The idea is to see how far an agent can go in replicating and automating the work of a hedge fund.
The project is for educational purposes only, not for real investment.
Here’s what it currently does:
- Runs a user survey to understand investment goals.
- Creates a personalized strategy.
- Builds a portfolio aligned with that strategy.
- Analyzes the portfolio using financial APIs, tax diversification, and client alignment.
- Provides a detailed portfolio analysis.
See it in action: https://youtu.be/nqZikwHkLlo
The idea is to see how far an agent can go in replicating and automating the work of a hedge fund.
The project is for educational purposes only, not for real investment.
Here’s what it currently does: - Runs a user survey to understand investment goals. - Creates a personalized strategy. - Builds a portfolio aligned with that strategy. - Analyzes the portfolio using financial APIs, tax diversification, and client alignment. - Provides a detailed portfolio analysis.
Code: https://github.com/matvix90/ai-robo-advisor