Alternatives
Products that do what Personal Advisor does
Create an investment profile
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Thank you for your comments, just some context: - The app is a simple desktop application that works on macOS, Windows, and Ubuntu. - I developed this app for my own needs. Getting tired of SaaS app subscriptions and privacy concerns. - For now, the activities are logged manually or imported from a CSV file. No integration with Plaid or other platforms. - No monetization is planned for now (only a "buy me a coffee" if you use and appreciate the app).
2024 · wealthfolio.app
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Intelligent portfolio management for self-directed investors
2022
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Hello HN, We are Pebble Finance! Our newly launched product offers a custom indexing solution, empowering investors to personalize their investment portfolios. # The product What our product is now: We are creating a platform for users to use natural language to search for their interests and personalize their portfolio. Search is a combination of using OpenAI LLM models with Langchain, OpenSearch index, and some traditional NLP techniques. Search is divided into several tools which are selected based on the user’s input query. Based on the complexity of the input query, a single tool or a…
2023 · pebble.finance
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