Who said money can't grow on trees? Meet Clementine, an AI-gardener who is here to clean up and rejuvenate your investment garden.
Clementine transforms boring portfolio spreadsheets into a living, breathing garden. Each stock is represented as a plant and the users garden health depends on their portfolio's health. The master gardener, Clementine, will assess their garden and analyze what's thriving, what's dying, and what kind of investor they are.
The garden bed will reveal several types of plants depending on your stock positions.
This includes:
• Towering plants which are too tall (need to reduce position size)
• Weeds that are bad investments (needs to be sold)
• Wilting plants that need to be watered (dollar cost averaged to lower average cost)
• Overwatered plants that have been watered too much (stop dollar cost averaging and hold)
• Dead plants that need to be dug up (needs to be sold and funds need to be reinvested)
• Strong and healthy plants that have been maintained well
Clementine will asses each plant and offer actions to improve the garden, including:
• Watering the plant (dollar cost average)
• Harvesting the plant (trim investment size)
• Digging up and planting new seeds (sell and use funds to build a new investment)
• Maintaining (no work needs to be done)
Clementine will also take a brief survey to assess what type of investor the user is.
This survery includes the users:
• Age
• Income range
• Time horizon
• Total assets
• Risk tolerance
With all of the investment information, Clementine will allow the user to view all of their investment positions, the health of their entire portfolio, and their gardener personality type.
These include:
• The seed hoarder which has too much cash and not enough investments
• The negligent gardener who has not watered or trimmed their garden
• The healthy gardener who has a balanced, healthy portfolio
• The experimental gardener who is invested heavy into speculative stocks
• The overwaterer who has too much invested in their top five stock holdings
This project is for educational and informational purposes only and does not constitute financial or investment advice.