💡 Inspiration

When we first stepped into the world of investing, we were full of energy—but quickly hit a wall.

Every tool we tried felt like it was made for Wall Street Pros, not for people like us who were just starting out.

We juggled between 5 different apps—one for news, another for market data, another for simulations, and yet another for AI insights. But none of them talked to each other. None of them actually taught us how to make smart decisions.

And like most beginners, we made mistakes. Expensive ones.

We later discovered we weren’t alone: 80% of new investors lose money in their first year.

That’s when we realized:

🔍 There’s no single platform that brings together:

  • Real-time market data
  • Safe, hands-on trading simulations
  • Personalized AI guidance that teaches while you trade

Meanwhile, fintechs, brokers, and even banks are all struggling to keep new users engaged—because the current platforms weren’t built for learning, they were built for execution.

So we decided to build the platform we wished WE HAD.

This isn’t just an app. It’s a chance to reinvent how a new generation learns, trades, and grows wealth.

👉 And it’s a Multi-Billion Dollar Opportunity, because:

📉 Education tools don’t offer real market experiences

📊 Trading apps don’t teach

🤖 AI tools don’t give live, personalized guidance


🔍 What It Does

FinAgentAI is an AI-powered investment simulation and learning platform that blends education with trading:

  • You can grab Real-time Market Insights using the Tavily API.
  • Safe Paper Trading via Alpaca.
  • Live News Mapping on an interactive Mapbox Globe.
  • A powerful Stock Screener powered by the Tavily API.
  • A tool for Market Analysis via Tavily of the stock selected—summaries generated by the Groq API.
  • Connected a Telegram Bot to manage portfolios, set alerts, and chat with the Tavily Deep Researcher.
  • Compare Stocks Dashboard powered by Tavily, to compare two stock performances side by side.
  • Personalized Tavily-AI chatbot linked directly to the trading interfacewith Groq API summarization.
  • Also a CopilotKit-powered Chatbot on the homepageGroq API included!

This unified experience helps new investors Learn, Experiment, and Grow with Confidence.


🛠️ How We Built It

IDEs Used: VS Code, Cursor IDE

Development Journey:

  • Integrated Mapbox for globe-based market data visualization.
  • Integrated Tavily API for the news-driven Mapboard Section (with Groq API for summarizing news).
  • Connected Alpaca Paper Trading for simulating trades with real-time data.
  • Built a Stock Screener powered by Tavily’s insights.
  • Developed a Market Analyst Module to break down data via Tavily.
  • Created a Telegram bot for portfolio access, alerts, and AI chatbot integration.
  • Embedded the CopilotKit enabled chatbot into the trading interface for personalized answers (using Groq API).
  • Built a Compare Stocks feature—comparing stocks based on real-time news & charts via Tavily API.
  • Continuously improved UI/UX during development.
  • Designed a Monetization Model and mapped out future potential.

🧱 Challenges We Ran Into

🧠 Took 10 days for clear ideation to fully understand Tavily API capabilities.

🌍 Mapbox globe insights weren’t rendering properly.

📉 Technical parameters via Tavily API were difficult to fetch.

🆚 The Compare Stocks dashboard threw multiple errors.

🤖 Telegram bot integration with paper trading & Tavily Deep Researcher was tricky.

🎨 Several UI bugs needed constant attention.

🚧 Deployment and pushing code was sometimes blocked or failing.


🏅 Accomplishments We’re Proud Of

  • Integrated Tavily API for market data, sentiment, and analysis.
  • Enabled AI-powered learning + paper trading.
  • Successfully deployed the project publicly.
  • Everyone on the team learned the power of API-driven platforms.
  • Built a fully functional, unified investing experience.

📘 What We Learned

  • Patience is key—especially when working with new APIs.
  • APIs create monetization opportunities.
  • Just build—you learn more by doing than planning and watching tutorials.
  • Building a project is the fastest way to learn real-world tech.

🚀 What’s Next for FinAgentAI

We have a robust future roadmap to grow FinAgentAI into a full-fledged AI investing assistant:

  1. AI-Powered Portfolio Builder Use Tavily insights to recommend personalized portfolios based on risk appetite and market trends.

  2. Sentiment Heatmap (Global + Sector-Based) Visualize global market mood using Tavily sentiment mapped via Mapbox.

  3. Earnings Calendar & Forecast Insights Track key earnings, forecasts, and generate pre/post analysis from real-time news and analysts via Groq API.

  4. Local Investment Radar Surface local growth signals and microeconomic activities before institutions catch on.


Built With

  • copilotkit
  • mern
  • supabase
  • tavily
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