Paper to Portfolio: a local Gemma reads the old share certificate in your drawer, but never does the maths

Description and use

The tool quickly determines the value of old shares using a local Gemma model to read the certificate, extracts share‑changing events from corporate history, verifies evidence, computes exact value, and provides a claim checklist.

Problem

Indian families hold old share certificates whose current value and claim status are unknown due to company changes and unclaimed dividends.

Outcome

The tool completes the entire valuation and claim readiness process in under five minutes on a laptop without a GPU, providing exact calculations, evidence‑quoted events, and a multilingual explanation.

Workflow

• Photograph the certificate
• Gemma reads company, holder, folio, certificate number, shares, face value, issue date
• Paste corporate‑announcement history
• Gemma extracts bonus, split, merger, rename events with quoted evidence
• Python verifies evidence and performs exact arithmetic
• Generate lineage timeline, current share count and value, multilingual explanation, and claim checklist

Evidence

Paper to Portfolio does it on your own laptop in about five minutes:

Source

Gemma (gemma4:e4b) via Ollama reads the certificate photo into structured fields: company, holder, folio, certificate number, shares, face value, issue date.

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Plain Python checks every quote against your text and does all the arithmetic, with exact fractions.

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The demo uses a fictional specimen certificate and a made‑up company, both in the repo, so anyone can reproduce it.

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