Tech Stack
The Challenge
Quality financial education has traditionally been reserved for those who can afford expensive advisors or have the time to consume endless generic market commentary. Individual investors were left with one-size-fits-all content that didn't speak to their specific holdings or investment goals.
The vision was clear: democratize personalized investment education by leveraging AI to deliver insights tailored to each user's portfolio, delivered in an engaging podcast format they could consume during their daily commute.
Our Solution
AI-Powered Analysis Engine
Built a sophisticated analysis pipeline using Google Gemini that ingests user portfolio data, real-time market information, and financial news to generate truly personalized insights—not generic commentary.
Natural Podcast Generation
Developed a dual-host podcast format featuring "Lane" and "Radford" who discuss the user's portfolio in an engaging, conversational style using advanced text-to-speech technology.
Real-Time Market Integration
Integrated with financial data APIs to pull current market conditions, earnings reports, and economic indicators—all contextualized for the specific stocks and funds in each user's portfolio.
Subscription Platform
Built a complete subscription system with Stripe handling recurring billing, founding member pricing locks, and seamless onboarding that captures portfolio preferences.