AI wealth management via Telegram — Patrimind
Advisors check any portfolio from their phone in seconds. Proactive alerts on risk concentration.
Wealth advisors manually updated spreadsheets of assets and liabilities for hundreds of clients. Checking a client's wealth position took 20 minutes per client.
A Telegram bot connected to ChatGPT that understands natural language commands ("how much does Juan have in fixed income?"). A central system records transactions, calculates risk metrics and sends alerts.
How we built it
- 01Telegram bot with per-advisor authentication (prevents cross-access to portfolios)
- 02ChatGPT with function calling to translate natural language into parameterized SQL queries
- 03PostgreSQL database with a model of assets/liabilities, transactions and positions
- 04Risk metrics engine: concentration, modified duration, simplified VaR
- 05Proactive alerts: the bot notifies advisors when it detects abnormal concentration or market events
- 06Full audit trail: every query and alert is logged for compliance
The impact in numbers
Advisors check any portfolio from their phone in seconds. Proactive alerts on risk concentration.
What we did, mapped to our services
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