A full-stack AI-powered web application that imports an equity portfolio from CSV, computes portfolio analytics, and generates structured, non-advisory commentary using OpenAI.
Live demo:
👉 https://.onrender.com
AI Portfolio Commentary is a production-deployed demo showcasing end-to-end full-stack development with AI integration.
Users can:
- Upload an equity portfolio via CSV
- View computed portfolio metrics (weights, concentration, exposure)
- Persist portfolio snapshots to a database
- Generate AI-written portfolio commentary with clear structure and disclaimers
- Revisit historical snapshots and commentary
The project is designed as a portfolio-ready demo for:
- Job applications
- Freelance work
- Technical interviews
This project demonstrates how I design and build production-ready backend systems with:
- Clean architecture
- Secure authentication
- Scalable APIs
- Dockerized deployment
- Database migrations
I can build similar systems tailored to your product needs.
- CSV upload (equity holdings)
- Automatic calculation of:
- Holding weights
- Concentration metrics
- Sector, region, and currency exposure
- Snapshot-based persistence for reproducibility
- AI-generated portfolio commentary using OpenAI
- Structured sections:
- Summary
- Concentration & structure
- Sector exposure
- Geography & currency
- Contextual note
- Disclaimer (no investment advice)
- Commentary stored with:
- Prompt version
- Model identifier
- PostgreSQL database
- Flyway migrations
- Snapshots, holdings, and commentary survive restarts
- React + TypeScript frontend
- Snapshot detail view with KPIs and tables
- Commentary generation and display
- Graceful error handling
React (Vite, TypeScript) | | REST API | Spring Boot (Java 21) | | JPA / Hibernate | PostgreSQL (Flyway migrations) | | OpenAI Responses API
