AI integrated into the research workflow, not bolted on as a standalone chatbot
We built an AI-powered trading research and strategy-development platform where users can organize source material, reason across it with multiple AI models, work alongside live market charts and refine strategy ideas inside one workspace.
The challenge
Trading research is usually fragmented across videos, notes, documents, charts, websites and separate AI conversations.
The product needed to bring those sources together while preserving enough structure for AI to reason across grouped context rather than treating every item independently.
What we built
- Visual strategy boards
- Drag-and-drop content organization
- OpenAI, Claude and Gemini integrations
- Multi-model AI chat
- YouTube content integration
- Document, audio, image, text and URL inputs
- AI summarization and contextual analysis
- TradingView integration
- AI-assisted chart interpretation
- Entry and exit rule workflows
- Strategy version history
- Credit-based AI usage
- Stripe monthly and lifetime subscriptions
- Authenticated user workspaces
How the system works
A user collects research material on a strategy board, groups related sources and then interacts with that combined context through the selected AI model.
Chart information and market research can sit alongside the qualitative material, giving the user one place to develop, challenge and refine a trading thesis.
Architecture & technology
The product uses Next.js on the frontend, Laravel for the API-driven backend and PostgreSQL for structured application data. AI usage is tracked through a credit model tied to subscription access.
The architecture was designed with future self-hosted and white-label scenarios in mind.
- Next.js
- Laravel
- PostgreSQL
- OpenAI
- Claude
- Gemini
- TradingView
- Stripe
- Credit-based usage
- Version control
Outcome & impact
The result is an AI-assisted research workspace rather than a collection of disconnected tools.
The strongest product value comes from connecting sources, AI reasoning, charts, versioning and commercial access into one continuous strategy-development workflow.
Relevant experience
- Multi-model AI
- AI SaaS
- Research workflows
- Context-aware AI
- TradingView
- Subscriptions
- Credits
- Document analysis
- Versioned workflows
Planning something similar?
Tell us what the users, workflows, integrations and commercial model need to do. We can help shape the product around the real operation.