AI automation micro-app: MF Portfolio Files Processor. Live app. Open source.
Published: January 19, 2025
AI Automation Micro-App: MF Portfolio Files Processor
Try the app: 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.
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
- Main Repo - includes Power Pivot & Power Query Excel file
- FastAPI Proxy Server Repo - for LLM API calls
- ISIN Mapping File
- Cursor AI Guides - Volo Builds YouTube Channel - covers full stack apps, SQL RAG apps, and more
Working on something similar? How I work covers the rates, the availability and what I take on.