MIDS Capstone Project Summer 2025

QuantBot: Democratizing Financial Intelligence

Problem Statement

The Problem: Retail investors face overwhelming financial data and news that are difficult to process
alongside day jobs, creating barriers to informed investment decisions and wealth building.

Why This is Compelling

150M US retail investors (500-600M globally)
$75B-$100B market for retail financial tools
47% already use GenAI for financial decisions
41% of Gen Z/Millennials willing to use AI for investment management

Key Assumptions

Retail investors suffer from information overload
They lack technical/financial expertise for sophisticated analysis
Current AI tools don't provide specialized financial reasoning with educational value
Users prefer transparent explanations over black-box recommendations
Impact and Market Opportunity

Market Size

US Market: 150M retail investors
Global Market: 500-600M retail investors
TAM: $1.25T+ wealth management market
Addressable Market: $75B-$100B for retail financial advisory and trading tools

Impact Quantification

User/customer survey
Competitive market share analysis
Target Customer and User/Customer Discovery

Primary Customer Segment

Busy US retail investors with limited financial knowledge, comfortable with
individual trading on platforms like Robinhood.

Primary Use Case

Investment research, company analysis, portfolio optimization, and financial education
through transparent AI reasoning.

Key Assumptions to Validate

Users want input customization vs accepting defaults

Coming Soon

  • Key Learnings & Impact
  • Acknowledgements
  • Final presentation slides
  • Live prototype 
Last updated: June 20, 2025