WealthOS AI Portfolio Intelligence

WealthOS is an AI-first portfolio intelligence platform designed to help investors understand, monitor, and optimize their investments from a single dashboard. Instead of only tracking portfolio values, WealthOS combines real-time market data, AI-powered news analysis, portfolio analytics, macroeconomic indicators, and personalized insights into one experience. The platform supports stocks, ETFs, mutual funds, cryptocurrencies, commodities, and cash positions. It automatically aggregates portfolio performance, calculates advanced financial metrics such as CAGR, XIRR, Sharpe Ratio, Sortino Ratio, drawdown, diversification, and benchmark comparisons. AI analyzes financial news, identifies portfolio-relevant events, summarizes market developments, and explains why they matter to the user's holdings. WealthOS also includes an AI advisor capable of answering investment questions using portfolio context and live market information. The project leverages modern AI models for retrieval-augmented generation, financial reasoning, document summarization, and personalized recommendations. Running on AMD Developer Cloud enables faster inference, experimentation with larger open-source models, scalable AI workloads, and future fine-tuning of finance-specific models using ROCm-accelerated GPUs. The goal of WealthOS is to provide retail investors with institutional-grade portfolio analytics and AI-powered decision support in an intuitive, privacy-focused platform.