Viewing profile — vladko

Traditional AI coding metrics (lines of code per prompt, time saved) are like judging a chef by ingredient count — they miss what matters. The CAICE framework (pronounced "case") m…

that's kind of what wealthbot does... you can set it up to manage your own portfolio. i.e. you can set yourself up as an RIA and a client of your own firm, the on-boarding process …

definitely not. but whenever you implement any financial software, you go through the same audits. whether you paid $1M for it or got it for free. you do realize that most banks ru…

that would be true for any public-facing text, which relates to financial advice. a good CFA (RIA) knows what to ask and how to ask, it's not really that complicated.

just to add a little... in a grand scheme of things wealthbot.io is not very different from excel. (except we do a few more things, which relate to an RIA's daily workflow). at the…

the vagrant config is a little confusing at first glance. note, this is a typical config file provisioned by puphpet ... if you look closely not all of those packages are marked fo…

it's available.. it's actually loaded for you by vagrant as fixtures.. the actual command it runs is: doctrine:fixtures:load (which are in the Fixtures bundle). the script which se…

purely from a technical standpoint for wealthbot.io the challenge is acceptance of these securities by custodians. for example our platform doesn't really care which security it wo…

you have some good points, that are definitely important. as far as technology we do not offer any investment advice .. we offer a platform for wealth management. RIA's a primary t…

did you hit that nail right on the head or what? (you've summarized the general vision of wealthbot.io in one very eloquent sentence). drop us a note at hi [at] wealthbot.io

lots of people are using robo-advisors and RIA services... so i think that part is already proven. now as far as webo specifically, if the community gets behind it.. this platform …

definitely you can use your local OS to run it. if you have a full LAMMP stack ready, just setup a new vhost (or whatever your typical process is.. .and off you go). (as a matter o…

you are reading slightly too much into it. 1. please realize that this is an open source project, so every single line of text or code can be changed to your liking. (not to mentio…

upgrading symfony is one of the key things we are working on right now. don't think of the demo as production, it's just a test server with some dummy data, where you can play arou…