Project Alpinista: Multi-Agent AI for Investment Management
Investors at WealthPeak faced high technical complexity in managing their portfolios, relying on spreadsheets and dense menus. With no immediate link between market news and the impact on personal holdings, decisions came slowly and with little confidence. On top of that, adjusting a portfolio was a manual process that pushed less experienced investors away because of the technical jargon.
We built Project Alpinista, a multi-agent AI ecosystem integrated natively into the platform's chat. An Orchestrator Agent sorts user intent and routes it either to an Analyst Agent, which cross-references Comdinheiro data with the live portfolio, or to a Trader Agent, which executes operations through SQL on Supabase. The solution translates complex data into plain language, allowing full asset management through a conversational interface, without leaving the app.
Project Alpinista: Multi-Agent AI for Investment Management
Investors at WealthPeak faced high technical complexity in managing their portfolios, relying on spreadsheets and dense menus. With no immediate link between market news and the impact on personal holdings, decisions came slowly and with little confidence. On top of that, adjusting a portfolio was a manual process that pushed less experienced investors away because of the technical jargon.
We built Project Alpinista, a multi-agent AI ecosystem integrated natively into the platform's chat. An Orchestrator Agent sorts user intent and routes it either to an Analyst Agent, which cross-references Comdinheiro data with the live portfolio, or to a Trader Agent, which executes operations through SQL on Supabase. The solution translates complex data into plain language, allowing full asset management through a conversational interface, without leaving the app.