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Stockox

AI-Powered Multi-Agent Investment Intelligence Platform

Bloomberg Terminal meets OpenAI meets a Hedge Fund Operating System.


🚀 Project Overview

Problem Statement

Retail investors and financial enthusiasts often lack access to institutional-grade tools that synthesize real-time market data, technical indicators, news sentiment, and risk analysis into an actionable format. Most available tools are either isolated screeners, simple portfolio trackers, or overly complex platforms without AI-assisted synthesis.

Solution

Stockox is an AI investment operating system that leverages an innovative AI Committee approach. Instead of relying on a single LLM prompt, Stockox coordinates multiple specialized AI agents (Research, Technical, News, and Risk) that independently analyze a stock. Their findings are aggregated by a Committee Agent to produce a final, highly confident investment recommendation.


✨ Key Features

  • The AI Committee: Specialized autonomous agents perform Research, Technical Analysis, News Analysis, and Risk Evaluation to generate a unified investment decision.
  • Real-Time Market Data: Integration with high-fidelity financial APIs (Finnhub, Alpha Vantage) synced via Redis cache.
  • Portfolio Intelligence: Track holdings, evaluate cash balance, and monitor daily changes in an intuitive dashboard.
  • Neo-Brutalist UI: A premium glassmorphism interface built with Next.js 15, TailwindCSS, and Shadcn UI, designed to look like a venture-backed fintech platform.
  • Enterprise Architecture: Complete separation of concerns with a Go (Gin) backend handling all business logic and external API integrations, keeping the frontend purely presentational.

🏗️ Architecture & Technology Stack

Technology Stack

  • Frontend: Next.js 15, React, TypeScript, TailwindCSS, Shadcn UI, TanStack Query, Framer Motion
  • Backend: Go, Gin Framework, GORM
  • Database: Supabase PostgreSQL
  • Caching: Redis
  • Authentication: Clerk
  • External APIs: Finnhub (Future: Polygon, Alpha Vantage, OpenAI/OpenRouter)
  • Deployment: Vercel (Frontend & Backend), Supabase (DB)

Architecture Flow

  1. Frontend strictly handles presentation and state via TanStack Query.
  2. Backend (Go) manages all business logic, AI agent coordination, and external API calls. 3 Caching Layer (Redis) prevents redundant API calls for quotes and news.
  3. Database (Supabase) is the single source of truth for portfolios, watchlists, analysis sessions, and recommendations.

📸 Screenshots

(Add screenshots of your application here)

  • Dashboard Overview
  • Research Terminal
  • AI Committee Analysis View

💻 Installation Guide

Local Development Setup

Prerequisites

  • Node.js (v18+)
  • Go (1.21+)
  • PostgreSQL / Supabase CLI
  • Redis
  • Clerk Account

Environment Variables

Copy the .env.example file to your root or respective directories and populate the required keys. See .env.example for details.

Database Setup

  1. Create a Supabase project or set up a local PostgreSQL database.
  2. Run the SQL migration scripts located in backend/database/schema.sql.

Running the Backend

cd backend
go mod download
go run ./cmd/server/main.go

Running the Frontend

cd frontend
npm install
npm run dev

🚀 Deployment Instructions

  • Frontend: Deploy via Vercel connecting to your GitHub repository. Ensure UI environment variables are set.
  • Backend: Deploy via Vercel (using the Go runtime configuration in vercel.json). Set API secrets and database URLs.
  • Database: Hosted on Supabase.
  • Cache: Hosted Redis instance (e.g., Upstash).

🗺️ Roadmap & Future Plans

  • Phase 1: Core Dashboard, Multi-Agent Architecture, Finnhub Integration. (Completed)
  • Phase 2: Real-time WebSockets, Advanced Risk Modeling, Clerk Webhook Sync. (In Progress)
  • Phase 3: Custom AI Agent Prompting, Portfolio Rebalancing Suggestions, Polygon.io Integration.
  • Phase 4: Band Protocol Integration for decentralized oracle data validation.

🤝 Contributing

We welcome contributions! Please review our Contributing Guide for details on our coding standards, branch strategy, and PR process.


📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

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