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robo-advisor

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An institutional-grade wealth management & portfolio quant engine. Features Mean-Variance Optimization (MVO), Black-Litterman, life-cycle Monte Carlo simulations, and an AI Advisor Agent.

  • Updated Aug 15, 2026
  • Python

AI-powered financial advisory system that analyzes investment portfolios and market sentiment to provide personalized investment insights and recommendations. Combines machine learning models with market data processing through a Flask API and React frontend to deliver real-time, explainable financial guidance for smarter decision-making.

  • Updated Mar 27, 2026
  • Python

M1 Finance is an automated investing platform offering fractional share portfolio management, smart money movement, margin borrowing, and integrated banking and credit features. The platform combines self-directed and automated investing through its Pies system, commission-free trading, a portfolio line of credit (M1 Borrow), high-yield cash…

  • Updated Aug 16, 2026

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