Multi-asset analysis with a research AI agent

ChartGuru

Five asset classes. One dashboard. One research agent.

ChartGuru combines technical and fundamental analysis across stocks, crypto, FX, metals, and indices with a portfolio tracker and the Guru research AI agent. The agent generates full reports on demand or on a daily, weekly, and monthly cadence — so an entire research session collapses into a single button.

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STATUS

Live

TIMELINE

MVP launched in 8 weeks

PROVES

Five asset classes, one product, decision-ready in seconds

WHO IT IS FOR

For active traders, analysts, and research teams who run a serious daily workflow across multiple asset classes — and are tired of stitching together a chart tool, a fundamentals site, a portfolio tracker, an FX feed, a metals feed, and a research newsletter just to reach a decision.

THE PROBLEM

Serious traders end up paying for a chart tool, a fundamentals site, a portfolio tracker, an FX feed, a metals feed, and a research newsletter — then spending the morning copy-pasting between them. The bottleneck is no longer "more data." It is reaching a confident decision quickly without losing context, missing the catalyst that matters, or burning hours just to arrive at "hold."

THE SOLUTION

We built ChartGuru as one focused workflow across five asset classes. Pick any symbol — a stock, a coin, an FX pair, gold or silver, or a global index — and instantly get a chart with 20+ technical indicators, ML pattern recognition, AI-powered fundamental scoring, calendar events, and a Guru research report when you want a full briefing. Charts use a primary engine with an automatic fallback so the dashboard never hits a dead end. Cost-aware AI keeps every interaction fast and cheap, while smart caching cuts upstream calls by 60–80%.

WHAT WE BUILT

Product thinking, UX, and engineering working together.

Multi-asset coverage: stocks, crypto, FX, metals (gold, silver), and global indices in one workflow

Curated FX catalog (majors, minors, exotics) plus free-form ISO pair parsing — EUR/USD, GBP/JPY, EUR/TRY, PLN/HUF

Curated index coverage across the US, UK, EU, and Asia (S&P, Nasdaq, Dow, Russell, VIX, DXY, FTSE, DAX, Nikkei, Hang Seng)

20+ technical indicators including RSI, MACD, Bollinger Bands, SMA/EMA, Stochastic, ADX, ATR, OBV, and Linear Regression

ML-assisted trend, pattern recognition, and market regime detection with multi-timeframe support

AI-powered fundamental analysis — score, recommendation, strengths, weaknesses, risks, and catalysts in seconds

Guru research AI agent — daily, weekly, monthly, and on-demand reports with executive summary, price target, and confidence

Portfolio tracker with realised/unrealised P&L, cost basis, allocation, CSV export, and AI-driven insights

Unified earnings, dividend, and crypto milestone calendar with TTL-cached data

Resilient charting with automatic fallback rendering — OHLC and indicators load even when the primary engine fails

Auth, plan-gated routes, subscription billing, and bot protection wired in from day one

Cost-aware AI: prompt compression, smart caching, and daily spend limits keep AI responsive and affordable at scale

OUTCOMES

Why this product matters beyond the visuals.

One product replaces a stack of six single-purpose tools across five asset classes

Faster time from "what is this asset doing?" to a confident, evidenced read — typically seconds, not tabs

AI fundamentals delivered in seconds at fractions of a cent per query

60–80% fewer upstream calls thanks to intelligent multi-tier caching

Resilient charts that never strand the user when a symbol cannot render in the primary engine

A subscription-ready foundation with auth, plans, billing, and gating already in place — ready to scale on day one

NEXT STEP

Need a multi-asset product that combines analysis, portfolio, and an AI research agent in one place?

We can help you scope the right version, ship quickly, and build the product in a way that supports real growth.

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