Investors Center
An AI-assisted equity research platform: a Next.js analytics product backed by a separate Flask analysis service for screening, portfolio analytics, and market intelligence.
System
Investors Center is a financial analytics product for retail equity research, built as two services. A Next.js application owns accounts, subscriptions, portfolios, and presentation; a separate Flask analysis service owns market-data aggregation, scoring, and AI summarisation. The product surface covers a stock scanner, watchlists, portfolio analysis, side-by-side comparison, alerts, and political-trading views, while the analysis service sits behind API-key authentication, rate limiting, and a two-tier memory and Redis cache.
Constraint
Retail investors get either raw data terminals or opinionated newsletters. Turning scattered market data, filings, news, and sentiment into something a non-professional can act on means aggregating unreliable third-party feeds, scoring them consistently, and presenting the result without implying more certainty than the data supports.
Contribution
Split the system in two so analysis workloads never block the product. A Next.js 15 application handles auth, Stripe subscriptions, MongoDB persistence, and the product API surface. A Flask service on Heroku handles market-data aggregation, catalyst scoring, and LLM summarisation through both OpenAI and Anthropic, behind API-key auth, request rate limiting, and layered caching. Brokerage linking runs through SnapTrade; market data comes from yfinance, FMP, and Finnhub.
Architecture
Input
System
Outcome
Verified
Two-service split: product and analysis
Typed API routes across the product surface
API-key auth with rate limiting and tiered caching
Dual-provider LLM summarisation
Capabilities
Stack
Next
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