# AI portfolio-analysis & document-extraction system

> An AI-powered automation system that modernises client portfolio analysis end-to-end — extracting, validating and benchmarking investment data from PDFs, Excel, scans and images, then producing a professional "Old vs New" report.

- URL: https://mojtabaamini.com/projects/adhoc-scf-en
- Language: en
- Author: Mojtaba Amini, AI Software Engineer (Verona, Italy)
- Details: A / 02 · Apr 2026 — Present · Adhoc SCF

- **Role**: Data Scientist
- **Company**: Adhoc SCF
- **Years**: Apr 2026 — Present
- **Location**: Mantua, IT · Part-time · Hybrid

Python, Google Document AI, Gemini, OCR, SQL, API

## Document ingestion

Processed PDFs, Excel, scanned documents and images using OCR with Google Document AI and Gemini for document classification and structured data extraction. Heterogeneous KID layouts, multi-language tables and noisy scans all funnelled into a single normalised schema.

## Validation & enrichment

Delivered asset categorisation, ISIN matching, web enrichment, KID-document analysis and cost extraction across heterogeneous sources. Each extracted field is paired with a confidence score and a one-click fix path for the analyst.

## Database & GDPR

Contributed to the database design for asset storage and historical tracking, ensuring data traceability and GDPR-compliant processing throughout the pipeline.

## Reporting & API

Generated professional PDF and Excel benchmark reports with "Old vs New" validation; built a prototype application and an API access layer for the full ingestion-to-reporting workflow.

Related service

- [Automatic document data extraction](https://mojtabaamini.com/services/document-data-extraction): From PDFs, invoices, contracts and scans to verified data in your ERP, CRM or Excel.