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InvestAI

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AI-powered investment management dashboard — portfolio tracking, live news, historical trend charts, and an AI adviser in one place. Won the F'in Tech Innov[ai]te hackathon at Singapore Fintech Festival 2023.

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1st place — F'in Tech Innov[ai]te 2023
built: 2023

download source code

November 2023. F'in Tech Innov[ai]te — a GenAI coding challenge held at AWS Singapore during Singapore Fintech Festival week. 36 hours. We came first.

the problem

Retail investing in 2023 had a fragmentation problem. Your portfolio lived in one app, market news in another, financial advice somewhere else entirely — usually behind a paywall or a relationship manager you didn't have. The tools existed, but nobody had connected them into a single, intelligent interface that worked for an everyday investor.

what we built

invest.ai — an AI-powered investment management dashboard that brought together portfolio tracking, market intelligence, and an AI adviser in one place.

The dashboard surfaced what mattered:

  • Portfolio overview — total asset value, available balance, unrealised returns, all in one view
  • Holdings tracker — individual stock positions (AMZN, AAPL, GOOGL, MSFT) with quantity, current price, and portfolio contribution
  • Trend charts — historical portfolio value over time, rendered with ApexCharts for clear year-on-year visualisation
  • Allocation breakdown — pie chart showing portfolio distribution by stock
  • Live news feed — financial headlines aggregated from Bloomberg, Nikkei, CNA, and other sources, surfaced directly in the dashboard
  • AI Adviser — a chat interface for asking investment questions, explained in plain language
  • Multi-user support — distinct investor profiles, each with their own portfolio data and analytics

The data layer was built on historical stock price and holdings data, computing per-asset value and total portfolio performance across years.

the stack

HTML, CSS, JavaScript — a fast and deliberate choice given the 36-hour format. ApexCharts for all charting. Bootstrap for the UI scaffolding.

what happened

We won. Champion at F'in Tech Innov[ai]te 2023 — a FinTech GenAI coding challenge run during Singapore Fintech Festival (SFF) week, one of the largest fintech events in the world.

The idea wasn't just a dashboard — it was a bet that GenAI could finally make personalised financial guidance accessible without needing a financial adviser. The AI Adviser piece was what the judges responded to most. Telling someone their portfolio is down 12% is easy. Explaining what that means for their actual life, and what to do about it, is the part that's hard.