Show HN: Pebble Finance – Personalize Your Investments Today
pebble.finance
We are Pebble Finance! Our newly launched product offers a custom indexing solution, empowering investors to personalize their investment portfolios.
# The product
What our product is now: We are creating a platform for users to use natural language to search for their interests and personalize their portfolio.
Search is a combination of using OpenAI LLM models with Langchain, OpenSearch index, and some traditional NLP techniques. Search is divided into several tools which are selected based on the user’s input query. Based on the complexity of the input query, a single tool or a combination of tools can be used to return a list of companies for the user’s portfolio. Also based on the complexity of query search times can vary from less than a second to up to 15 seconds.
List of tools
- Themes - General themes or concepts such as type of company
- Index/ETFs - Search for common ETFs such as S&P 500, Russell1000, and Russell3000 Location - Currently we can search for US states and countries (we are going to be adding in US cities soon as well)
- Fundamental Metrics - Filter companies based on fundamental metrics such as market cap, revenue, and pe ratio
- Supplier Data - Identify companies based on their supplier relationships
What we would like to add:
We are looking to add more tools to add more functionality for users. Some tools we are looking to add are based around news integration, historic stock price, and expanding our sources of data
We are also trying to improve search speed while keeping quality of results consistent so we are looking at new ways to parse queries such as with fine tuning transformer models and looking at more traditional NLP techniques.
Challenges we have come across
We are seeing issues with trading off between speed and quality of search results. Many of the queries can take up to 15 seconds based on the complexity. Also saw issues where LLMs are producing hallucinations which led to incorrect results. We have mitigated this issue by using OpenAI’s davinci-003 model versus gpt3.5-turbo, but this also increases overall cost.
Some Example Queries
- I want to invest in eco friendly companies
- Faang without the n
- Electric cars without elon musk
- Californian companies
- Aapl
- Top marketcap companies
- ev companies with marketcap above 10 billion
- s&p without apple
# Feedback
Please try out our search capabilities on pebble.finance/themes and check the results!
We would really love honest feedback on search results, suggestions on improving results/speed, future tools, and/or general thoughts!
Thanks for reading!
The Pebble Finance Team