Aemantic

Introduction

Aemantic explains your portfolio. You list what you hold, and it reads the SEC filings behind each fund and company to show you what you actually own. It explains; it doesn’t give advice.

How it works

• What’s really inside. Funds are looked through to the companies they hold, so you see how much of every $100 you have sits in each one, and where your funds overlap. Every number links to the SEC report it came from.
• Meet your companies. Each company gets a card with its industry in plain words, sales by year, net margin, P/E and the top risks from its latest 10-K.
• New since you last looked. Recent SEC filings from the companies you hold.
• Ask why. A chat that answers questions about your holdings, using the same SEC data as the dashboard.

It’s in active development, and new panels land in dev first.

Stack: TypeScript, React + Vite, AWS Lambda (streaming), API Gateway, DynamoDB, Amazon Bedrock with guardrails, an MCP server for the SEC EDGAR tools, Terraform across separate dev and prod AWS accounts.