Make smarter investing decisions with less friction
Discover sector-based ideas, build a balanced portfolio, and keep up with what matters — all with an AI assistant.
Import watchlists, simulate allocations, and stay on top of news that moves your holdings. No jargon, no bloat — just a clear workflow to go from idea to portfolio.
Plans
Start free. Upgrade when your research needs grow.
- 1 sector per search
- Up to 3 companies per week
- Basic portfolio and news
- AI suggestions with brief rationales
- Save watchlists
- Multi‑sector searches and larger result sets
- Deeper AI explanations and comparable alternatives
- Flexible limits and priority enhancements
- Portfolio analytics and allocation helpers
- Faster refresh on news and signals
No credit card required for Free.
Executive summary
Smart Wealth Intelligence Platform is an MVP for a personalized investment advisor. It blends an approachable web UI with an API‑driven backend to deliver AI‑assisted stock ideas based on risk, term and sector preferences. Each suggestion includes a concise rationale, and the system can add an ETF and/or a bond when it matches the client profile.
The goal is to ship a visually strong demo‑ready product for stakeholders and early advanced users, with a free tier to validate adoption and a clear path to scale.
Objectives
Modules
- Single sector (Free) or multi‑sector (Advanced).
- Manual or AI‑assisted filters (PE, PBv, PEG, market cap).
- Up to 3 stocks per week (Free); extended for Advanced.
- Optional ETF/Bond according to risk and term.
- Rationales written in your language (EN/ES).
- Manual positions with live KPIs (P/L, P/L%).
- Compare with peers by P/E and P/Bv.
- Snapshots and restore.
- Free tier with position cap; higher limits for Advanced.
- Personalized feed by category and custom query.
- Scope by sector or portfolio tickers.
- Optional AI highlights.
- Users, status and basic activity.
- App configuration and usage insights.
- Enable/Disable/Delete (GDPR) with audit logs.
Technical overview
- Next.js + TypeScript with Tailwind CSS.
- NextAuth (credentials + social).
- Prisma ORM (SQLite dev; PostgreSQL ready).
- Yahoo Finance (quotes/news); OpenAI for rationales.
- Stateless API; ready for cloud containers.
- Configurable TTL caching and usage limits.
- GDPR basics and EN/ES language support.
- Stripe‑ready subscription flow (roadmap).
What early users say
FAQs
Do you execute trades?
Is there a Free plan?
Is Spanish supported?
Where do prices come from?
Discover opportunities
Search by sectors and filter companies by fundamentals, momentum, and signals.
Build your portfolio
Simulate weights, analyze diversification, and stress‑test risk scenarios.
Stay informed
Get a tailored feed of news and signals that impact your positions and watchlist.
How it works
1. Find
Pick sectors, factors, and constraints. The AI highlights relevant companies and explains why.
2. Build
Add candidates, simulate allocations, and visualize diversification across industries and regions.
3. Track
Stay updated with curated news, alerts, and periodic metrics for your portfolio and watchlist.
Why Smart Wealth
Focused workflow
From discovery to portfolio in one place — no tab sprawl, no spreadsheets required.
Explainable AI
Transparent reasoning and comparable alternatives help you understand the ‘why’.
Practical limits
Start free with sensible limits. Upgrade only when your research needs grow.
Built with
Next.js
React
Tailwind CSS
TypeScript
Prisma
PostgreSQL
ChatGPT (OpenAI)
VercelNext.jsReactTailwind CSSTypeScriptPrismaPostgreSQLChatGPT (OpenAI)VercelProduct preview
