AI Investor Platform — Research Copilot

Multi-agent research copilot for equities & options. Aggregates SEC filings, options chains, and alt-data to propose risk-adjusted strategies.

SEC financial data integration (2-5yr historical)
12+ automated metrics (P/E, ROE, Debt/Equity)
10 power users in private alpha

Problem

Multi-agent research copilot for equities & options. Aggregates SEC filings, options chains, and alt-data to propose risk-adjusted strategies. This project addressed the challenge of ai, investing, researchin the context of founder / engineer work.

Constraints

  • • Timeframe: 2024–Present
  • • Role: Founder / Engineer
  • • Stack: Next.js, TypeScript, Supabase, SEC EDGAR API, Recharts

Process

The development process involved iterative design, implementation, and testing phases. Key focus areas included ai, investing, research considerations and ensuring measurable outcomes.

Results

  • SEC financial data integration (2-5yr historical)
  • 12+ automated metrics (P/E, ROE, Debt/Equity)
  • 10 power users in private alpha

Lessons Learned

This project reinforced the importance of ai, investing, researchbest practices and the value of iterative development approaches.

Quick Facts

Role:

Founder / Engineer

Timeframe:

2024–Present

Stack:
Next.jsTypeScriptSupabaseSEC EDGAR APIRecharts
Tags:
AIInvestingResearch

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