Bespoke: AI Copilot for Wealth Management
The production AI copilot that turns natural conversation into research, analysis, and trades.
Introduction
Bespoke is an AI copilot built for wealth advisors on the Claude Agent SDK. Instead of jumping between terminals, spreadsheets, and filing databases, advisors simply chat — and the copilot researches SEC filings, queries client portfolios, runs quantitative analysis, and even executes paper trades on their behalf. It was battle-tested in production, then extracted into a reusable agent framework that ships memory, skills, scheduled agents, and deck generation out of the box.
Demo
What it does
- Conversational research — pulls SEC filings, fundamentals, and news into a single answer.
- Portfolio intelligence — queries client holdings, positions, and summaries on demand.
- Quant on tap — computes technical indicators (RSI, MACD) and risk metrics without leaving the chat.
- Paper trading — simulates trade execution so advisors can test ideas safely.
- Compliance-aware — a dedicated audit agent verifies data and reviews for compliance.
Under the hood
The copilot runs on a modular architecture: domain-specific MCP tool servers (data lake, client data, portfolio, paper trading) feed specialized subagents — research, data analyst, quant, and audit — that coordinate over an AWS S3 / Athena data lake. Every capability is a swappable Feature, so the same framework powers a hello-world agent or a full production copilot.
Tech Stack
AI Agents · Claude Agent SDK · FastAPI · Next.js · AWS S3 / Athena · Python