TakeStock
AI-native personal finance and market intelligence platform
TakeStock was an AI-powered personal finance platform built on a proprietary agentic framework and market intelligence engine. I built and scaled the product from zero to product-market fit with 500+ beta users, leading strategy, UX, financial data integrations, and the agent framework before the product and IP were acquired by AutonomyFinance.AI.
Retail investors and high-income professionals lacked accessible, personalized financial intelligence. Existing tools were either too shallow for serious decision-making or too complex to translate market data into practical personal finance actions.
An AI-native personal finance platform that combined market intelligence, custom NLP pipelines, financial APIs, and agentic workflows. The system analyzed earnings calls, SEC filings, market data, and user context to surface actionable insights for individual investors.