investment portfolio analysis
• Asset allocation recommendations
• Risk and return assessment
• Interpretation of market trends
• Investment performance analysis

Usage example:

const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    expert: 'investment-analyst',
    messages: [
      {
        role: 'user',
        content: 'Given the current scenario of rising interest rates, how should I adjust my portfolio which is currently 60% in stocks and 40% in fixed income?'
      }
    ],
    context: {
      risk_profile: 'moderate',
      investment_horizon: 'long-term'
    }
  })
});

Credit Advisor

ID: credit-advisor

The Credit Advisor is specialized in credit analysis, risk assessment, and lending strategies. This expert can help with:

• Credit risk assessment
• Payment capacity analysis
• Credit product recommendations
• Strategies for improving credit scores
• Debt restructuring

Usage example:

const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    expert: 'credit-advisor',
    messages: [
      {
        role: 'user',
        content: 'What factors should I consider when evaluating a loan request for a small retail business?'
      }
    ]
  })
});

Compliance Specialist

ID: compliance-specialist

The Compliance Specialist is focused on financial regulations, compliance requirements, and industry best practices. This expert can help with:

• Interpretation of financial regulations
• Document compliance verification
• Guidance on regulatory requirements
• Compliance risk assessment
• Recommendations for KYC/AML processes

Usage example:

const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    expert: 'compliance-specialist',
    messages: [
      {
        role: 'user',
        content: 'What KYC requirements do we need to implement for a new investment product aimed at retail investors?'
      }
    ],
    context: {
      region: 'brazil',
      product_type: 'investment_fund'
    }
  })
});

Accounting Analyst

ID: accounting-analyst

The Accounting Analyst is specialized in accounting principles, financial reporting, and financial statement analysis. This expert can help with:

• Financial statement interpretation
• Accounting classification of transactions
• Financial ratio analysis
• Recommendations for improving accounting processes
• Guidance on accounting standards (IFRS, GAAP)

Usage example:

const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    expert: 'accounting-analyst',
    messages: [
      {
        role: 'user',
        content: 'How should I classify internal software development expenses according to IFRS standards?'
      }
    ]
  })
});

Tax Advisor

ID: tax-advisor

The Tax Advisor is specialized in tax legislation, tax planning, and tax optimization. This expert can help with:

• Tax optimization strategies
• Tax legislation interpretation
• Tax planning for companies and individuals
• Analysis of tax impacts of transactions
• Guidance on tax obligations

Usage example:

const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    expert: 'tax-advisor',
    messages: [
      {
        role: 'user',
        content: 'What are the tax implications of a corporate reorganization involving the merger of two companies in Brazil?'
      }
    ],
    context: {
      company_type: 'ltda',
      tax_regime: 'lucro_presumido'
    }
  })
});

Fraud Analyst

ID: fraud-analyst

The Fraud Analyst is specialized in the detection, prevention, and investigation of financial fraud. This expert can help with:

• Identification of fraud patterns
• Fraud risk assessment
• Fraud prevention strategies
• Analysis of suspicious transactions
• Recommendations for fraud detection systems

Usage example:

const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    expert: 'fraud-analyst',
    messages: [
      {
        role: 'user',
        content: 'What indicators should I monitor to identify possible fraud in credit card transactions?'
      }
    ]
  })
});

Personal Finance Advisor

ID: personal-finance-advisor

The Personal Finance Advisor is specialized in personal financial planning, budgeting, and debt management. This expert can help with:

• Personal budget planning
• Debt reduction strategies
• Retirement planning
• Financial product recommendations for individuals
• Guidance on personal financial goals

Usage example:

const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    expert: 'personal-finance-advisor',
    messages: [
      {
        role: 'user',
        content: 'How should I organize my finances to buy a property in the next 5 years?'
      }
    ],
    context: {
      monthly_income: 10000,
      current_savings: 50000,
      monthly_expenses: 7000
    }
  })
});

Automatic expert selection

If you don't specify an expert, NeoLang will automatically select the most appropriate expert based on the content of your query:

const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    messages: [
      {
        role: 'user',
        content: 'What is the best way to reduce my tax burden as a self-employed professional?'
      }
    ]
  })
});

In this example, the system would likely automatically select the Tax Advisor based on the content of the query.

Providing additional context

To get more precise and personalized responses, you can provide additional contextual information when consulting an expert:

const response = await fetch('https://api.neospace.ai/v1/neolang/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    expert: 'investment-analyst',
    messages: [
      {
        role: 'user',
        content: 'What is the best investment strategy for me?'
      }
    ],
    context: {
      risk_profile: 'conservative',
      investment_horizon: '10_years',
      age: 45,
      monthly_income: 15000,
      financial_goals: ['retirement', 'education_fund'],
      region: 'brazil'
    }
  })
});

Best practices

To get the best results when working with NeoLang's financial experts:

1. Be specific: The more detailed your query, the more precise the response will be
2. Provide context: Include relevant information that can help the expert better understand your situation
3. Use the right expert: Select the most appropriate expert for the type of query you're making
4. Build conversations: The experts maintain the context of the conversation, so you can ask follow-up questions
5. Verify responses: Although the experts are highly trained, always verify critical information

Next steps

• Explore the available tools
• Learn about the base models
• Learn effective prompting techniques