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.

Links

• Full Video on YouTube
• Main Repo - includes Power Pivot & Power Query Excel file
• FastAPI Proxy Server Repo - for LLM API calls
• ISIN Mapping File
• Cursor AI Guides - Volo Builds YouTube Channel - covers full stack apps, SQL RAG apps, and more