Challenge
Connect investment research ideas to a recorded plan and subsequent review, so analysis can be assessed against what actually happened.
Constraints
Keep research and hypothetical trade tracking distinct from brokerage execution, with explicit access and provider controls.
System
An Electron desktop shell and browser dashboard share a Node backend, persistent research records, streaming screening results, and interchangeable AI providers.
Magneum’s contribution
Built the screening, analysis, hypothetical trade tracking, and review workflow, together with desktop and hosted application boundaries.
Verification
Recorded repository checks cover authentication and guarded provider behavior. The public landing page was verified reachable during this portfolio review.
Outcome
A working research application links watchlist candidates to structured analysis, recorded trade plans, and benchmark-aware review.
Limitations
Hypothetical results do not establish real-world investment performance. Access remains a controlled beta, and newer locally verified features have not all been deployed.