solo-developer

AI agent for portfolio management

AWS LambdaS3DynamoDBEventBridgeBedrock (nova-micro-v1)yfinancePython
Stack tools7
AddedMar 2026
StatusPublished

$0.15/month for 25-stock portfolio analysis POC with AI recommendations and risk assessment

solo-developer

Why they built it

To provide individual investors, advisors, and managers with professional-grade, scalable stock analysis that reduces research time and minimizes emotional bias in decisions

What worked

Automated serverless workflow with S3 triggers, Bedrock AI analysis, DynamoDB storage, and SES emails; highly cost-efficient at scale

What broke or was painful

Broad IAM permissions used in POC for simplicity; requires narrowing for production

The result

$0.15/month for 25-stock portfolio analysis POC with AI recommendations and risk assessment

References