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Sampatti

Personal finance management application for reporting investor’s portfolios and investing with wealth advisors

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Last updated: 05 August 2020 11:42 AM

update

The problem Sampatti solves

Personal finance management application for reporting investor’s portfolios and investing with wealth advisors

Goal 1: Aggregate the portfolio holding of the investors spread across multiple asset types and accounts through account aggregator network
Goal 2: Provide sector and risk based analytics to investors for better understanding of their portfolio
Goal 3: Share current portfolio data of the investor and their goals anonymously with multiple wealth advisors for recommendations on current portfolio improvements and new investment opportunities

Challenges we ran into

Aggregating the mutual fund data historical data and cleaning the data for integrity

Discussion