Live: deepstack.trade | Version: 2.5.0 | Updated: December 2024
DISCLAIMER: RESEARCH ONLY. NOT FINANCIAL ADVICE. DeepStack is a financial research and analysis platform providing data and AI-driven insights for informational purposes only. This platform does NOT execute trades on your behalf. Trading in financial markets involves significant risk.
DeepStack is an AI-powered trading research platform that combines conversational AI with professional-grade market tools. Think of it as having a research analyst in your pocket - helping you develop, test, and track your trading ideas with discipline.
| Feature | Description |
|---|---|
| AI Research Chat | Claude-powered analysis with 30+ tools for market research, thesis development, and strategy backtesting |
| Professional Charts | TradingView-style charts with 30+ indicators, drawing tools, and multi-timeframe analysis |
| Thesis Engine | Develop, track, and validate trading hypotheses with live monitoring and validation scores |
| Trade Journal | Log trades with emotion tracking, P&L calculation, screenshot capture, and rich text notes |
| Prediction Markets | Live odds from Kalshi & Polymarket with thesis linking and event-based betting |
| Deep Research Hub | Perplexity AI integration for earnings analysis, SEC filings, and market summaries |
| Emotional Firewall | Real-time cognitive state detection - blocks revenge trading and overtrading patterns |
| Options Suite | Full options chains, Greeks, multi-leg strategy builder with payoff diagrams |
| Stock Screener | Natural language + traditional screeners with fundamentals and technicals |
| Paper Trading | Full order simulation with position tracking, P&L, and trade history |
| Real-time Data | Live market data via Alpaca Markets with WebSocket streaming |
| Politicians Tracker | Track congressional trading activity from SEC filings |
| Mobile & PWA | Fully responsive with offline support and swipe navigation |
- Prediction Markets Integration - Live Kalshi & Polymarket data with thesis linking
- Deep Research Panel - Perplexity-powered earnings, SEC, and market analysis
- Emotional Firewall 2.0 - Real-time pattern detection (revenge trading, overtrading, exhaustion)
- Interactive Onboarding Tour - Guided walkthrough for new users
- Options Strategy Builder - Visual multi-leg construction with payoff diagrams
- Watchlist Management - Multi-watchlist support with import/export
- Command Palette - Cmd/Ctrl+K for quick actions
- Streaming Ticker - Real-time price bar with market status
- 40+ Dashboard Widgets - Fully customizable widget-based dashboard
- Mobile Optimization - Bottom nav, swipe gestures, pull-to-refresh
Visit deepstack.trade - no installation required!
# Clone the repo
git clone https://github.com/eddiebelaval/Deepstack.git
cd deepstack
# Install backend
pip install -r requirements.txt
# Install frontend
cd web && npm install
# Configure environment
cp env.example .env
# Edit .env with your API keys
# Run development server
npm run dev- Alpaca Markets - Market data (get free keys at alpaca.markets)
- Anthropic Claude - AI analysis (get at console.anthropic.com)
- Supabase (optional) - User authentication
- 10 AI queries per 12 hours
- 15-minute delayed market data
- Basic charts with indicators
- 5 watchlist symbols
- 1 active Thesis Engine
- Unlimited Journal entries (basic)
- Basic Emotional Firewall
- Prediction Markets (view only)
- Unlimited AI queries (including extended thinking)
- Real-time market data
- Advanced charts with all indicators + drawing tools
- Unlimited watchlists with import/export
- Full Screener + NL Screener
- Complete Options Suite with strategy builder
- Unlimited Thesis Engines with validation scores
- Full Trade Journal with TipTap editor + screenshots
- AI Pattern Learning (personalized insights)
- Full Prediction Markets with thesis linking
- Deep Research Hub access
- Priority support
- Multi-provider support: Claude (Sonnet/Opus), Perplexity
- 30+ analysis tools: Technical analysis, fundamental research, pattern recognition
- Extended thinking mode: Deep reasoning for complex analysis
- Command palette: Cmd/Ctrl+K for quick actions
- Persona selection: Trading Mentor, Analyst, Risk Manager personas
- Streaming responses: Real-time AI output
- Multi-series charting: Candlesticks, bars, lines, area
- 30+ indicators: RSI, MACD, Bollinger Bands, Volume Profile, and more
- Drawing tools: Trendlines, channels, Fibonacci, annotations
- Timeframe selection: 1m to Monthly with keyboard shortcuts (1-9)
