WALLST

Inspiration

We noticed there are many AIs that predict stock trends, but there are none that allow users to input their own data to get a review. WALLST provides AI-assisted reviews to inform users on the status of their investment portfolios and recommends actions to take to improve them.

What it does

Allows users to export investment portfolio CSVs from their account on the investment company's site (ex. Fidelity, Charles Schwab, etc.) and input this to WALLST for review. WALLST ranks users' investment portfolio based off its return rate and gives an AI-assisted review of what could be added to improve the return rate. There are also visualizations of the percentage of each stock the user has invested in, and the overall stock price of the companies in the past few years.

How we built it

We used NextJS framework to build our project, and incorporated responses from API calls to AlphaVantage to get stock information for each company. We integrated OpenAI for the AI-assisted review.

Challenges we ran into

There were limitations with the number of API calls we could request from AlphaVantage.

Accomplishments that we're proud of

We're proud of creating a fully functional tool that helps users gain insights into their investments based on real data, as well as the AI-powered review system that delivers personalized recommendations. We were also able to build an intuitive UI that simplifies complex financial data.

What we learned

We learned how to work with stock market APIs, particularly AlphaVantage, and how to manage the limitations of free-tier API usage. We also learned how to integrate OpenAI's capabilities for personalized financial advice, and the importance of data processing for various CSV formats.

What's next for Wallst

We plan to expand the number of supported investment platforms, increase the frequency and depth of the stock analysis, and integrate machine learning models for more accurate future predictions. We also aim to add more interactive and detailed visualizations to further empower users in managing their portfolios.