tax-advisor

Tax Advisor is a Gemini-powered, tool-calling backend that helps individual investors make pre-trade tax decisions. Instead of acting like a generic chatbot, it retrieves portfolio and realized-gain data through structured functions, then generates a quantified tax-loss-harvesting strategy. A second audit agent reviews risks such as timing, costs, and overconfidence, while a third agent creates an infographic summarizing recommendations for demo clarity. The service returns actionable priorities, projected tax impact, and transparent calculation limits. Built with Spring Boot, H2, and Cloud Run deployment, it demonstrates an end-to-end agent workflow: data retrieval, reasoning, auditing, and visual communication in one API for users.