AI Investment Management Platform
A personal investment management application with AI-powered portfolio analysis, asset allocation recommendations, market signal monitoring, and scenario modelling.
Solo Builder
2024
The Problem
Retail investors lack access to institutional-grade portfolio analytics. Existing tools either surface raw data without insight, or oversimplify into basic buy/sell signals without context.
The Approach
Built a full portfolio management experience: holdings input → automatic asset allocation analysis → AI-generated rebalancing recommendations → market signal monitoring with alert logic. Designed for the sophisticated retail investor who wants institutional-grade insight without institutional complexity.
Architecture / System Design
Portfolio data model with multi-asset-class support. LLM-powered commentary layer that translates numerical portfolio metrics into plain-language insight and specific rebalancing rationale. Market signal ingestion via public APIs. Scenario modelling (bull/base/bear) rendered as interactive visualisations.
Outcomes
Live deployed application. Combines financial data engineering with LLM-driven insight generation in a single product.