QuantTrade AI

AI-powered global trading & research platform — real-time markets, copilot intelligence, SEC filings RAG, backtesting, and geopolitical risk monitoring.

Live: https://quanttrade.us

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What It Does

QuantTrade AI is a full-stack financial intelligence platform that combines real-time market data from 12 global exchanges with AI-driven research tools. Think Bloomberg terminal meets AI copilot — built for traders, analysts, and researchers who want institutional-grade insight without institutional cost.

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Features

Markets & Data

• Global Markets Dashboard — Real-time indices, sector heatmaps, and movers across NYSE, NASDAQ, NSE, LSE, TSE, HKEX, SSE, KSC, ASX, SAO, and more
• Ranked Stock Universe — 800+ curated stocks across 12 exchanges (US: 300 · India: 100 · UK: 75 · Canada: 50 · Germany: 50 · France: 40 · Japan: 50 · HK: 40 · China: 40 · Korea: 20 · Australia: 20 · Brazil: 15), ranked by market cap + dollar volume + index membership
• Continent Tabs — Americas / Europe / Asia / Oceania / Africa view with per-exchange breakdown
• Stock Snapshot Modal — Live price, sparkline chart (Yahoo Finance), 52W high/low, P/E, market cap, avg volume (Finnhub basic-financials)
• Real-time Indices — World exchange indices with 60s auto-refresh and session % change
• Gainers & Losers — Live movers from actual quote cache, no fake data

Research Copilot

• AI Chat — Claude/OpenAI-powered assistant with tool calling: live quotes, news, indicators, SEC filings, watchlist
• Symbol Deep Dive — TradingView-style chart, technical indicators, fundamental panel, news feed
• SEC Filings RAG — Retrieval-augmented analysis of 10-K, 10-Q, 8-K filings via LangChain + vector store
• Agentic RAG Copilot — LangGraph-powered supervisor with 6 specialized agents (research, comparison, screener, portfolio, earnings, general). 5-stage retrieval: HyDE → hybrid dense/sparse search → Cohere rerank → parent-child expansion → citation assembly. 500K+ SEC filings corpus (10-K, 10-Q, 8-K) in Qdrant vector store with BM25 sparse + Titan v2 dense encoding. Redis sliding-window conversation memory with Haiku compression.
• Finnhub Panels — Insider transactions, analyst recommendations, IPO calendar, company news, basic financials
• Ideas Lab — AI-generated trade ideas with catalyst, risk/reward, entry/exit levels

Strategy & Risk

• Backtesting Engine — Rule-based strategy simulation with equity curve, drawdown, Sharpe ratio
• Risk Analysis — VaR, beta, correlation heatmap, portfolio risk scoring
• Watchlist — Portfolio-aware AI insights, alert conditions, price monitoring

Global Monitor (Intelligence Layer)

• 12-Layer Intelligence — Geopolitical events, instability scoring, anomaly detection, geographic clusters, ticker impact correlation
• 3D Globe Visualization — Interactive Three.js globe with real-time event markers
• AI Threat Classification — Severity scoring and market impact prediction
• Continent News Feed Grid — Real-time news by region with sentiment

Community Platform (Finance-Native Reddit)

• 8 Communities — Wall Street Bets, Stocks, Investing, Options, Crypto, Stock Market, Theta Gang, Value Investing
• Posts — Text, news, market updates with ticker detection ($AAPL), sentiment badges, image upload, pin/lock
• Comments — Threaded replies with Wilson score sorting (Best/Top/New/Controversial), @mentions
• Feed Algorithms — Hot, New, Top (with time windows), Rising (velocity-based)
• AI Moderation — 3-stage pipeline: AutoMod rules → Claude analysis → decision engine (auto-approve/review/remove)
• Sentiment Analysis — FinBERT scoring on every post, Market Mood aggregate widget
• Full-Text Search — Posts, comments, communities, users with tabbed results
• Real-Time — WebSocket notifications, live trending tickers, notification bell
• Moderation Dashboard — AutoMod rules editor, ban management (temp/permanent), audit log
• Content Ingestion — NewsAPI + Finnhub + yfinance auto-posting via Celery (every 4 hours)
• Trust Layer — Financial disclaimers, reputation badges, user verification tiers

MLOps (Full ML Lifecycle)

• Nightly Training Pipeline — 804 stocks, 3 horizons (1/7/30 day), manifest-driven sharding, parallel shard execution
• Shard Planner — Weighted bin-packing: balances shards by estimated runtime, supports dry-run inspection
• AWS Batch Orchestration — Step Functions state machine, EventBridge scheduler, Spot EC2 (c5.xlarge), per-shard retry
• S3 Artifact Store — Deterministic paths for checkpoints, metrics, manifests, feature cache, reports
• Neon Metadata Layer — training_runs, training_shards, training_artifacts, model_versions tables
• Internal Operator API — 14 endpoints: trigger runs, retry shards, inspect artifacts, shard planning, health checks
• Feature Store — Offline batch compute + online serving, 20 engineered features, parquet storage, schema versioning
• Experiment Tracking — Run lifecycle, metric logging, artifact registration, run comparison
• Model Registry — Version management, staging→production→archived, rollback, model cards
• Drift Detection — PSI + KS tests against baseline, per-feature analysis, retrain triggers
• Performance Monitor — Rolling window evaluation, directional accuracy, confidence calibration, automated alerts
• Prediction Logger — Every prediction logged with outcomes for production monitoring
• Structured Logging — JSON logs with run_id, shard_id, symbol, horizon, phase, duration for CloudWatch
• ML Container — Dedicated training Dockerfile with batch entrypoint, deterministic I/O contract
• MLOps Dashboard — Production models, experiments, feature store, pipeline control (/mlops)
• Agentic RAG Integration — Financial copilot uses MLOps models for regime detection and confidence scoring in all 6 agent responses
• Auth Fast-Path — _guard_token dependency validates JWT without DB connection; unauthenticated requests return 401 without consuming DB pool slots
• E2E Test Coverage — Playwright suite: 32 tests across desktop, mobile, API projects; serial DB-safe API tests with warmup

