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AI Portfolio Allocation

AI portfolio recommendation and allocation

1.3K

Created on 4th July 2024

A

AI Portfolio Allocation

AI portfolio recommendation and allocation

The problem AI Portfolio Allocation solves

  • its difficult to plan your retirement by portfolio allocation and picking up right stocks for a layman
    we built end to end platform helping you with building portfolio and planning retirement
    how ?
    depending on your profile - age, risk level, amt investable we distribute portfolio into three assets classified on basis of risks (low, mid, high -> gold & silver, blue chip stocks, crypto) different asset class for diversified pf
    we further break down these risk clusters into weights to invest in these classes eg: in high risk cluster of crypto -> btc 70% eth 20% sol 5% ada 5%

coolest feature?

  1. customize your own portfolio - handpick your own stocks and we will do the allocation and optimization and show returns & expect amount on portfolio
  2. customize risk levels - play with the risk slider of stocks
  3. ai summary of portfolio and news analysis, sentiments of stocks + financial data
  4. custom made baskets/portfolio
  5. finance mentors and gurus + calculator (retirement, expected portfolio growth etc)
  6. ai finance guru to navigate financial world easily - just ask!

Challenges I ran into

difficult to reduce the fetch time from the api which consists of algorithm
reducing simulation time of monte carlo simulation

Discussion

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