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.