Generative AI (GPT) + quant finance for wealth management

Abstract

This paper presents WealthBridgeAI, a web-based platform created to make wealth management tools more accessible and user-friendly. Recognizing the high costs and exclusivity often accompanying professional investment services, the project aims to lower barriers for everyday investors. A core platform component is the Chat Page, an interactive space featuring an embedded AI-powered chatbot trained on a wide spectrum of wealth management practices, popular portfolio strategies, and platform-specific functionalities. It provides real-time, tailored insights for portfolio allocation and risk management.

Beyond the chatbot, WealthBridgeAI’s system features a guided risk questionnaire and a dashboard that computes essential financial metrics for portfolio oversight. Users can manage multiple portfolios and receive automated email alerts on insider transactions, IPOs, and other market developments. An educational “Mastery” section further supports investors by introducing foundational finance concepts. By combining robust portfolio management capabilities with an engaging, AI-driven chat interface, WealthBridgeAI aims to lower barriers for everyday investors, enabling more informed, data-driven investment decisions in a cost-effective, accessible format.