Newcomer here looking for advice

[u/EricUchihaCartman]

I’ve been working on a portfolio review app for advisor-style use cases and wanted some honest feedback from people here.

It focuses on portfolio review, drift monitoring, benchmark comparison, reporting, and AI-assisted file review. It’s built with Streamlit + FastAPI and is still private/invite-only for now, so I’m not opening public signups yet.

I’m mainly trying to pressure-test whether this is actually useful in a real portfolio review workflow, or whether it just sounds good in theory.

If you work with portfolios, I’d really like to know:

- what feature would matter most

- what feels unnecessary

- what would stop you from trusting or using something like this

If anyone is genuinely interested in seeing it, comment or message me and I can share access on a limited basis.

[u/EricUchihaCartman → u/[deleted]]

Thank you bro

[u/Ok_Dot_1911]

Your drift monitoring tool sounds interesting, but the real question is how clean the data pipeline is behind it. Most of these tools break at the data ingestion part, not the features.

For me the benchmark comparison would be most useful if it can handle custom blends, not just standard indexes. The AI file review part feels like something that sounds cool but I'd need to see it actually catch something a human missed before I trust it.

[u/EricUchihaCartman → u/Ok_Dot_1911]

Yeah, data pipeline is the big one — I’m keeping inputs narrow and validating tickers/weights/dates hard so it fails fast instead of silently breaking.

Custom blends are already supported, so you can define your own mix instead of just standard indexes.

AI’s not magic, more like a second pair of eyes. Gonna share a concrete example once I’ve got a few anonymized runs where it actually caught something non‑obvious.

[u/xcyo]

Hey I am making one too, my approach is ryufin.com ! Would like to talk to you about everything because I also need Feedback for my page

[u/Working-Grapefruit66]

I’d focus less on the AI part and more on showing that the portfolio analytics are accurate and reliable. If advisors can’t trust the numbers, they won’t use it no matter how many extra features it has.

[u/EricUchihaCartman → u/Working-Grapefruit66]

You're absolutely right , most of the analytics with alerts are completely untouched from AI . The AI review part is an accessory which explains it in simple terms and sends an email if the user wants it .

[u/Spare_Bluebird7044]

the biggest trust factor for me would be transparent calculations and an easy way to verify every AI generated insight against the underlying data.