Financial Services Agentic AI Course

This repo contains all course materials for the Financial Services Agentic AI course, including lessons, exercises, demos, and a capstone project.

Quick Setup

Prerequisites

• Python 3.8+ installed on your system
• Git (for cloning the repository)

Installation

1. Clone this repository:

   git clone https://github.com/udacity/cd14685-fin-serv-agentic-c1-classroom.git
   cd cd14685-fin-serv-agentic-c1-classroom

2. Install required packages:

   pip install -r requirements.txt

3. Set up your environment variables:

   • Copy the provided .env file or create one with your OpenAI API key
   • For Vocareum environments, the API key should start with voc-

4. Launch Jupyter:

   jupyter notebook

Alternative Setup (Automatic)

Use the provided setup script:

./setup.sh

📖 For detailed setup instructions and troubleshooting, see GETTING_STARTED.md

Folder Structure

Lesson Folder

This repo contains a folder for each lesson and one project folder.

Example

lesson-1-hello
lesson-2-world
lesson-3-foo
lesson-4-bar
project

Each lesson folder is named using the naming convention of lesson-#-name-of-lesson.

Example

lesson-1-hello

Four lesson folders have been provided as a template; However, you may need to add more or possibly use less than four depending on what is needed.

If you require an additional lesson folder, you can make a copy of the folder and paste it into the root directory.

Exercises Folder

Each lesson folder contains an exercises folder. This exercises folder should contain all files and instructions necessary for the exercises along with the solution. The solutions for these exercises will be shared with students. See the README in the exercises folder for information about folder structure.

Project Folder

The project folder should contain all files and instructions necessary for setup. If possible, a set of instructions should be provided for both Udacity workspaces and a way to work locally (for both MacOS and Windows OS). At a minimum, one set of instructions should be provided. A README template has been provided in the project folder. This template layout should be used to write your README.

Vocareum OpenAI Client Configuration

All exercise files in this repository use the Vocareum-specific OpenAI client configuration to ensure they run correctly in the Udacity classroom environment.

Required Configuration

Exercise notebooks use the following OpenAI client setup:

# Setup OpenAI client for Vocareum environment
client = OpenAI(
    base_url="https://openai.vocareum.com/v1",
    api_key=os.getenv("OPENAI_API_KEY")
)

Key Requirements

• All exercise notebooks include the base_url="https://openai.vocareum.com/v1" parameter
• API keys are loaded from environment variables using os.getenv("OPENAI_API_KEY")
• The API key should start with voc- for Vocareum environments
• Proper error handling is included for missing API keys

Helper Function for Projects

For project work, you can use the helper function provided in the project starter code:

from src import create_vocareum_openai_client

# Create client with proper Vocareum configuration
client = create_vocareum_openai_client()