AI Assisted Personal Finance and Investment Summarizer

AI-powered solution for extracting and summarizing mutual fund data, delivering actionable insights for informed investment decisions.

Background

Selecting the right mutual funds can be daunting due to the vast amount of data. Traditional methods often lead to suboptimal choices and user frustration. Our AI-driven solution automates the extraction and summarization of mutual fund information, offering actionable insights for better decision-making.

Solution Proposed

Gen-Al based mutual funds information extraction and summarization that provides the user with actionable summaries in order to take informed decisions for personal financial investment.

Automated Mutual Fund Categorization

Accurate, real-time AI-based categorization.

Salient Feature Extraction

Extracts key details from quarterly disclosures.

Dynamic Weighted Scoring

AI-driven scoring tailored to user preferences.

Actionable Reports Generation

Comprehensive, personalized investment reports.

System Architecture

Benefits

Informed Decision Making

Personalized Reports

Time-Saving Decision Process

Easy Financial Planning

Tech Stack

Django
Postgresql
Spacy
Gemini

Django

Postgresql

Spacy

Gemini

Services

AWS (EC2 & S3)

Open Al (ChatGPT)

AWS (EC2 & S3)

Open Al (ChatGPT)

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