PortfolioPilot: An Agentic Platform for Financial Portfolio Management Algorithm Development and Evaluation

Abstract

Developing new portfolio-management algorithms typically demands substantial programming effort, limiting rapid experimentation and excluding finance professionals without coding skills. Current robo-advisory tools offer pre-built but rigid strategies, restricting customization and experimentation. We introduce PortfolioPilot, an open-source, agentic platform that enables users to generate bespoke portfolio through natural-language descriptions. Leveraging the Anthropic Claude API, PortfolioPilot dynamically synthesizes executable TypeScript algorithms that run in the frontend with security validation. The system integrates real-time backtesting with historical market data, classical optimization algorithms (Markowitz, LSTM, ARIMA), and interactive performance visualizations.