- Symbol search: Autocomplete with asset info
- Saved drawings: Persist annotations per symbol
- Hypothesis tracking: Entry/exit targets, timeframes, conviction levels
- Live validation: Real-time price vs. thesis targets
- Validation scores: 0-100 score based on price action
- Market linking: Connect theses to prediction markets
- Journal integration: Link journal entries to theses
- Rich text editor: TipTap/ProseMirror with full formatting
- Emotion tracking: Log emotional state per trade
- P&L calculation: Automatic profit/loss computation
- Screenshot capture: Attach chart screenshots
- Thesis linking: Connect entries to theses
- Pattern analysis: AI discovers behavioral patterns
- Multi-platform: Kalshi and Polymarket integration
- Live odds: Real-time probability updates
- Market types: Binary, multi-outcome, scalar markets
- Thesis linking: Connect markets to investment theses
- Event cards: Calendar-based event betting
- Search: Find markets by topic or keyword
- Pattern detection: Revenge trading, overtrading, emotional exhaustion
- Real-time checks: Pre-trade cognitive state assessment
- Decision fitness: Score-based trading readiness
- Cooldown periods: Automatic trading pauses after losses
- Journal prompts: Encourages reflection during high-risk states
- Options chains: Full chain data with Greeks
- Strategy builder: Multi-leg visual construction
- Payoff diagrams: P&L visualization at expiration
- Greeks analysis: Delta, Gamma, Theta, Vega, Rho
- Screener: Filter options by criteria
- Perplexity integration: AI-powered research synthesis
- Earnings analysis: Transcript summaries and key takeaways
- SEC filings: 10-K, 10-Q, 8-K analysis
- Company profiles: Comprehensive business summaries
- Market summaries: Daily/weekly market recaps
+-----------------------------------------------------------------------------+
| DeepStack Architecture |
+-----------------------------------------------------------------------------+
| Frontend (Next.js 15 + React 19) |
| +-- /app - Main trading interface with panels |
| +-- /chat - AI conversation interface |
| +-- /journal - Trade Journal with TipTap editor |
| +-- /thesis - Thesis Engine with validation |
| +-- /insights - AI Pattern Learning dashboard |
| +-- /dashboard - Customizable widget dashboard |
+-----------------------------------------------------------------------------+
| API Routes (Edge Runtime) |
| +-- /api/chat - AI streaming with tool execution |
| +-- /api/market/* - Alpaca proxy (quotes, bars, assets) |
| +-- /api/prediction-markets - Kalshi/Polymarket integration |
| +-- /api/perplexity/* - Deep research (earnings, SEC, profiles) |
| +-- /api/options/* - Options chains and strategies |
| +-- /api/emotional-firewall - Cognitive state assessment |
| +-- /api/politicians/* - Congressional trading data |
+-----------------------------------------------------------------------------+
| Backend (Python FastAPI) |
| +-- api_server.py - Main API server with WebSocket |
| +-- core/ - Trading core, risk management, strategies |
| +-- orchestrator/ - Multi-strategy orchestration |
+-----------------------------------------------------------------------------+
| State Management (Zustand + Persist) |
| +-- 23 stores - Chat, trading, positions, thesis, journal, etc. |
| +-- WebSocket - Real-time market data streaming |
| +-- LocalStorage - Offline persistence |
+-----------------------------------------------------------------------------+
| External Services |
| +-- Alpaca - Market data, quotes, bars |
| +-- Anthropic - Claude AI (Sonnet, Opus) |
| +-- Perplexity - Research synthesis |
| +-- Kalshi - Prediction markets |
| +-- Polymarket - Prediction markets |
| +-- Supabase - Authentication, database |
+-----------------------------------------------------------------------------+
deepstack/
+-- web/ # Next.js frontend
| +-- src/
| | +-- app/ # App router pages
| | | +-- api/ # 40+ API routes
| | | +-- (app)/ # Main app routes
| | | +-- (marketing)/ # Landing, pricing
| | +-- components/ # 150+ React components
| | | +-- chat/ # AI chat interface
| | | +-- charts/ # TradingView-style charts
| | | +-- trading/ # Trading panels & widgets
| | | +-- prediction-markets/ # Kalshi/Polymarket
| | | +-- options/ # Options analysis
| | | +-- journal/ # Trade journal
| | | +-- thesis/ # Thesis engine
| | | +-- emotional-firewall/ # Trading psychology
| | | +-- onboarding/ # Tour & welcome
| | | +-- layout/ # App layout
| | | +-- dashboard/ # Widget dashboard
| | | +-- ui/ # Shadcn primitives
| | +-- lib/
