OrbitoFolio

Inspiration

We wanted to design a portfolio management and pre-market research tool for new traders. Many existing portfolio and analytics platforms are built for experienced traders, offering complex features that are difficult for beginners to understand. Our goal is to bridge this gap by developing a trading assistant-based system that helps users learn trading through guided insights and an intuitive interface.

What it does

OrbitalFolio is an interactive stock market research and analysis tool that visualizes analytical data such as sentiment analysis and stock performance through an intuitive and engaging interface. For example, the sentiment and stock pages display topics as stars whose brightness and color represent overall sentiment and strength. The design focuses on user interaction and intuitive controls for portfolio management. We also integrate advanced models such as QuantFormer and LSTM to assist with return prediction and offer a full range of tools for analyzing stock patterns and portfolio insights.

How we built it

We built OrbitalFolio using Next.js for the frontend, focusing on smooth interaction and responsive design. On the backend, we implemented a multi-agent system, with each agent handling a specific user need. These include an investment advisor agent, a pre-market research agent, and an analysis agent that uses QuantFormer to predict returns and identify new stocks to add to the portfolio.

Challenges we ran into

One major challenge was maintaining smooth performance while rendering multiple animated elements at once. We also encountered issues with asynchronous API calls returning null data when the market was closed, which required adding logic to fetch the most recent valid weekday data. Debugging unique React key warnings and managing complex state interactions also required careful planning and testing.

Accomplishments that we’re proud of

We’re proud of creating a visually engaging experience that also functions as a real, data-driven application. Successfully integrating live data while maintaining a consistent and aesthetic interface was a big achievement. We also take pride in our teamwork, problem-solving, and the clean, scalable codebase that we built.

What we learned

We learned how to balance performance with interactivity, manage React state effectively, and handle asynchronous logic in API-based systems. We also gained deeper experience with the Next.js architecture, component optimization, and integrating external data sources into dynamic visual environments.

What’s next for OrbitalFolio

Next, we plan to expand OrbitalFolio by allowing users to connect their own data sources, such as brokerage accounts or research datasets. We are also exploring AI-driven insights that can analyze trends and automatically generate visual highlights. Our long-term goal is to make OrbitalFolio a platform where design, data, and creativity come together to help users learn, explore, and grow as traders.