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adityatandel

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AI-generated free wealth-advisor reports from any brokerage's CSV export — no account connection, no unnecessary data shared.

1 indexed · 0 Featured · 0 stars · avg score 70
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investment-portfolio-snapshot

Generate a professional wealth-advisor HTML report showing a current snapshot of someone's investment portfolio, aggregated from raw brokerage CSV exports (any brokerage). Extracts holdings, classifies them by asset type and sector via yfinance, and produces a self-contained HTML report with an AI-written assessment and allocation charts. Use when the user wants a portfolio snapshot, allocation report, or wealth summary from their brokerage export files.

0 Updated 1 months ago
adityatandel

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