60-minute portfolio evaluation → 1-minute AI advisor-style “add-this-stock” before/after visualization + recommendation
🔗 Live App

A short AI Advisor demo is availble on youtube. View 👇

🎥 Watch Demo

AI Portfolio Advisor is an interactive finance application built with Streamlit and Vertex AI.
It simulates the decision-making process of a financial advisor, helping users quickly assess:

• Should I add this stock (e.g., AAPL, TSLA) to my portfolio?
• How would it change my risk, return, and sector allocation?

This project bridges finance, data visualization, and AI interpretation, showcasing business insight and technical execution.

• Portfolio Impact Analysis – before/after comparison of portfolio risk, return, and drawdown.
• Client Persona Alignment – factor-based recommendation (value, growth, quality, risk).
• Interactive Visualization – sector concentration and performance charts via Streamlit.
• AI Interpretation Layer – contextual recommendation using Vertex AI.

Created by Yina Q., a finance and data professional focused on bridging AI, analytics, and investment insight.