The book
Building AI Agents for Finance
Design & deploy financial AI agents with robust architectures, advanced reasoning, and Python. The playbook for building finance AI agents that survive real-world constraints, published by Packt.
What's inside
From first agent to regulated deployment
🏗️ Architectures & design patterns
What agents and agentic systems really are, when to use them, and the core design patterns, across single-agent and multi-agent architectural styles.
🧠 Advanced reasoning
ReAct, reflection, self-consistency, and LATS: the reasoning paradigms that turn a chatbot into a system that can justify its conclusions.
🤝 Memory & multi-agent collaboration
Memory management strategies and orchestration of multiple agents that hand off, debate, and collaborate.
🏦 Finance use cases
Practical deep dives in fundamental analysis, research, trading, insurance, and compliance, with hands-on Python labs.
🛡️ Evaluation, guardrails & observability
How to evaluate agent behavior, implement guardrails, and add tracing and observability for safe, reliable operation.
⚖️ Responsible AI & operationalization
Cost and latency trade-offs, scaling strategies, human-in-the-loop systems, and the ethical considerations regulated financial settings demand.
Who it's for
Built for practitioners
- Finance professionals who code in Python and want to build agents, not just read about them
- Data scientists and engineers moving into finance
- Quants adding AI agents to their toolbox
An honest note: this is a hands-on technical book, not a business-trends book. You'll write and run code from the first chapters.
Go further
Companion resources
📺 Video course
The O'Reilly video course AI Agents in Finance: the book's concepts, on screen.
Watch on O'Reilly💻 Code notebooks
Companion notebooks and code on GitHub: free, runnable, finance-native.
Browse on GitHub🎓 The training
Prefer guided learning? The three-level Mastering AI Agents in Finance program.
See the programThe authors
Written by two practitioners
Hanane Dupouy
16+ years in financial markets: algorithmic trading, machine learning applied to finance, and leading data science & business intelligence teams. Corporate AI trainer and international conference speaker. Full bio →
I co-wrote Building AI Agents for Finance with Fayssal El Mofatiche.