---
title: "AI automation micro-app: MF Portfolio Files Processor. Live app. Open source."
slug: ai-automation-micro-app-mf-portfolio-files-processor-live-app-open-source
date_published: 2025-01-19T13:59:11.976Z
original_url: https://www.tigzig.com/post/ai-automation-micro-app-mf-portfolio-files-processor-live-app-open-source
source: migrated
processed_at: 2025-12-14T10:00:00.000Z
---

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

**AI Automation Micro-App: MF Portfolio Files Processor**

Try the app: [tigzig.com/mf-files-ai](https://tigzig.com/mf-files-ai) - AI-enabled + Manual Override. Open Source.

50%+ of my client projects are automations and micro-apps:
- All AI-coded using Cursor
- Many AI-enabled, involving API calls for specific tasks
- This MF processor is one such micro-app

## Micro-apps

A term introduced to me by Gautam Munshi during discussions on AI applications. Credit to him for the insight. Small, task-focused applications. Gautam, I, and many others are seeing strong results with micro-apps.

Find 15+ open-source analytics micro-apps on [REX](https://rex.tigzig.com).

## What does this app do?

- Processes MF monthly portfolio Excel files (India)
- Converts to txt or database format with file appends
- Runs validation diagnostics
- Used for live analysis

## What was the challenge?

- Varying Excel formats
- Differences in labels, headers, column sequences, and data start rows

## What's the AI part?

- Obtain schema for import on the fly
- Two LLM inputs
- Extract market value totals
- Models used for API calls: gpt-4o-mini, gpt-4o, gemini-2.0-flash-exp
- AI-coded using Cursor

## What if AI is wrong?

- It is sometimes
- AI or no AI, validation is mandatory
- Validation diagnostics table flags issues
- Manual override option available

## What other applications of the app?

- Can be repurposed
- Suitable for generic Excel to CSV or TXT conversions

## What is imported?

- Only instruments with ISIN numbers
- Balancing figure with ISIN = IN9999999999

## Why vanilla JavaScript?

- Lightweight
- Well-suited for UI and file processing
- Relatively fast to build with Cursor AI
- For complex logic, I use a Python FastAPI backend with a React frontend

## Security

- FastAPI proxy server for LLM API calls
- Domain whitelisting for endpoint protection

## Analysis with Power Pivot

Example analysis using Excel Power Pivot, with data fed through Power Query.

## Links

- [Full Video on YouTube](https://www.youtube.com/watch?v=tn21U60pA1E)
- [Main Repo](https://github.com/amararun/shared-mf-portfolio-allocation) - includes Power Pivot & Power Query Excel file
- [FastAPI Proxy Server Repo](https://github.com/amararun/shared-openai-realtime-fastapi-ephemeral) - for LLM API calls
- [ISIN Mapping File](https://github.com/captn3m0/india-isin-data)
- [Cursor AI Guides - Volo Builds YouTube Channel](https://www.youtube.com/@VoloBuilds) - covers full stack apps, SQL RAG apps, and more