Study Group Demos

Finance Agents Demo Day

Study group members demo the finance agents and tools they built during the AppliedAI Club finance agents cohort.

30 May 2026

5 study group demos

YouTube playlist

Demo 01 · 13 min

AI Financial Model Evaluator

JoJo / Kaustav Mukherjee

JoJo demos a workflow for evaluating Excel-based financial models. The system checks model structure, formulas, logic, and consistency, then returns a structured review that can make AI-generated finance models easier to audit.

Demo 02 · 15 min

Portfolio Rebalancing App

Jyoti Senapati

Jyoti demos a portfolio rebalancing app that helps investors look at portfolio composition, market cycle context, and possible changes to allocation.

Demo 03 · 13 min

Mutual Fund Sherlock

Jatin

Jatin demos Mutual Fund Sherlock, a tool for analyzing mutual fund portfolios. It finds stock overlap across funds, estimates true stock exposure, highlights expense-ratio issues, and produces portfolio intelligence from uploaded or entered fund data.

Demo 04 · 13 min

Personal Expense Agents

Muthu Raja

Muthu demos a set of personal expense agents for analyzing transactions, finding subscription leaks, and summarizing spending behavior from CSV exports.

Demo 05 · 16 min

Personal Finance Statement Analyzer

Siddhant Jain

Siddhant demos a local-first personal finance analyzer that works with bank statements, classifies expenses, and gives users a clearer view of their money movement.