Industry
FinTech / EdTech
Duration
5W + (Ongoing)
Project Type:
AI-Powered Financial Platform
Status:
Ongoing Enhancements in Progress
Scope:
- Strategy
- UI/UX Design
- Development
- QA
- Deployment
The Challenge
Investors — from beginners to intermediate traders — face the same struggle: too much noise, too little clarity. Financial tools are often overwhelming, non-personalized, and either oversimplified or painfully complex. The client wanted a platform that could turn raw data into actionable insights, educate users based on their goals, and offer real-time market support via AI.
Discovery & Strategy
Our collaboration began with user interviews and product positioning workshops. We learned that most users switch between multiple apps (e.g., YouTube, TradingView, broker apps) to make a single decision. The opportunity: centralize these workflows — offer trustworthy AI insights, personalized learning, and real-time dashboards under one roof.
- Personalized onboarding for investing goals and comfort level
- Dynamic AI reporting and summarization of financial markets
- Free & paid tiers to serve a wide range of user types
- Integrated Learning Management System (LMS) for education
Key Goals:
Design Highlights
We designed the platform with mobile-first thinking, using Design Thinking + Agile sprints. The onboarding experience personalizes the dashboard based on the user's expertise (Beginner → Explorer) and interest (Stocks, Crypto, Mutual Funds). The dashboard then evolves dynamically using AI and GraphQL data.
- Personalized dashboard with 4 key sections: Home, Omega AI, Learning, Trading
- Onboarding with interest/goal tagging & weekly AI alert preferences
- Realtime market view toggling (US, Global, Crypto)
- Embedded AI assistant available across the platform
- Learning module UI inspired by Coursera — track modules, video lessons, chapters
- Dark mode & accessibility adjustments for visually intensive use
Core Design Features:
Backend Development Stack & Architecture
This platform required a fast, modular backend that
could scale with educational content, user personalization, and a
subscription model. The team used Supabase as a BaaS,
offering real-time Postgres, auth, and file storage — dramatically
reducing backend development time.
The learning section (LMS) was powered by Strapi,
allowing course creators to dynamically manage content without dev
support. Stripe
handled all payment flows — from $5/mo subscriptions to free tier gating
— using its secure checkout and invoicing API.
Technologies Used:
- Supabase (auth, DB, storage)
- Strapi for CMS-based course management
- Stripe for payment + membership control
Frontend Development Stack
Built with Next.js for its hybrid rendering support
(SSR + SSG), the frontend offers both speed and SEO-friendliness. The
UI is built using TailwindCSS, making it modular and
scalable. For interactivity, Framer Motion powers
smooth animations. Zustand manages app-wide state
with lightweight logic.
GraphQL was chosen for flexible, efficient data fetching, allowing the
dashboard and AI assistant to only request what’s needed. Financial
charts are integrated via TradingView widgets, delivering
professional-grade market visualizations.
Technologies Used:
- Next.js (SSR/SSG), Tailwind CSS
- Zustand for state management
- GraphQL for data queries
- TradingView widgets for charts
- Framer Motion for animation
Feature Breakdown
Personalized Onboarding
Dynamic form logic, data tagging, stored via Supabase
Home Dashboard
Toggle between Global/US/Crypto; includes watchlist, AI summary, news
Omega AI
Universal chat overlay across platform with financial AI model
Learning System
Course management via Strapi; user progress tracking and completion
Payment Flow
Stripe API – supports trial, recurring, cancellation, and upgrade
Stock Pages
Click into any asset to view in-depth chart, news, and analysis
Settings & Personalization
Control AI tone, learning goals, update watchlist focus
Trading View
Clean, clutter-free data output with filterable market screens
Testing, QA & Deployment
Testing:
- Manual QA across all user roles
- AI testing for prompt consistency
- Visual regression testing for charts & graphs
Deployment:
- Vercel (frontend & Next.js SSR)
- Supabase backend hosting
- Secure Stripe integration
- Monitoring & analytics via Vercel + server logs
Gallery
What's Next?
Omega Suite is evolving into a multi-platform product — adding mobile apps, deep stock screening tools, and AI-curated portfolios. With new models like sentiment analysis, earnings forecasting, and investment path-building, this platform is just getting started.
Project Snapshot
Client
Analytical Investments LLC
Focus
Financial intelligence + learning with AI
Stack
Next.js, Tailwind, Supabase, GraphQL, Stripe, Zustand
Status
MVP Live; new modules WIP
Scope
UX Research → Design → Frontend → Backend → Testing
“We wanted this to feel like the Apple of finance. Your work nailed it — modern, beautiful, and user-first.”
— Client feedback, Analytical Investments LLC