Your AI-powered wealth management assistant.
TrevorAI brings the intelligence and charm of Trevor Lefkowitz (Ghosts US) into the world of personal finance. Inspired by Trevor’s sharp financial instincts, this AI agent is designed to make investing accessible, intuitive, and actionable for everyone—not just high-net-worth individuals.
TrevorAI helps users manage their portfolios through a powerful mix of automation, AI-driven insights, and a natural conversational interface:
- 📊 Portfolio Analysis: Recommends stocks based on risk profile and financial goals
- 📈 Real-Time Monitoring: Tracks market performance and suggests buy/sell opportunities
- 🔁 Auto-Trading: Executes trades when authorized by the user
- 📉 Comprehensive Dashboard: Visualizes portfolio performance, distribution, and trends
- 🗃 Transaction History: Distinguishes AI-initiated vs. user-initiated trades
- 📞 Voice Assistant: Manage investments through natural phone conversations
- Framework: Next.js
- Styling: Tailwind CSS
- Charts: Recharts, Nivo
- Server: Flask (Python)
- Communication: RESTful APIs + WebSockets
- LLM Engine: Gemini 2.5 Flash
- Features: Multi-agent architecture, function calling for conversational tasks
- APIs: Finnhub, AlphaVantage (for real-time stock data)
- Database: Structured JSON for portfolios and trade logs
- Voice Interface: Natural language stock management via phone
- 🧩 Adapting Finnhub’s CommonJS module for Next.js
- ⚡ Real-time data streaming + visualization without performance loss
- 🧠 Parsing diverse natural language queries into executable trade actions
- 🏷 API quota management while ensuring accuracy
- Intuitive, real-time financial dashboard
- Fully functional AI trade advisor + executor
- Voice-enabled interface for non-technical users
- Transparent trade history with clear AI/user distinction
- Cross-device responsive UI
- Importance of clear data visualizations for user trust
- Building secure, production-ready AI agents
- Handling real-time financial data efficiently
- Designing for voice and screen simultaneously
- Ensuring transparency and responsibility in auto-trading
- 🔍 Advanced Portfolio Optimization (Modern Portfolio Theory, etc.)
- 🪙 Support for ETFs, Bonds, Crypto
- 🧠 Personalized Recommendations with Behavioral Learning
- 📬 Event-Based Alerts and Notifications
- 🌐 Social Features (Opt-in strategy sharing)
- 🔗 Brokerage Integrations (Robinhood, Fidelity, etc.)
- 🔮 Deep Company Analysis + Market Forecasting
Pull requests are welcome. For major changes, please open an issue first to discuss what you'd like to change.
MIT License
Inspired by Trevor Lefkowitz from Ghosts (US). Big thanks to the APIs and open-source tools that made TrevorAI possible.