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Brama AI

November 2024 – PresentAI / ML
PythonLangGraphRAGReactMongoDBAWS

Brama AI redefines how individuals invest by leveraging cutting-edge AI to deliver institutional-grade financial insights, empowering everyone — from newcomers to seasoned investors — to make smarter, data-driven decisions.

The platform assembles a team of specialized buy-side AI agents — a Portfolio Manager, a Fundamentals Analyst, and a Risk Manager — that collaborate to construct public equity portfolios based on user preferences, risk profile, comps, what-if scenarios, and more. Each agent retrieves live market data, SEC filings, and macroeconomic indicators via a RAG pipeline backed by MongoDB vector search, then reasons over the evidence before making allocation recommendations.

The PM agent synthesizes competing views, enforces portfolio constraints, and outputs a final position set. The React front-end gives users a transparent window into every agent's reasoning chain, so they can audit decisions rather than blindly trust a black box.

© 2026 Cameron Keith