Let’s talk
All workAI assistant for Wealthstreet

WiVa 2.0

Plain-language answers about a client's own portfolio, right inside their portal.

Client
Wealthstreet Financial Services
What I did
Design and build
Built with
Next.js, Claude
Status
In progress, 2026
WiVa answering portfolio questions inside a client portal, rebuilt with demo data

Clients ask about their own money in their own words. WiVa answers from their real portfolio, and hands anything it can't answer to a person.

1

Answers about your own portfolio

Plain-language answers about the client's own holdings, inside the portal they already use.

2

News tied to what you hold

Live news, matched to the client's holdings.

3

Orders inside the chat

Mutual fund and IPO orders placed without leaving the conversation.

4

A person when it matters

Questions WiVa can't answer go to the client's Relationship Manager.

WiVa 2.0 is still being built, so these screens are rebuilt with made-up data. Real screens are coming soon.

A conversation, played by scroll

Demo data

Answers about your own portfolio

In plain language, from the client's real holdings.

News tied to what you hold

Live news, matched to the portfolio.

Orders inside the chat

Mutual fund and IPO orders, without leaving the conversation.

A person when it matters

Anything WiVa can't answer goes to the Relationship Manager.

WWiVaYour portfolio assistant
How is my portfolio doing this month?
You’re up 1.8% this month. Most of that came from your equity holdings, which rose 2.4%, while your mutual funds added 0.9%.Equity +₹61,200Mutual funds +₹14,380
News on your holdings
A bank in your portfolio reported quarterly results today. Here’s what changed and why it matters to you.
Start a ₹5,000 monthly SIP in my flexi cap fund
Done. Your SIP order is placed.Flexi cap fund ₹5,000 monthlyStatus Order placed
Can I pledge my shares for margin?
That one needs your Relationship Manager. I’ve sent them your question, and they’ll get back to you.Sent to your Relationship Manager
Ask about your portfolio
Next project

BroMoney.ai

Stock research platform