Golden Analytics is an AI-native BI platform built for data teams who are tired of the tradeoffs in today's tools -- the depth of self-service analytics tools without the rigidity, the accessibility of a modern design tool, and AI that actually augments how analysts work rather than getting in the way.
Description Someone manages their household's investments across multiple broker accounts and wants to keep their portfolio aligned to a chosen asset-allocation target — and to be able to change that target over time. Their broker only gives them a flat CSV export of raw positions (symbol-level holdings), not a view organized the way they actually think about their money: File to be found here. Your job is to close four gaps: The data isn't in a usable shape. The provided CSV is a flat, symbol-level export across multiple accounts. Turn it into something organized the way the user actually thinks about their money. There's no concept of a target. The user thinks in terms of asset classes (US Equity, International, Gold, Cash, Treasuries, etc.) and target percentages, but the brokerage only shows individual ticker holdings. You'll need to design how tickers map to asset classes — the sample data does not come with this mapping; that design is part of the challenge. Rebalancing math is tedious and error-prone by hand. Given a current allocation and a target allocation, figure out exactly which symbols to buy and sell — and how much — to reach the target. Cash cannot move between accounts, so each account must be rebalanced independently, funded and absorbed only by its own money-market/cash position. Some accounts are more liquid than others. The user may prefer to hold more cash in certain accounts (e.g., maximize cash in a brokerage account rather than a retirement account) because that account is more accessible. Your solution should account for this preference. Build a working tool — not a script or notebook — where a user can see their current allocation, edit a target allocation, and get back the exact set of transactions needed to reach it. Constraints to Consider No paid or proprietary services required. Your solution must run locally from documented setup steps — no infrastructure budget assumed. The CSV export format is fixed. You cannot change what the brokerage sends. Your solution must ingest the provided format as-is. Cash cannot move between accounts. Each account rebalances independently, funded only by its own money-market/cash position — never assume you can use one account's cash to fund a trade in another. 120-minute total budget, including your video. Prioritize a complete, working core experience over a partially-built comprehensive one. AI Usage Guidance We expect you to use AI tools while building this. We evaluate how you use them — not whether you used them. Evidence of iteration, redirection, and critical evaluation scores higher than a polished output with no process documentation. Note: this challenge does not require your solution to call an AI API at runtime — the AI evaluation is entirely about your build process. The single highest-signal indicator: your video answer to the mandatory AI question. If you cannot name a specific moment where you redirected AI output, evaluators will assume you did not. Mandatory AI question for your video: Walk me through one moment where you disagreed with, pushed back on, or redirected what the AI gave you — and what you did instead. Name the specific moment. Explain what the AI produced that didn't meet the bar, what you did differently, and why. Speak naturally. Communication is assessed on clarity of technical ideas and logical structure — not verbal polish, accent, or filler words. Submission: Upload each deliverable as a separate file directly on the Provn platform: your primary artifact, your README document (Sections A, B, and C), and your video walkthrough (MP4 or MOV).
The Vision Most business users can't access their own data. The marketing analyst who needs last month's regional numbers has to file a ticket and wait two days. The ops manager tracking deal velocity is working from a spreadsheet that's three weeks old. The business owner who wants to understand their top customers has no idea where to even start. Golden Analytics is building toward "Canva for data" — a world where any business user can understand, explore, and act on their data, without needing an engineer, a BI tool license, or a SQL degree. The people we're building for are not technical. They are smart, they have real questions, and they are currently stuck. You're joining the team. Your first challenge is also the most important one we work on every day: how do you make data genuinely useful for someone who has never written a query? The Challenge You have 30 minutes and a real dataset to work with: Washington State fiscal data (link to data set below as well) — public government spending broken down by fund type and fiscal year. This is real data, with real shape and real quirks. You do not need a database connection; you can embed the data directly or load it from the file. Your task: Propose one way to help a non-technical user get value from this data. Then build it as a proof-of-concept web app. The solution is yours to design. We want to see your product instincts alongside your engineering. What do you think would genuinely help someone who has never looked at a government budget? A city councilmember trying to understand where the money went. A journalist tracking spending trends. A policy analyst who knows the questions but not the SQL. Build something for one of them. Constraints Every solution — whatever direction you take — must satisfy these two things: It must target a non-technical user. The person using your app has never written a query. Design for them. SQL must not be visible unless the user has explicitly requested it. It must be a working web app. A mock or stub is acceptable for data that isn't wired up, but the UI must be functional and the core interaction must work. If you can demo it, even better. AI usage: Golden Analytics builds AI-native features — it's a core part of what this role does. If your solution includes an AI or intelligent component, great. If it doesn't, explain in your README why you made that choice and where you see AI adding value in a future iteration. Either approach is valid. What we're looking for is intentional product thinking, not checkbox compliance. If you use AI/ML components: All inputs to any model, vector store, or intelligent component must be logged — even in the POC. You do not need a persistent log store, but your code must show clearly where and how logging would happen. This is a governance requirement in enterprise B2B contexts. This is a proof-of-concept. You are not expected to ship production code in 30 minutes. What we're evaluating is your thinking, your trade-offs, and how you approach the problem — not polish. AI Usage Guidance We expect you to use AI tools. We evaluate how you use them — not whether you use them. Evidence of iteration, redirection, and critical evaluation scores higher than a polished output with no process documentation. The single highest-signal indicator: your video answer to the mandatory AI question. If you cannot name a specific moment where you redirected AI output, evaluators will assume you did not. Mandatory AI question (answer in your video): Walk me through one moment where you disagreed with, pushed back on, or redirected what the AI gave you — and what you did instead. Name the specific moment. Explain what the AI produced that didn't meet the bar, what you did differently, and why. Dataset Vendor-Payments\2021-23.xlsx
