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The Ask

The client's goal was to create a holistic platform. It would offer personalized financial news suggestions and equip users with advanced AI tools to efficiently manage investments and analyze financial data.

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Features Highlights

  • The platform delivers tailored financial news updates to users, keeping them informed about relevant market trends, economic developments, and investment opportunities.
  • Users can upload and analyze their financial sheets effortlessly.
  • Users can set personalized alerts for specific market conditions, price fluctuations, or news updates, ensuring they stay informed about events that directly impact their financial interests.
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Why Thinkwik

Thinkwik offers top-notch technology and development services as well as IT solutions.

The client chose Thinkwik for their project because they were specifically seeking a partner who possessed a deep understanding of Fintech concepts along with a highly skilled team proficient in both Artificial Intelligence (AI) and Machine Learning (ML)

Recognizing Thinkwik's unique combination of expertise in these critical domains, the client found them to be the ideal match to address the complex requirements of their project, ensuring a comprehensive and innovative solution that aligned perfectly with their needs in Fintech, AI, and ML.


The client aimed to develop a comprehensive platform that not only provided personalized financial news recommendations but also empowered users to effectively manage and analyze their investment portfolios and financial sheets using advanced AI techniques.

Personalized News Recommendation

The application uses machine learning to personalize news articles based on user interactions, providing a tailored financial news feed.

Portfolio Management and Analysis

Users can upload their investment portfolios in CSV or XLS format, which are normalized for consistent data representation.

AI Agent for Calculation and Analysis

An AI tool with entity and intent recognition helps users analyze their chosen portfolio data by doing calculations.

Complex Functions and Customization

The platform supports advanced functions, empowering users to perform complex calculations and operations on their saved portfolios.


This comprehensive platform offers numerous advantages:

  • Personalized financial news recommendations ensure users receive relevant and timely information, enhancing their decision-making process.
  • The portfolio management features streamline the process of managing and analyzing investments, saving time and effort for users.
  • The AI agent automates calculations and provides statistical analysis, enabling users to make informed investment decisions based on reliable insights.
  • The drag-and-drop widgets and personalized chatbot interface make the platform intuitive and easy to use, enhancing user experience and accessibility.
  • The system's flexibility allows users to perform complex functions tailored to their specific investment needs, empowering them with advanced capabilities.
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  • Developing a platform that seamlessly integrates personalized news recommendations with advanced portfolio management and analysis required overcoming several challenges.
  • This included developing accurate algorithms for understanding user behavior, ensuring data normalization and efficient logical selections, and creating an AI agent capable of performing complex calculations and statistical analysis.
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  • This project successfully addressed these challenges by leveraging advanced machine-learning techniques.
  • We developed algorithms that continuously learn from user interactions to provide personalized news recommendations.
  • Data normalization and logical selections were implemented, harnessing the power of LLM to filter and retrieve specific portfolio data.
  • The AI agent was built using conventional entity and intent detection, combined with LLM capabilities, enabling seamless calculations and statistical analysis.
  • The user-friendly interface, comprising drag-and-drop widgets and a personalized chatbot, was designed to enhance customization and ease of use.

By integrating these solutions, we created a powerful platform that democratizes investment data, providing users with personalized news, robust portfolio management, and advanced analysis capabilities in one unified system.

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For this, we adopted a data-driven approach combined with advanced AI techniques to develop a comprehensive investment management and news recommendation platform. The development process involved the following steps:

Data Collection and Analysis: A vast amount of financial news data was collected and analyzed to build a robust news recommendation engine. This involved gathering data from various reliable sources and leveraging natural language processing techniques to extract relevant information.

User Behavior Modeling: Machine learning algorithms were employed to understand user preferences and behavior. User interactions, such as article views, clicks, and feedback, were analyzed to create personalized news recommendations.

Algorithm Development: Advanced algorithms were designed to enable logical selections on uploaded portfolios, utilizing the power of the Language Model (LLM). The AI agent was developed, integrating conventional entity and intent detection with LLM capabilities for seamless calculations and analysis.

User Interface Design: The platform was designed with a user-friendly interface, featuring drag-and-drop widgets and a personalized chatbot, allowing users to navigate and customize their experience effortlessly.

Tech Stack

Choosing the right tech stack is very crucial as it will have an impact on the entire development lifecycle and beyond. We make no compromise when it comes to providing the best solutions to the clients.

“We are thrilled to have partnered with Thinkwik to bring our vision to life. Their expertise in both Fintech and AI/ML was exactly what we needed for our project. The platform they developed, which combines personalized financial news updates with powerful AI-driven portfolio management and analysis tools, has exceeded our expectations. The team's commitment to delivering a user-friendly experience, robust data security, and continuous learning AI has truly set them apart. Thanks to Thinkwik, we now have a comprehensive solution that empowers our users to make informed financial decisions with confidence. We are eager to maintain our collaboration with them.”

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