A sophisticated AI-powered wealth management platform designed specifically for high-net-worth individuals (HNWIs). Built with Streamlit and featuring a professional dark theme.
š Features Overview
1. Portfolio Analysis Engine
Smart Portfolio Reading: Upload CSV files or input holdings manually
ESG Integration: Environmental, Social, and Governance scoring
Performance Visualization: Interactive charts and real-time metrics
2. Peer Intelligence Network
Smart Matching: Find similar HNWIs by age, location, and net worth
Strategy Benchmarking: Compare performance against similar investors
Trend Discovery: Identify popular investment strategies among peers
Geographic Insights: Regional investment preferences and performance
3. AI Investment Advisor
Personalized Recommendations: Tailored advice based on your profile
Conversational Interface: Ask questions about portfolio strategy
Risk Management: Proactive identification of portfolio risks
Market Intelligence: Real-time insights and trend analysis
4. Professional Interface
UBS-Branded Design: Professional dark theme with UBS red accents
Responsive Layout: Works seamlessly on desktop and tablet
Interactive Dashboards: Real-time data visualization
Intuitive Navigation: Easy-to-use interface for complex analysis
š Quick Start
Prerequisites
Python 3.8 or later
pip package manager
Installation Options
Option 1: Automatic Setup (Windows)
# Double-click start.bat or run in Command Prompt
start.bat
Option 2: Automatic Setup (Mac/Linux)
# Make executable and run
chmod +x start.sh
./start.sh
Option 3: Manual Setup
# 1. Install dependencies
pip install streamlit pandas numpy plotly matplotlib seaborn scikit-learn python-dotenv yfinance requests altair
# 2. Run the application
streamlit run app_simple.py
# OR run the full-featured version
streamlit run app.py
First Time Setup
Open Browser: Navigate to http://localhost:8501
Set Profile: Configure your age, location, net worth, and investment style
Upload Portfolio: Use sample data or upload your own CSV file
Explore Features: Navigate through the different sections