Stock Assist AI — Agentic AI Financial Analysis SaaS
Built Stock Assist AI — a production-grade SaaS platform that delivers AI-powered stock analysis, agentic multi-tool chat, real-time WebSocket market data, technical indicators (RSI, MACD, Bollinger Bands), AI chart recognition, and dual payment gateways (Stripe + crypto). Served 46 active paying users with 99.8% uptime and sub-2-second AI response times.
Client
Stock Assist AI
Project Value
$95,000+
Rating
The Challenge
Retail investors and financial professionals were drowning in fragmented tools — one tab for stock charts, another for news, a third for technical indicators, and an AI assistant that knew nothing about the market data they were already looking at. What they needed was a single platform where an agentic AI could simultaneously pull live stock prices, read a chart image, search financial news, apply technical analysis, and synthesise it all into a coherent, actionable answer — in under two seconds, on a $15/month subscription.
The Goal
Ship a production-ready, multi-tier SaaS platform with an agentic AI engine that orchestrates real-time stock data, chart image analysis, web search, and technical indicators in a single conversation. Support subscription billing through both Stripe and cryptocurrency (OxaPay), hit 99.8%+ uptime, and maintain sub-2-second AI response times at scale — all on a self-contained Python Flask + Redis + MySQL stack behind Cloudflare.
Solution & Implementation
1Analysis
Mapped the daily workflow of retail investors and financial advisors to identify the seven highest-friction touchpoints: stock lookups, chart pattern reading, news sentiment, technical indicator interpretation, multi-stock portfolio comparison, real-time alerts, and trade decision synthesis. Designed an agentic AI engine where each of these becomes a callable tool — so the AI can chain web search → stock data → technical analysis → image recognition in a single user message without requiring the user to switch context.
2Designing Solution
Built a Flask blueprint architecture with Redis-backed session management, SQLAlchemy ORM on MySQL 8.0, and Flask-SocketIO for real-time WebSocket streaming. The AI layer uses Google Gemini as the primary model with OpenRouter as fallback — enabling multi-LLM resilience without code changes. Alpha Vantage provides real-time market data; TradingView handles technical indicator computation (RSI, MACD, Bollinger Bands, EMA, SMA, ATR). The frontend is Tailwind CSS with vanilla ES6+ and a full PWA implementation (service workers, offline caching, add-to-home-screen).
3Customizing Business Logic
Integrated dual payment gateways: Stripe for credit/debit card subscriptions (webhooks, automatic renewal, proration, cancellation) and OxaPay for cryptocurrency payments (Bitcoin, Ethereum, 30-minute payment windows with callback verification). Built a four-tier subscription model (Free/Starter $5/Pro $15/Admin) with per-day message and image quotas enforced at the Redis layer. Added Cloudflare Turnstile bot protection, TOTP-based 2FA, rate limiting (300 req/hr), and CSRF protection across all form endpoints.
4Scale & Optimize
Achieved sub-2-second AI response times through aggressive Redis caching for stock data and user sessions, database connection pooling, Gzip compression via Flask-Compress, and Cloudflare CDN for static assets. Implemented a 5-level referral system with automated commission tracking, partner dashboards, and key-based redemption for giveaway campaigns. Google Analytics 4 with custom event tracking provided full-funnel visibility from registration through subscription conversion.
Results & Impact
Active Paying Users
Platform Uptime
AI Response Time
AI Queries Processed
Payment Success Rate
Agentic AI engine chains web search, live stock data, chart image analysis, and technical indicators in a single user message — no context switching required
Real-time WebSocket streaming delivers character-by-character AI output, live typing indicators, and tool execution notifications to every connected client
Dual payment gateway: Stripe for card subscriptions + OxaPay for Bitcoin/Ethereum payments — with webhook-driven instant activation on both paths
PWA with service worker caching, offline support, and add-to-home-screen — delivering a native app experience on both desktop and mobile
Four-tier subscription model (Free → $5 → $15 → Admin) with Redis-enforced per-day message/image quotas and seamless mid-cycle upgrades
5-level referral programme with automated commission tracking (30% recurring), giveaway key generation, and partner analytics dashboard
AI chart recognition: users upload candlestick charts and the platform identifies patterns (Bullish Flag, support/resistance levels), confirms signals, and gives trade context
99.8% uptime and <2s response times maintained through Redis caching, Cloudflare CDN, connection pooling, and Gzip compression across all endpoints
Key Technologies
Project Gallery
"Before Stock Assist AI, my research routine meant five different browser tabs and still feeling like I was missing context. Now I upload a chart, ask about the stock, and get a response that pulls the live price, runs the technical analysis, summarises the news, and gives me a clear signal — in under two seconds. The AI actually knows what it is looking at. That is the difference."
Alex Reeves
Stock Assist AI
Frequently Asked Questions
About Ortem Technologies
Ortem Technologies is a premier custom software, mobile app, and AI development company. We serve enterprise and startup clients across the USA, UK, Australia, Canada, and the Middle East. Our cross-industry expertise spans fintech, healthcare, and logistics, enabling us to deliver scalable, secure, and innovative digital solutions worldwide.
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