AI Investment Portfolio Tracker
A dashboard that tracks your investment portfolio across accounts, uses AI to analyze allocation and risk, and suggests rebalancing actions based on your goals.
What it does
Portfolio tracking is fundamentally a data visualization and aggregation problem. Market data APIs are readily available. AI adds value through allocation analysis, risk assessment, and rebalancing suggestions. No real-time trading required for the MVP.
Portfolio tracking is fundamentally a data visualization and aggregation problem. Market data APIs are readily available. AI adds value through allocation analysis, risk assessment, and rebalancing suggestions. No real-time trading required for the MVP.
MVP features
Advanced features
Required screens
Suggested user flow
Add holdings manually, see live portfolio value, view allocation breakdown, read AI insights on risk and diversification, follow rebalancing suggestions
Database schema
Integrations
Build prompt
Build an investment portfolio tracker dashboard where users can manually add holdings (symbol, shares, purchase price). Pull live prices from Alpha Vantage or Yahoo Finance API. Show portfolio value, allocation by asset class and sector, performance vs S&P 500, and an AI analysis panel that assesses diversification and risk. Include rebalancing suggestions based on a target allocation. Use React with Recharts for visualizations.
Human review checklist
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