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AI-Powered Personal Finance System

Personal finance looks simple until the data becomes real. Transactions arrive from multiple banks in different formats. Investments sit across brokers. Equity requires lot-level accounting. US investments introduce foreign exchange. Corporate actions change holdings. Tax treatment depends on transaction history. This builds on an earlier blog I wrote about, where I explored how AI could […]

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Experimenting with OpenAI’s Agent Builder: Designing a Smarter Search Agent

In my previous posts, I explored the practical applications of AI, from developing a Voice-Enabled AI Coach to automating the generation of Cash Flow statements. Continuing this journey into applied artificial intelligence, my latest project explores the recently launched OpenAI Agent Builder. I chose to tackle another common use case: the high-volume, manual process of

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