AI Trading Insight Platform for Retail and Professional Traders

The Challenge

Individual traders whether novice or experienced, are required to analyse large volumes of data quickly, monitor market patterns, manage risk exposure and evaluate their own decision-making behaviours. Doing so consistently is difficult without institutional tools, creating delay, missed opportunities and unnecessary stress.

The client sought to build a platform that would democratise access to sophisticated trading support, guiding users with insight typically reserved for professional desks — delivered through a mobile-first experience.

What TechGenetix Delivered

TechGenetix worked with the client from concept through delivery to define product vision, identify user personas and design core journeys for amateur and experienced traders alike.

A scalable architecture was designed to support data ingestion, analysis, secure user account management and multi-tenant deployment. Machine learning and analytics models surfaced trading patterns from live and historical data, with insights personalised to individual trading behaviour, style and risk appetite.

TechGenetix delivered a real-time mobile experience including dashboards, alerts and tailored “in-session” prompts to support faster decision-making. The platform was engineered for feature expansion, including simulations and guided coaching.

The Outcome

Users gained new visibility over the drivers of success and loss, helping identify bias and improve discipline. Traders reported faster, more confident decision-making and clearer awareness of behavioural trends.

The platform was launched to early adopters with promising retention and engagement. It now provides a foundation for broader product growth and the potential to expand into adjacent learning and community models.

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