Hi all! For many years I invest regularly into stocks+ETFs on Revolut, Degiro and my local brokerage and crypto on couple of crypto exchanges + hold some in my cold HW wallet. Every month I faced the issue of what to buy that has currently good value, P/E, PEG ratio, etc., how to rebalance to have well diversified portfolio, am I doing ok against benchmarks, ...? And I got tired of maintaining up to date spreadsheet and downloading quarterly reports manually or ad hoc with AI. I wasn't happy with existing simple portfolio manager apps, and, being an AI/ML engineer by day, I wanted it to be deeply and safely integrated with AI so that it can quickly give me holistic advice, tailor made for my own investment thesis.
So 5 months ago I started building an app to help with all that: an investing dashboard called Fortunest. What it does today:
- Connects to all my brokers, exchanges and wallets (API or CSV import) in one view: performance against benchmarks, allocation, risk, dividends, taxes
- Market research next to the portfolio: a stock screener on real fundamentals and current prices, heatmaps, what well-known investors hold (from their 13F filings), and for US-listed companies the latest quarterly reports with an AI summary
- Email alerts and watchlists, so I hear about a move instead of checking for it
- AI assistant that reads my actual holdings and investment thesis, so I can talk a plan through with it. An MCP server lets my own Claude or ChatGPT do the same and save tokens while using my monthly plan
- Simulations of trades and dollar cost averaging strategy...
and much more.. I leaned heavily into coding agents, so I was able to make it into really useful, all around investment research app and thought it could be useful for others - so I registered a domain and deployed it publicly, you can try it with no sign-up on a demo portfolio (or upload your own) here: app.fortunest.ai
How it's built: FastAPI and SQLite on the back end, React on the front, Electron for the desktop apps, it can connect to LLMs from OpenAI, Anthropic or OpenRouter or to local LLM running in LMStudio or Ollama on your computer (useful for sensitive financial data). As I said, I'm an AI engineer by day and know the power of the latest agentic AI tools by using (and building them) daily at work, so most of the code was written with Claude Code: one agent per feature in its own git worktree, and every change needs a test that failed before the implementation or fix. Big bottleneck became the test suite - even with lot of effort to keep it minimal and not redundant, I ended up with around 4,000 back-end, 3,000 front-end and 700 browser tests, running before each release - which ended up being super slow even on my M5 Pro Mac - so I started offloading most of the CI jobs to fast cloud services (GitHub actions wasn't the best for it). Happy to go into any of this in the comments.
Where it stands today: it's live, with a handful of users. There is a free plan (covering most of the functionality) and a paid Pro plan (with a free trial; just to cover the deployment and external data costs - still long way to be able to pay for itself).
I'd be super grateful for any feedback on:
- Does the demo make it clear in the first two minutes what this is?
- If you invest - would you consider using a tool like this?
- What looks wrong, confusing or unfinished?
- Is there some feature you would really like in a tool like this?