A web application designed to assist beginner and intermediate investors by analyzing their current investment portfolio and providing personalized suggestions for better financial growth. The app offers insights into portfolio performance, risk assessment, diversification, customized investment advice, and market analysis based on specific investment themes.
- Risk Assessment: Analyze the overall risk level of a user’s portfolio, including sector and asset concentration.
- Performance Tracking: View the historical performance of your portfolio and compare it to benchmark indices like the S&P 500.
- Diversification Analysis: Visualize portfolio diversification and receive suggestions to improve it.
- Asset Allocation Breakdown: Insight into how investments are distributed across stocks, bonds, and other asset classes.
- Diversification Suggestions: Recommendations for diversifying the portfolio based on risk tolerance and investment goals.
- Rebalancing Advice: Periodic advice to rebalance the portfolio and align it with user-defined goals.
- Stock/ETF Recommendations: Personalized stock and ETF suggestions, considering market trends and user preferences.
- Goal-Based Investing: Tailored recommendations based on specific goals (e.g., retirement, home purchase).
- Industry Trends: Track and analyze the market status for specific themes like robotics, general technology, healthcare, renewable energy, and other sectors of interest.
- Theme Performance: Get insights on how specific industries are performing, including performance comparisons, growth rates, and trends.
- Market Sentiment: View sentiment analysis for specific themes (e.g., bullish, bearish) to help users decide where to focus their investments.
- Comprehensive risk questionnaire to determine a user’s risk tolerance.
- Personalized investment strategies based on risk profiles (conservative, balanced, aggressive).
- In-app educational content covering basic investing concepts such as asset allocation, ETFs, and diversification.
- Glossary of investment terms for quick reference.
- Tax-efficient strategies like tax-loss harvesting and minimizing capital gains tax.
- Compare portfolio performance against relevant market indices (e.g., S&P 500, NASDAQ).
- Frontend: TBD
- Backend: FastAPI
- Language Models & AI: OpenAI GPT-4, Langchain for structured LLM queries, custom NLP models for sentiment analysis and stock market trend predictions.
- Database: MongoDB / PostgreSQL (depending on the data structure)
- Authentication: JWT (JSON Web Tokens)
- Data Analysis & Visualization: Python (Pandas, NumPy), Matplotlib, Seaborn, Plotly for interactive visualizations.
- Stock Data API: Alpha Vantage / Yahoo Finance API / IEX Cloud
- Sentiment Analysis: Natural Language Processing (NLP) tools for market sentiment analysis (using pre-trained models and fine-tuning where needed).
- Deployment: Heroku / AWS / DigitalOcean / Verel