Publication Type
Conference Proceeding Article
Version
publishedVersion
Publication Date
1-2026
Abstract
Developing new portfolio-management algorithms typically demands substantial programming effort, limiting rapid experimentation and excluding finance professionals without coding skills. Current robo-advisory tools offer pre-built but rigid strategies, restricting customization and experimentation. We introduce PortfolioPilot, an open-source, agentic platform that enables users to generate bespoke portfolio through natural-language descriptions. Leveraging the Anthropic Claude API, PortfolioPilot dynamically synthesizes executable TypeScript algorithms that run in the frontend with security validation. The system integrates real-time backtesting with historical market data, classical optimization algorithms (Markowitz, LSTM, ARIMA), and interactive performance visualizations.
Discipline
Artificial Intelligence and Robotics
Research Areas
Intelligent Systems and Optimization
Areas of Excellence
Digital transformation
Publication
Proceedings of the 40th Annual AAAI Conference on Artificial Intelligence (AAAI‑26), Singapore, January 20-27
First Page
41730
Last Page
41732
Identifier
10.1609/aaai.v40i48.42396
Publisher
AAAI
City or Country
Singapore
Citation
YANG, Jared Chan Xu; MA, Haokai; and MA, Yunshan.
PortfolioPilot: An agentic platform for financial portfolio management algorithm development and evaluation. (2026). Proceedings of the 40th Annual AAAI Conference on Artificial Intelligence (AAAI‑26), Singapore, January 20-27. 41730-41732.
Available at: https://ink.library.smu.edu.sg/sis_research/11275
Creative Commons License
This work is licensed under a Creative Commons Attribution-NonCommercial-No Derivative Works 4.0 International License.
Additional URL
https://doi.org/10.1609/aaai.v40i48.42396