FINANCE & ACCOUNTINGBUILDER~3 hrs

Build a model portfolio for a student with a small monthly surplus

First-time investors often pick whatever friends mention, with no link between what they hold and what they need the money for.

The full project is for Full Access holders

Unlock what to hand in and a step-by-step AI build guide: how to think about it, which AI tool fits each step, prompts to copy, and how to check the AI's work. Plus every other project in the catalogue.

🔒 What you hand in
🔒 Step 1: Think first
🔒 Step 2: Gather
🔒 Step 3: Build with AI
🔒 Step 4: Check the AI's work
🔒 Step 5: Finish and show

See Full Access →Log in Try a free sample

More builder projects in Finance & accounting

FINANCE & ACCOUNTINGBUILDER

Advise a board on a buyback versus a dividend using a made-up cash surplus

When a company has spare cash, owners may prefer a dividend or a buyback depending on tax, price and what else the money could do.

~3 hrs🔒 Details

FINANCE & ACCOUNTINGBUILDER

Model a fishing boat's season around the monsoon ban with three catch scenarios

A boat earns only in the months fishing is allowed, yet loan payments, crew advances and repairs continue through the monsoon ban, so owners need a season plan.

~3.5 hrs🔒 Details

FINANCE & ACCOUNTINGBUILDER

Prepare a loan application pack for a Goan bakery seeking a cooperative bank loan

A family bakery wants a loan for a new oven, but the owners do not know what a cooperative bank expects to see or how to show they can repay.

~3.5 hrs🔒 Details