WealthSpotter

Personal AI wealth management service built on top of StockScope. Tracks portfolios, builds investor strategy profiles through a conversational AI interview, and delivers tailored buy/sell/hold recommendations with daily briefings.

• AI strategy interview — multi-turn conversation (not a form) that builds your investor profile: risk tolerance, time horizon, goals, sector preferences, and dividend preference
• Recommendation engine — two-stage pipeline: Stage 1 builds template-based per-ticker digests from StockScope data, Stage 2 sends digests + your strategy profile to the LLM for structured buy/sell/hold recommendations with supporting rationale
• Portfolio management — create portfolios from Alpaca paper trading accounts, CSV brokerage exports, or manual ticker entry with live P&L tracking
• Daily briefings — automated weekday morning analysis delivered via Telegram with full portfolio context and market conditions
• Alpaca paper trading — connect your Alpaca account to auto-sync positions, with credentials encrypted at rest (MultiFernet AES-128-CBC + HMAC-SHA256)
• Telegram bot — receive daily briefings and ask natural-language questions about your portfolio, strategy, and active recommendations
• StockScope integration — automatic enrichment pulls earnings data, SEC filings, and market context for every position in your portfolio