⚡ AI Analyst
A client portal for financial advisors, built with Lovable: which onboarding steps to build, which to buy, and the plan gate that decides who gets in.
The Lovable Excel connector reads and writes workbooks in OneDrive and SharePoint. What it supports, where a spreadsheet backend breaks, when to move on.
The Calmar ratio divides annual return by maximum drawdown. See the formula, a worked example and its limits, then rank funds by pain, not just gain.
Expense ratio explained for beginners: what it is, what counts as low, and how a 1% fee can cost you six figures. Check your funds today.
Free stock API for commercial use: what Finnhub, Alpha Vantage, Twelve Data and Massive licences actually allow, quoted from their own terms and dated.
An investor update portal, built or bought: verified 2026 prices, the monthly schema investors expect, and the invite limits nobody publishes.
Value at risk (VaR) estimates your worst likely loss. Learn three ways to calculate it, where it fails, and what replaced it at Basel.
Stock split explained for beginners: how forward and reverse splits work, what happens to your shares, and mistakes to avoid. Know before you buy.
Build a trading journal app the right way: executions vs round-trip trades, R-multiple from the stored stop, expectancy maths and broker CSV mapping.
Build an expense approval app with AI: threshold rules stored as data, receipt extraction with a human confirm step, and an append-only audit trail.
Lovable Microsoft 365 apps can now run inside your company's Entra tenant. What Copilot Managed Runtime costs, who it gates, and its real limits.
Kelly criterion sizes each trade to maximise long-run growth. Learn the formula, why half Kelly wins in practice, and how to avoid ruin.
Market cap explained in plain English: how to calculate it, what small, mid and large cap mean, and why share price misleads. Start here.
Lovable's Salesforce integration, verified: what shipped when, per-user versus shared connections for client records, Salesforce API costs, and the Business-plan controls.
The Treynor ratio measures return per unit of market risk using beta, not volatility. See the formula, real examples, and how to use it.
Bull market vs bear market explained with real historical data and a step-by-step plan to invest smartly through both market cycles.
A Lovable mobile finance app ships as a web app, not a store binary. What a PWA covers, when a Capacitor wrapper pays, and the rule that decides it.
Lovable connectors come in three types, and the type decides who sees your data. How a finance team should choose, verified September 2026.
The Sortino ratio isolates downside risk that the Sharpe ratio blends away. Learn the formula, real fund data, and when to use each metric.
Risk tolerance decides whether you hold on or sell at the bottom. Learn how to measure yours and match it to a real portfolio mix.