Fintech Solutions

I build intelligent financial systems by combining strategy, logic, and AI-assisted development to bring ideas to life.*

*{These projects are in beta and continuously evolving. Not all features are fully functional yet. They are meant to showcase system design and logic, not for strict auditing or production use.}

StockSight*

An institutional-grade portfolio intelligence platform designed for retail investors. It eliminates emotional investing by evaluating assets through deterministic, rule-based fundamental models. StockSight automates complex quantitative analysis so you can track, optimise, and build resilient portfolios objectively.

Secure Login: A protected entry point that secures your financial data and seamlessly synchronises your localised portfolio state to a remote cloud environment.

User Manual: A comprehensive, built-in guide providing clear instructions on navigating the terminal, managing assets, understanding action signals, and utilising the AI assistant.

The Platform Experience

Watchlist & Portfolio: A consolidated dashboard where prospective assets are deeply evaluated to generate fundamental scores and entry targets before capital is deployed. Once invested, it becomes your active hub, dynamically calculating "Moreshwar" target and stop-loss levels based on your exact entry price and holding quantity.

Analysis: A diagnostic suite that grades overall portfolio health, visualises sector exposure, and flags hidden capital traps or under-allocated winners.

System Strategy & Logical Architecture

Proprietary Scoring Engine: A strict 100-point matrix evaluates equities across four distinct pillars: Business (growth trajectories), Moat (capital efficiency), Management (relative valuation), and Risk (volatility and market cap floors).
Contextual Industry Normalization: Dynamically weights financial pillars based on sector profiles and penalises assets that fail baseline industry metrics, ensuring accurate peer-to-peer measurement.
Porter’s 5 Forces Simulation: Mathematically simulates qualitative competitive advantages by utilising quantitative proxies, mapping out market dynamics like buyer power and threat of substitutes.
The Decision Matrix: Actionable signals (like BUY, HOLD, EXIT) are generated by a rigorous decision tree weighing an asset's Conviction, Trajectory, and Timing against the user's current holding status.
"Stocky" AI Assistant: An integrated conversational financial co-pilot that parses natural language to explain mathematical scoring logic, assess portfolio risk, compare assets, and dynamically simulate optimal capital allocation strategies.

For a demo of the platform, visit it here →

StockSight

Finsistant was developed as the successor to StockSight, extending portfolio intelligence into a complete trading intelligence and execution platform.

Finsistant*

AI-Powered Trading Intelligence & Execution Terminal.

Finsistant is the successor to StockSight, expanding beyond portfolio intelligence into market scanning, trade analysis, risk management, portfolio monitoring, and broker-integrated execution. Designed as a unified trading operating system, it consolidates the entire decision-making workflow from opportunity discovery to trade placement within a single platform.

The Platform Experience

Market Intelligence Engine: A proprietary 7-layer framework scans the NIFTY 500 using volume, momentum, volatility, structure, and multi-timeframe analysis to identify high-conviction opportunities.

Trading Terminal: A unified dashboard combining stock screening, portfolio monitoring, chart analysis, risk management, and trade execution.

Automated Risk Management: Generates entry zones, stop-losses, targets, risk-reward ratios, and position sizes based on predefined capital risk rules.

System Architecture.

Trade Scoring Engine: Evaluates technical alignment and setup quality to rank opportunities objectively.

Execution Gateway: Secure Zerodha Kite integration enabling password-protected trade execution directly from the platform.

Finsistant AI: Provides setup validation, portfolio insights, trade rationale, and contextual market analysis.

Karlos AI Integration - Uses the open source Karlos Ai to read chart data and Predict the short term trajectory of the Stock (under development).

Detailed Portfolio and Watchlist Analysis - Uses Gemini Generative Ai to analyze Fundamentals of any given stock in the watchlist along with Portfolio health monitoring and suggestions. (under development)

Technology Stack: Python • React • SQLite • Zerodha Kite API • Gemini API • TradingView Charts

Impact

Finsistant unifies market scanning, portfolio intelligence, risk management, and trade execution into a single decision-making platform, reducing manual workflow complexity and improving execution efficiency.

Finsistent is currently in the pilot phase and runs on a locally hosted development infrastructure. Public access has been intentionally withheld while the platform undergoes validation and infrastructure upgrades. Production deployment will follow once the system is ready to meet reliability, scalability, and security requirements.

Finances tracker*

A robust, interactive financial tracking system engineered to provide users with a 360-degree view of their wealth, cash flow, and long-term financial health.

User Profile

Will Creator

Long-Term Planning: Built advanced financial calculators for SIP forecasting, retirement planning, and legacy management.
Risk & Debt Management: Engineered features to track EMI schedules, debt-to-income ratios, and securely store insurance policies.
Health Metrics: Automated analytics to benchmark user financial health, tracking metrics like savings rates and emergency funds.

Dynamic Financial Dashboard: Developed an intuitive dashboard offering real-time snapshots of total net worth, monthly free cash, and asset-to-liability allocation.

Holistic Wealth Tracking: Integrated comprehensive modules for managing multiple income sources, granular expense tracking, and diverse investment portfolios.

In practical application, this platform serves as a centralized financial command center, empowering users to transition from reactive spending to proactive wealth generation. By consolidating fragmented data into a single interface, it eliminates the guesswork associated with manual tracking and spreadsheet management. The integrated forecasting tools allow users to simulate investment scenarios, directly linking daily habits to long-term objectives like early retirement or debt-free living. Ultimately, the application transforms complex financial oversight into an accessible, automated routine, enabling data-driven decision-making for sustainable financial growth.

For a demo of the platform, visit it here →

Finances Tracker

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