01The Challenge
Stock 5000 needed to transform raw market data into calm, actionable intelligence. Retail investors were drowning in noisy dashboards and fragmented tools — they needed a single pane of glass that showed portfolio health at a glance with AI-driven insights, not just numbers.
The Design
02The Approach
We built a dark-themed financial dashboard around the concept of "Pulse" — a heartbeat metaphor for portfolio health. The AI coach synthesises 30-day performance windows, flags concentration risks, surfaces key drivers, and delivers a weekly review with exportable PDF reports. A real-time chat assistant lets users query their portfolio conversationally.
The Solution
01
AI Portfolio Coach
OpenAI-powered analysis engine that reads your holdings, calculates alpha vs benchmark (SPY), and delivers written coaching insights with risk flags and diversification advice.
02
Weekly Review & PDF Export
Automated 30-day synthesis combining performance metrics (Sharpe, Sortino, Beta, Max DD), key drivers, and AI coaching into a clean exportable report.
03
Real-Time Chat Assistant
Conversational AI that understands your portfolio context — ask about stock trends, diversification strategy, or specific company analysis and get instant, portfolio-aware answers.
04The Results
0+
Assets Tracked
0day
Analysis Window
0%
Avg Alpha Generated
Pulse replaced three different tools for me. The AI coach spotted my AMZN concentration risk before I even noticed it.
Early Beta User
Retail Investor
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