| | | +-- stores/ # 23 Zustand stores
| | | +-- llm/ # AI provider configs
| | +-- hooks/ # 57 custom hooks
+-- core/ # Python trading core
| +-- api/ # API routers
| +-- broker/ # Broker integrations
| +-- risk/ # Risk management
| +-- strategies/ # Trading strategies
| +-- data/ # Data providers
+-- tests/ # Test suites
+-- docs/ # Documentation
| Layer | Technology |
|---|---|
| Frontend | Next.js 15, React 19, TypeScript 5 |
| Styling | Tailwind CSS 3.4, Shadcn UI |
| Charts | Recharts, Lightweight Charts, custom components |
| Rich Text | TipTap (ProseMirror) |
| State | Zustand with persistence (23 stores) |
| AI | Anthropic Claude, Perplexity |
| Backend | Python 3.11, FastAPI, WebSockets |
| Data | Alpaca Markets, Kalshi, Polymarket |
| Auth | Supabase Auth |
| Database | Supabase (PostgreSQL) |
| Hosting | Vercel (frontend), Railway (backend) |
# Required
ALPACA_API_KEY=your_alpaca_key
ALPACA_SECRET_KEY=your_alpaca_secret
ANTHROPIC_API_KEY=your_claude_key
# Optional - Enhanced Features
PERPLEXITY_API_KEY=your_perplexity_key # Deep Research Hub
NEXT_PUBLIC_SUPABASE_URL=your_supabase_url
NEXT_PUBLIC_SUPABASE_ANON_KEY=your_supabase_key| Feature | Status | Notes |
|---|---|---|
| AI Chat | Production | Multi-provider, 30+ tools, streaming |
| Charts | Production | Real-time, 30+ indicators, drawings |
| Trade Journal | Production | TipTap, emotions, screenshots, P&L |
| Thesis Engine | Production | Live validation, scoring, market linking |
| Prediction Markets | Production | Kalshi + Polymarket integration |
| Deep Research | Production | Perplexity-powered analysis |
| Emotional Firewall | Production | Real-time pattern detection |
| Options Suite | Production | Chains, Greeks, strategy builder |
| Screener | Production | NL + traditional, Alpaca data |
| Paper Trading | Production | Full simulation, positions, history |
| Politicians Tracker | Production | Congressional trades |
| News/Calendar | Production | Aggregated feeds |
| Onboarding Tour | Production | Interactive 6-step guide |
| Mobile/PWA | Production | Responsive, offline support |
| Auth | Beta | Supabase integration |
| Payments | Planned | Stripe integration |
| Shortcut | Action |
|---|---|
Cmd/Ctrl + K |
Open command palette |
1-9 |
Switch chart timeframes |
? |
Show all shortcuts |
Shift + Tab |
Open commands (in chat) |
Enter |
Send message |
Shift + Enter |
New line in chat |
- Disclaimer Banner: Persistent "Not Financial Advice" warning on every page
- Emotional Firewall: AI-powered pattern detection blocks impulsive trades
- Privacy First: Pattern data never shared or sold
- No Trade Execution: Research only - we never execute real trades
- Circuit Breakers: Automatic halts on extreme conditions
- Data Encryption: All sensitive data encrypted at rest and in transit
# Backend tests
pytest tests/
# With coverage
pytest --cov=core tests/
# Frontend type checking
cd web && npm run build
# E2E tests (Playwright)
npm run test:e2e
# Lint
npm run lint- Fork the repository
- Create a feature branch (
git checkout -b feature/amazing-feature) - Commit changes (
git commit -m 'Add amazing feature') - Push to branch (
git push origin feature/amazing-feature) - Open a Pull Request
- Use TypeScript strict mode
- Follow existing component patterns
- Add tests for new features
- Update documentation
MIT License - See LICENSE file.
DISCLAIMER: RESEARCH ONLY. NOT FINANCIAL ADVICE.
DeepStack is a financial research and analysis platform providing data and AI-driven insights for informational purposes only.
- No Trade Execution: This platform does NOT execute trades on your behalf.
- Risk Warning: Trading in financial markets involves significant risk. You may lose some or all of your investment.
- Not a Recommendation: Nothing on this platform constitutes a recommendation to buy, sell, or hold any security.
- Seek Professional Advice: Consult a qualified financial advisor before making any investment decisions.
- AI Limitations: AI can hallucinate. Verify all data independently.
The developers of DeepStack are not responsible for any financial losses incurred through the use of this software.
Built with:
- Anthropic Claude - AI reasoning
- Perplexity - Research synthesis
- Alpaca Markets - Market data
- Kalshi - Prediction markets
- Polymarket - Prediction markets
- Vercel - Frontend hosting
- Railway - Backend hosting
- Supabase - Auth & database
- Shadcn UI - UI components
- TipTap - Rich text editor
Built for disciplined traders who want an edge
Last updated: December 17, 2024