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🚀 Product
2023
IntelliWealth - AI Finance Tool
Personal AI-backed financial management platform with intelligent budgeting and investment insights. Built conversational AI interface using OpenAI for natural language financial queries and automated expense categorization. Implemented real-time portfolio tracking and personalized financial recommendations.
Technologies
Next.jsOpenAI GPT-4PythonPostgreSQLPlaid APITypeScriptRecharts
Overview
IntelliWealth is an AI-powered financial planning platform that democratizes access to sophisticated investment advice. Using advanced machine learning algorithms, the platform analyzes user financial situations, risk tolerance, and goals to provide personalized investment recommendations and portfolio optimization strategies.
Built with Next.js and Supabase, IntelliWealth features real-time market data integration, automated portfolio rebalancing, and AI agents that continuously monitor and adjust recommendations based on market conditions and user preferences. The platform integrates with Stripe for seamless subscription management.
Challenges
- ⚠️Integrating real-time financial market data
- ⚠️Building trust and security for financial data
- ⚠️Creating AI models that align with regulatory compliance
Solutions
- ✅Integrated multiple financial data APIs with fallback mechanisms
- ✅Implemented bank-grade encryption and security measures
- ✅Designed AI recommendation system with compliance guardrails
Impact
📈
Serving 2,000+ active users with personalized financial advice
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Managing $5M+ in tracked portfolio value
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Average portfolio performance improvement of 12%
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