Stock Assist AI — Agentic AI Financial Analysis SaaS
Retail investors and financial professionals were switching between separate tabs for charts, news and technical indicators, alongside an AI assistant that knew nothing about the market data on screen. The opportunity was to bring that research workflow together rather than add another isolated chatbot.
- Client: Stock Assist AI · Industry: Fintech
- The research workflow was broken into seven friction points — stock lookup, chart reading, news sentiment, technical indicators, portfolio comparison, alerts and trade-decision synthesis. An agentic AI engine then chains web search, live market data, technical analysis and chart-image analysis…
- 46 active paying users at peak
- 99.8% platform uptime with AI responses in under two seconds
- 15,000+ AI queries processed
- 98.5% payment success rate across card and crypto checkout
- Paying users: 46 — At peak
- Uptime: 99.8%
- AI response: <2s
- Technologies: Python Flask, Google Gemini, OpenRouter, MySQL, Redis, WebSockets, Stripe
- Figures as reported in Ortem Technologies' published case study.
- Delivered by Ortem Technologies — Full case study on ortemtech.com: https://ortemtech.com/case-studies/stock-assist-ai-platform/