ETFAdvisor

An AI-powered ETF portfolio management tool built with Python and Streamlit. Get personalized ETF recommendations using natural language and manage your portfolio with real-time data.

Features

• AI ETF Recommendations: Describe your investment strategy in plain English and get relevant ETF suggestions
• Portfolio Management: Track your investments with real-time pricing from Yahoo Finance
• Bucket Organization: Group ETFs into themes (Conservative, Growth, etc.)
• Rebalancing Tools: Automatically calculate trades needed to reach target allocations

Project Structure

ETFAdvisor/
├── st_app/           # Main Streamlit application
├── ETF_recommender/  # Core recommendation engine  
├── portfolio.json    # Your portfolio data
└── etf_data_short.json # ETF database with AI embeddings

Quick Start

1. Install dependencies

   pip install -r st_app/requirements.txt

2. Set up Google Cloud

   • Create a service account in Google Cloud Console
   • Download the key as google_key.json in the project root
   • Enable Vertex AI API

3. Run the app

   cd st_app
   streamlit run st_app.py

How to Use

Get ETF Recommendations

1. Go to "ETF Recommender" page
2. Describe your investment strategy:
   • "Growth stocks for long-term investing"
   • "Conservative dividend ETFs for retirement"
3. Review top 5 recommendations
4. Add selected ETFs to your portfolio

Manage Your Portfolio

• Portfolio Overview: See current holdings and performance
• Change Bucket Allocation: Adjust high-level investment themes
• Rebalance Portfolio: Fine-tune individual ETF weights

Tech Stack

• Python: Core application language
• Streamlit: Web interface
• Google Vertex AI: Text embeddings for recommendations
• Yahoo Finance: Real-time ETF data

Disclaimer

This tool is for educational purposes only. Not financial advice. Always consult professionals before making investment decisions.