Artificial Intelligence
CredInvest (PoC)
Artificial Intelligence · R&D
- Role
- Creative Director & Technologist
- Year
- 2024
- Client
- Artificial Intelligence
- Discipline
- Tech Lab
THE CHALLENGE
Young retail investors need a safe, explainable way to qualify for responsible leverage and automatically allocate it into diversified portfolios based on their financial standing and risk profile.
Our Solution
Designed a modular agent-based architecture with three sequential phases: 1) ingestion and normalization of user financial inputs, 2) processing via explainable AI scoring and portfolio rules, and 3) delivery of strategic outputs (leverage eligibility + portfolio allocation). Orchestrated agentic flows with n8n to coordinate enrichment, scoring, and notifications. Implemented in Google Colab to enable iterative validation and rigorous methodological justification of the algorithms. All processes and workflow validated and working locally.
Concept
Proof of Concept (PoC) to validate the functional foundations of CredInvest: an AI-driven platform for automated credit risk analysis and ETF portfolio optimization.
Validated the core pipeline from raw data to explainable leverage scores
Demonstrated portfolio allocation optimization workflow
Established a foundation to evolve the PoC into an MVP