Infinivest - using generative AI to enhance portfolio management

Abstract

InfiniVest is a comprehensive portfolio management application designed primarily for beginner investors, offering a more personalized and interactive experience compared to traditional Robo-Advisors. While Robo-Advisors have made significant strides in automating portfolio management, they often lack the personal engagement and flexibility required by users when managing their investments. InfiniVest addresses this by offering two types of portfolios: the robo-advised portfolio, which requires minimal user input, and the manual portfolio, where users have greater freedom to manage and customize their own assets. To enhance the user experience, InfiniVest also features a dynamic feedback system, providing users with personalized suggestions, insights, and real-time updates on portfolio performance. Additionally, the context-aware AI assistant is available to assist users with both portfolio-specific and user-specific queries, offering tailored financial guidance in real-time. The platform aims to combine the convenience of automation with the depth of personalized financial planning, ensuring users have the tools and knowledge needed to make informed decisions. With a future roadmap on scalability and enhancements, such as cloud-based scaling, InfiniVest represents a modern solution to the evolving landscape of portfolio management.