Auth & Security

• WebAuthn/Passkey — Biometric authentication (Face ID / Touch ID / hardware keys) via webauthn (PyPI)
• JWT Sessions — RS256 tokens, refresh rotation, secure httpOnly cookie option
• Email OTP + Google OAuth — Multi-method auth flow
• Subscription Billing — Stripe integration with plan gating

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Architecture

Complete system design with 8 diagrams: HLD (systems blueprint), LLD (service architecture), ER (database relationships), UML sequences (copilot, ideas lab, auth flows), component diagram (frontend), deployment architecture (AWS + Cloudflare), and background jobs.

High-Level Design (HLD) — Systems Architecture Blueprint

flowchart TD
    User["End User (Mobile📱 / Desktop💻)"]

    subgraph ReverseProxy ["Edge & Load Balancing"]
        Nginx["Nginx Reverse Proxy\n(SSL, WebAuthn Route, Load Balancing)"]
    end

    subgraph Frontend ["Frontend Ecosystem (React/Next.js & Godot)"]
        UI["Core UI & Animations\n(React, Framer Motion, GSAP)"]
        Godot["Godot Engine\n(godot_ashmarket 3D Export)"]
        Vis["Financial & 3D Visuals\n(Three.js, globe.gl, lightweight-charts, Remotion)"]
        LocalCache["State & Caching\n(TanStack Query, Zustand, LocalStorage)"]
        PlatformAPIs["Hardware APIs\n(WebAuthn Passkeys, Web Audio API)"]
        NextServer["Server Layer\n(App Router, SSR Data Fetching, BFF)"]
    end

    subgraph Backend ["Backend Core (FastAPI)"]
        API["API Gateway\n(Auth, Game, Billing, Chat)"]
        Services["Domain Services\n(WebAuthn, Billing, Storage, OTP)"]
        RT["Real-time Broadcaster\n(WebSocket Manager / SSE)"]
        Jobs["Task Schedulers\n(APScheduler & Celery Pipelines)"]
    end

    subgraph ML ["Machine Learning & AI Engine"]
        LangChain["LangChain Orchestrator\n(RAG Pipes, Memory)"]
        MLModels["Predictive Models\n(XGBoost, LightGBM, scikitlearn, shap)"]
        TA["Feature Engineering\n(ta Technical Analysis, Pandas)"]
    end

    subgraph Storage ["Persistent Storage"]
        DB[("Primary DB (Neon PostgreSQL)\nUsers, Passkeys, Game State\npgvector (Embeddings Index)")]
    end

    subgraph CacheLayer ["Caching & Queue"]
        Cache[("Redis / Upstash\nOTP TTL, Rate Limits, Quote Snapshots, Task Queue")]
    end

    subgraph External ["Cloud & AI External Services"]
        S3["AWS S3 / MinIO (Object Storage)"]
        LLMs["LLM Providers (OpenAI, Anthropic Claude)"]
        MediaAI["Media AI APIs (Fal.ai, ElevenLabs TTS)"]
        MarketData["Market Data & Scrapers (Finviz lxml, Finnhub, FMP)"]
        AuthBilling["Identity & Payments (Stripe Webhooks, Google OAuth)"]
    end

    %% Interactions
    User <-->|biometrics & audio| PlatformAPIs
    PlatformAPIs <-->|inject state| UI
    LocalCache <-->|cache sync| UI
    Godot -->|export models/textures| Vis
    UI <-->|render canvas| Vis
    
    UI -->|navigation / SSR| NextServer
    NextServer -->|REST request| Nginx

    UI <-->|REST + JWT| Nginx
    UI <-->|Live WebSockets| Nginx
    
    Nginx <-->|Forward Traffic| API
    Nginx <-->|Forward WSS| RT

    API -->|business logic| Services
    API -->|push stream| RT

    Services <-->|ACID read/write| DB
    Services <-->|Rate limit / throttle| Cache

    Services <-->|AI context| LangChain
    LangChain <-->|semantic search| DB
    LangChain -->|inference| LLMs
    Services -->|scoring| MLModels
    MLModels <-->|compute features| TA

    Services <-->|Upload/Download| S3
    Services -->|GenAI Assets| MediaAI
    Services <-->|Verify Hooks & OAuth| AuthBilling

    Services -->|Enqueue async| Jobs
    Jobs <-->|Batch writes| DB
    Jobs -->|Web parsing / polling| MarketData
    
    classDef frontend