AI automation micro-app: MF Portfolio Files Processor. Live app. Open source

https://www.youtube.com/watch?v=tn21U60pA1E

𝐀𝐈-𝐞𝐧𝐚𝐛𝐥𝐞𝐝 + 𝐌𝐚𝐧𝐮𝐚𝐥 𝐎𝐯𝐞𝐫𝐫𝐢𝐝𝐞. Open Source 50% plus of my client projects — automations & micro-apps. ▸ all AI-coded — Cursor ▸ many AI enabled — involving API calls for some task ▸ like this MF processor micro-app

Micro-apps ▸ a term introduced to me by Gautam Munshi during one of our discussions on AI applications. Credit him with the insight. ▸ small, task-focused applications. ▸ Gautam, I, and many others are seeing great success with micro-apps

Find 15+ open-source analytics micro-apps on REX: rex.tigzig.com What does this app do? - processes MF monthly portfolio Excels (India) - converts to txt / database format + file appends - validation diagnostics Using for live analysis

What was the challenge? ▸ varying excel formats ▸ e.g, differences in labels, headers, column sequences and data start row

What’s the AI part? - obtain schema for import on the fly - two LLM inputs - extract market value totals - gpt-4o-min/ gpt-4o/ gemini-2.0-flash-exp for API calls (also, AI coded — with Cursor)

What if AI is wrong? ▸ it is sometimes ▸ AI or no AI, validation is a must ▸ Validation Diagnostics Table: flags issues ▸ manual override option

What other applications of the app? - can be repurposed - for many generic excel to csv/txt conversions

What is imported? ▸ only instruments with ISIN numbers. ▸ balancing figure with ISIN = IN9999999999.

Why vanilla JavaScript? - light weight - great for UI’s, file processing - relatively fast build with Cursor AI - for complex stuff — tend to use python-FastAPI backend/ React frontend

Security? ▸ FastAPI proxy server for LLM API calls ▸ domain whitelisting for endpoint protection.

Analysis Power Pivot - an example analysis in Excel Power Pivot - data fed thru Power Query Repo: main  With Power Pivot — Power Query Excel shared https://github.com/amararun/shared-mf-portfolio-file-processor

Repo: FastAPI proxy server for LLM API calls https://github.com/amararun/shared-openai-realtime-fastapi-ephemeral

ISIN mapping file : https://github.com/captn3m0/india-isin-data

Cursor AI guides many great guides out there. my top choice: Volo Builds YouTube Channel https://www.youtube.com/@VoloBuilds covers full stack app / SQL RAG app and many more

Read the full article here: https://medium.com/@amarharolikar/ai-automation-micro-app-mf-portfolio-files-processor-live-app-open-source-e26f0738bbc3