AI/ML Systems

Portfolio Optimization Platform: Advisor Decision Support

Portfolio analysis and optimization tool for relationship managers. Upload client holdings, run data science optimization (CAGR, Sharpe, drawdown), customize allocations, and generate branded Excel/PDF reports with AI-written narratives.

Decision-support tool that transforms client holdings into optimized portfolio proposals with polished client reports. Built for relationship managers to deliver institutional-quality portfolio analysis without manual spreadsheet work.

4-Stage Workflow: Upload → Optimize → Customize → Report

Stage 1 — Upload Client Holdings:

Drag-and-drop Excel upload with template download

Auto-mapping of tickers to fund database

Flagging and manual resolution of unmapped positions

Stage 2 — Portfolio Optimization:

Data science optimization engine targets CAGR, Sharpe ratio, drawdown improvement

Configurable optimization parameters (risk tolerance, sector constraints)

Before/after comparison on key metrics

Stage 3 — Customization:

Review suggested allocations, make manual adjustments

Compare multiple portfolio scenarios side-by-side

Real-time recalculation of metrics on edits

Stage 4 — Report Generation:

Branded Excel/PDF client reports

AI-written narrative explaining recommendations

Charts, tables, and performance projections

Optimization Metrics

CAGR (Compound Annual Growth Rate): Geometric mean return over time

Sharpe Ratio: Risk-adjusted return measure (return per unit of volatility)

Maximum Drawdown: Worst peak-to-trough decline

Diversification Score: Measure of portfolio concentration vs. optimal spread

Volatility: Annualized standard deviation of returns

Technical Implementation

Python optimization engine with constraint programming

Fund database integration for mapping and data enrichment

Excel report templating with branded formatting

PDF generation with charts and narratives

AI narrative generation via LLM integration

What It Demonstrates

Product thinking: Built for advisor workflow, not just optimization math

View all projects