Equity Catalyst Tracker for a UK Fintech
Phase 1 delivered a small-cap catalyst workspace for a UK fintech. Phase 2 is ongoing.
Key Details
| Challenge | Investors in small-cap companies, especially on the London Stock Exchange, lack reliable qualitative data on upcoming catalysts such as drill results, feasibility studies, regulatory decisions and earnings. Small-cap market APIs are poor, so the data has to come from the companies themselves, assisted by AI. |
|---|---|
| Solution | A financial-grade web application for company listings, live end-of-day charts, an AI-ranked catalyst table and an editor portal. Phase 1 is delivered. Phase 2, still in progress, adds cash-runway and reserve extraction. |
| Technologies | Next.js 14, TypeScript, Tailwind, Next.js API routes, Prisma, Neon PostgreSQL, NextAuth.js, EODHD API, OpenAI API, Anthropic API, Vercel, GitHub |
Technologies used
Client
The client is a UK fintech building an investment-research product for small-cap equities, with a focus on mining and resources and on companies listed in London. The client is not named here.
Product screenshots
What we built
- Responsive financial-grade interface
- Public company listing with search and filters
- Company detail pages with a live end-of-day stock chart and financial metrics, including market cap, P/E, 52-week range and enterprise value
- Catalyst table with AI-generated status, importance ranking, a Gantt timeline and a detail panel
- Resources and reserves section for JORC and NI 43-101 reporting
- Investor catalyst search
- Email and password sign-in, Google sign-in, JWT sessions and role-based access for admin, editor and investor
- Company editor portal for catalyst records
- Admin panel
- Deployment on Vercel, with documentation, handover and source code
Engagement
The build was led by a senior full-stack developer, with the design team involved. Phase 1 is delivered and phase 2 is ongoing. A total headcount and an elapsed duration are not stated.
Outcome
Phase 1 of the catalyst tracker has been delivered. Phase 2 is ongoing. That later phase covers a cash-runway model from filings plus an AI estimate of cash today, catalyst and risk scores from company financials, an AI quality check before publishing, share-count and dilution clean-up, and AI extraction of reserves and resources with human approval. No performance figure is stated for this project.