TakeStock

Market Engine for analyzing public securities

RoleFounder
InvolvementExited (Acquired by Autonomy Finance)
FocusPublic Market Analysis
DomainCapital Markets
Year2023
StageAcquired by Autonomy Finance
TakeStock
Overview

TakeStock was a market analysis engine built to help investors understand public securities through AI-powered research. The platform provided comprehensive stock analysis, earnings breakdowns, and market sentiment tracking — all powered by custom NLP pipelines and financial data integrations.

Problem

Retail investors lack access to the depth of analysis available to institutional players. Existing tools are either too simplistic or too complex for informed individual decision-making.

Solution

An intelligent market engine that democratized financial analysis. Custom NLP models processed earnings calls, SEC filings, and market data to generate institutional-grade insights for individual investors.

Tech stack
Python - DjangoNext.js & TypeScriptLangChainFinancial APIsPostgreSQLRedis - CachingDocker - ContainerizationHeroku & Firebase - Hosting
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