
SmartFolio↗
Apr 2026 — PresentAgentic AI portfolio and stock analysis platform
- Full-stack investment intelligence platform (React/TypeScript + FastAPI) deployed on Vercel and Render, with Neon Postgres persistence, live market data, and dual-LLM routing with automatic failover.
- A 7-agent analysis pipeline — Ticker Intake, Market Data, Forecast, Backtest, Portfolio, Memo Writer, Compliance — where deterministic code computes every number and an LLM-narrated, compliance-validated layer explains it, guarded by regex rules against financial-advice language.
- Real external integrations: Plaid brokerage sync (raw REST, no SDK) for live holdings import, and a Google A2A-compliant agent card that exposes the platform's skills for agent-to-agent discovery.
- Production infrastructure — rate limiting, structured request-ID logging, Sentry-ready error tracking, a 30-test CI suite (pytest + Vitest) gating every deploy, and a replayable analysis history backed by persisted agent traces.
- React
- TypeScript
- FastAPI
- Postgres
- Plaid
- A2A