Alternatives
Products that do what WealthGenAI does
wealth management, financial planning, investment tracker
- 1WP
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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2015 · github.com
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What if investing felt simple, personal & built around goals
May 2026 · fundgenie.online
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- 18PF
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
- 19PW
Problem: If you have less than $100k to invest, you get a robo-advisor that asks you 5 questions and dumps you into one of three cookie-cutter portfolios. If you have more than $100k, you get a human advisor who charges 1-1.5% annually to... basically do the same thing with a smile and calming voice attached. Meanwhile, institutional investors get custom strategies built around specific durations, target dates, tax situations and actual investment goals. Not because the math is harder—but because the economics only work at scale. Here's the thing: Both traditional advisors and robo-advisors…
2025 · fulfilledwealth.co
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