Clementine

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  Survey + Portfolio Importing Interface

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  Mock Garden Page

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  Home Page

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  Mock Stock Analysis

Inspiration

By combining the knowledge of a finance major and a computer science major, our team set out to build an AI-powered tool that encourages people to care for their personal finances the same way a gardener cares for a garden.

We were inspired by the social investing app Blossom, which helps users understand and share their portfolios. However, we wanted to create something more accessible, creative, and visually engaging that could appeal to a wider range of investors, especially beginners who may find traditional portfolio tools intimidating

What it does

Clementine transforms a traditional portfolio into a living digital garden. Each stock is represented by a plant, and the overall health of the garden reflects the health of the user's investments.

Users begin by completing a short survey that captures key financial information such as risk tolerance, age range, investment horizon, income range, and total assets invested. They can then import their portfolio using a CSV file, a Questrade API token, or manual entry.

Clementine then analyzes the portfolio and generates a structured report highlighting the user's strongest and weakest positions, their investment personality, and personalized feedback on how to improve their portfolio.

The visual garden provides an intuitive overview of the portfolio. Each plant represents a stock and changes appearance depending on the holding's performance or portfolio role. For example, a tall overgrown plant may signal that it is time to trim the position and take profits. Clicking on a plant provides deeper insights and recommendations for improving that position.

How we built it

We used Python Fast API with Gemini for the backend, and Next.js for the frontend. For the art assets we utilized Gemini's Nano Banana Pro.

Challenges we ran into

Our biggest challenge was time. With only eight hours to work, we had to prioritize functionality and leave several ideas for future development.

We initially planned to fully implement three portfolio input methods; CSV upload, Questrade API integration, and manual entry—but were only able to partially complete them within the hackathon timeframe. We also wanted to increase the holdings amount to fully capture the users portfolio.

Accomplishments that we're proud of

In just eight hours, we turned an idea into a working prototype. We successfully built a functioning AI-powered portfolio analysis tool while also designing a unique visual metaphor that makes financial data easier to understand.

We're particularly proud of the cohesive theme that connects finance and gardening, turning portfolio management into something more engaging and intuitive.

What we learned

Through this project, we gained hands-on experience integrating Gemini into a real application and learned how powerful AI tools can be when building prototypes quickly.

We also learned how important clear design and storytelling are when presenting complex financial data to users.

What's next for Clementine

We believe Clementine has strong potential beyond this hackathon. Our next steps include fully implementing all portfolio import methods, expanding the garden system to support larger portfolios, and refining the AI insights to provide even more personalized financial guidance.

Built With

• fastapi
• gemini
• javascript
• next.js
• python