On September 7, 2023, in San Francisco, Raphaël Levisse and I participated in an overnight hackathon organized by Entrepreneur First and OpenAI. The project's focus was on developing an AI-augmented financial advisor capable of curating personalized investment portfolios. This advanced system takes into account various client parameters such as areas of interest, risk aversion, and net worth to build portfolios optimized for minimum variance or maximum Sharpe ratio. The final output is conveniently displayed on a user-friendly Streamlit webpage.
- Financial Advisory
- Portfolio Management
- Entrepreneur First
- OpenAI
- Risk Aversion
- Streamlit
- Minimum Variance Portfolio
- Maximum Sharpe Ratio
- Investor Profiling: Captures vital client information like investment preferences, risk tolerance, and financial standing to create a tailored investor profile.
- Portfolio Construction: Utilizes advanced financial frameworks to build either a minimum variance or maximum Sharpe ratio portfolio based on the investor profile.
- Interactive Results: The portfolio data and insights are displayed through an interactive Streamlit webpage for a streamlined user experience.