📈 SmartWealthAI

Portfolio monorepo for finance engineering: distinct domains a manager can spot at a glance.

Portfolio release v0.2.0 — Credit CSS demo slice + Spec Kit + uv workspace; Investing Magic Formula demo remains shipped.

Domain	Path	Status
Investing (Magic Formula / value screening)	investing/	Demo slice shipped (portfolio v0.2.0)
Credit — CSS (Credit Scoring System)	credit/	Demo slice shipped — mart, WOE/XGB, FastAPI, PSI, doctor (portfolio v0.2.0)
Fraud	fraud/	Not started
Platform (AWS / Terraform)	platform/	Ephemeral Fargate CSS serve demo (stretch)

Map & relationships: CONTEXT-MAP.md · Investing glossary: investing/CONTEXT.md · Credit glossary: credit/CONTEXT.md

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Investing (shipped)

Greenblatt-style ranking on US equities: SimFin → PIT lake → ROC + EY → top-30 EW model portfolio → Streamlit + MLflow.

Code: investing/src/investing/ · Dashboard: investing/apps/dashboard/ · Specs: investing/docs/ · Living Spec Kit: specs/006-june-demo-slice/

Quickstart (investing demo)

uv sync
export SIMFIN_API_KEY="<from user secrets>"
uv run run-demo-pipeline --run-date 2026-06-18
uv run run-dashboard --data-dir data --run-date 2026-06-18

See investing/README.md and specs/006-june-demo-slice/spec.md.

Tech stack (investing)

• Language: Python 3.11+ · Deps: uv workspace (ADR-0005)
• Data: SimFin bulk · Libs: pandas, simfin, yfinance, streamlit, mlflow-skinny

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Credit (shipped demo slice)

Application CSS: public demo data → application mart → WOE/IV + XGBoost → FastAPI /score + /drivers → PSI + credit-css doctor. Specs and code under credit/; living Spec Kit: specs/013-css-chapter5-mart-and-scoring/.

Credit module architecture corresponding to portfolio v0.2.0 (commit 5e916033).

Quickstart (credit demo)

uv sync
git lfs pull --include="credit/data/*"   # optional book sample
uv run credit-css doctor
# Friday rehearsal: credit/docs/guides/friday-demo.md

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Roadmap (portfolio)

1. Credit — chapter 6 OptBinning scorecard, deeper monitoring / explainability.
2. platform/ — broader AWS cutover; orchestrator choice open (Airflow vs EventBridge/ECS vs Prefect).
3. Optional: fraud module.

Phase 2 Quantitative Value (as production investing path) is not in active execution (ADR-0003; branch archive/phase2-qv).

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How this repo is built

Living Spec Kit specs under specs/ (plus domain docs, ADRs, CONTEXT) drive implementation — spec-driven development with Cursor agents. Decisions land in Markdown first; code follows the matching feature doc. See AGENTS.md and docs/README.md.

Release notes: CHANGELOG.md.