I’m going to sound like a broken AI record but AI has done it again. I built a bond portfolio dashboard for one of my accounts in less than an hour. The hard part was getting the data together because I had quite a few bonds in this account. I will need to do the other accounts at some other time and the app will probably need to be updated because every broker has a different format for their bond snapshots.
A picture of the dashboard is below and I’ve left a little egg hunt. AI made a ton of mistakes building this dashboard. It kept changing Notes to TIPS or TIPS to Bonds, etc until I told it what was what and made it pay attention to the folder structure I setup. There is one glaring error in the dashboard report that I have fixed but I will leave it here for you to find. You’ll get a hat tip if you find it and leave a comment below!

The bottom of the dashboard has a monthly income summary so I know how much money is coming in from bonds. I’m not too concerned whether the money is from a TIPS, Note, Bond, Municipal or Federal bond, just the amount of money coming in each month from this account.

I really don’t understand why companies aren’t building better tools for their customers, as soon as AI becomes a broker, I’m kissing all the brokerage houses goodbye and will trade exclusively with the first AI driven brokerage house that can create whatever dashboards I want dynamically in my account.
Share The Wealth
Did you find the error? Let me know in the comments below!