Case study 01
Forenotes
AI-powered financial research and investment learning
Portfolio index: AI trading journal and performance analytics.
A financial education and market intelligence platform designed to simplify investing through research-driven insights, market analysis, and structured learning resources, so traders and investors can work from actionable financial knowledge and data-backed decision-making tools.
I · The obstacle
Financial information scattered across multiple sources
II · The action
Centralized financial knowledge platform
III · The outcome
60% Faster financial research
- 60%
- Faster financial research
- 90%
- User accessibility
- <2s
- Content delivery
- 55%
- Reduced information overload
- AI insight layer
- Trading analytics
- Gamified leaderboard
- Psychometrics
The problem
- Financial information scattered across multiple sources
- New investors struggle to understand market trends
- Manual research is time-consuming and inefficient
- Reliable educational content is difficult to consolidate
What we built
- Centralized financial knowledge platform
- AI-assisted market research and analysis
- Structured learning modules for investors
- Real-time financial updates and educational resources
- Interactive dashboards for tracking market trends
Key features
- AI journal and trading analytics
- Financial learning hub
- Market research and investment insights
- Economic news analysis
- Interactive dashboards
- Portfolio learning tools
- Gamified leaderboard
Architectural flow
01
Data aggregation
Playwright and Puppeteer modes with proxy rotation, retries, and deterministic request profiling.
02
Structured extraction
BeautifulSoup and CSS selectors normalize product, price, availability, delivery, and review snippets into typed records.
03
AI insight generation
LLM, Claude, and OpenAI calls convert signals into strategy outputs with evidence-backed reasoning.
Tech stack
- Next.js
- JavaScript
- CSS3
- Playwright
- Google Analytics
- PostgreSQL
- SEO tools
- GPT / Claude API