- AI investing assistant with context from your questionnaire answers, watchlist, and portfolio
- Stock research: live quotes, charts, trending assets, market indices, ETF metrics, and categorized news
- Personalized portfolio suggestions and AI stock ratings (Buy/Hold/Sell + reasoning)
- Learning Curriculum: modules and walk throughs on investing basics, risk management, and portfolio diversification for investors of all backgrounds
- Assistant chat with user context (questionnaire, watchlist, portfolio)
- Market tab: indices, trending assets, daily/historical data, commentary
- Stock pages: header stats, news, chart, stats
- News tab: curated business/markets feed with AI‑flavored summaries
- Search: autocomplete backed by local DB with API fallback, fuzzy ranking
- Portfolio & Watchlist management
- Frontend: Next.js, React, TypeScript, Tailwind, shadcn/ui, Radix UI, SWR
- Auth: Clerk, middleware‑guarded routes, webhook user sync
- Backend: Next.js Route Handlers, Prisma ORM, PostgreSQL
- AI: Google Gemini (via
@google/genai) for chat, portfolio suggestions, ratings, and agentic flows - Data: Alpaca, Finnhub, Alpha Vantage, GNews, Google Custom Search
Contact us for a demo or questions: [email protected]