| Title |
Development of Generative AI-based Portfolio Summary Platform |
| Authors |
민사빈(Sabin Min) ; 이민규(Mingyu Lee) ; 심규성(Kyusung Shim) |
| DOI |
https://doi.org/10.5573/ieie.2026.63.9.61 |
| Keywords |
Generative AI; Intelligent portfolio management; Knowledge-based verification; Text mining |
| Abstract |
This paper presents a platform that utilizes generative AI technology to summarize user portfolios. Unlike conventional platforms that focus solely on storing and managing portfolio data, the proposed system offers the following differentiated and practical contributions. First, the proposed generative AI-based portfolio summary platform improves information accessibility and usability by automatically summarizing and structuring unstructured portfolio data using generative AI. Second, the proposed platform establishes an intelligent portfolio management environment by designing an end-to-end integrated pipeline that includes web crawling, summarization, storage, and visualization. Third, the proposed system enhances the reliability and data integrity of the summarized results by introducing a knowledge-based verification mechanism to mitigate hallucination issues in generative AI. Finally, by applying a responsive web interface and performance optimization techniques, the system verifies its practicality and scalability across various devices through stable operation and effective visualization. |